Best Operations Management Software for Salesforce

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Save on administrative costs with Nostra's straightforward time tracking and approval system. Users can gain a precise understanding of how their employees allocate their time compared to the plan. This feature provides detailed insights into the company's performance, enabling users to make more strategic decisions for business growth. Our modules include staffing, time tracking, sales pipeline, milestone management, roles tracking and reporting.

As a leader in enterprise mobile forms software, FastField empowers organizations with all the tools necessary to quickly collect accurate and meaningful data from a mobile workforce. We offer a simple and intuitive website and mobile app that are accessible across iOS and Android. FastField is flexible and dynamic, capable of complete customization and full automation of your form collection workflow. Our focus is business intelligence, transforming your forms into meaningful data that helps you make informed decisions for your business. • Simple / Intuitive UI for Mobile and Web • Extreme Flexibility For Any User / Use Cases • Highly Customizable Forms Workflow • Robust Offline/Online Data Capture Support • Fully Integrated Data Analytics Platform With Automated Custom Alerts • Full Multi-Media Capture Support With Annotation and Comment Capabilities • Enterprise Level Integration Support: Cloud Storage or Private Data Delivery • Application Branding (White Label Solutions)

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Looker reinvents the way business intelligence (BI) works by delivering an entirely new kind of data discovery solution that modernizes BI in three important ways. A simplified web-based stack leverages our 100% in-database architecture, so customers can operate on big data and find the last mile of value in the new era of fast analytic databases. An agile development environment enables today’s data rockstars to model the data and create end-user experiences that make sense for each specific business, transforming data on the way out, rather than on the way in. At the same time, a self-service data-discovery experience works the way the web works, empowering business users to drill into and explore very large datasets without ever leaving the browser. As a result, Looker customers enjoy the power of traditional BI at the speed of the web.

HSI Donesafe redefines EHS management with a no-code, cloud-based platform that transforms complex processes into streamlined, user-friendly workflows. Trusted across industries, Donesafe consolidates tracking, management, and reporting into one accessible platform, making compliance simpler and safety more effective. Donesafe’s adaptable design allows teams to customize workflows, forms, and dashboards to meet evolving compliance needs. With tools for incident reporting, audits, training, and risk assessment, staying ahead of regulatory changes has never been easier. Key Features: - Customizable workflows to align with regulations - Real-time insights for live safety tracking - Scalable design that grows with your team - Streamlined compliance tools for smooth audits and reporting Empower your EHS team to achieve safety excellence with HSI Donesafe.

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

GRC is in our DNA: Our unique ability to link risk to business objectives in a single platform empowers your organisation to reliably achieve objectives, navigate uncertainty and demonstrate integrity. Effective GRC management demands software capabilities to facilitate the sharing of data and insights across your wider governance, risk and compliance landscape to drive agility and decision making. We understand that every organisation will have different pain points, be at varying stages of maturity and have different objectives. We deliver solutions for those struggling with spreadsheets or at an Enterprise level, and all in between. Our experience, coupled with our comprehensive, flexible cloud-based offering, allows you to focus on your immediate needs, deliver, and scale as you grow.

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.

You can now manage your assets and workplace seamlessly. Eptura's platform allows you to bring together all aspects of your work so that your employees and business can achieve their full potential. Bring your entire work world together in one place. Our tools provide you with unparalleled visibility into your workspace, allowing you to better understand how your employees are using it while managing your assets and facilities. Eptura provides you with powerful insights to ensure that your workspace supports your business in every way. Maximize your space and make the most of your employees' time. Keep your assets running smoothly. Encourage collaboration between teams and forecast your future maintenance requirements.

Vivantio has been recognized as one of the best customer service management software platforms on the market. We provide a SaaS service management product that serves multiple customer service areas including customer support ticketing, help desk, service desk, IT service management, asset management, and enterprise service management, all backed by proven industry frameworks, such as ITIL. Vivantio provides flexible licensing options to meet the business requirements of the world's fastest growing organizations.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy. Powering over half a million agents today, Twilio Flex is accelerating digital transformation by freeing companies from the limitations of legacy call centers, all on one powerful platform. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications - CRM, payment systems, service ticketing, rewards program, navigation on the web, etc. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips so they can deliver the best customer experience. Find the documentation, sample code, and developer tools needed to tailor the contact center to your unique needs. Whether you're starting an outbound call, initiating a warm transfer, or monitoring agent activity, our guides will provide you the context you need to get the most out of Flex's existing architecture.

