Best Workforce Management Software for Salesforce

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.

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

ProHance is a cutting edge, global operations management platform. ProHance is used by top Fortune companies in their global centers to unlock their human capital's true value. ProHance empowers organizations to increase efficiency and optimize employee utilization by providing deep insights into employee and team performance. With over 100 customizable reports, our modular SaaS-based approach allows enterprises to measure time and effort contribution. ProHance is trusted by our clients. They have seen productivity gains of 15% to 30% within three months of deploying the solution. With over 370,000+ users in 25 countries. ProHance is quickly becoming a key enabler for organizations in building a connected, visible, engaged, and optimized workforce.

VoIPco offers a wide variety of services and a rich selection of features to enhance your business's telecom experience. VoIPco allows businesses to upgrade their business phone system and achieve a Return on Investment in 6-12 months. You can access your telecom services from any device on your IT network, including desktop phones, mobile phones, and computers. Unified Communications (UC), is the seamless integration voice, video, chat and contact center/IVR apps. This technology can dramatically improve your communication and business productivity. Our software and services allow you to access your account, and seamlessly integrate our high-value cloud communications services.

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.

NICE CXone Mpower is an AI-powered customer service automation platform that integrates workflows, agents, and knowledge into a cohesive, scalable system. It allows businesses to create and manage seamless end-to-end workflows, enhancing collaboration between customer support teams and back-office operations. The platform leverages AI-driven virtual agents and copilots to boost efficiency by utilizing historical interaction data for smarter automation and improved agent performance. By consolidating data, AI models, and knowledge into a unified framework, CXone Mpower delivers secure, intelligent, and personalized customer interactions that drive operational excellence.

Imprint - Field Service Management Solution Imprint leverages AI and automation to revolutionize field operations, making them efficient, productive, and ROI-driven. Trusted by industry leaders, it empowers businesses to streamline workflows, enhance performance, and achieve measurable growth. Top Benefits: • Real-time tracking of field teams for improved visibility. • Automated task allocation to optimize workflows. • Comprehensive lead management and follow-up tracking. • Dynamic reporting and performance analysis for actionable insights. • Seamless integration with CRM and other tools. • Boosts ROI by maximizing field team productivity and reducing inefficiencies.

Oversee the complete employee lifecycle, encompassing onboarding, detailed employee documentation, performance assessments, and team retention, all within a single unified platform. With endlessly adaptable employee records and highly customizable 360-degree performance evaluations, you will access a wide array of features essential for your expanding HR team. Additionally, leverage the built-in mobile applications for iOS and Android to effectively manage your mobile workforce, ensuring that you stay connected wherever you are. This comprehensive approach streamlines HR processes, enhancing efficiency and engagement across your organization.

Our configurable, customizable, and scalable HR platform allows you to cultivate a culture of collaboration and engagement within your company. Central Hub Project Management is essential for efficient employee utilization and reporting of Time & Expenses for each project. Salesforce Reporting and Org charts provide powerful tools for creating organizational summaries. Management of Worker Assets. Recruiters and HR can give a list to IT & Procurement to Company Assets/Product Licences. This will be provisioned during Onboarding and taken away during Offboarding. Tracking and reminders for Training Programs Completion and Renewal. Particularly important for sensitive industries that require workers to keep up with Worker Certifications.

Kianda is a platform for no-code development that empowers citizen developers, business users, and knowledge workers to take charge of digital transformation. No longer do you have to wait for months or even years to implement a new system. You can build and deliver applications and end-to-end business processes quicker and more cost-effectively than coding. With no-code development, any idea can be turned into real-life solutions. Create intuitive forms, processes, and reporting dashboards that integrate with your existing IT systems quickly and easily. What is No-Code Development? Low-code and no code development have seen an exponential increase in popularity due to the need to reduce software development cycles and simplify them. No-code platforms let users focus on creating business applications using prebuilt components, rules, and actions rather than developing everything from scratch.

Jibble is a Time & Attendance Management System for all sizes of teams. It is designed to help businesses get a better handle on staff productivity. Staff members can upload "selfies" to clock in. Administrators then get immediate notifications. Automated reporting makes payroll calculations much easier and faster.

