Business Software for Asana

Transform your clients into success narratives with integrated intelligence that includes advanced analytics, intuitive dashboards, and beyond. Bold BI is meticulously crafted as an embedded platform, ensuring that there are no trade-offs or shortcuts in its functionality. Traditional requirements, such as the need to consolidate all your data into a specific data store or cube, can complicate your application unnecessarily in today’s environment. Some solutions necessitate the creation of intricate systems for data integration while also ensuring that the embedded BI data store remains aligned with your data sources. However, with Bold BI, you can seamlessly connect to a multitude of data sources as well as any data warehouse that suits your needs. Choose single-tenant mode for a shared data model or opt for multi-tenant mode to keep a unified source for dashboards while distributing them across various tenants. Bold BI is built to handle both conventional and unique situations effortlessly. You can embed Bold BI directly within your application code through its robust JavaScript APIs, making it a versatile choice for developers. This flexibility ensures that whatever your data requirements may be, Bold BI is equipped to meet them effectively.

Work in a shared space that is more engaging than video calls, more flexible than whiteboards and more actionable than screen recordings. Share work with your team or customers and even external partners using the only canvas compatible with all your apps. Stay aligned across apps, browsers images, PDFs, notes, and PDFs. Share with context Keep all documents, tools, and conversations together to get feedback and make better choices. Why it matters Record a walkthrough, including instructions and next steps. Viewers can pause the video to begin working on the content. From learning to doing Work and meet in a shared space equipped with whiteboarding, video calls, and recording. You can work together or alone, in sync or live.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

Dock is an AI-powered revenue enablement platform built for modern B2B go-to-market teams. Deal rooms, onboarding hubs, and client portals give sellers and customer success teams one shared space to work with buyers at every stage. An AI-powered content library makes it easy to find and share the right materials, while built-in learning tools and playbooks keep reps equipped in the flow of work. The result is a faster path from first meeting to closed deal to successful customer.

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

A strategic management tool that allows companies to plan and track the progress of their strategic initiatives. Core Strategy features include: Objectives and Key Results Framework, SMART Goals, Balance Scorecard, PASTLE Analysis, KPI and Milestone Tracking, Notifications and Reminders, Risk Management, Data Import and Exports, and 5000+ out of the box Integrations

Sopact is the ultimate solution for impact-driven organizations that want to take their impact measurement and management to the next level. With its cutting-edge technology and expert consulting services, Sopact empowers organizations to optimize their impact and achieve sustainable growth. Sopact impact measurement software is an all-in-one solution that enables organizations to measure their impact, collect data, and visualize it through a user-friendly dashboard. This makes it easy to track progress, identify areas for improvement, and share impact stories with stakeholders. With traditional MS Excel and survey tools, impact measurement can be time-consuming, complex, and prone to errors. But with Sopact, you can streamline your impact measurement process and gain insights that drive real change. But Sopact doesn't just stop at providing an easy-to-use platform. They're also pushing the boundaries of impact measurement with advanced analytics and AI technology, allowing organizations to uncover insights and optimize their impact in real time. This approach to impact management gives organizations a competitive advantage, allowing them to adapt to changing circumstances and achieve their goals faster.

Tack is a time-tracking tool that simplifies your workday. Tack makes it easy to manage your projects, track your work hours, and measure your productivity. Tack is a time management program that can be used by any size business, freelancer or larger group. Tack's many features make time management easy and stress-free. > Use a simple timer to accurately track your time > Get insights into how your team and you are spending your time > Set budgets and receive alerts when you are approaching too quickly > Create detailed reports for clients and stakeholders > Manage time-sensitive requests and approve/denial them directly within the tool > Manage your projects and tasks easily

BoldDesk allows organizations to respond quickly, efficiently and in a personal manner to the customer's questions and problems, increasing customer satisfaction. BoldDesk's automation features can help organizations streamline their ticketing processes, saving time and increasing productivity. BoldDesk team collaboration solutions enable team members to work together to address client concerns. This results in faster resolution times and better outcomes. BoldDesk's dashboards and insights provide real-time information that allows organizations to better understand their support operations, identify challenges and opportunities for improvement, and identify trends. BoldDesk's ticketing and task-management capabilities help organizations manage their support operations efficiently, resulting faster resolution times and lower costs.

