Business Software for Asana

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Zoho RPA allows businesses to automate repetitive processes by recording and capturing user interface (UI), such as mouse clicks and keyboard inputs. Zoho RPA automatically creates workflows by recording actions performed in applications. These workflows can then be re-played for efficient replication. The tool integrates seamlessly across over 900 apps to ensure smooth end-to-end automated processes, whether cloud-based or legacy. This approach streamlines workflows, reduces errors, saves you time, and increases productivity. Zoho RPA scales with your business. It adapts to industry-specific needs, while maintaining robust security, and provides expert support. Businesses can automate processes and concentrate on more strategic initiatives.

Beam AI stands out as a premier platform focused on agentic process automation, empowering organizations to implement self-learning AI agents that improve operational efficiency and lower expenses. Both Fortune 500 firms and emerging startups leverage Beam AI's agents, which offer task automation that rivals human accuracy and performance, functioning around the clock to reduce mistakes and boost productivity. The platform features an extensive array of pre-trained agents designed for various tasks such as customer service, data extraction, email sorting, appointment scheduling, and financial reporting. Furthermore, Beam AI equips users with tools to develop and tailor AI agents according to specific organizational requirements, ensuring smooth integration with current systems to enhance workflows and elevate business effectiveness. This flexibility and adaptability make Beam AI an invaluable resource for companies looking to innovate and stay competitive in their industries.

StreamWork is enterprise online proofing software and a creative approval platform built for marketing teams, creative ops leaders, in-house studios, and agencies managing high volumes of creative at scale. Teams including The Channel Company, MegaFood, Arizona State University and more use StreamWork to centralize creative review, automate multi-stage approval workflows, and maintain version control across every asset type. Review and approve videos, images, PDFs, presentations, documents, and Adobe Creative Suite files in one workspace. Every stakeholder, client, and approver gets a direct link to the latest creative, so they can open, comment, and approve in one click, with no login, no setup, and no training required. StreamWork automates multi-stage approval workflows and lets teams convert any comment into an assigned task with an owner, due date, and priority, so legal, copy, and brand can each handle their own revision requests without anything falling through the cracks. Every version is automatically tracked, timestamped, and comparable, with a full audit trail of every decision one click away. StreamWork connects natively with Asana, Monday.com, Slack, Adobe Creative Cloud, Dropbox, Figma, Box and more so approvals happen inside the tools your team already uses instead of a separate app. StreamWork is rated #1 for ROI in Online Proofing on G2, and teams using StreamWork cut review cycles by 30% or more. Purpose-built for today's enterprise creative teams, StreamWork delivers the approval workflow depth, task management, and integration breadth that decade-old proofing tools weren't designed for.

THE WHAT: Evermuse is an AI guide that transforms customer conversations into roadmap insights, helping you create stronger products, faster. THE WHY: • Roadmapping is often slow, fragmented, and subjective. • Sales and CS calls remain a closed loop for Product teams. • Product teams end up leaning on broad AI tools and basic call notes that aren’t tailored to their needs. THE HOW: Evermuse captures Sales, CS, and Product team interactions with customers through file uploads, direct meeting recordings, and integrations with existing call recorders. It then distills those calls into the signals Product cares about (like requirements, friction points, standout quotes, and sentiment), organizing and tallying them by frequency. Evermuse compiles those signals into fully referenced opportunities your team can use in roadmap planning. Finally, Evermuse lets you query your complete dataset of customer calls with an AI-driven chat, so you can surface insights on demand.

