Best Operations Management Software for Twilio

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Pipefy is a low-code Business Orchestration and Automation Technologies (BOAT) platform designed to act as a modern middleware layer for the enterprise stack. Rather than replacing existing Systems of Record (SORs) like SAP, Oracle, or Salesforce, Pipefy wraps them in an agile orchestration layer. This architecture allows technical teams to modernize legacy operations and extend the life of core systems without the risks associated with "rip and replace" projects. Pipefy provides the infrastructure to sanitize data inputs, manage complex business logic, and orchestrate API calls between fragmented endpoints. Technical & Architectural Highlights: • Adaptive Governance Framework: Pipefy solves the "Shadow IT" problem by establishing IT-sanctioned "Safe Zones." Business users can build workflows within these guardrails, while IT retains control over critical data, integrations, and permissions via a centralized console. • Agentic AI Engine (BYOLLM): The platform features a governable AI Agent Studio. Unlike "black box" solutions, Pipefy supports a Bring Your Own LLM approach, allowing enterprises to integrate preferred models (Azure OpenAI, AWS Bedrock) securely to automate document analysis (OCR) and decision-making. • Robust Connectivity: Built with an API-first philosophy, Pipefy offers a GraphQL API, Webhooks, and enterprise-grade iPaaS capabilities to ensure seamless data interoperability across the stack. • Security & Compliance: Engineered for regulated industries, the platform is ISO 27001, ISO 27701, and SOC2 Type II certified, supporting compliance with GDPR and SOX standards. Pipefy empowers IT leaders to eliminate technical debt and clear development backlogs by safely delegating low-complexity builds to business units.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Vibe Retail is a cloud-based point-of-sale (POS) and retail operations system designed exclusively for businesses that sell physical products through one or multiple locations. Unlike most POS platforms that attempt to serve restaurants, hospitality, or service-based businesses, Vibe Retail focuses only on retail, allowing the platform to be engineered around real retail workflows rather than generalized use cases. The system centralizes inventory, sales, employee, customer, and supplier data into a single, mobile-friendly interface. Retailers can track inventory across stores and warehouses in real time, manage product variations such as size, color, and material, and maintain serialized inventory for traceability. Additional capabilities include barcode generation and scanning, purchase order creation, supplier receiving, delivery reconciliation, and real-time stock transfers between locations. On the transaction side, Vibe Retail supports multiple retail payment types, including credit and debit cards, cash, checks, gift cards, and EBT. Retail-specific workflows such as layaway, delivery fulfillment, loyalty programs, and branded receipts are built into the system. Mobile receipt printing and role-based staff permissions allow retailers to operate efficiently both at fixed checkout counters and on the sales floor. Vibe Retail integrates with ecommerce platforms such as Shopify and WooCommerce, synchronizing inventory, orders, and customer data across online and physical channels. Built-in analytics provide more than 40 real-time reports covering sales performance, inventory movement, employee activity, and operational metrics, helping retailers maintain visibility and control as they scale.

Striven is comprehensive business management software that reduces your expenses, enhances your workflows, and simplifies daily operations. Keep your company's information unified, integrated, and actionable. With more than 20 years of experience in Software Services, we've partnered with over 8,600 organizations across numerous industries to help them create operations that are more protected, streamlined, and beneficial to their clients. Our mission has always centered on helping people achieve more. Today, that mission drives everything in our software. We provide clear, uncomplicated pricing options and a guarantee you won't find anywhere else. You can begin using it today without spending a dime. None of our plans include trials, time limits, or binding contracts.

Stonebranch’s Universal Automation Center (UAC) is a Hybrid IT automation platform, offering real-time management of tasks and processes within hybrid IT settings, encompassing both on-premises and cloud environments. As a versatile software platform, UAC streamlines and coordinates your IT and business operations, while ensuring the secure administration of file transfers and centralizing IT job scheduling and automation solutions. Powered by event-driven automation technology, UAC empowers you to achieve instantaneous automation throughout your entire hybrid IT landscape. Enjoy real-time hybrid IT automation for diverse environments, including cloud, mainframe, distributed, and hybrid setups. Experience the convenience of Managed File Transfers (MFT) automation, effortlessly managing and orchestrating file transfers between mainframes and systems, seamlessly connecting with AWS or Azure cloud services.

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.