Introducing DonorDock, the ultimate CRM solution for nonprofits. Simplify your fundraising efforts with our intuitive interface. Easily manage donors, track interactions, and drive sustainable growth. Say farewell to scattered spreadsheets and tedious data entry. DonorDock centralizes donor information for effortless management. Engage donors with personalized communication tools. Craft targeted emails, schedule automated campaigns, and send customized thank-you notes. Gain insights with advanced analytics. Track performance, monitor donor retention, and make data-driven decisions. Your data is also secure with top-notch measures. DonorDock seamlessly integrates with QuickBooks and Mailchimp, enhancing productivity. Join our nonprofit community and experience the transformative power of DonorDock. Our dedicated support team is here to assist you. Elevate fundraising and create impact with DonorDock – the CRM designed for nonprofits.

Enhance the efficiency and productivity of your meetings with AI-generated summaries, transcripts, playback, and highlights. By analyzing your participation, Read effectively pinpoints the subjects that are most significant to you and compiles those insights into a personalized feed on your For You Page. With Read Workspace, you can establish teams with tailored sharing options, transforming every meeting into a valuable coaching opportunity without additional effort. Rather than relying on a single viewpoint, Read serves as an intelligent, automated solution that harnesses data from countless interactions to offer meaningful insights. It goes beyond merely recording dialogues; it also considers visual cues, providing a comprehensive understanding of the discussions. Actionable analytics are key, and Read’s AI continuously learns from previous meetings, offering detailed recommendations to enhance current meetings and ensure the success of future ones. Furthermore, Read seamlessly integrates with your favorite video conferencing and calendar platforms, making it a versatile addition to your workflow.

KestrelPro is a real-time data aggregation and analytics solution that enables enterprises unlock new opportunities, drive innovation and improve efficiencies. C-level executives and other decision-makers need help to access the data they need to make informed decisions. Kestrelpro is a great tool for efficient operations. Its core functionality is based on real time data aggregation and analytics, as well as visualization. It is a great tool for - -Gathering operational level insights Building smarter and more efficient team Effective team allocation Functional USPs - Channelize your team's efforts based on the available resources. Informed decision-making using workplace analytics Detailed reports on resource availability and budget forecasting Budgeting and resource allocation. Predicting and fixing money leakages Automating team management

Worktivity is a cutting-edge employee monitoring software that harnesses the power of AI, offering robust features like screenshot capture, time tracking, and comprehensive timesheets. 🚀 Enhance your team's efficiency with instantaneous time tracking! 🚀 Effortlessly oversee employee performance across various teams and locations using advanced AI technology. You can monitor your workforce in real-time, no matter where they are working from. The software provides in-depth reports detailing the applications utilized and websites accessed throughout the day, along with the time spent on each site measured in minutes. Leveraging AI, it automatically classifies the websites visited, allowing you to observe how much time employees dedicate to each category. Utilize data-driven insights to refine your processes and pinpoint areas that require enhancement. Whether your employees are in the office, working in a hybrid model, or fully remote, you can accurately assess their start and end work hours. The system also automates the calculation of breaks taken during the day, offering comprehensive insights into the length and frequency of these breaks, helping you create a more balanced work environment for your team.

