https://www.zeroclick.systems/testimonials-content daily 0.75 2021-10-15 https://www.zeroclick.systems/testimonials-content/john-mccarthy monthly 0.5 2021-10-19 https://www.zeroclick.systems/testimonials-content/adamshay monthly 0.5 2021-10-19 https://www.zeroclick.systems/testimonials-content/josh-priollaud monthly 0.5 2021-09-23 https://www.zeroclick.systems/testimonials-content/christopher-filipiak monthly 0.5 2025-01-30 https://www.zeroclick.systems/testimonials-content/holger-ahrens monthly 0.5 2021-10-19 https://www.zeroclick.systems/testimonials-content/max-garmatsch monthly 0.5 2021-10-19 https://www.zeroclick.systems/testimonials-content/tag/President+at+Adam+Shay+CPA monthly 0.5 https://www.zeroclick.systems/testimonials-content/tag/CEO+at+Christopher+Filipiak+LLC monthly 0.5 https://www.zeroclick.systems/testimonials-content/tag/President+at+McCarthy+Tax+Preparation monthly 0.5 https://www.zeroclick.systems/testimonials-content/tag/Founder+at+plus3trainings monthly 0.5 https://www.zeroclick.systems/testimonials-content/tag/Founder+at+Garmatsch+Software monthly 0.5 https://www.zeroclick.systems/testimonials-content/tag/CEO+at+Flatly.io monthly 0.5 https://www.zeroclick.systems/insightly daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1627475914268-SYPIFM52DKNH9QRRSI0C/181004-generic-feature-image.jpg Insightly - Insightly CRM Insightly CRM workflow automation feature, when paired with an automation platform like Zapier, is the #1 Insightly feature to automate back-end business processes and create an individualized experience for your clients. When implemented with custom objects, Insightly evolves into something much more than a powerful CRM. Insightly can fulfill critical business processes such as time tracking, recruiting, and employee management, just to name a few! https://www.zeroclick.systems/about daily 0.75 2025-01-30 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1630690083650-TLE3405CWZ1IXJEZGCPP/IMG_0020.jpg About - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1630085874948-ZC1K7GUAX8I88HJQZTD3/CleanShot+2021-08-27+at+12.37.14.png About - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.zeroclick.systems/services daily 0.75 2025-01-30 https://www.zeroclick.systems/what-to-expect daily 0.75 2024-05-11 https://www.zeroclick.systems/lets-talk daily 0.75 2024-05-11 https://www.zeroclick.systems/slack daily 0.75 2021-09-27 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628880642105-VFBZ50QFXU25SVEX5C0E/105684220-1547727181154mb_slack_01.jpg Slack - Slack Connect closely with your team and business partners using the most modern communication tool on the market or switch over to Google Chat - the latest and greatest Slack alternative! Although Slack is the best tool of it’s kind, if you have Google Vault and security policies implemented we recommend using Google Chat instead - providing a seamless user experience, regulatory compliance and secure message history. https://www.zeroclick.systems/quickbooks-online daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628881253908-EGV5632GNIBB3B7S6CGM/quickbooks-logo.jpg Quickbooks Online - Quickbooks Online Reduce your overhead by integrating QBO with your CRM and e-signature software providing you with automated account, invoicing, and expenses record creation. By synchronizing your client records between software systems with a unique record ID, we can effectively maintain data integrity between all systems and auto-create links to your client’s QBO accounts for easy access from your CRM! https://www.zeroclick.systems/zapier daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628881341871-ES1VT1D3Y5MWP228HCYU/20200413_195956-1024x512.png Zapier - Zapier Zapier is a “no-code” automation tool that connects your favorite apps, such as Insightly CRM, Google Workspace Apps, MailChimp, and over +3,000 more. With Zapier we can automate any workflow you do repeatedly and go beyond their predesigned app connections with Webhooks and Zapier Code App to get you the most customized, automated workflow integrations. https://www.zeroclick.systems/pandadoc daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628881432180-4TQNEAKD43BJU5TSGU5N/pandadoc-psd-1024x538.jpg PandaDoc - PandaDoc PandaDoc will enable you to quickly send stylish e-signature proposals to your clients using templates, marketing content, and client information from your CRM. Connecting PandaDoc with Zapier can automate your billing, bulk send PandaDocs at the start of