11 Best Business Management Software Tools in 2023
Whether you’re running a startup or an enterprise, handling too many things at once can be stressful. This is why you always need professional business management software to help you navigate through your daily operations. There are dedicated business management tools on the market to serve specific business needs. But these tools can be really deal-breakers if they start failing you at any point. Therefore, it’s important to understand what you want to do with the tool. To help you navigate through the endless ocean of business management software, we’ve compiled and categorized a list of the best ones among them according to the purpose they serve. Let’s get started. HouseCall Pro 1. HouseCall Pro - Best Service-Based Business Management Software Housecall Pro is a cloud-based field service management platform for service professionals to automate workflows and streamline technician dispatch. Housecall Pro supports professionals with all aspects of their daily workflow, including job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. Clients can book services via HouseCall's online booking functionality, communicate through a centralized messaging system and make online payments. The platform provides a customer remarketing tool that has strong potential to double the number of jobs for the service professional. Housecall Pro also includes a native mobile app and complementary web portal and serves a wide range of industries, such as carpet cleaning, window cleaning, plumbing, electrical, HVAC, and more. The mobile app can be accessed on both Android and iOS devices. Other Housecall Pro features include estimates, real-time customer notifications, text message capabilities, automated postcards, and email marketing automation. Housecall Pro levels the playing field by arming small businesses with high-tech tools at the most competitive low cost to better compete in the marketplace and is ideal for businesses with 1 to 30 employees. With over 30 vertical offerings for home service needs, Housecall Pro is the easiest way to take control and organize a service-based business. Plus, they offer our audience a free trial. Kartra 2. Kartra - Best Online Business Management Software Kartra is an all-in-one business management platform that provides online entrepreneurs with a CRM system, marketing automation, help desk, booking calendar, checkout system, and so much more. The platform offers various modules to help users manage all business operations, from website creation and payment processing to marketing strategies and helpdesk issues. Kartra CRM makes client management simple with a 360-degree view of your contacts. The platforms lest you see the behavioral patterns of your early users, how they land on your site, at what point they exit, which link they click, and how they transition from the moment they sign up to the point of checkout. The platform enables users to build personalized membership portals for training courses, private community spaces, or multi-topic content directories using a drag-and-drop interface. Kartra lets users manage custom themes, colors, member access, media uploads, progress tracking, content navigation, single sign-on, automatic login credentials, emails, and multiple memberships. And with the Kartra help desk system you can quickly connect with your customers on any channel without leaving the browser tab you’re already on. The Kartra helpdesk is integrated with all of Kartra's other tools so every agent can see a customer's entire history with your brand. The robust ticketing system allows you to have multiple agents, departments, and shifts all organized in one helpdesk portal. Kartra empowers you to support your customers via a support ticket, over the phone, Skype, or even live chat on your website so customers can ask questions in real-time. You can assign tickets to appropriate team members so issues get resolved as fast as possible. Other Kartra features include a website and sales funnel builder, customizable templates, analytics, autoresponders, affiliate management, a built-in checkout, and more. Kartra integrates with various third-party apps, such as Braintree, Stripe, PayPal, Plivo, Zapier, SendGrid, Google Calendar, and WishList. And if you want to try this all-in-one online business platform, below this video in the description is a link to Kartra's 14-day trial. 3. HighLevel - Best Agency Management Software HighLevel HighLevel is a white-label sales and marketing platform for digital agencies and consultants that helps capture leads, process payments, create websites and landing pages, book appointments, and manage email marketing campaigns. HighLevel provides various features such as reputation management, custom forms, pre-made templates, GDPR compliance, reporting, and webhooks. HighLevel leverages machine learning and artificial intelligence technology to automate lead nurturing processes and establish two-way communication with customers. Additionally, HighLevel lets sales professionals create client accounts and generate sales reports. The platform integrates with various third-party applications such as Stripe, Zapier, Facebook Messenger, Google Ads, QuickBooks, Shopify, Zoom, and more. HighLevel also offers mobile applications for Android and iOS devices that lets agencies streamline customer communication through voicemails, messages, emails, and forced calls. In short, with the HighLevel all-in-one marketing and sales platform, you will be able to keep your tools in one place and streamline your entire client management process. monday.com
4.Monday.com - Best Work Management Software Monday.com
is an all-in-one work management platform where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more. The platform lets teams of all types and sizes deliver work more effectively, boosting productivity to new heights. If you’re searching for a free, intuitive, potent, and easy-to-use business management software, monday.com is the way to go. With the free version, you access features that you’d have to pay for with other business software. Thanks to advanced communication and collaboration features, you can have as many users as you’d like, create as many tasks as necessary, and collaborate on every step. Whether you manage a small business or a large enterprise with thousands of employees, monday.com has it all. HubSpot 5. HubSpot - Best for Scaling Businesses Hubspot is a giant in the world of B2B marketing and sales, and client management is where it shines. With Hubspot CRM software, you can do all things marketing and sales like scheduling sales emails, and monitoring how contacts behave on your website. Hubspot might be overkill for solo freelancers, but for small businesses that want to create a VIP experience for each customer? It shouldn’t be overlooked. Hubspot CRM’s free plan includes a variety of attractive features: Contact management, prospect tracking, pipeline management, and email marketing. Upgrade to its premium plan, and you’ll unlock additional features like live chat and AI bots. 6. Pipedrive - Best Business Sales Management Software Pipedrive Pipedrive has secured multiple user choice awards