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Wrike is an enterprise business management software with templates, time tracking, Gantt charts, dashboards, reports, and more. Learn more about Wrike
Wrike is a business management software trusted by 20,000+ companies worldwide. Create a streamlined digital workplace using custom request forms, Kanban boards, Gantt charts, time tracking, real-time updates, and performance reports all in one place that can be shared company-wide. Integrate Wrike with 400+ applications to automate your everyday processes. Customize workflows and reduce the need for emails, meetings, status updates, and more. Work smarter, not harder with Wrike. Learn more about Wrike

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
monday.com is an intuitive platform that allows you to create unique solutions for all aspects of your business in one place. Learn more about monday.com
monday.com is an intuitive platform that allows you to create unique solutions for all aspects of your business in one place. Start with pre-made templates and fully customize them for your workflows. So your entire team can track inventory, onboard new employees, oversee projects, update statuses on important tasks, and manage your sales and marketing campaigns. Get rid of painfully long email threads and cut down on meetings while getting even more done with this collaborative solution. Learn more about monday.com

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work. Learn more about Smartsheet
Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features. *2018 Awards: Named a Leader in Enterprise Collaborative Work Management by Forrester Research, Selected to Deloittes Fast 500 List, Recognized for Technology Innovation & Vision by 451 Research Learn more about Smartsheet

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Easily manage strategic planning and strategy execution in one place. Learn more about Strategypoint
Strategypoint is a simple, flexible, and customizable strategy management platform. It embraces all popular strategy management best practices, and let’s you easily plan, set goals, and execute with your team. Start with your existing strategic plan, or use a Strategypoint plan template. Align everyone in your organization with linked goals and work plans, and easily track progress. Achieve your team's vision with Strategypoint! Learn more about Strategypoint

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Everything you need to manage your business: proposals, contracts, payments, and more. Use code "ONLY1" to start for $1/mo. Learn more about HoneyBook
Business management software for independent professionals—that's HoneyBook. HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place. With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience. Get your first 6 months for just $1/mo with code "ONLY1". Learn more about HoneyBook

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on. Learn more about Trello
"Organize anything, together." Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process. All your projects, all your tasks, all of your team--organized, accounted for, and easily visible at a glance. New users instantly understand the list and card metaphor and can be working on Trello within minutes. Learn more about Trello

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more. Learn more about Odoo
Odoo is a completely customizable, fully integrated, all-in-one open-source software packed with hundreds of expertly designed business applications. Odoo offers up everything a business needs to run efficiently, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Regardless of size or budget, Odoo is tailor-made to help companies grow with their wide array of efficient, easy-to-use business solutions. Learn more about Odoo

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
With 15+ years in the agile space, Jira offers teams the top tools and best practices to provide the right foundation for growth. Learn more about Jira
Jira is the #1 software development tool used by agile teams. Teams of 2 to 20,000 rely on Jira to manage every stage of their workflow, from planning to shipping and releasing. With native roadmaps, teams can ladder up their work to track the big picture. Jira's no-code automation engine allows teams to save time and increase power by automating any task or process with a few clicks. And with a free edition, teams up to ten users can leverage all the power of Jira at no cost, forever. Learn more about Jira

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
ClickUp is the future of work - it's one app to replace them all. ClickUp is the #1 fastest growing productivity app in 2022. Learn more about ClickUp
ClickUp is an all-in-one productivity platform that eliminates work silos. It's the hub where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards , and more. Easily customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively. By replacing inflexible and overlapping tools, ClickUp helps teams save one day each week! Learn more about ClickUp

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Mindbody fitness, salon and wellness software is tailored to streamline business management and track success all in one place. Learn more about Mindbody
Mindbody business management software elevates your client experience, from “Hello” to “See you Tuesday!” Step up to seamless online booking, automated marketing, integrated payment processing, and robust reporting. Set your brand apart with a customized app and stop missing calls (and clients) with an AI-powered front desk. Turn new leads into loyal customers with integrated lead management. Save time and give clients the wow-worthy experience they deserve. Schedule your free demo today. Learn more about Mindbody

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Bitrix24 is #1 free total business management suite used by 8 million companies. CRM, tasks, projects, documents, email and more. Learn more about Bitrix24
Bitrix24 is total business management software that's 100% free. You get over 35 free tools, like CRM, tasks, document management, project management, time management, business process automation, invoicing, collaboration, absence management, email marketing, virtual PBX, shared calendars, company directory, HRMS and much more. Available in cloud and as software that you can install on your own server, it's ready to be used in less than 30 seconds. Learn more about Bitrix24