tax season with custom pricing & payment options, and auto-update the statusof your CRM records for easy sales tracking! https://www.zeroclick.systems/monday daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628881504325-RTKFY0F26PDOZPVV3LWK/Monday.com-Logo.wine.png Monday.com - Monday.com If you require features such as client login for collaboration, 100% client transparency, gantt charts, subitems, etc., then Monday.com is a great alternative to Insightly CRM’s Project Management features. In fact, we use monday.com with clients for our agile and scrum software development framework specifically for those reasons! https://www.zeroclick.systems/lucidchart daily 0.75 2021-09-23 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628881576265-QIVUEF7A9VGO0BYJ98F1/06YObVDr7uw4cNU60vecZHi-5.fit_scale.size_1028x578.v_1569479821.jpg Lucidchart - Lucidchart We document all your processes using Business Process Modeling Notation (BPMN) in a highly interactive flow chart tool and you hold onto your intellectual property, always. At ZeroClick AI we are business consultants first, so almost all projects start and end with Lucidchart. https://www.zeroclick.systems/lastpass daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628881776270-SGGJ8OU7D3NBLTJPXQ3V/DTXJBKWcbmBppSHvwPFZ-1.jpg Lastpass - Lastpass Passwords should NOT be sent via email, post-it notes, chat, or phone. Period. When you store and share passwords, encrypt them. We use Lastpass and require all our clients to share passwords with us using this tool. https://www.zeroclick.systems/google daily 0.75 2021-09-23 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628881857304-LQWA93ZZ22CV6D36YJJL/uS3dZmV3BLeiGcPQXsAVQ5-1200-80.jpg Google - Google Workspace As a certified Google Cloud Partner Work Transformation Specialist through our associate plus3trainings, we can get you into the highly secure and compliant Google Workspace Enterprise. You will house all your necessary business hardware and software under a protected umbrella: SSO (Single Sign On) Gmail Shared Drives Calendar Meet Voice Vault Data Loss Prevention Context Awareness Data Studio Chromebook Management Mobile device management and much more! https://www.zeroclick.systems/mailchimp daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628882170203-HFDOP7H854ORP8CCWGME/mailchimplogocritique.jpg Mailchimp - Mailchimp Protect your domain from being blacklisted while sending branded marketing and transactional emails at the right time - all triggered automatically from your CRM. https://www.zeroclick.systems/gemini daily 0.75 2025-01-30 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/e8665e13-22d6-4ae1-96d6-c02758f2cd6e/Gemini+icon.jpg Gemini - Gemini AI https://www.zeroclick.systems/surveymonkey daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628882386944-KTHKA5WJS8Z1P03XSVF4/SurveyMonkey_Logo.jpg SurveyMonkey - SurveyMonkey Find out what your employees and clients think about you with SurveyMonkey, sync the client survey data with your systems, and implement their feedback. With Insightly Dashboards we can group your client’s feedback by project and user responsible to accurately grade your employee’s performance. https://www.zeroclick.systems/aws daily 0.75 2021-09-23 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628882590474-MRZ0KBD9XMWSCCALYIDJ/freepressjournal%252F2021-01%252F686666dc-7fc7-4858-9461-a3d2c8257f2e%252FAmazon_Web_Services.png AWS - Amazon Web Services Do you have an unsecure server? Are all your employees using old Windows machines? Get up to speed with a state of the art AWS hosted Windows Server for all your industry specific applications and connect to the server with Chromebooks. Users can securely login to the server via Chromebooks and VPN deployment, while able to make crystal clear audio and video calls straight from their device. Looking for AWS Lambda functions? Insightly CRM Enterprise lives in Amazon Data Centers and can be easily connected to AWS Lambda functions for a secure, flexible automation service - light years ahead of Zapier but with a much higher price tag! https://www.zeroclick.systems/squarespace daily 0.75 2021-09-23 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628882675148-H64Z6IZP7YP0GKCE8K38/squarespace_logo.png Squarespace - Squarespace Looking to redesign your website or move away from the unsecure, open Wordpress platform? Squarespace is a “no-code” web design tool with a closed ecosystem kind of like your iPhone - highly secure