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Operations

21 results

  • WestFax

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    WestFax is a secure, HIPAA-compliant cloud fax and workflow automation SaaS for healthcare and business teams.

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  • Travel Code

    15% off on Annual Plans

    Travel Code automates business workflows, delivering actionable insights for consultants and SMBs.

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  • GoFormz

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    GoFormz is an AI-enabled cloud SaaS for building, automating, and managing digital forms, workflows, and reporting across devices.

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  • GetTrusted

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    GetTrusted powers secure client portals, automation, and workflow management for modern SMBs and consultants.

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  • Jane

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    Jane offers next-generation workflow automation, analytics, and real-time insights for SMBs, consultants, and service organizations.

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  • Ownr

    1st Year Free on Select Plans

    Business formation and compliance platform enabling entrepreneurs to register companies, manage legal documents, and stay compliant with simplified…

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  • Notion (Ops Manuals)

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    Notion appears also in collaboration, but operationally, one of its great uses is as an internal wiki or operating manual. Companies document SOPs…

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  • IFTTT

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    “If This Then That,” a lightweight automation service (mostly consumer-facing) that can also assist small business operations in clever ways. IFTTT…

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  • Oracle NetSuite (ERP)

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    A cloud ERP (Enterprise Resource Planning) platform that combines accounting, inventory, order management, CRM and more in one system. NetSuite is…

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  • SAP Business One/SAP ByDesign

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    SAP’s SMB-focused ERP solutions. Business One (for on-prem or partner-hosted, popular in wholesale/distribution) and Business ByDesign (cloud) offer…

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  • Odoo (ERP Suite)

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    An open-source all-in-one business suite covering ERP, CRM, e-commerce, POS, inventory, manufacturing, HR and more. Odoo’s apps can be used à la carte…

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  • Zoho One

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    Zoho One is an all-in-one business software bundlefrom Zoho, including 40+ integrated apps (CRM, Books accounting, Inventory, Projects, People HR…

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  • Zapier

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    A no-code automation tool that connects apps together, enabling automated workflows for everyday operations. With Zapier, a small business can, for…

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  • Tableau

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    A leading business intelligence and data visualization tool (now part of Salesforce). Tableau connects to various data sources (spreadsheets…

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  • Power BI(Microsoft)

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    Microsoft’s BI and data analysis platform, also targeted to business users. Power BI allows companies to aggregate data from Excel, databases, cloud…

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  • Docusign

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    The leading electronic signature platform. DocuSign enables businesses to prepare, send, and obtain legally-binding signatures on documents digitally…

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  • Zendesk(Customer Support)

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    A widely-used customer support and helpdesk SaaS. From an operations standpoint, Zendesk helps businesses manage incoming customer inquiries across…

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  • Freshdesk(Customer Support)

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    Freshdesk is a comparable customer support platform by Freshworks, often favored by SMBs for its generous free tier and ease. It converts customer…

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  • Quickbase

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    A no-code operational workflow platform that allows companies to build custom business applications (forms, databases, automation) without coding…

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  • Monday.com(Work OS)

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    Monday.com markets itself as a Work Operating System– a flexible platform for any operational workflow, from project tracking to task management to…

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