WaitWell provides organizations with a modern way to coordinate walk-in traffic and scheduled services through a secure, cloud-based queuing and appointment platform. Customers can join virtual queues or book appointments via QR codes, SMS, web links, kiosks, or by chatting with Waillo, an AI agent native to WaitWell that answers questions, explains services, and routes customers into the correct line using natural language. Customers receive live status updates and AI-driven wait time forecasts that reduce uncertainty. WaitWell includes strong real-time reporting and operational dashboards. Waillo Insights builds on this foundation by enabling leaders to ask plain-language questions of their data to uncover service constraints, monitor performance trends, and refine staffing decisions. With real-time visibility, integrated payments, open APIs, and HIPAA and SOC 2 compliance, WaitWell supports scalable, efficient service delivery across locations.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

We are a veteran owned business with over 70% veteran workforce, owned and run by former Navy SEALS. We are also a proud Official Partner of the Navy SEAL Foundation and an Executive Sponsor of the SEAL Legacy Foundation. •Trident 1 is an industry-leading point of sale solution that helps gun stores monitor retail operations, process payments, manage customer relationships, and more. • Trident 1 is the premier provider of the first all-in-one FFL software designed specifically for the firearms retail industry. • Trident 1 streamlines and consolidates ALL systems into a single solution to save you time and money, and allow you to focus on giving your customers what they need. • Trident 1 is a cloud-based software that can be accessed from anywhere on any device. • We specialize in retail sales, range management, compliance, industry leading integrations, secure payment processing, and excellent US based customer service.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

Polonious is an ISO27001 investigation management workflow solution designed around 3 key principles: 1 - Security 2 - Process centric 3 - Configuration and flexibility What this means is that Polonious allows you to build workflows to manage your investigations in a way that manages your data and your evidence in a highly secure, ISO27001 certified way; allows you to comply with any regulatory requirements with minimal headache and effort by building workflows which are inherently compliant, and; does so without the need for expensive and time consuming code changes - it's even possible for users to do it themselves via the GUI. With Polonious, you can run detailed reports on case outcomes, timeframes, and finances, and break that down across case types, investigators, and even down to investigation status. So you can prove your value up the chain, but you can also identify any problem areas and improve your efficiency.

ARBOSTAR stands at the forefront of business management solutions for the tree care and landscaping industry, offering a revolutionary, all-in-one platform. This cloud-based system is designed for businesses of any size, integrating essential tools to streamline operations. From Client Relationship Management (CRM) and Field & Equipment Management to Business Analytics, Accounting, Finance, Payment Processing, IP Telephony & SMS, Human Capital Management, and Quality Assurance with an ERP system, ARBOSTAR brings every necessary module under one roof for efficient and effective management. The interactive Map View feature further simplifies scheduling and marketing by showing real-time locations of leads, crews, and equipment, optimizing your business operations with ease.

GiveLife365: Empowering Nonprofits with Smart CRM Solutions Managing key relationships—donors, volunteers, events, and cases—shouldn't hold back your nonprofit’s mission. GiveLife365 is a cloud-based CRM designed specifically for nonprofits, helping you streamline processes, enhance engagement, and track meaningful results, all in one platform. ✨ Why Choose GiveLife365? 💙 Donor Management – Effortlessly track donor interactions, automate receipts, and simplify fundraising 🙌 Volunteer Management – Easily recruit, schedule, and acknowledge volunteers. 🎟️ Seamless Event Handling – Promote events, manage registrations, and monitor attendance. 🔗 Simplified Memberships – Automate renewals, integrate marketing tools, and streamline payments. 📊 Real-Time Impact – Gain actionable insights with real-time reports and dashboards. 🌍 Revolutionize your nonprofit’s operations! Book a demo now and experience how GiveLife365 can drive greater impact and efficiency.

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!

Evoltsoft’s EV Charging Management Platform (EVMP) is a cutting edge solution designed to streamline the operation of electric vehicles charging stations. Our platform is designed to provide a seamless experience, both for operators and users. It focuses on user-friendly features and functionality. Key features include real time monitoring of charging stations occupancy, intuitive mobile applications for users, IoT parking sensors, license plates recognition, online booking and reservation tools, cashless payments methods, and customizable charging infrastructures for electric vehicles (EVs). The platform offers more than just basic functionality. It also provides scalability and growth options for businesses that have electric vehicle fleets. Advanced features include usage reporting and tracking, billing and payments integration, integration with Fleet Management Software, remote monitoring and control, and integration with Energy Management Systems.

Rayven designs and delivers operational systems for industrial and asset-intensive businesses. It connects fragmented operational data from IT, OT, IoT, files, and existing systems - anything - without rip-and-replace, then uses that foundation to deliver automation and operational applications that run in a single environment. Rayven is built for real operational conditions - sites, assets, field teams, production, logistics, and infrastructure - providing real-time visibility and automated workflows that reduce manual effort and system gaps. Solutions are delivered end-to-end by Rayven or partners via white-label and co-branded models. Based in ANZ, working globally.