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Houzz Pro is the #1 business management and marketing software for residential contractors and design professionals. Learn more about Houzz Pro
Houzz Pro is the #1 business software for residential contractors & design professionals. Get an all-in-one solution that spans the full customer lifecycle, including marketing, CRM, estimates & proposals, 3D Floor Plans, project management, collaboration, online invoicing & payments, QuickBooks integration, and a client portal. Start a free trial today to see why thousands of Pros trust Houzz Pro to grow & manage their business. Plans are available for all business sizes starting at $49/month. Learn more about Houzz Pro

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Desktop email client that helps manage emails, tasks, organize calendars, browse contacts, add notes, chat for all companies. Learn more about eM Client
eM Client is a great business desktop mail app designed to help with handling email communication, daily agenda, upcoming (online) events, collaboration with colleagues and more, all in a unified clean interface. The app allows admins to enforce a company-wide email encryption policy (PGP, S/MIME), archive emails or create and save customizable signatures, email templates and QuickTexts to streamline communication processes. International teams can rely on instant translation of all emails. Learn more about eM Client

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Connect your team with your clients team to chat, share files, manage tasks, make notes, take payments and get work done! Learn more about Project.co
A project management tool your customers will LOVE to use! Project.co connects your team with your clients team so you can chat, share files, manage tasks, make notes, take payments and get work done! Other tools make working with clients feel like an afterthought. With Project.co working with clients and managing projects effectively is our core focus. All communication is kept in one place on every project so you have a single source of truth. Project management simplified! Learn more about Project.co

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Canada Local product
Provide franchisors with quality technology and exceptional customer service so their franchisees can achieve excellence. Learn more about Better
Better Software has a foundation to connect Franchisors with Franchisees. Franchisor tools to control the Franchise brand with a clear view of franchise activities. Franchisees have the ability to run day to day operations seamlessly. Specializing in field and home services, Better offers many beneficial features to the Franchisor, Franchisee, all the way down to the techs in the field. Features include: CRM, Invoicing, Scheduling, Text Messaging, Reporting, Tons of Customization, and much more. Learn more about Better

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Omnidek is an intranet portal that allows your employees, customers, and vendors to do work together in one place with no-code. Learn more about Omnidek
Omnidek is an enterprise solution for non enterprise clients. Company-wide deployments of forms and workflows transitions your company from files and folders to a powerful Enterprise Data management strategy called Smart Data ECM (Enterprise Content Management). Smart Data ECM means every data point in your company is at your fingertips and can be accessible via our public API and reported on in real-time. Bring your BI tools, ditch your apps and spreadsheets, and start to #DoWorkTogether Learn more about Omnidek

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Empower and Unlock the Potential of your Organization with ProSTART, a comprehensive and all-inclusive CRM, Sales, and more. Learn more about ProSTART
Empower and Unlock the Potential of your Organization with ProSTART, a comprehensive and all-inclusive CRM, Sales, Project and Document Management, Service Ticketing, Inventory, Invoicing and much more. With ProSTART's agile Open Architecture quickly modify ProSTART to your custom business processes. Integrate to Outlook and your Accounting solution eliminating the necessity for double entry. Learn more about ProSTART

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Unrivalled Cloud-based Capital Project Management Platform Learn more about KEY360
KEY360 is a user-designed, performance-centric, Business Management Platform. It covers over 100 major business processes, from mega-construction projects to office management. This ¿universal mindset¿ facilitates most common system needs from the transactional level up to business intelligence when integrated across operational silos. The platform can be implemented for a single company or multi-organizational collaboration. "The right people doing the right things, a the right time". Learn more about KEY360

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Glas-Avenue Flat Glass Software is a complete business management solution, designed for the flat glass industry. Learn more about Flat Glass Software
Glas-Avenue Flat Glass Software is a complete business management solution, designed for the flat glass industry. Learn more about Flat Glass Software

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies, realize value faster with Sales Cloud 360. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes. You also get access to 150,000+ sales organizations and a 2 million user-strong community that are passionate about sales growth. Learn more about Salesforce Sales Cloud

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success. Learn more about Dynamics 365

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
A free office suite with writer, spreadsheets, and presentation applications.
WPS Office is a free, small and fast office suite, that provides you three powerful applications known as Writer, Spreadsheets and Presentation. It is highly compatible with MS Office while presents a similar interface to the latter. It features small package size, spell check, a PDF converter, multi-tab interface, paragraph adjustment tool, drag-and-drop table feature, group convert hyperlinks and more. Learn more about WPS Office

