Best Business Management Software for Microsoft Excel
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Compare the Top Business Management Software that integrates with Microsoft Excel as of November 2025
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This a list of Business Management software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Business Management Software for Microsoft Excel?
Business management software is a suite of tools designed to help organizations streamline and automate various operational processes, including project management, financial tracking, resource allocation, and workflow optimization. These platforms offer features for managing tasks, employees, budgets, and client relationships, enabling businesses to improve efficiency, reduce costs, and enhance decision-making. Business management software often includes modules for accounting, inventory management, human resources, and customer relationship management (CRM), allowing for centralized control over critical business functions. By automating routine tasks and providing real-time data insights, these solutions support strategic planning and operational growth. Compare and read user reviews of the best Business Management software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Planfix
Planfix
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. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.Starting Price: $0 per user per month -
2
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
3
WinMan ERP
WinMan ERP Software
For your business to run efficiently, all areas need to communicate seamlessly. WinMan Cloud offers an all-in-one ERP solution that integrates Accounts, CRM, MRP, Inventory Management, and HR into one unified system. -
4
Acumatica Cloud ERP
Acumatica
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Through leading-edge technology, best-in-class business functionality, and customer-friendly business practices, Acumatica delivers unparalleled value to small and midmarket organizations. Integrated workflows span the full suite of business management applications, from Financials, Project Accounting, and Inventory Management to CRM. Specialized industry solutions include Construction Edition, Manufacturing Edition, Retail Edition, and Distribution Edition. Acumatica is built on a future-proof platform with open architecture for scalability, ease of use, and rapid integrations. Connected business. Delivered. Rapid integrations. Delivered. Remote collaboration. Delivered. Business resilience. Delivered. Future-proof platform. Delivered. -
5
1CRM
1CRM Systems Corp.
1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.Starting Price: $13.00/month/user -
6
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools 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 and verticals.Starting Price: $39/month for 5 users -
7
Wrike
Wrike
Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.Starting Price: $10 per user per month -
8
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
9
BizAutomation
BizAutomation
BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. Lastely, our demos are about selling you stuff, they're about genuinely helping you find a solution, whether that's us or not.Starting Price: $79.95/month/user -
10
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work. -
11
vcita
vcita
vcita is an all-in-one business management app built for small to mid-sized businesses. vcita boasts a wide range of features that helps SMBs streamline daily tasks and operations and improve how they interact with clients, fueling growth and success. Top features include client and calendar management, billing and invoicing, online scheduling, lead capturing, and email campaigns. vcita also integrates with dozens of platforms, including Facebook, PayPal, Quickbooks, and more.Starting Price: $12.00/month/user -
12
Ultimus is the leading global provider of low-code digital process automation and BPM technology. Ultimus solutions automate and optimize business processes in order to solve mission-critical and everyday business challenges. With a unique and dedicated focus on business process effectiveness, Ultimus solutions not only increase efficiency, lower costs, and control risk - they help companies increase revenue and improve customer relationships. The Ultimus Digital Process Automation Suite is a comprehensive, integrated suite of technologies purpose-built to meet the demands of the modern digital enterprise. The Ultimus DPA Suite speeds the delivery of workflow and maximizes business agility, effectiveness, and efficiency by enabling seamless, enterprise-scale, end-to-end process automation – across all devices, regional permutations, and use cases – both within an organization, as well as with customers, suppliers, and partners outside an organization.