ProBackup is a cloud backup and recovery service for SaaS applications. It automatically backs up data from 20+ platforms — including Asana, monday.com, ClickUp, Airtable, HubSpot, Trello, Notion, Jira, Confluence, Miro and Google Workspace — once every 24 hours, creating a daily snapshot of your account. Setup takes minutes: connect each platform via secure OAuth, select the workspaces to include, and backups run automatically from then on. SaaS vendors back up their own infrastructure, not your data. If a user, integration or AI agent deletes or overwrites records, native version history often can't bring them back. ProBackup stores independent snapshots so you can recover from human error, malicious deletion, ransomware or automation mishaps. The Vault data viewer lets you browse backups in a tree structure that mirrors your source platform, filter by date to see data as it existed at any point in time, and compare record versions. Granular one-click restore recovers exactly what you need — individual tasks, records, comments, files and fields, or entire projects and boards — without overwriting existing data: restored items are recreated as copies alongside your current work. Additional features include global search across all backups, optional Google Drive sync for an extra redundant copy in Google Sheets and Drive folders, Excel export, smart alerts on unusual activity such as mass deletions, weekly status emails, and team access with per-platform view, export and restore permissions. ProBackup is SOC 2 Type II certified and GDPR compliant; data is secured with AES-256 encryption at rest and TLS in transit, with two-factor authentication and SSO available. Plans from $25/month, priced by storage — not per seat — with unlimited apps per account.

MESA is an AI-driven automation platform designed to connect third-party apps and reduce manual operational work for businesses. It enables teams to automate routine workflows such as data syncing, inventory updates, and customer operations while maintaining consistency and accuracy across systems. Using configurable, AI-assisted automations, MESA adapts to existing processes and scales alongside growing operational complexity, allowing teams to focus on higher-level work instead of repetitive tasks.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Amploo is a platform that combines all the features needed by SMEs to improve their efficiency, streamline their operations, and improve teamwork. It provides tools for project management including timelines and task tracking. Teams can manage workflows and automate processes. They can also visualize projects using calendars and task dependencies. Amploo offers a knowledge-base for document storage, versioning, and offline access. Its HR functions simplify onboarding, employee management, and performance evaluation. It also includes internal communication tools such as integrated chats and social networks to foster company culture. Amploo offers unlimited cloud storage and automation for tracking performance. It is secure, customizable, and scalable.

HappyLoop is a conversational AI platform that enhances SaaS applications. It provides users with real-time data insights and actionable data through a conversational user interface. By integrating HappyLoop into their SaaS applications, SaaS providers are able to offer their clients instantaneous data analysis. This allows for faster decision-making, and improves user engagement. The platform centralizes the data from different sources within the SaaS, and presents a unified view to simplify information access. HappyLoop's plug and play integration allows for rapid deployment without extensive resources, saving time and development costs. The key features include real-time insight, advanced reporting and conversational actions. They also include personalized user interfaces, data storage capabilities, data management, and generative AI functionality. These tools enable users to complete tasks efficiently, resulting in increased satisfaction and retention. HappyLoop has shown success in increasing client revenue and decreasing churn.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Zoho RPA allows businesses to automate repetitive processes by recording and capturing user interface (UI), such as mouse clicks and keyboard inputs. Zoho RPA automatically creates workflows by recording actions performed in applications. These workflows can then be re-played for efficient replication. The tool integrates seamlessly across over 900 apps to ensure smooth end-to-end automated processes, whether cloud-based or legacy. This approach streamlines workflows, reduces errors, saves you time, and increases productivity. Zoho RPA scales with your business. It adapts to industry-specific needs, while maintaining robust security, and provides expert support. Businesses can automate processes and concentrate on more strategic initiatives.

Beam AI stands out as a premier platform focused on agentic process automation, empowering organizations to implement self-learning AI agents that improve operational efficiency and lower expenses. Both Fortune 500 firms and emerging startups leverage Beam AI's agents, which offer task automation that rivals human accuracy and performance, functioning around the clock to reduce mistakes and boost productivity. The platform features an extensive array of pre-trained agents designed for various tasks such as customer service, data extraction, email sorting, appointment scheduling, and financial reporting. Furthermore, Beam AI equips users with tools to develop and tailor AI agents according to specific organizational requirements, ensuring smooth integration with current systems to enhance workflows and elevate business effectiveness. This flexibility and adaptability make Beam AI an invaluable resource for companies looking to innovate and stay competitive in their industries.