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Cloud-based online booking, scheduling, point of sale and marketing software - everything you need to run your spa or salon better.
Tired of spending your days focusing on administrative tasks that take you away from your clients? Make life easier for your clients, your staff, and yourself with Bookers business management solution that offers online booking, staff scheduling, CRM, point of sale, marketing and retention tools, all on one platform. With Bookers cloud-based software solutions, youll be able to access your business anywhere, anytime. See Booker in action with a free demo! Learn more about Booker

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
NetSuite business management manages financials, CRM, inventory, supply chain & omnichannel commerce with one fully-integrated system.
NetSuite automates core processes like accounting, inventory and order management, customer management, project management, and more. A unified cloud platform provides secure anytime, anywhere access to the features and data people need to run their business. With flexible reporting, dashboards, and business intelligence tools that provide real-time visibility, NetSuite helps organizations of all sizes and industries control costs, eliminate inefficiency and improve financial performance. Learn more about NetSuite

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Web-based residential construction management software to handle estimating, contracts, selections, project scheduling and more.
CoConstruct is the #1 highest-rated software for custom home builders and remodelers. Starting at $49/mo, it's the only all-in-one construction management tool with single-entry spreadsheet estimating . Put in your measurements and formulas once just once, and have that information flow through the estimate, specs, selections, bids, proposals, change orders, and budgets, including to and from QuickBooks. Learn more about CoConstruct

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
The fastest, easiest, and highest value businessmanagement software to automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for business management, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately. Learn more about mHelpDesk

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
BQE CORE makes it easier & more profitable to run your firm by automating repetitive tasks & delivering real-time actionable insights.
BQE's powerful all-in-one platform and expert support give A & E firms the intuitive tools they need to meet the demands of their firm, empower their team, maximize profitability, and deliver superior results to clients. Designed for the A&E industry by architects and engineers BQE CORE makes it easier & more profitable to run your firm by automating repetitive tasks & delivering real-time actionable insights. Learn more about BQE CORE Suite

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Canada Local product
Client & project management, product sourcing, and board design tools for interior designers. Your all-in-one solution.
DesignFiles is an easy-to-use online platform for interior designers just like you. Consider it your very own branded portal to manage projects, source products, create 2D & 3D design boards, communicate with your clients and prepare persuasive presentations. DesignFiles is truly a one-stop shop to easily service your clients and grow your bottom line. Go from initial consultation to delivery as soon as possible -- and count on responsive support to back you up. Learn more about DesignFiles

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Mobile friendly and secure legal software that's easy to learn and use. Save time. Grow your firm. Go paperless. Work from anywhere.
PracticePanther is the top rated law practice management software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their workflows and get more done in less time. Never miss deadlines, get paid faster, seamlessly track billable time & expenses. Work from anywhere, on any device, with our mobile app. It's easy, user-friendly and intuitive. Spend less time managing your firm and more time making money. Try it free, no credit card needed. Learn more about PracticePanther Legal Software

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Fully branded : Client Portal, Project Management, Invoicing, File Sharing, CRM, IM, Messaging & more.
More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one. Learn more about SuiteDash

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Collaborate on projects, track time, manage expenses and invoice your customers. Available in the cloud, from any device!
Avaza is an all-in-one solution for project management, resource scheduling, tracking time, managing expenses, quotes & invoices. Teams of all sizes, from freelancers to large businesses, will love it, for its simple & intuitive design with powerful features. You can work on projects, track time, manage expenses and invoice your customers all in one place. Available in the cloud, from any device. Learn more about Avaza

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Canada Local product
Online booking, resource scheduling, lead generation, and reporting solution for every business.
An all-in-one solution for your business! We feature a sophisticated scheduler for all your appointments and classes, email marketing, merchant processing, payroll, reputation management, robust reporting, a rewards program, and many more features. There are no pricey add-on fees to embed your schedule into your site, generate reviews, send emails/SMS notifications, rewards program, marketing automations, or anything else. WellnessLiving was built by our customers, for our customers! Learn more about WellnessLiving

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Simplify your service business. Complete scheduling & job management. Manage leads, estimates, jobs, invoices, payments from anywhere!
Kickserv provides users a custom user interface that allows them to monitor various aspects of their organization's workflows update and distribute invoices, monitor field technician status and more. The solution offers mobile applications for iOS and Android devices that help technicians and workers to send automated or custom job updates, notes and comments to the team in the office. Learn more about Kickserv