Kademi helps companies transform transactional relationships into long-term, valued partnerships by onboarding partners and incentivizing growth. Discover the powerful features of Kademi's all in one PRM Software, which customers use to create highly successful channel partner solutions. Manage all aspects of the partner lifecycle, including onboarding, automating engagement and targeting, as well as managing data. Tools to reward loyalty and sales growth, calculate payouts, motivate sales targets and incentivize partners. Kademi's eCommerce capabilities allow you to sell product online and set up workflows for collecting payments. You can share enablement resources, create targeted online training courses, and reward training results. Find out why Kademi's partner management software is so popular with companies around the world.

Autodeals, Inc. offers growth minded Automobile Dealerships a cloud solution covering all 50 states. The full digital retailing solution includes a CRM, Messaging, Deal Management, Accounting, Electronic signatures, LenderHawk Contract Delivery, a Service Center, Payment Processing and BHPH Loan Processing. Regional dealerships interested in geographic growth can systematically expand with Autodeals. Small and Medium dealerships who are interested in being operationally excellent and leverage modern customer messaging and digital retailing should choose Autodeals. BHPH dealerships interested in reducing collection efforts by 50% should select Autodeals. Dealerships interested in balancing their books on a daily basis should see how Autodeals automates 53% of your accounting transactions and provides visibility to current operations. Dealership owners interested in reducing Fraud in their business? See how Autodeals has been built for Dealers by Dealers.

AZZLY Rize is the premier clinical and business platform for addiction treatment and mental health organizations. As a modern technology platform, AZZLY Rize is a system that can scale with you. Use as little or as many of the features and functions available based on your program and staff needs. Key features for OUTPATIENT Programs include e-check-in, scheduling, appointment reminder, Zoom telehealth, treatment plans, progress notes, assessments and surveys. For RESIDENTIAL Programs: census, medication management, bed board, withdrawal management, DrFirst e-prescribing, EPCS, PDMP and labs. For all Programs: alerts, patient engagement, 5 star implementation and support services, and seamless electronic billing and claims submission. As a true all-in-one platform, we empower treatment centers to take control of their compliance and revenue cycle management and reporting requirements. As a purpose-built tool for mental health and substance use disorder programs, we offer a flexible pricing plan to replace dated technology. Use our compliant Master Library of Forms or we configure your documentation forms to match what you use today. Hosted in Microsoft Azure Private Cloud Network for added security and HIPAA privacy.

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.

Tookan is a SaaS based Delivery Management and Route Optimization solution. Tookan allows businesses to increase their operational efficiency with delivery management, end-to-end route planning, rider allocation, automated dispatch and real-time tracking. Here are the business interfaces offered by Tookan. 1. Central Dashboard: Manage all your tasks and track your delivery riders from a central dashboard. Businesses can also improve their workforce productivity with the help of powerful analytical tools. 2. Customer app: Let customers track their orders in real time with the delivery riders live location to create transparency and build trust. 3. Delivery app: Allow your riders to find the shortest possible route for delivery with Tookan to save time and money. Provide a clear structure on the tasks/orders to be completed. 4. Manager app: Manage your orders and delivery agents from a single app. Generate advanced analytic reports of orders placed by customers. Tookan also integrates well with multiple POS and 3PL solutions, creating the complete tech suite to power deliveries.

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.

Teamgo is smart visitor management using QR codes and contactless check-in for visitor and employees to run safer, smarter and more compliant workplaces. We support organisations globally with our cloud software platform that connects to iPad Kiosks that can be used to check-in people and collect important information about their visitation either when they arrive or pre-registered before they show up on site. Our system uses contactless check-in with QR codes, Face Recognition and much more to keep people healthier and safer when and before they arrive. You can request documents, approval arrival or deny access. Our COVID safety tools help keep your workplace healthy, we offer Vaccine Tracking for your visitors and employees. Teamgo is a fully featured visitor management system that offer everything you need to get started even with our most basic of plans. Highly affordable SaaS solution you can rely on with world class support. You can also use Teamgo without the need to invest in expensive hardware but adding iPad Kiosks with the free app, badge printers and more will enhance the power of the system and deliver a robust solution for your workplace.

Venntive is a complete CRM and Business OS that eliminates silos and tech stacks. The platform is seamless and allows customers to manage their entire customer lifecycle starting at the first touch. It can also be used to track the customer's progress throughout the customer's lifecycle. Venntive has everything you need in a marketing automation platform, a sales stack and customer success/engagement. It also includes operations. Although integration with third-party apps is not required, Zapier is a CRM Connector and has an API. No-code customization eliminates the need for ongoing expense and time to update or customize your Venntive instance. Venntive is also extremely cost-effective right from the beginning, so a reduction in costs does not necessarily mean a reduction of staff. Venntive is a smart, efficient B2B SaaS solution that allows you to start, scale and manage your business right away.