LeadMaster Solutions Group offers two Unique ERP Solutions: #1. SuiteMaster is a fully integrated business platform. Clients select from hundreds of core business applications – CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and more. SuiteMaster is built on high functionality, which scales across many applications. Modules can be deployed quickly and "snap into place". This architecture makes it easier to expand applications as needed. LeadMaster software consultants work closely with customers to ensure effective implementations, including business workflow and user adoption. #2. Odoo: ERP offers an open-source platform packed with business applications; it is intuitive and can match most business requirements. Core Apps include CRM, Sales, Project, Manufacturing, Inventory, and Accounting. No matter the company's size or budget, Odoo offers a comprehensive software solution. LeadMaster's authorized Odoo ERP consultants deliver successful deployments, customizations & training.

Coreprint is the flagship product of Vpress, a global leader in Web2Print solutions. It delivers powerful, personalized content that supports multimedia marketing campaigns and integrates seamlessly with MIS, workflows, and ERP/CRM software. With Coreprint, printers can provide their clients with a branded storefront that offers 24/7 access for ordering, quoting, and artwork approval. This convenience attracts new business, helping our partners grow. Our platform features top-end capabilities such as Variable Data Printing (VDP), a Dynamic Editor, and a free Digital Asset Manager (DAM). We continually develop our software to meet industry trends and demands, ensuring the best functionality. Our new User Interface (UI) is designed for ease of use, providing a smooth and enjoyable experience. In addition to our advanced features, we take pride in our exceptional support team. Our motto, 'Partnering Customers to Success,' reflects our commitment. Our dedicated Account Managers will understand your business inside and out, always ready to offer the best advice and support.

Our vision is to End Month End. For nearly 30 years, Multiview has been proudly advancing corporate finance and back-office operations alongside our clients so they can spend more time focusing on their business. Corporate Finance and accounting have been leveraged as a way to discuss past performance. There is value in that. We believe, however, there is even more value if you can leverage that information not only monthly, quarterly, or annually, but daily to drive results and decisions with the information. Not talk about the results after it is too late to do something about it. The power of data control is at the hands of the CFO or centralized in an organization is you can share it throughout the company. Trusting the information you’re making decisions on is incredibly important. Ultimately, the finance team’s job is to tell stories. Tell the stories about what is actually going on within an organization, and support the story with accurate, timely data. Join us on our vision to End Month End, and help your organization Stop Chasing Numbers. Start Using them.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

BrightGauge, a ConnectWise product, was created in 2011 to address a gap in the small-to medium IT Services industry. It provides a better way for clients to access data and manage work. BrightGauge Software lets you display all of your business metrics in one place using gauges, dashboards and client reports. BrightGauge is used by more than 1,800 businesses worldwide. It integrates with many popular business solutions such as ConnectWise and Continuum, Webroot. QuickBooks, Datto. IT Glue. Zendesk. Harvest. Smileback.

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

Satori is a Data Security Platform (DSP) that enables self-service data and analytics for data-driven companies. With Satori, users have a personal data portal where they can see all available datasets and gain immediate access to them. That means your data consumers get data access in seconds instead of weeks. Satori’s DSP dynamically applies the appropriate security and access policies, reducing manual data engineering work. Satori’s DSP manages access, permissions, security, and compliance policies - all from a single console. Satori continuously classifies sensitive data in all your data stores (databases, data lakes, and data warehouses), and dynamically tracks data usage while applying relevant security policies. Satori enables your data use to scale across the company while meeting all data security and compliance requirements.

Canfigure is a modular software solution for automation of business processes and workflows. Pre-built modules include Asset Management, Computerized Maintenance Management System (CMMS), Configuration Management Database (CMDB), Service Desk, Change Management, Equipment Management and Test Validation. Any combination of modules can be implemented and tailored to specific requirements. We specialize in migrating companies away from using Excel sheets or multiple legacy systems to maintain their critical data, by implementing a centralized, intuitive and cost-effective solution that puts you in control of your data. Furthermore, Canfigure enables unique customization capability that allows your administrators to implement system changes without Vendor involvement or further expense.

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.