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Business management platform that comes with CRM, HRM, financial management, and project management.
Business management platform that comes with CRM, HRM, financial management, and project management. Learn more about Agiled

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
ONLYOFFICE is a secure online office suite aimed at helping teams in management and collaboration with strong focus on documents.
ONLYOFFICE Workspace is a collaborative corporate office available as a cloud service and on-premises solution. It features a collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing documents and projects, CRM, calendar, mail, communication instruments, and advanced security settings. ONLYOFFICE also provides free desktop and mobile apps connectable to the cloud. ONLYOFFICE Workspace offers plans for startups, businesses, and extra big enterprises. Learn more about ONLYOFFICE Workspace

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
CosmoLex is the only cloud-based, total practice management, billing, and accounting system (no QuickBooks® required).
Thousands of law firms have switched to CosmoLex - the only cloud-based, law practice management software with built-in, compliant legal accounting (no QuickBooks needed). CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. LawPay credit card processing is also built-in with no fixed monthly fee. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. Try free today! Learn more about CosmoLex

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
The app for trade contractors & service businesses to cut paperwork, provide amazing service, and run a more productive business.
ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field. We're a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments. Learn more about ServiceM8

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Discover SAP S/4HANA Cloud, a complete ERP system with embedded AI and machine learning.
SAP S/4HANA Cloud is a complete enterprise resource planning (ERP) system with built-in intelligent technologies, including AI, machine learning, and advanced analytics. It helps companies adopt new business models, manage business change at speed, orchestrate internal and external resources, and use the predictive power of AI. Benefit from tight, native integration between processes, industry depth, and a consistent in-memory data model. Learn more about SAP S/4HANA Cloud

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Curve Dental is the leading provider of cloud-based dental practice management software for modern dentists.
Curve Dental provides practice management software to 50,000 dental professionals in North America. Practices use the Curve SuperHero all-in-one cloud-based solution for charting, scheduling, billing, imaging, invoicing, eClaims, ePrescribe, and more. Our integrated Curve GRO patient engagement solution simplifies and streamlines communications by having everything you need in one system. Curve has performed 4000+ smooth data/image conversions from 90+ competing software platforms. Learn more about Curve Dental

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Jolt is a comprehensive and completely customizable digital business operations platform available on smartphones and tablets.
Jolt is a comprehensive digital business operations platform available on smartphones and tablets. Jolt helps restaurants, retail, hospitality, and other businesses create accountability, enhance safety compliance, and boost employee performance. Jolt is completely customizable for any business. Jolt is used by companies like Smoothie King, Jimmy John’s, McDonald's, Buffalo Wild Wings, Legoland, Jack In The Box, Weis, Cinemark, and thousands of other global brands. Schedule your free demo today! Learn more about Jolt

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Cin7 Orderhive is the ultimate automated eCommerce order management, and inventory management software for retailers and wholesalers.
Cin7 Orderhive is order, shipping, and inventory management software for online retailers and marketplace sellers. Automate, track, and manage your orders from the 16 most popular marketplaces, and 9 most popular online stores like Shopify, WooCommerce, etc. Easily set automation rules to efficiently process 10 to 1000s of orders per day including automated, integrated shipping, fulfillment, 3PLs, and drop shipping. Learn more about Orderhive

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
The massage profession's most popular practice management software to simplify and grow a massage therapy and bodywork business
For the massage professional: MassageBook is a massage therapy and bodywork practice management software solution to help professional massage therapists and bodyworkers achieve business success by simplifying scheduling, marketing, & online business functions. For the consumer of massage and bodywork services: MassageBook is the leading national directory of professional massage therapists, simplifying the process of finding and booking local massage therapists. Learn more about MassageBook

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
ProWorkflow delivers business management tools for complete visibility into projects with tools for communication and invoicing.
Manage any type of business with ProWorkflow. With outstanding communication tools, easy template generation, built-in invoicing, and simple task allocation, ProWorkflow helps you team focus on the work that matters. Now, it’s a snap to bring together teams and focus on common goals. ProWorkflow backs the business world’s best project management tools with industry-leading data security and mobile work access that lets you track time, complete tasks, and communicate on the move. Learn more about ProWorkflow

