Best Operations Management Software for HubSpot Sales Hub

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

Powerful cloud BPM and Workflow suite, made easy and friendly. Flokzu is a SaaS that uses no-code or low-code to automate business processes. It facilitates collaboration between people working on different tasks within an organization or team. It allows you to search for every form, document, or file in one place, manage pending tasks and create alerts. You can also integrate with other systems without the need for complicated spreadsheets or endless emails. Flokzu was created as a spin-off from a company with +18 year experience in corporate Business Process Management (BPM). It has received several international awards. We felt that the market needed a cloud-based solution that was powerful, yet affordable. We wanted to make process automation more accessible. We designed a tool that is powerful enough to manage complex business processes, but easy to use and shows results in hours. Join +140 countries to join +10.000 subscribers!

BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Event Essentials is a web-based event management platform. It streamlines tasks and promotes events. It also organizes data and offers online sales of tickets, registrations, and merchandise. All aspects of your events Bands and Artists, Vendors and Sponsors, Live auctions, Donations, Post Office, Resources, and more. This Event Tech solution is specifically designed for organizers and promoters who organize festivals, fairs, and events. It gives users easy access to vital data and event files from any location. Event Essential is a convenient and easy-to use system that allows you to collect forms and consolidate them in digital format. It also tracks customer sales. This will help you reduce overhead costs and increase your sales. Event Essentials is located in the United States.

ElectroNeek stands as an Intelligent Automation Platform that is reshaping the landscape of business process management within enterprises. Its core mission involves the fusion of AI bots with employee workflows, resulting in the automation of repetitive tasks and empowering human resources to concentrate on creative and strategic endeavors. ElectroNeek presents a comprehensive array of innovative low-code automation tools, harnessing the capabilities of RPA, IDP, AI, and GPT-4 (Conversational and Generative) technologies.

Samepage, an award-winning collaboration software for teams, allows you to collaborate with your team and get more done. Sampage allows teams of any size to benefit from a variety of online collaboration tools, including video conferencing, task management and file sharing. It integrates with top business apps, which helps users consolidate workflows.

Build and share real-time business dashboards without the hassle. Geckoboard integrates with over 80 tools and services to help you pull in your data and get a professional-looking dashboard in front of others in a matter of minutes. Create dashboards directly in your browser with a straightforward, drag-and-drop interface, and bring important numbers, metrics and KPIs out of lifeless reports. When ready, share your dashboard with a link, invite your teammates, schedule email and Slack updates to go out automatically. For maximum visibility, Geckoboard has ‘Send to TV’, allowing you to pair your account with a browser on a large screen or TV, and pick which dashboards you’d like displayed on there. It can even loop through several dashboard on one screen. We’ve got easy-to-follow instructions for how to achieve this in an afternoon using affordable off the shelf hardware.

Experience the ultimate automation platform with Wrk, offering unparalleled ease and comprehensive capabilities. Gain access to a wide range of drag-and-drop API connectors, AI bots, RPA & OCR bots, and even human-based tasks, all consolidated within a single automation platform. Effortlessly connect Wrk Actions through the user-friendly Wrkflow Designer, empowering you to construct a fully customized end-to-end automation solution that precisely aligns with your unique processes. Start automating today with Wrk, for FREE!

QuickBooks Commerce (formerly TradeGecko), is a powerful inventory and order management program, designed for multichannel brands as well as wholesalers. It automates omnichannel operations, increasing efficiency and profitability. Customers can set up customized price lists and catalogs, place wholesale orders and receive payment quicker using QuickBooks Commerce Payments. Integrations with Shopify and WooCommerce are seamless. Customers can automate repetitive, time-consuming workflows. This allows them to take control over complex processes and optimize order management workflows, shipping and logistics with supply chains automation. Other features include demand forecasting, intelligence, and a mobile application for iPhone and iPad. Sell. Ship. Grow. QuickBooks Commerce allows you to manage your wholesale and multi-channel business from one place.

RPA is the future of modern enterprise. Are you interested in RPA to automate manual tasks? Include your people. Automating end-to-end processes that include both your data and people is essential to improve business efficiency. Tonkean's aRPA platform combines no code RPA, integrations and AI-powered coordinationbots into a single platform. This allows you to automate, orchestrate, and coordinate end-to-end processes across multiple systems and people. Our powerful Workflow Builder makes it easy to train your Bots in order to coordinate and execute any business workflow. This includes data manipulation and people coordination. Tonkean puts your employees at the center of the process by reaching them wherever they are: Slack or MS Teams, email, or even via email. Tonkean InvoicesGPT fully automates the handling of all incoming invoices. Simply connect your email inbox or Google Drive in one click, and Tonkean will immediately analyze any PDF/invoice files to extract relevant fields, complete a three-way-matching verification, provide visibility into spend across vendors and departments, and update existing finance systems.

Aysling, also known as Professional Services Automation, is a software solution that allows you to manage your entire B2B business from contracts to cash, through projects to payments. Aysling is easy-to-use, configure, use, and maintain. It also offers top-level support and assistance. Aysling includes a Sales CRM, Project Management and Labor Tracking, Subscription Management and Service Ticketing. It also offers Billing and many other cloud-based integrations, such as Twilio, Zapier and QuickBooks Online.

Enable flexible work with the zapfloor suite. Zapfloor is your operating system to improve your members' or employees' workplace experience. Automate tedious tasks while maximizing productivity. With zapfloor, you can book facilities on the go, stay connected with your community, make use of cost accounting features, use deep integrations with both hardware and software tech, and take advantage of powerful insights and analytics. The software is available as a web platform and as a mobile app.

Our 300+ pre-built Integrations will connect your cloud-based sources of data in less than a minute. Data from multiple sources can be combined without coding. Integrate with any communication or task management tool. Set up data-based monitoring (no-code, SQL or both) to detect incidents automatically. Define flexible incident behaviors, such as automatic closure based on data. Send notifications to the correct channel at the appropriate time, with a configurable escalation route. Manage follow-up in Flawless directly or forward to your favourite task management tool. Analyze incident logs and analytics to identify the most critical operational pain points. Playbooks for incidents with long resolution times can be tweaked to improve resolution speed. Benchmark departments/regions/teams to identify improvement potential.