StreamWork is enterprise online proofing software and a creative approval platform built for marketing teams, creative ops leaders, in-house studios, and agencies managing high volumes of creative at scale. Teams including The Channel Company, MegaFood, Arizona State University and more use StreamWork to centralize creative review, automate multi-stage approval workflows, and maintain version control across every asset type. Review and approve videos, images, PDFs, presentations, documents, and Adobe Creative Suite files in one workspace. Every stakeholder, client, and approver gets a direct link to the latest creative, so they can open, comment, and approve in one click, with no login, no setup, and no training required. StreamWork automates multi-stage approval workflows and lets teams convert any comment into an assigned task with an owner, due date, and priority, so legal, copy, and brand can each handle their own revision requests without anything falling through the cracks. Every version is automatically tracked, timestamped, and comparable, with a full audit trail of every decision one click away. StreamWork connects natively with Asana, Monday.com, Slack, Adobe Creative Cloud, Dropbox, Figma, Box and more so approvals happen inside the tools your team already uses instead of a separate app. StreamWork is rated #1 for ROI in Online Proofing on G2, and teams using StreamWork cut review cycles by 30% or more. Purpose-built for today's enterprise creative teams, StreamWork delivers the approval workflow depth, task management, and integration breadth that decade-old proofing tools weren't designed for.

THE WHAT: Evermuse is an AI guide that transforms customer conversations into roadmap insights, helping you create stronger products, faster. THE WHY: • Roadmapping is often slow, fragmented, and subjective. • Sales and CS calls remain a closed loop for Product teams. • Product teams end up leaning on broad AI tools and basic call notes that aren’t tailored to their needs. THE HOW: Evermuse captures Sales, CS, and Product team interactions with customers through file uploads, direct meeting recordings, and integrations with existing call recorders. It then distills those calls into the signals Product cares about (like requirements, friction points, standout quotes, and sentiment), organizing and tallying them by frequency. Evermuse compiles those signals into fully referenced opportunities your team can use in roadmap planning. Finally, Evermuse lets you query your complete dataset of customer calls with an AI-driven chat, so you can surface insights on demand.

Supaboard is an innovative business intelligence solution that leverages artificial intelligence to empower users to analyze their data and craft real-time dashboards simply by posing questions in everyday language. It allows for seamless one-click integration with more than 60 different data sources such as MySQL, PostgreSQL, Google Analytics, Shopify, Salesforce, and Notion, enabling users to harmonize their data effortlessly without complicated configurations. With pre-trained AI analysts tailored to specific industries, the platform automatically generates SQL and NoSQL queries, delivering quick insights through visual formats like charts, tables, and summaries. Users can easily create and customize dashboards by pinning their inquiries and adjusting the information presented according to various audience needs through filtered views. Supaboard prioritizes data security by only connecting with read-only permissions, retaining only schema metadata, and utilizing detailed access controls to safeguard information. Built with user-friendliness in mind, it significantly reduces operational complexity, allowing businesses to make informed decisions up to ten times faster, all without the necessity for coding skills or advanced data knowledge. Furthermore, this platform empowers teams to become more agile in their data-driven strategies, ultimately enhancing overall business performance.

We are the EOS® platform that users absolutely adore. You envision a business operating system that enables your team to pull together in harmony, propelling you toward your goals with greater speed and efficiency. With our comprehensive tools designed for your Business Operating System, along with enhanced features that streamline your technology needs, we aim to empower entrepreneurs and managers in realizing their business aspirations. Whether you're aiming to expand a small team, restructure a cherished business that has become too complex, prepare for a sale, or tackle any other challenge, Strety is ready to assist you. What makes Strety the premier choice for EOS® software? • Essential EOS® features (including Agendas, Rocks, Scorecards, Issues, and To-Dos) Along with • Playbooks • Performance management • Project management • Surveys Discover more about Strety or initiate your free trial by visiting our website today. Additionally, we are committed to continually enhancing our platform to meet the evolving needs of our users.