Worksuite is a smart, user-friendly freelancer management platform. We make it easy for small and large companies to onboard, manage cross-border payments to all your freelancers across the globe with just a few clicks. Take care of compliance, reporting, and project management in a fraction of the time. From small start-ups to the world's biggest organizations, Worksuite is a complete solution providing powerful features and flexibility for every stage of business growth. Worksuite fuels the contingent workforce of agencies, publishers & enterprises like Disney, Microsoft, and Vox. If you manage thousands of freelancers, it will transform your operations.

allGeo is a cloud-based platform that allows mobile workforce management in a variety of industries, including construction, trade, healthcare, and facility management. The platform integrates with ERP, CRM, Payroll and Payroll systems and offers a range of tools that can all be customized to suit different use cases. allGeo's features include the following: -Complex Time Tracking -GPS Tracking -Field Data Collection - Electronic Visit Verification -Lone worker safety -Mileage tracking -Geofenced Time tracking

Daisee develops technology to give you deep insight into the behavioural, emotional, and commercial dynamics of your customers. Daisee automatically scores all customer interactions using a digital quality scorecard that is the first of its kind. This automatically identifies quality assurance issues that need human intervention in areas such as compliance, communication, and conduct. Daisee allows you to see beyond words and uncover the emotion deep within your interactions. It reveals what your customers really think, feel, and are saying. Daisee is software that can be easily deployed across any telephony system and can help organisations immediately create business value. Globally Daisee is available in Australia, New Zealand, and the USA.

No-code applications that will impress both IT professionals and developers. With the Appify no-code app platform, you can create powerful, secure, enterprise-level applications that seamlessly integrate with your current systems. Select from a growing catalog of pre-designed Appify Apps to transform any business workflow into a digital format. Our no-code solution allows you to effortlessly modify an application to suit your specific needs. The Appify platform empowers IT teams to streamline any procedure while ensuring compatibility with existing infrastructure. To enhance efficiency, it is essential to provide our teams with tools more rapidly, a goal that can be achieved through No-Code technology. Appify serves as a robust no-code platform designed to facilitate the swift deployment of advanced mobile applications for both employees and customers. At Appify, fostering a familial atmosphere among our team members is crucial, as we all share and uphold the same core values. This platform simplifies the app development process by abstracting backend code, enabling you to swiftly create and launch your applications through an intuitive drag-and-drop interface. Embrace the future of app development with Appify, where innovation meets accessibility.

Assembled is a cutting-edge platform designed for efficient workforce management, specifically tailored for support teams experiencing rapid growth on a global scale. We empower these teams to accurately predict support needs, create and oversee schedules, monitor real-time performance metrics, and derive actionable insights to enhance operational efficiency. Serving as your ultimate workforce management solution, we can generate forecasts that align within 10% of your actual weekly support volume right out of the box, allowing you to concentrate on perfecting coverage. Transitioning from predicted requirements to an optimal schedule can be achieved in just a few clicks. Our intuitive scheduling interface, refined through collaboration with over 100 support teams, helps maintain organization. Additionally, our real-time reporting functionality offers a clear comparison of actual team performance against initial plans, ensuring that all team members are aware of schedules and performance metrics, fostering a collective commitment to achieving success. This collaborative approach not only streamlines operations but also strengthens team accountability, creating a more efficient support environment.

Flair is an all-encompassing platform built on Salesforce that aims to enhance the professionalism of HR departments by streamlining processes to be both effortless and efficient. It centralizes all employee data, making it readily actionable for your internal automation needs. You can recruit and onboard new employees, handle document management, schedule demand-based shifts, customize time tracking features, export payroll, and leverage robust reporting capabilities through our Salesforce application. The Employee HUB is specifically designed for managers and team leaders, allowing for self-service options that significantly improve time efficiency while providing valuable insights. Users can manage their own documents and submit requests for anything from vacation time to modifications in time entries via our online, desktop, or mobile Employee HUB application. While existing tools excel in automating standard HR functions, Flair recognizes that each company is unique. Thus, it not only provides essential features right from the start but also offers the flexibility to incorporate further customizations as needed. This adaptability ensures that Flair can meet the evolving demands of any organization effectively.

Schedulers spend hours creating shift schedules, only to have to intervene last-minute due to an unexpected event or absence. Automating the entire process will relieve your supervisors from manual tasks and mental fatigue caused by such interruptions. Automated schedule generation helps you keep operations running smoothly. Create a schedule in minutes that matches staffing requirements and assigns only qualified employees to each position - Provide a framework to allow for labor visibility, automation and optimization at the facility, regional and global levels - Allow Indeavor automatically to generate schedules that are accurate by setting production and employee demands for the upcoming period. - Quickly and efficiently solve real-time scheduling issues with just a few clicks

Your field data will be available faster, richer, and without errors. DoForms data collection app can be used on any device, including smartphones, tablets, laptops, and desktops. It is ready to empower your entire team anytime, anywhere. You can distribute forms, updates, and other task-critical information to as much users as you want. They can be reached across devices in almost real-time. In seconds, turn your data into insights. DoForms makes it easy to create reports in a few clicks. You can also automate the whole process with scheduled reporting. Flexible mobile data collection solutions are available from doForms for all industries. The doForms healthcare-specific mobile solution, combined with our organization-specific system management portal, provide a safe method for collecting patient data and a powerful way to view and manage it. doForms uses the most recent technologies for Data Encryption and Multifactor Authentication to ensure the highest level of security.

