Whether you are a solopreneur or have a team of employees, automating your business workflow can save you time and energy. It can be a daunting task to keep track of all the tasks that need to be completed in a day, week, or month. Not to mention trying to keep track of deadlines and meetings.
Automation software can help you manage your business workflow by keeping track of your to-do list and project progress. If you are a business owner and are looking for ways to speed up your workflow, consider using one of these top automation software programs.
This is one of the best automation software programs for small businesses and entrepreneurs. It helps you manage your finances, clients, and projects. Freshbooks automates your invoicing, tracks your time, and lets you know when a client views or pays an invoice. Its features are geared toward helping small businesses save time and money. Regarding invoicing, this software provides contractor invoice template options, late payment reminders, and automatic payments. To make it more efficient, it integrates perfectly with other software programs such as slack, Xero, and QuickBooks.
This is an excellent workflow automation tool that connects your favorite apps and services to automate repetitive tasks. For example, you can use Zapier to automatically add new leads from a contact form on your website into your customer relationship management (CRM) software. Its key features include; task automation, app integrations, and workflow creation. Zapier works with over 1,500 apps, so you are sure to find the right ones for your business needs.
This software is among the top-rated business management tools. It helps businesses with task management, file sharing, and project collaboration. Its features include drag-and-drop cards to create a custom workflow, Kanban boards, and real-time messaging.
One of the unique features of Hive is that it offers a visual representation of your workflows. This can help you see where bottlenecks are occurring and make necessary adjustments. Hive also automates in-app tasks, such as emailing collaborators when a task is due or assigning tasks to team members.
HubSpot is a comprehensive CRM software that offers many features to help businesses automate their workflows. The CRM platform provides users with a centralized place to store customer data and manage their interactions. It also includes features such as contact management, sales automation, marketing automation, live chat, and ticketing.
HubSpot’s workflow automation features allow users to create custom workflows and automate repetitive tasks. One of the best things about HubSpot is that it offers a free version for small businesses. Its free version includes up to 1,000 contacts, limited to three users.
If your business relies heavily on email marketing, then MailChimp is a great automation tool for you. It is an all-in-one platform that allows you to create and send newsletters, automate your email campaigns, and track your results. Mail Chimp’s automation features let you send targeted emails to your customers based on their behavior, such as abandoning a cart or opening an email.
You can also use this software to segment your contacts so that you can send more personalized emails. Its features also include a/b testing, spam filter diagnostics, and email deliverability insights.
This advanced software uses intuitive drag-and-drop features to help businesses automate their workflows. With Trello, you can create custom boards to organize and track your projects. Its features include; card labeling, card due dates, attachment previews, and checklist items. You can also add comments, votes, and files to cards to get feedback from team members.
Trello helps drive productivity by allowing users to see the progress of their projects at a glance. Its Kanban-style board view lets you visualize your workflows and get an overview of what needs to be done.
Now that you are familiar with some of the best automation tools for businesses, you must have a checklist of what to look for in order to find the right one for your business needs. Some factors you should consider include;
With this in mind, you should be able to find the perfect automation tool to help your business speed up its workflow. Whichever tool you choose, make sure it offers the features and integrations that are most important to you and your business.