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13
Bizstim
Bizstim Software Solutions
Bizstim business management software is a cloud-based business software solution for small and medium sized businesses. If you are a company that requires scheduling, reminders, billing, accounting, sales management, human resources, records management, and much more, this software would be a great addition to your business. Many of our clients see a 4x to 8x return on their investment within the first month of using Bizstim. Using our CRM software will make you money! Give us a call or try our software for free and we'll show you how. Come to our website for more information or grab our toll-free number and let's have a chat.Starting Price: $7.99/month -
14
TheEye
TheEye
RPA software robots work with the company's pre-existing systems, boosting productivity, accelerating decision making and lowering the error rate. This facilitates the expansion of companies that delegate manual and repetitive tasks to robots. It is the way to automate processes in companies technologically, a true digital transformation. TheEye is distinguished by its flexibility and ability to integrate workflows without changing policies. In addition, as a technological bridge, it allows you to centralize and communicate all your new and old systems, without incurring expensive licenses from a single place. Once implemented, the robots are integrated with their work team through TheEye and they begin to take care of the tasks that nobody wants to do without rest or mistakes and without losing a lot of money, freeing up talent to align with the business and increase added value.Starting Price: $720 per year -
15
Logicbox
Logicbox Software
Logicbox offers a full suite of cloud-based business management modules and functions that can be configured to incorporate and automate the unique processes and workflows of a company, creating a single, integrated system. Features range from account management, prospecting, CPQ, and production as well as invoicing, purchasing and inventory management for distribution, installation, and service. Using the admin tools, the platform also provides custom notifications, approvals, permissions, custom reporting, and analytics.Starting Price: $55.00/month/user -
16
bluQube
bluQube by Symmetry
Meet bluQube, award-winning cloud accounting software. We've been in accouting software since 1996, so we do things differently and focus on usability, reporting, and smart integration to make the comprehensive functionality even more effective for our users. bluQube offers you true cloud-based software with fixed-rate implementations and full UK support! All from an Oracle Gold Partner making it functional and highly scalable. We believe in people and business values. We don’t hide behind automated phone systems, a real person will pick up the phone if you call us. We offer true interoperability. The real-time data sharing technology that connects bluQube with your existing business systems. All you'll need is a web browser to securely access your system and our clever tech-bods take care of the rest. Allowing you to choose the the system that's right for each department in your multi-entity organisation, rather than being tied into one suite of products. -
17
WinWeb
WinWeb
Since 1994 WinWeb, a leading cloud computing software provider, has been helping SMEs/SMBs to run their businesses securely online and adapt to the changing world of online commerce, social media and globalization. Software should grow and develop with the needs of our clients. Going 'live' with WinWeb is only the first step in a never-ending partnership to optimize business processes for maximum productivity. Our unique customization methodology enables pain-free business development in all parts of the organization. All your data is integrated in one place for fast and informed decisions every time. No software straight-jacket, just the software your business needs to develop. No more worries about losing business data or working with outdated software. Switching to WinWeb is fast and easy without major business interruptions. WinWeb Launch Services will help you to get started and working from day one.Starting Price: $49 per month -
18
Workpark
Workpark
Manage your sales, projects, finance, employees, customer support. Sell your products/services and get paid online — All within one system. Visualize planning, remove bottlenecks and errors caused by the lack of timely information. Context and function-based dashboards for a complete overview and delayed analysis of your business performance. Mission Control is the primary dashboard of each user. Your personal workspace in Workpark. Manage your check-in’s/out’s, track time, view announcements, work on your tasks and most importantly foresee your workload for the next 30 days. Watch company announcements right in your dashboard. Announcements are also available in the dock. Key business performance statistics for a quick catchup of daily and weekly activities across all teams. Mission control “My Work” is your personal workspace see your daily, Overdue and upcoming week’s tasks right in front of you regardless of which project they are from.Starting Price: $110 per month -
19
Sage 200
Sage
Manage your business and propel your growth to the next level with Sage 200 - now connected to Microsoft 365. Part of Sage Business Cloud. Ditch the downtime with a solution available 24/7, 365 days a year. Manage your accounts and customers, as well as manufacturing, supply chain, business intelligence, and more, on the go. Sage 200 uses the power and productivity of the desktop, with the freedom and control of smart, secure software. You can also collaborate with your teams in real-time. Our solution supports manufacturers, distributors and business services. Control your business and gain complete visibility over your operations. You can also manage multiple companies and access key insights and reports on the go through Excel. Get business-wide, market-leading software full of the features and functionality you need when you need them, and with scalable solutions that grow with your business.
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