The Zapier Blog

JUNE 9, 2025

As anyone who's ever seen a cartoon plumber knows, the best pipeline management tool is a monkey wrench. But if you want to know the best sales pipeline management tool, unfortunately, you should probably read the next several thousand words of in-depth software analysis.

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The Zapier Blog

JULY 17, 2025

Varied transaction types: Whichever app you choose, you'll be able to check out customers online, in person, or via manual credit card input (though both slightly upcharge for manually entered transactions). Credit cards accepted: Both Stripe and PayPal can accept all major credit cards. Learn more about how it works.

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Campaign Monitor

MAY 30, 2025

5 (13,000+ reviews) Constant Contact Event marketing Built-in event management & ticketing $12/month 4.1/5 For agencies, Campaign Monitor offers a range of features to simplify client management, including client dashboards, multi-account access, and custom user roles. Free plan; pricing starts at $12 USD/month 4.7/5

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Campaign Monitor

MAY 30, 2025

5 (1000+ reviews) Constant Contact Event-focused organizations Built-in event management and ticket sales $12/month 4.1/5 5 (12K+ reviews) Zoho Campaigns Zoho ecosystem users Seamless integration with Zoho CRM and apps Free plan; starts at $4/month 4.4/5 5 (200+ reviews) AWeber Small businesses needing reliable deliverability 99.8%

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StartupNation

JULY 22, 2025

VIP clients like Paul McCartney’s team were calling us. I applied everything I knew about law and regulation to help clients make smart, informed investment choices. I started in clinical diagnostics, managing lab operations for a large hospital network. But I quickly rose from temp to Operations Manager in three years.

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Campaign Monitor

MAY 30, 2025

5 (13,000+ reviews) Constant Contact Event marketers and nonprofits Built-in event management tools Free Plan; Paid from $12/month 4.1/5 Its agency-friendly features make it perfect for businesses managing multiple clients, with a unified dashboard that streamlines workflow. ” — Shaley M.,

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The Zapier Blog

JULY 17, 2025

With Interfaces, teams can build interactive client portals, internal request hubs, and employee-facing dashboards, complete with automation and custom logic. "Anything from Lunch & Learn requests to getting testimonials from clients now runs through Interfaces," Gentian shared. "We

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The Zapier Blog

JULY 17, 2025

Unlike simple rule-based automation , AI automation manages repetitive workflows by learning patterns and optimizing processes over time. Within AI orchestration, AI management often includes: Real-time monitoring tracks performance, data flow, and workflow status to identify issues proactively. In practice, you often need both.

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The Zapier Blog

JUNE 30, 2025

We independently review every app we recommend in our best apps lists. You have to itemize charges, add taxes, track who paid, and chase down clients who don't pay. With the click of a few buttons, you can create client profiles, add payment options, include expenses, and even add your logo. Learn more.

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The Zapier Blog

JUNE 2, 2025

A custom domain email shows potential clients you're serious about and invested in your business. Think of DNS as the internet's phonebook: when someone types your domain into a browser or email app, DNS helps route that request to the right place—whether that's your website or your email inbox. " What is POP3?

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The Zapier Blog

JUNE 18, 2025

Most of us are visual creatures, and good workflow management is built on clarity. I once helped a team cut their client intake time by a solid 20% just by mapping it and axing two redundant information requests. Standardize processes: This is the core of business process management (BPM).

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The Zapier Blog

JUNE 15, 2025

Investing in a unified platform—where all your apps are connected via a shared system—can simplify data management, prevent silos, streamline communication, and reduce operating costs. Zoho has approximately one zillion apps that cover you across your organization, and here, I'll walk you through everything on offer.

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The Zapier Blog

JULY 3, 2025

Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier. Write a follow-up email to the client. It's workflow automation software that lets you focus on what matters. Update the project doc.

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The Zapier Blog

JUNE 19, 2025

Today you can make calls using FaceTime, Messenger, WhatsApp, or dozens of other call apps, and virtual phone systems do the same for your office number. Download an app to start making calls from a desktop, laptop, and mobile phone in a matter of minutes. Getting started with VoIP is super simple. Select your phone number(s).

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The Zapier Blog

JUNE 17, 2025

At some point, I realized I wasn't just managing a team—I was managing relationships. Boost your team's productivity Automate your CRM Turns out, a CRM (customer relationship management) app is like my fantasy setup, but for people with actual responsibilities. Table of contents: What is a CRM?

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The Zapier Blog

JUNE 25, 2025

LinkedIn has been my lifeline as a content strategist for B2B SaaS companies—it's where I find clients, build relationships, and establish credibility in my field. But maintaining a consistent LinkedIn presence while juggling client deadlines is absolutely exhausting. month (billed annually); Business plan from $12.36/profile/month

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The Zapier Blog

JULY 4, 2025

We independently review every app we recommend in our best apps lists. How we evaluate and test apps Our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. I didn't just read these apps' marketing materials and customer reviews.

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Campaign Monitor

MAY 30, 2025

Its agency-friendly features make it perfect for businesses managing multiple clients, with a unified dashboard that streamlines workflow. Creative Account Manager (G2) Try Campaign Monitor Instead → ✓ 30 days free ✓ No card required 2) Mailchimp – Decent for small and mid-sized businesses 4.4/5 ” — JoAnn H.

