AI Practice Management Software for Accountants vs Salesforce
Overview
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Detailed Comparison
It is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer. | All-in-one AI practice management software for accountants and bookkeepers. Manage tasks, clients, workflows, and teams efficiently with automation and real-time visibility. |
Move deals faster by tracking customer information and interactions in one place;
Make more insightful decisions — faster, and from anywhere — with the most up-to-date information;
Drive customer engagement by automating and personalising your email marketing at scale;
Deliver exceptional social experiences by connecting them to marketing, sales, and service;
24/7 customer support team to help all users from Small business to Enterprise | Task Management - Client Management - Analytics & Dashboard - Services & Workflow - Team & Communication - Unlimited Users - Leads Management - Proposals & Engagements - Email Sync & Advanced Communication - Client Portal - AI Features |
Statistics | |
Stacks 840 | Stacks 0 |
Followers 671 | Followers 1 |
Votes 0 | Votes 1 |
Integrations | |
| No integrations available | |
What are some alternatives to Salesforce, AI Practice Management Software for Accountants?
Airflow
Use Airflow to author workflows as directed acyclic graphs (DAGs) of tasks. The Airflow scheduler executes your tasks on an array of workers while following the specified dependencies. Rich command lines utilities makes performing complex surgeries on DAGs a snap. The rich user interface makes it easy to visualize pipelines running in production, monitor progress and troubleshoot issues when needed.
Salesforce Sales Cloud
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.
Pipedrive
Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
GitHub Actions
It makes it easy to automate all your software workflows, now with world-class CI/CD. Build, test, and deploy your code right from GitHub. Make code reviews, branch management, and issue triaging work the way you want.
Evernote
Take notes to a new level with Evernote, the productivity app that keeps your projects, ideas, and inspiration handy across all your digital devices. It helps you capture and prioritize ideas, projects, and to-do lists, so nothing falls through the cracks.
Streak
Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.
Apache Beam
It implements batch and streaming data processing jobs that run on any execution engine. It executes pipelines on multiple execution environments.
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.
Zenaton
Developer framework to orchestrate multiple services and APIs into your software application using logic triggered by events and time. Build ETL processes, A/B testing, real-time alerts and personalized user experiences with custom logic.
Luigi
It is a Python module that helps you build complex pipelines of batch jobs. It handles dependency resolution, workflow management, visualization etc. It also comes with Hadoop support built in.
