Best Operations Management Software for SalesRabbit

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Trusted by more than 25+ million users worldwide, Jotform is an all-in-one platform that offers powerful tools for effortless data collection and management, including its popular drag-and-drop Form Builder. Create digital forms and surveys for your business without any coding to collect leads, contact information, files, appointments, payments, e-signatures, and whatever else you need. Build your own form from scratch, or customize 10,000+ ready-made templates for contact forms, order forms, feedback surveys, registration forms, and much more. Go beyond the basics with advanced features like conditional logic, autoresponder emails, and 200+ integrations with popular apps. Make the most of your data by turning responses into personalized PDFs with Jotform PDF Editor, visual reports with Jotform Report Builder, or tasks in an automated approval flow with Jotform Approvals. Create an online store with Jotform Store Builder — no coding required.

JobNimbus is the #1 all-in-one roofing app (4.8 stars on app stores) that’s making contractors heroes since 2013. Thousands of contractors rely on JobNimbus every day to run every aspect of their business: marketing, sales, production, billing, and communication. "This is f$&%ing awesome!" - Dave R. ** MARKETING ** • SEO • Paid ads • Google Business Profile • Website ** SALES ** • Scheduling • Lead tracking • Boards • Custom sales workflows • Sales automation ** PRODUCTION ** • Production boards • Custom job workflows • Production automation • Notes • Tasks • Material ordering directly from Beacon PRO+ and Roof Hub by SRS. • Work orders • Subcontractors • Reports ** BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way sync ** COMMUNICATION ** • Engage texting • Email • Caller ID • @mentions • Job share • Notification center With all this, your whole team will be equipped with the best all-in-one roofing app.

Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.

Calendly helps you schedule meetings without the back-and-forth emails. We take the work out of connecting with others so you can accomplish more. Learn how painless scheduling can be with Calendly. Setup is easy. Let Calendly know your availability preferences and it’ll do the work for you. Share your Calendly links via email or embed it on your website. They pick a time and the event is added to your calendar. Works with your Google, Outlook, Office 365 or iCloud calendar so you’re never double booked. Set buffer times between meetings, prevent last minute meetings, create secret event types, and more. Supports 1-on-1, round robin and collective availability meetings. Seamless timezone detection for your invitees so everyone’s on the same page. Automate tasks with Salesforce, GoToMeeting, Zapier and more. Works great for individuals, teams and departments.

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.

Resource scheduling software - Every feature of Schedule it is designed to help you organize and plan all your resources and assets faster and easier to enhance cost-savings, control, and efficiency. Quick and easy, drag and drop scheduling enables you to add, edit, move and reallocate events with a simple mouse click or move. Quick resource allocation and the ease of updating your schedules will save you hours of time, while the assistant prevents overbooking and ensures any critical skills are covered. Schedule any type of resource and asset with all your groups of resources in one place. Plan all your people, clients, projects, equipment, training, tasks and any other important activities you need to track. No limit to the type and number of resources you can plan. Access your schedules anywhere on any device with desktop software, web access and mobile apps. You can also view in other tools like Outlook, Google Calendar, Apple iCal and more.

Lob’s mission is to connect the world, one mailbox at a time. Lob is the only direct mail automation platform for the digital age. Lob's platform automates the direct mail execution process for enterprises at any scale - from creation, printing, postage, delivery, and sustainability with end-to-end analytics and campaign attribution. Over 11,000 businesses trust Lob to transform their direct mail into intelligent mail. Founded in 2013 and based in San Francisco, Lob is venture-backed by Y Combinator, Polaris Partners, Floodgate, and First Round Capital.

Tray.ai is an API integration platform that allows users to innovate, integrate, and automate organization with no developer resources needed. Tray.io enables users to connect their entire cloud stack on their own. With Tray.ai, users can easily build and streamline processes with a specifically designed visual workflow editor. Tray.io also empowers the users' workforce with automated processes. The intelligence powering the first iPaaS that everyone can use to complete business processes using natural language instructions. Tray.ai is a low-code automation platform designed for both non-technical and technical users to create sophisticated workflow automations that facilitate efficient data movement and actions across multiple applications. Our low-code builder and new Merlin AI transform the automation process by bringing together the power of flexible, scalable automation; support for advanced business logic; and native generative AI capabilities that anyone can use.

Effortlessly manage customer and prospect relationships, measure performance, and improve your processes with a 360-degree view into your remodeling and home improvement business that you can access anytime, anywhere. Receive your leads instantly, and effectively nurture them to buy. From automated communications to block scheduling, improveit 360 features will cut out tasks that slow you down and help get you to the sale faster by leveraging. Reach homeowners and start getting the most out of every lead and customer. Whether you want to close more deals or simply streamline follow-ups, you can create more selling opportunities for your home improvement business by taking advantage of. Make your cash flow more predictable, increase team collaboration, and manage all jobs in one place using improveit 360’s project management tools.