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The Zapier Blog

JULY 18, 2025

We have documents, PDF files, emails, forms, and more… all scattered across different apps. Here's how to use Zaps—Zapier's automated workflows—to streamline your document management. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. New to Zapier?

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The Zapier Blog

JUNE 9, 2025

Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Invoice automation software often also manages approval workflows and prepares invoices for timely payment. Improved cash flow management. How does invoice automation work?

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The Zapier Blog

JULY 1, 2025

Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier. But when it comes to external clients or prospects, every minute counts. But remembering to do this manually is when mistakes can happen.

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier We really could have used RACI. This project management model ensures that there are clear roles, no conflicting ideas, and a clear communication process. And it plays nice with thousands of other apps.

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The Zapier Blog

JUNE 18, 2025

Despite the initial confusion, building a CRM in Google Sheets can be a surprisingly effective way to manage customer relationships (and slightly less terrifying than whatever Skibidi Toilet is). When a new row is added to your Customer Data sheet, create a corresponding task in your project management tool to follow up.

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The Zapier Blog

JUNE 10, 2025

As a volunteer social media manager for an indie publication with a limited budget, I rely heavily on organic efforts to spread the word about our work. "I've got several clients getting 10x more engagement from organic posts compared to their paid campaigns. million views.

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier Add that to the "pudding will get hot when heated" warning and the trademark "shower cap fits only one head" disclaimer, and you've got yourself an era in which communication plans are not only a helpful organizational tool but a very necessary one.

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The Zapier Blog

JUNE 26, 2025

Connect your project management software to your other apps Make your job easier In the business world, this same kind of boundary-slipping shows up as scope creep—when a project quietly expands beyond the original plan, often without additional resources, timelines, or support. " We've all been there.

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The Zapier Blog

JUNE 30, 2025

I considered and researched dozens of apps and did in-depth testing on the top 20 contenders to narrow it down to these eight form plugins for WordPress. How we evaluate and test apps Our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software.

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The Zapier Blog

JULY 10, 2025

Connect your project management software to your other apps Make your job easier Even if the most meticulously laid plans are at the mercy of a capricious host with a skinny microphone, starting with a project plan template lays a foundation of order and direction in a world where the rules are made up and the points don't matter.

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The Zapier Blog

JULY 10, 2025

In 2016, I spent days designing a client's website in WordPress. Website building apps are also increasingly comprehensive, including not just design tools but also support for eCommerce, lead generation, marketing, and analytics. ⭐⭐⭐⭐⭐ Slick and professional designs make it hard to tell you're using a site-building app.

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The Zapier Blog

JULY 20, 2025

APIs also perform a lot of the heavy lifting for programming new apps. Getting started with APIs How to use an API How to connect an app to an API REST vs. GraphQL vs. SOAP APIs Types of APIs Why use an API? Connect apps without coding using Zapier API FAQ What is an API? Think about your favorite weather app.

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The Zapier Blog

JULY 20, 2025

AI note taking apps are fast becoming the standard because they remove the need to take hurried notes, allowing you to stay present in conversations. I use Fathom for all my client meetings, but while shopping for the best AI meeting assistant , I tried Fireflies—which, turns out, is a strong contender. Not so with Fathom.

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The Zapier Blog

JULY 11, 2025

Tools like Zapier make it possible to add AI to almost any service or workflow, so you can, for example, pull the power of ChatGPT into any of the other apps you use at work. Zapier is the leading AI orchestration platform , integrating AI and connecting across 8,000+ apps. It adapts as work unfolds, scaling impact across teams.

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The Zapier Blog

JUNE 12, 2025

You need something to keep things straight when juggling client management, property listings, and the looming threat of being upstaged by that insufferably smug agent from the office across the street. Workflow management: Real estate involves numerous tasks and deadlines, and a CRM that can streamline your workflow is essential.

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The Zapier Blog

JUNE 11, 2025

I spent a bunch of time in each of these apps, and here's how the Airtable vs. Google Sheets showdown went. Though both can do many similar things, Airtable is a database app and Google Sheets is a spreadsheet app. It's also completely free. But not a lot else. Unless you're really , really , really into it.)

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Entrepreneurs' Organization

JANUARY 5, 2024

Here are the top blog posts EO published on Inc.com in 2023: 1. Set Goals Like Google: Why OKRs Surpass Other Goal-Setting Methods for Entrepreneurs Eric Crews (EO Boston), founder and CEO of management consulting firm Crews & co., Read the post for details on how to manage tough conversations in your company.

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Entrepreneurs' Organization

FEBRUARY 1, 2016

By Andrew Armstrong, an Octane blog contributor. Others want to deal directly with clients and have a chance to engage with them along the entire scope of a project. To acquire clients, you’ll need a specialty that sets you apart from the competition. The wider your network, the steadier your stream of clients will be.

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Entrepreneurs' Organization

JANUARY 5, 2024

Here are the top blog posts EO posted on Inc.com in 2023: 1. Set Goals Like Google: Why OKRs Surpass Other Goal-Setting Methods for Entrepreneurs Eric Crews (EO Boston), founder and CEO of management consulting firm Crews & co., Read the post for details on how to manage tough conversations in your company. I guarantee it!”

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