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Invoice2go makes it easy to send invoices & estimates, accept online payments and manage your business. Free 30 day trial.
Send professional invoices and estimates with Invoice2go. Try it free for 30 days. Easily create and send custom invoices with a few clicks, accept payments online and manage your business at-a-glance with business insights reporting. Looking for more tools to run your business? Invoice2go also features appointment scheduling, time tracking, expense tracking and more. Try our newest profiles and review features to increase visibility online and earn customer trust. Learn more about Invoice2go

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Qlik Sense is a business intelligence (BI) and visual analytics platform that helps global enterprises move faster and work smarter.
Qlik Sense is world-class business intelligence software that helps global enterprises move faster, work smarter and put modern analytics in everyone's hands. Easily combine, load, visualize, and explore data, no matter how large (or small). Create and share powerful, interactive dashboards in a governable environment. Get unmatched performance and scalability on enterprise SaaS, your cloud of choice, or on-premises. Accelerate your path to business value with the most complete BI platform. Learn more about Qlik Sense

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Cloud based custom manufacturing solution with quoting, business intelligence, employee management, and more.
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators. Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders, purchase orders, job management and scheduling, online proof approvals, Quickbooks integration, business intelligence, online credit card payments through Authorize.net, and much more. Perfect for - Sign companies - Printing companies - Apparel companies - Custom manufacturers - Job shops Learn more about shopVOX

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Increase control over your small or midsize business with SAP Business one - a software designed to grow with you.
SAP Business One is an affordable, easy to implement, complete business management solution available on-premise, in the cloud, or powered by SAPs latest in-memory computing database - SAP HANA. Ther e are industry-specific versions of the solution, and it is designed to grow with your business. Sapphire is the leading gold partner for SAP Business One - http://www.sapphiresystems.com/ Learn more about SAP Business One

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Suited for Gyms, Personal Trainers & Clubs, Virtuagym's all-in-one software provides the infrastructure to mange your fitness business.
Virtuagym offers fitness software solutions to personal trainers, independent studios and gym chains of all sizes. Built from the ground-up for fitness fanatics who want to get the most out of each working hour, Virtuagym is the perfect companion to breathe fresh life into your business. From automatic membership billing to individual member management, Virtuagym can scale to meet the demands of the smallest independent trainer or the largest gym conglomerate. Learn more about Virtuagym

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
Store, manage and label your leads, contacts and clients in one centralized online hub. Start a free trial!
Build long-lasting client relationships with vcita's powerful business management app. Store, manage and label your leads, contacts and clients in one centralized online hub. Get a birds-eye view of your clients' status: appointments, payments, invoices, documents and conversations. Have all the information handy wherever, and whenever you need it with a friendly mobile app and easily collaborate with your team, assigning clients, appointments and incoming requests to staff members. Learn more about vcita

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management
The simplest and economical booking app for every business. With BookyWay you can manage easily all your appointments
Do you own a business that requires appointments? You may find a “dedicated” app to book appointments on the market for almost every activity that requires reservations and payments, hard to use, and with excessive costs. BookyWay has the essential functions for any category, and you can use it IMMEDIATELY without any support You won't find a cheaper system, in some cases free. Thousands of professionals already use BookyWay: barbershops, dog lovers, horse racing, driving schools, tire dealers.. Learn more about BookyWay

Features

  • CRM Software
  • Employee Management
  • Financial Management Software
  • Marketing Automation Software
  • Time & Expense Tracking
  • Training Management

Business Management Software Buyers Guide

Introduction

Business management software is the name given to all-purpose software solutions. These typically bring together many key business management activities related to areas like accounting, sales, marketing, customer relationship management (CRM), human resources (HR), enterprise resource planning, product development, and contact management into a single, consistent package. The all-in-one nature of these solutions can deliver for Canadian business owners in terms of convenience, allowing various tasks to be carried out in one place. Additionally, the use of a single system for carrying out so many different functions can also help business managers to avoid issues surrounding compatibility, which may otherwise manifest when using multiple different software solutions to achieve the same tasks.

As the name suggests, business management software systems are primarily utilized by business managers, or departmental managers, in order to carry out some of their core responsibilities. These solutions can be especially useful within small and medium-sized enterprises across Canada, where there may be a need to keep software costs low and also limit the amount of training that needs to be provided for employees using different software packages. With that being said, business management software packages can also be valuable for managers in larger organizations too, and the comprehensive, integrated nature of these solutions can appeal to managers of all varieties.

When using software packages in this category, it will usually be possible to store contact details, past communication, and other important information about leads and customers. It may also be possible to monitor financial performance and create financial reports, store and manage important data related to employees and business partners, and establish performance metrics for a business, with the ability to continuously track these metrics over time. All of this means that many of the most critical tasks a business manager will need to perform can be handled easily without switching to a different package.