and always up-to-date with the latest security policies while looking beautiful and modern. Whether it be an ecommerce website or a simple landing page, we have Squarespace experts who can get the job done. https://www.zeroclick.systems/no-app daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628882785995-ICVNAQ6P1O4RASHIBMHR/no+app.jpg ? - Don’t See Your App? If you don’t see your app here, for example tools like scheduling, social media, or marketing, we have lots of experience with SaaS applications and can find a way to integrate your tools into your cloud solution. We can do most anything with any SaaS product that has an open API (application programming interface), and if we can’t do it, we’ll contract with someone who can. https://www.zeroclick.systems/handwrytten daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628882952590-M162OPODR7G9INAXHORU/handwrytten.png Handwrytten - Handwrytten Handwrytten technology allows you to automate handwritten card outreach, creating positive impressions and long lasting bonds. Combined with Zapier and your CRM makes for a personable, automated lead nurturing activity. Zero clicks and zero pen marks! https://www.zeroclick.systems/jira daily 0.75 2021-09-27 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628883025556-9Q5JMMH1TTCV8SY5DVE9/Jira-Logo.png Jira - Jira Jira is a suite of software products used for software development teams to include features for several different teams in your company: Non-technical: HR, marketing, finance, and operations. Software development: Agile, bug tracking, and product management. IT: Call center managers, helpdesk, incident management, and change management. Jira aligns your teams at scale, accelerates enterprise agility and ultimately delivers better business outcomes for your company. https://www.zeroclick.systems/flatly daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628883197477-OBU7LCISB88443GBYB0X/flatly.png Flatly - Flatly.io Flatly.io schedules data exports of your SaaS applications to Google Drive, which can be used as archive history and/or a data source for business intelligence software such as Google Data Studio. The dashboard reporting engines may do most of what you need, but when it comes to combining datasets from different platforms or sharing reports with external parties, Flatly.io becomes an indispensable part of your cloud solution. https://www.zeroclick.systems/paypal daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628883279191-KVLQQ81SN5YOQ5V4HOUC/pay-pal-logo-2.png PayPal - PayPal PayPal tops the list of the most trusted mobile payments brands. When client’s are handing over payment details use the most secure and trusted platform on the web to transact finances and boost conversion rates. Once the transaction processes pull the data into your accounting software and automate the invoicing process. https://www.zeroclick.systems/linkedin daily 0.75 2021-08-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1628884923156-MX82N8Z4LVMOWIHIAT27/LinkedIn.png LinkedIn - LinkedIn If you get your business primarily through your professional network, then Linkedin will be the best tool to facilitate this process. We can optimize your Linkedin Profile’s Social Selling Index, automate Linkedin Profiles to your CRM as Leads, and automate Linkedin outreach activities for an effective lead nurturing process. https://www.zeroclick.systems/acuity daily 0.75 2021-09-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1630078215353-IYBIEXVSOB85LDVTVEM4/acuity_blogimage_1.png Acuity Scheduling - Acuity Scheduling Acuity Scheduling is a feature rich scheduling software able to manage scheduling for most anything from people to rooms to vehicles! Acuity meets all major security certifications including HIPAA compliance. If you're looking for complex intake forms, scheduling features and more then Acuity is the best solution. We work with two other scheduling products: OnceHub & Calendly - see here for a detailed product comparison. Although, if you have a pre-existing scheduling product you want to use, we are more than happy to integrate it with your software solution. https://www.zeroclick.systems/scheduleonce daily 0.75 2021-09-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1630078314048-GL6MNVKTJ147ZKXC3219/ScheduleOnce-logo1.png ScheduleOnce - ScheduleOnce OnceHub offers two integrated products: scheduling and website chat. They are designed to make a seamless customer experience and meet all major