Schedule resource scheduling software - Schedule is designed to make it easier to organize and plan your resources and assets more efficiently, reduce costs, increase control, and improve efficiency. Drag and drop scheduling is quick and easy. You can add, edit and move events with just a mouse click. The assistant saves you time and makes it easy to update your schedules. It also prevents overbooking and ensures that all critical skills are covered. All your resources can be grouped together to schedule any type of resource or asset. You need to plan all of your clients, people, projects, equipment and training. There are no limits to the types and numbers of resources that you can plan. You can access your schedules from any device using desktop software, web access, and mobile apps. You can also view your schedules in other tools such as Outlook, Google Calendar and Apple iCal.

Field Nation connects businesses to a nationwide network IT professionals for on-site work. Field Nation connects companies and technicians to complete over 1.4MM work orders each year with a 98% success ratio across all U.S. ZIP codes. Our techs have experience working with major chains across the U.S. installing, troubleshooting and repairing the equipment that your customers depend on. This is more than a platform. It's a partnership. Our team will ensure that the talent you choose produces results you are proud of. We are only satisfied when we are. Don't believe everything we say. Your peers can give you business ratings that help you evaluate technicians' work history, experience, and performance for the job you need. You can bridge service gaps by selecting pros who are good in the field and building A-teams with trusted talent. A custom profile will help you market your expertise and make you stand out.

Boost gross profit and enhance operational efficiency by ensuring that personnel are optimally placed in their roles at the right moments. Establish compliance guidelines and oversee the management of certifications, credentials, and permits to bolster health and safety protocols while streamlining operational workflows. Take proactive measures to minimize tardiness and unfilled shifts, monitor attendance and patrols, and address the needs of lone workers among other tasks. Simplify gross pay calculations and processing, automate the creation of invoices, and more, allowing for the reallocation of time and resources effectively. Sirenum Analytics serves as your comprehensive hub for an array of reports, enabling easy creation, scheduling, and review of reports throughout the entire system. It also facilitates availability management, shift approvals, trading among staff, effective communication, site oversight, and holiday request handling. With Sirenum Source, hiring managers can access all resource pools simultaneously, significantly accelerating the recruitment process and ensuring that shift requirements are consistently fulfilled with the appropriate personnel in a timely manner. This efficiency not only enhances workforce management but also supports a more agile and responsive operational environment.

Dusk IOP, proudly Australian owned and operated, unites teams and data to enhance operational efficiency. By leveraging visibility, actionable insights, intelligence, and automation, it empowers your field workforce, back office, and customers to collaborate seamlessly within a unified digital environment. The platform excels in workforce scheduling, project management, and streamlined workflows, establishing a new standard for automation, compliance, safety, and transparency. With a single-view system that integrates effortlessly with your existing infrastructure, you can easily manage resources or teams using drag-and-drop dispatch and reassign tasks with just a click. It comes equipped with built-in constraints for skills, shifts, locations, and more to ensure optimal planning. Additionally, Dusk IOP facilitates the management of Agile projects, offering notifications and multiple viewing options, including Gantt, Task View, Kanban, and a dynamic risk matrix, thus enhancing project efficiency. You can also digitize your paper forms from your virtual workspace, making processes smoother and more effective. By gaining a clear understanding of actual job costs—which encompass tool time, travel time, and allowances—you can significantly boost your profitability and make informed decisions for future projects.

Multi-award winning mobile optimized learning and engagement app delivers the right content at just the right time. Mobile video and quizzing allow for continuous learning, as well as essential resources for your frontline employees. We are ideal for any business, especially those with more than 250 employees, because we can deliver at scale and speed. To better understand the impact that learning and engagement have on your business and your employees, we gather deep user insights. Our multi-award winning communication app for learning and communications can reach 100% of your workforce to achieve measurable results. StoryShare provides superior frontline performance via video, achieving outcomes not possible with any other corporate learning and training program. Engage your frontline employees with relevant, easy-to-access video learning and communications. You can increase productivity, sales, customer ratings, and decrease absenteism and turnover. Get actionable insights to support your KPIs and increase training uptake.

A common misunderstanding in business growth is the belief that hiring additional staff is necessary to take on more projects. While increasing your workforce might help you accommodate more clients, it doesn’t necessarily lead to a higher return on investment. Simply adding more field workers will not solve the problem; instead, the focus should be on enhancing the efficiency of your existing team. One of the most effective ways to increase productivity is by implementing automated workflows. When executed properly, automation tools can streamline complex business operations, allowing you to manage more clients without needing extra resources. This approach not only boosts ROI but also facilitates effortless, scalable growth through straightforward automation solutions. However, field service management teams often show reluctance in adopting new workforce management systems due to the complexity and time required to learn most platforms. Fortunately, StreetSmart stands out by offering an intuitive solution that simplifies the transition. Embracing such innovative tools can transform how businesses operate and thrive in competitive environments.