As stated, there is significant crossover between this type of business software and applications like CRM software and accounting software solutions. However, some of the other applications that are closely related to all-in-one business software packages include task management software and project management software. While the precise features that are available will vary from one program to the next, depending on their target audience and focus areas, there are certain core features too. Generally, this will mean any good software of this kind will allow users to:

  • Create and maintain a database containing contact details, customer data, and employee information
  • Track a company's financial results, create financial reports, and manage company finances
  • Define the parameters for business success and then continually track overall business performance
  • Oversee marketing activities, develop a marketing strategy, and monitor marketing performance over time

What is business management software?

Business management software packages are a type of business software intended to bring together single-suite applications related to accounting, human resources, customer relationship management, resource management, marketing, sales, business performance monitoring, and other disciplines that fall under the business management umbrella. The primary appeal of the software is its comprehensive nature, allowing many different tasks to be able to be performed from a single location while removing friction associated with using multiple more targeted packages instead.

Although all-in-one business software has near-universal appeal, it can be especially useful for smaller businesses, or those looking to cut costs, because it means fewer unique applications need to be used, and the associated training costs can also be reduced. Some products are marketed as small business management software solutions, and these will be optimized to cater for the primary needs of managers of small and medium-sized enterprises across Canada. Business software solutions of this kind allow users to keep contact information in one place, manage their interactions with customers, oversee a marketing strategy, manage company finances, create relevant business reports, and much more. As the different components of business management software packages are linked, it is also quick and easy to take data from one part of the package and bring it into another part without encountering compatibility issues.

What are the benefits of business management software?

The benefits of business software solutions for Canadian businesses are primarily linked to the convenience and efficiency they can deliver as an all-in-one solution. Lowering the number of unique applications that businesses and their employees need access to can have a number of key benefits, too, including reducing storage requirements, solving compatibility issues, and cutting down on training costs. Some of the most significant advantages are outlined in more detail below:

  • Improved efficiency: one of the main advantages of using business software solutions is related to its ability to improve overall efficiency for business managers and other senior leaders. This is primarily possible because the software provides a number of different functions within one package, avoiding the need to shift between packages to carry out these different tasks. Instead, business managers can quickly and easily move between managing their marketing strategy, viewing customer relationship management data, accessing employee contact information, and more. The end result can be greater productivity among business and departmental managers, who can then spend more of their time carrying out other tasks that may require extra attention.
  • Greater ease of use: alongside efficiency benefits, integrated business software of this kind also makes it easier to actually carry out many of the core business management tasks. Instead of having to understand the user interface of many different software packages and learn how to make the best use of them, these software packages provide a greater level of consistency. This means that, in many cases, it will be easier to learn to use a business management system than it is to learn to use separate marketing, CRM, employee management, and sales systems.
  • Reduced training costs: the use of a single integrated business software system in place of multiple different software packages can also help to reduce training costs. After all, the employees who need to use the software will learn to use one package rather than learning to use multiple different packages, which may all need to be taught to them at different times. This benefit also applies when new updates to the software are released and new features emerge, and it can be especially advantageous for businesses with a limited IT department or a restricted training budget. Reducing training times can also help to improve overall productivity levels.
  • Centralized data: the very concept of bringing together sales, marketing, customer relationship management, accounting, and other functions into a single place means that data from these different areas is also centralized. This can be important in many organizations because it means different departments can save, access, and alter data from the same place and then share it with other departments easily. Such cross-departmental sharing of data is necessary for high-quality collaboration, and having this data in one software package also makes it easier to move important information from one part of the package to another without encountering obstacles.

What are the features of business management software?

The features of business management software systems can vary substantially from one software package to the next. Some solutions are aimed at businesses in a specific industry, while others are targeted towards businesses of a certain size or business managers with a specific range of skills. Nevertheless, there are some core features within this software category that help define it, which will be found in the majority of applications of this kind.

