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.
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.
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 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.
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.
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 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.
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.
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.
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.
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. 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
Nothing beats a classic Gantt chart software for resource planning of a project. 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.
