Explore business software

1Password Business

Cybersecurity

Password manager for teams with shared vaults, access controls and security reporting.

• Shared vaults
• Admin controls
• Security reports

ActiveCampaign

Marketing Automation

Email marketing and customer experience automation platform with built-in CRM features.

• Email automation — evaluate the available controls and plan limits for this workflow.
• Segmentation — evaluate the available controls and plan limits for this workflow.
• Customer journeys and campaign analytics — evaluate the available controls and plan limits for this workflow.

Asana

Project Management

Work management platform for tasks, projects, timelines and cross-team workflows.

• Tasks and projects
• Timeline view
• Workflow rules

BambooHR

HR & Payroll

HR software for employee records, onboarding, time off and people data.

• Employee records — evaluate the available controls and plan limits for this workflow.
• Onboarding workflows — evaluate the available controls and plan limits for this workflow.
• Time-off tracking and hr reporting — evaluate the available controls and plan limits for this workflow.

DocuSign

AI & Productivity

DocuSign is a leading electronic signature and digital agreement platform enabling organisations to send, sign, and manage documents securely from any device.

• Electronic signatures — evaluate the availability and workflow fit of this capability for your team.
• Signature requests — evaluate the availability and workflow fit of this capability for your team.
• Document templates — evaluate the availability and workflow fit of this capability for your team.

Freshdesk

Customer Support

Help desk software from Freshworks for ticket management, self-service and support automation.

• Ticket management
• Knowledge base
• Automations

Freshservice

Customer Support

Freshservice is a cloud-based IT service management (ITSM) platform by Freshworks, offering incident management, asset tracking, change management, and AI-assisted automation for IT teams.

• Incident tracking — evaluate the availability and workflow fit of this capability for your team.
• Service catalog — evaluate the availability and workflow fit of this capability for your team.
• Request fulfillment — evaluate the availability and workflow fit of this capability for your team.

Harvest

Accounting & Finance

Harvest is a time tracking and invoicing platform designed to help teams and freelancers log hours, manage project budgets, and bill clients accurately.

• Time tracking — evaluate the availability and workflow fit of this capability for your team.
• Expense recording — evaluate the availability and workflow fit of this capability for your team.
• Project budgets — evaluate the availability and workflow fit of this capability for your team.

Help Scout

Customer Support

Help Scout is a customer support platform built around a shared inbox, live chat, and self-service knowledge base, designed to help teams deliver personalised, human-centred support at scale.

• Shared inbox — evaluate the availability and workflow fit of this capability for your team.
• Conversation assignment — evaluate the availability and workflow fit of this capability for your team.
• Knowledge base — evaluate the availability and workflow fit of this capability for your team.

HubSpot CRM

CRM & Sales

CRM platform with contact management, deal pipelines and connected marketing, sales and service tools.

• Contact records — evaluate the available controls and plan limits for this workflow.
• Deal pipelines — evaluate the available controls and plan limits for this workflow.
• Activity logging and reporting — evaluate the available controls and plan limits for this workflow.

Make

AI & Productivity

Make is a visual automation platform that lets teams build, run, and monitor complex workflows by connecting apps and services without writing code.

• Visual scenario builder — evaluate the availability and workflow fit of this capability for your team.
• App integrations — evaluate the availability and workflow fit of this capability for your team.
• Routers and filters — evaluate the availability and workflow fit of this capability for your team.

PandaDoc

CRM & Sales

PandaDoc is a document automation platform for creating, sending, tracking, and e-signing proposals, contracts, and quotes.

• Proposal templates — evaluate the availability and workflow fit of this capability for your team.
• Document editor — evaluate the availability and workflow fit of this capability for your team.
• Electronic signatures — evaluate the availability and workflow fit of this capability for your team.