security certifications including HIPAA compliance.Their scheduling platform called ScheduleOnce will meet most, if not all, of your scheduling needs for teams big and small. ChatOnce is a chat tool that sits on your website to help qualify leads, automate sales inquiries, and ultimately boost website conversion rates. We work with two other scheduling products: Calendly & Acuity Scheduling - see here for a detailed product comparison. Although, if you have a pre-existing scheduling product you want to use, we are more than happy to integrate it with your software solution. https://www.zeroclick.systems/calendly daily 0.75 2021-09-13 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1630078384463-HRLWBBO8L6I3X7FVZEF5/calendly-20a06ab6508275f696db2fdfe71a5750.jpg Calendly - Calendly Calendly is the best scheduling software for small teams (we use Calendly) and enterprise companies considering their stringent employee vetting process and security certifications covering SAML SSO & SCIM provisioning, GDPR compliance, SOC 2 Type II compliance, and much more! In addition, Calendly covers most native integrations such as Google Workspace, video services, and chat tools. If you can't find your application that integrates with Calendly there is always Zapier! We work with two other scheduling products: OnceHub & Acuity Scheduling - see here for a detailed product comparison. Although, if you have a pre-existing scheduling product you want to use, we are more than happy to integrate it with your software solution. https://www.zeroclick.systems/security-overview daily 0.75 2021-09-23 https://www.zeroclick.systems/privacy-policy daily 0.75 2023-04-18 https://www.zeroclick.systems/terms-of-service daily 0.75 2023-04-18 https://www.zeroclick.systems/fbi-background-check daily 0.75 2021-09-27 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1630079834649-2W59Z9000D2R1QWOHA0D/background+check+2020 FBI Background Check - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.zeroclick.systems/home daily 1.0 2024-01-03 https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421013142-EX5E3XFLHYPFUM4FEUQ7/google%2Bcopy.jpg Home - Google Workspace https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421096237-8G2ZFF5MWV04W3SPX692/insightly_app_icon.png Home - Insightly https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421109716-1923249IVRSW4N6JSP7H/QB2.png Home - Quickbooks Online https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421116883-NZGKB8II2AJ0A2WJX3BF/lucidchart.png Home - LucidChart https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421149293-IMW5PN02TCUAH26G3OP2/monday.jpg Home - Monday.com https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421158901-TU0BF3O587MIQTKMSOPL/zap.png Home - Zapier https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634332044727-Q6TC03PHUWEH1V7K5ZN3/linkedin-app-logo.png Home - LinkedIn https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421207916-TGBSXBG5HDADR8NJNYEN/handy.jpg Home - Handwrytten https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421230872-DD5ZD8DIY3QFE14XCU9B/surveymonkey.png Home - SurveyMonkey https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421239151-IKB3UC0QOKN8BNDYX57B/pandadoc.png Home - PandaDoc https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634332044349-MXX59A94KGLQE9LUT4C9/lastpass-icon.png Home - LastPass https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634332043890-KEU429FV748E1WWC0P2S/Calendly.png Home - Calendly https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421271240-O9OCKJ58D52UEFSG1ITZ/squarespace.png Home - Squarespace https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421281798-3KN4G9KREA6HRF84GGEH/CleanShot+2021-08-27+at+10.16.33.png Home - Flatly https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421291372-ZCSGGRV8VQG9UDFMJOZI/mc.png Home - Mailchimp https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421306718-M5LEQPRA7G5JGPY0RWRM/slack+app.png Home - Slack https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634421311670-XTA2EEFN8W7491XBPNH5/paypal.png Home - PayPal https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1634332043850-1B0M39ZOG7MSDNVRS9DK/aws.png Home - Amazon Web Services https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1630686079662-KIYCT0RZ9D8HE6YMYWW1/jira-logo-2.jpg Home - JIRA https://images.squarespace-cdn.com/content/v1/61004759b0a4ce3c26377f31/1738202124851-85OIB9HNFN1SY7YCES6Y/gemini+ai.png Home - Gemini AI