  • Employee management: manage a wide range of elements related to employees, from tracking the progress of the various tasks they are working on or accessing contact details, through to continually monitoring productivity, attendance, training or coaching requirements, and contract and salary information. Having access to this data in a central location can make it easier to understand where employees are, what they are doing, how they are progressing, when certain actions are required, and when meetings may need to be arranged to discuss work-related issues. It can also assist businesses with scheduling and accurately handling staff pay, as well as the allocation of employee resources to different tasks. Essentially, these features all combine to allow the business management software to perform functions that may otherwise require the use of a workforce management software package.
  • Financial management: oversee a business' various financial assets and gain a much clearer sense of the overall financial status of the business. As part of this feature, it is generally possible to input financial information, track financial performance, plan new measures, create financial reports, and see the financial consequences of certain actions, events, or scenarios before they are actually performed. This can then allow for more informed, evidence-based decisions to be made about business strategy, the budgets for different departments, as well as pricing for specific products or services. Financial data can also be easily input into some of the other components of the software package too, such as the performance monitoring area, in order to gain a better idea of how the business is faring. Ultimately, these various features can either take the place of accounting software—or function alongside such applications—in order to provide a broader range of overall financial management features.
  • Customer relationship management: manage interactions with customers, save important communications, and ensure that long-term relationships are established and maintained so that those customers become long-term assets for the business. The CRM component of business management software will generally allow users to see past conversations with specific customers, access contact information, track the current status of leads and prospects, and guide them further down the sales funnel. Keeping track of customer interactions can be essential for a number of different reasons, including delivering seamless customer service, using interactions to inform product development and marketing efforts, and utilizing customer communications to design relevant training activities. Failure to manage these interactions efficiently, on the other hand, can lead to the loss of customers.
  • Marketing management: establish a marketing strategy, gain insight into current performance, and automate key tasks so that the right audience is seeing the right content, in the right moment. This component will often cater for email marketing, display marketing, social media marketing, content marketing, and SEO. Furthermore, solutions in this category will usually allow users to track how long campaigns have been running, the level of reach for each campaign, key performance indicators, and the current status of individual branding activities and product promotions. This can then reduce the need to use marketing automation software.
  • Inventory management: view important information about business inventory, such as current levels of stock for specific items, or the number of occupied and empty rooms in a hotel, so that all orders or bookings can be fulfilled accurately and on time. Moreover, past and current data can be used to forecast when more of an item needs to be ordered so that a business can avoid the delays and disappointment associated with running out of stock entirely. The best business management system examples will also offer real-time alerts on current stock levels, with options to establish the exact alert threshold, meaning managers can be automatically prompted to act when stock reaches a certain level. In some cases, re-ordering can also be automated. This means that new stock will be ordered at the best possible moment, without the need for any human intervention whatsoever.
  • Billing and invoicing: create invoices for the products or services that are purchased by customers, and then automatically send these invoices out via email. Business management software packages that include a billing and invoice component make it much easier to keep track of all relevant billing information, including details on whether or not a customer has paid, when their payment was made, what payment method they used, etc. Additionally, in some cases, the software will automatically generate a receipt, which can then be sent to customers to confirm that their payment has been received and to validate any refunds or returns they may request in future.
  • Performance metrics: identify the key metrics to monitor, and then continually track performance over time. This means users can see where their business is performing well, where there is room for improvement, and where drastic action may be required. Having the ability to establish key performance indicators and track them over time is important for understanding business performance in general, but it can also be essential for employee recognition. This is significant, because Capterra research shows that businesses are increasingly turning to software solutions for employee recognition purposes. The very best business management software systems may be able to serve this purpose and avoid the need for dedicated recognition software. Using Capterra's business management software systems directory, it is quick and easy to sort the available options based on the features they contain, along with their other attributes. Not only can this make it easier to compare the different business management system examples, but it also means users can narrow down options quickly and begin their search by only seeing the solutions that deliver in the areas that matter most to them and their business.

What should be considered when purchasing business management software?

When purchasing business management software systems, there are a number of important considerations that Canadian managers should work through. Taking the time to do this will help to avoid the purchase of an unsuitable or suboptimal solution, and it can help businesses to find the best possible application for their individual needs. One of the easiest ways to do this is to ask some key questions, which will then help decision-makers to think more deeply, such as:

