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The best pipeline management software in 2025

The Zapier Blog

These apps offer the AI, automation, documentation, and reporting features that you need to keep the lead pipes (the ones pronounced leed , not led ) flowing smoothly. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. All backed by the power of automation.

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What is a project management framework? A guide with 7 examples

The Zapier Blog

I've worked on projects that had a distinct "No one knows what they're doing" vibe, and others that were so tightly controlled it felt like coming up for air whenever I left my desk. Frameworks give teams set guidelines, processes, and best practices for finishing projects on time and under (or at least within) budget.

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Zendesk vs. Jira Service Management: Which is best? [2025]

The Zapier Blog

While the ITSM template has more advanced features for IT teams (obviously), the customer support template focuses solely on customer support features like ticket management, knowledge base, and reports. With project, status, and assignee filters (plus so many more), you can easily narrow your view to just the information you need.

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The 9 best accounts payable software in 2025

The Zapier Blog

For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog. Comprehensive reporting and analytics: I looked for strong reporting and analytics capabilities that go beyond basic lists because, without good data, you're flying blind. That's Ramp. So what’s the downside?

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How to create a spreadsheet CRM in Google Sheets (+ free CRM template)

The Zapier Blog

It includes a pre-built Customer Data sheet to store lead/customer info, an Interactions tracker, and a Dashboard with some basic reporting. " Add column headers across the top row for the data points you want to track for each customer, such as their name, contact info, company, lead status, dog's name, astrological sign, etc.

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Enterprise automation: What it is and how to get started

The Zapier Blog

When looking for information on enterprise automation types, you may come across terms like business process automation (BPA), robotic process automation (RPA), and intelligent automation—especially in analyst reports or vendor materials. Finance might build automations for recurring approvals or monthly reporting.

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How to create a goal-crushing project plan (+ 14 templates)

The Zapier Blog

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.