during the last two years as being a resourceful asset for CRM software end-users. Although the extensive list of features has a narrow-to-wide scope, we can sum up Pipedrive’s remarkable usefulness as a highly responsive sales management system for sole proprietors and small businesses alike. When Pipedrive was still in its infancy, they had to consult with professional sales market respondents to make the final version of the software more user-friendly and professional. For a majority of users, this program is more of a ‘dream come true sort of thing because of its sleek, straightforward, and easy-to-retrieve functionality. Setting up accounts for first-time users only takes a few minutes. You can fill in all your individual sales-oriented project requirements as you go along. Top it all off with an automated integration with Google Calendars for pop-up reminders at appropriate dates – and you are looking at a fully-fledged third-party business solutions system. inFlow 7. inFlow - Best Inventory Management Software Inflow primarily serves the needs of inventory managers who wish to get by with a quick response tool that can store and retrieve warehousing-related information on the go. You can use inFlow on your desktop, in a browser, or on your phone to adjust stock, reorder products, and manage sales and purchase orders. Each app is designed to do a specific job, and the software works with many of the best e-commerce platforms. You can use existing barcodes or make your own with just a few clicks. Then, you can use your smartphone or the inFlow Smart Scanner to scan products right off the shelf. The software gives you a full history of how each
product's stock moved, and you can make reports to see which customers or products make you the most money. With inFlow's inventory tracking features, you can keep track of your products such as scanning and making barcodes, which let you scan items in and out, track inventory while it's in transit, and even keep track of returns. The platform lets you also reorder stock before levels are based on historical and future data collected by inFlow. This lets you figure out how much inventory to order to keep the balance between profit and stock purchase. Inflow functions as a desktop installer application, but it does have a backup system for easy information retrieval in case the computer hard drive suffers storage loss or vice versa. FreshBooks 8. FreshBooks - Best Financial Management Software Quite a popular tool for invoicing and accounting, FreshBooks is one of the best small business management software when it comes to financial management. Coming with a complete suite of accounting features, FreshBooks provides a fast and reliable solution for creating quick invoices, tracking expenses, and much more.
Through native time tracking, you can easily monitor the time your team is spending on tasks and bill your clients accordingly. Not only this, but the tool also facilitates project management through an elaborate feature set for effectively handling project-related activities. A few prominent features include centralized file location, team chat, and project assignment.
Nifty 9. Nifty - Best Work Management Software for Engineering Teams Nifty is a project management OS to keep people, processes, and functions aligned in your organization. Nifty's flexible approach to agile project management helps engineering teams achieve better results, faster. With roadmaps, tasks, docs, chat, and files all in one place — Nifty lets your team focus on work instead of juggling tools.
Nifty lets you centralize everything from pre-planning with the product team to user feedback from support tickets. By creating a specifications document directly from project discussions, all project members are automatically invited with View & Comment permission. Documents can be referenced in the Docs section of the project. Project managers can define goal-oriented sprints as milestones to organize project objectives with start and end dates. This gives both the developers and managers actionable and trackable context. Development teams can break product features into individual tasks with subtasks to lay out detailed user stories. Additionally, tasks can be tied to milestones to automate sprint progress tracking. Connecteam 10.
Connecteam - Best Employee Management Software for Deskless Workforce Connecteam is an award-winning employee management software solution designed for the mobile workforce. This refers to deskless workers who may not necessarily work closely with computers during their daily routine. Connecteam's all-in-one solution boasts a wide range of business management features, including employee scheduling, time tracking, communication tools, employee training, and more. With Connecteam Training Management System, you can deliver training materials by utilizing existing documents, PDF files, media, and even web services like YouTube, Dropbox, Google Drive, or your company website.
Add our quiz to ensure understanding of the content of our online employee training. With Connecteam’s employee time clock app, employees can easily clock in and out from any device. The platform lets you eliminate buddy punching and time theft by ensuring employees clock in exactly where they need to with virtual Geofencing.
You can use GPS tracking to oversee the exact routes your employees took during shifts with Breadcrumbs technology. You can also monitor off site employee productivity by easily customizing online forms and checklists, which employees can fill in wherever they are and sign digitally. The software enables you to manage all kinds of employee absences – including vacations, sick leave, maternity leave, compassionate leave, and more.
Best Business Management Software Tools in 2023
And below this video is a link to the Connecteam 14-day free trial that will let you explore all products and features included in the platform. 11. TeamGantt - Best Business Resource Planning Software TeamGantt Nothing beats a classic Gantt chart software for resource planning of a project.
Best Business Management Software
This next business management software serves a similar purpose. TeamGantt allows you to use a simple Gantt chart for your project scheduling and resource planning. Assign as many resources to a task as you want, along with their working hours to make resource planning effective. The details about resources working on a particular task can be viewed by applying a filter and identifying the individual resource workload, so that you can allocate tasks according to the capacity, avoiding burnout. The easy drag-and-drop interface of the tool lets you quickly make changes according to the schedule, without causing any unnecessary delays. So these are the best business management software available in the market. We hope this list will help you choose the right software for your business. If you are undecided about which tool to choose, in the video descriptions you’ll find free trials and the latest discounts to all of these platforms, so I highly recommend checking them out and doing your own research to see which platform suits your needs best. Thanks for watching, and see you in the next video.