  • How much does business software cost? A key consideration before making any purchase is the price that will need to be paid. Clearly, a small scale business management system is going to cost less than a bigger, more comprehensive solution that is aimed at large corporations, and this is a factor to weigh up, but it is not enough to simply think about the upfront costs like buying the software and installing it. Instead, the best way to approach this is to consider the total costs associated with owning and using the software over time. Is there a subscription fee? Will implementing the software require more space for storing data? Are there additional security needs? Will the various departmental managers need additional training to make effective use of the software? In some cases, there may also be costs linked to software updates, or new versions too.
  • What are the main types of business software? Answering this particular question can be important for several reasons. Firstly, it allows businesses to establish which applications they have and which they still need. Secondly, it allows decision-makers to consider the business management software packages that deliver in the areas they need. Thirdly, it is important to recognize that some options in this category are primarily focused on specific areas, such as finance, marketing, sales, or HR, while others are true all-purpose solutions. With this in mind, it is worth thinking about which of these approaches is most appropriate for the required tasks.
  • Where will the software users be working from? Next, decision-makers need to consider where managers and other users are actually going to be based and contemplate how this may influence the best choice of software. The COVID-19 pandemic accelerated adoption of remote and hybrid working models, and research shows that only 14 percent of homeworkers actually want to stay working from home on a full-time basis, while a 50/50 split between office and home-based working is still the most popular option for Canadians. If remote access is a key requirement, this can have a major bearing on the ideal software solution. Of course, it is also worth contemplating how things may look in the future and what contingency plans are in place if circumstances make remote work a necessity.
  • Can the software integrate with other programs? Finally, when buying any new software solution, it is important to think about how well it can be integrated with other core applications that are being used within the workplace. The exact applications that business management software systems will need to be compatible with will vary based on the type of business making the purchase and the nature of the work they do. Nevertheless, compatibility problems can be costly and create unnecessary friction, so it pays to take the time to research this area properly. If integration is not possible, but the solution ticks all other boxes, it may be possible to make changes to a current setup, replacing some of the other software and tools used. However, any such decisions will need to consider the cost and upheaval associated with replacing existing applications or introducing new processes.

The most relevant business management program trends at the time of purchasing a new solution are also a very important consideration. After all, to get the most from software, it is crucial to find an option that will meet the needs of today and the needs of tomorrow. Additionally, buyers need to know that the software they are acquiring has been created with an awareness of the wider software and technology landscape, as well as the things that are important to users. Some of the most significant trends that are relevant to business management software systems include:

  • Popularity of cloud-based solutions: The Software as a Service (SaaS) model is becoming more prevalent as a whole. This is in part because businesses are getting to grips with the various benefits that cloud technology can offer them. This includes increased data security, accessibility from anywhere, at any time, compatibility with a wider range of devices and operating systems, and reduced startup and maintenance costs, which are generally replaced by more predictable monthly subscription fees. As this trend continues, business managers need to be aware of this broad direction of travel and give some careful thought to whether or not this method of deployment is best for them. In some cases, cloud-based solutions may sacrifice an element of control and a sense of ownership, and some businesses are still better off with on-site deployment, managed by an internal IT team. Yet, in other cases, these options deliver the kind of flexibility and on-demand access that is necessary in the modern, fast-paced, 24/7 business world, and allow businesses to scale down their IT departments and expenditure too.
  • Increased use of artificial intelligence: As artificial intelligence (AI) continues to improve in terms of reliability and speed, it is also playing an increasingly influential role in business management software systems. In particular, AI can help to interpret vast amounts of data extremely quickly and then draw logical conclusions from that data, meaning it has the potential to recommend future actions, based on the probability of success, and to suggest the best times to act in order to optimize business results. Beyond this, AI can also help to automate some of the more predictable, repetitive, and time-consuming business management activities, leaving managers and senior employees with more time to spend on tasks that really require human thought processes and problem-solving skills. When automation and data analytics are combined, an integrated business software system has the capacity to handle inventory management, distribution, marketing, and sales processes on its own, with high levels of accuracy, at any time of the day, even if no business manager is available to act themselves.
  • Mobile business management: Along with the rise in remote work, a growing number of business managers and senior employees are now working in the field, while they travel, or in a number of other ways that all require them to carry out tasks using mobile phones, tablets, or other similar portable devices. For software developers, catering to this demand for flexibility and mobile accessibility is becoming more important. Many solutions on the market already achieve this, either by offering dedicated mobile apps or by providing access to cloud-based software through mobile web browsers. Business managers regularly using mobile devices for work should prioritize software packages that cater to their needs and look into whether the mobile apps either provide a full range of features or serve as a condensed version of the main software, stripping out some of the core functions.

Sources:

The features highlighted were identified based on their relevance and the percentage of products in Capterra's directory that offer them. The following sources were used for this document:

  1. Employee recognition: 4 ways it has changed and how software can help - Capterra UK Blog (Date accessed: Saturday, October 9, 2021)
  2. Workplace wellness: Almost 3 in 4 Canadian remote workers report burnout - Capterra Blog (Date accessed: Saturday, October 9, 2021)