Supaboard is an innovative business intelligence solution that leverages artificial intelligence to empower users to analyze their data and craft real-time dashboards simply by posing questions in everyday language. It allows for seamless one-click integration with more than 60 different data sources such as MySQL, PostgreSQL, Google Analytics, Shopify, Salesforce, and Notion, enabling users to harmonize their data effortlessly without complicated configurations. With pre-trained AI analysts tailored to specific industries, the platform automatically generates SQL and NoSQL queries, delivering quick insights through visual formats like charts, tables, and summaries. Users can easily create and customize dashboards by pinning their inquiries and adjusting the information presented according to various audience needs through filtered views. Supaboard prioritizes data security by only connecting with read-only permissions, retaining only schema metadata, and utilizing detailed access controls to safeguard information. Built with user-friendliness in mind, it significantly reduces operational complexity, allowing businesses to make informed decisions up to ten times faster, all without the necessity for coding skills or advanced data knowledge. Furthermore, this platform empowers teams to become more agile in their data-driven strategies, ultimately enhancing overall business performance.

We are the EOS® platform that users absolutely adore. You envision a business operating system that enables your team to pull together in harmony, propelling you toward your goals with greater speed and efficiency. With our comprehensive tools designed for your Business Operating System, along with enhanced features that streamline your technology needs, we aim to empower entrepreneurs and managers in realizing their business aspirations. Whether you're aiming to expand a small team, restructure a cherished business that has become too complex, prepare for a sale, or tackle any other challenge, Strety is ready to assist you. What makes Strety the premier choice for EOS® software? • Essential EOS® features (including Agendas, Rocks, Scorecards, Issues, and To-Dos) Along with • Playbooks • Performance management • Project management • Surveys Discover more about Strety or initiate your free trial by visiting our website today. Additionally, we are committed to continually enhancing our platform to meet the evolving needs of our users.

Cooperly is the Human Operating System for founder-led, AI-native teams. It turns the people context founders keep in their heads into a living operating layer for team leads, employees, and AI—so ownership stays clear, friction shows up earlier, and managers know when to act. Cooperly combines practical Coop Profiles, weekly Pulse signals, Team Fundamentals, Member Facts & Memories, hiring context, and an evidence-backed Team Roadmap. Its AI Context Layer and MCP give approved AI tools selected, permissioned, read-only people context without handing human judgement to AI. Built especially for growing teams of 15–50 people, Cooperly helps companies scale context and leadership quality before management bureaucracy takes over. Start with a 30-day full-access trial; no credit card is required. A free four-week Guided Rollout is also available.

Scalekit is the MCP gateway for AI agents. Developers and platform teams use it when an agent must call business tools as the user, not through a shared service account. One endpoint reaches 500+ connectors and 20,000+ tools, including Salesforce, Gmail, Slack, Notion, HubSpot, Jira, and GitHub. When the agent requests a tool, Scalekit finds that user's credentials, checks that the agent is allowed to call it, runs the call, and returns a clean response. Tokens stay in an AES-256 vault, isolated per tenant, and out of application code, logs, and the model prompt. Venu Madhav Kattagoni, Head of Engineering at Von, describes it this way: "Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer." Scalekit works with Anthropic, OpenAI, LangChain, Google ADK, Vercel AI, and Mastra. Managed cloud runs in the US (Los Angeles) or the EU (Frankfurt). EU data residency on Growth is a $99 a month add-on. Enterprise can run in a VPC or self-hosted, including air-gapped. Scalekit is SOC 2 Type II and ISO 27001 certified. A HIPAA BAA is available on Enterprise. The Free plan is $0 a month and includes 10,000 tool calls and 10,000 trigger events. Growth is $99 a month for 100,000 tool calls, then $0.50 per 1,000 calls. Enterprise pricing is custom, and includes SSO and SCIM for the Scalekit dashboard

Handl is billing software for agencies and freelancers. It reads the work from PM and time-tracking tools, drafts invoices from milestones, hours and retainers at the right time, and pushes them to Xero or QuickBooks. Nothing is sent without approval.

Vindaris finds execution risk by comparing your strategy against the work actually happening in your tools. You define the strategy map: goals, KPIs, initiatives. Then Vindaris ingests tasks, tickets and conversations from Slack, Jira, Asana, Notion and Google Drive, and builds a Work Graph linking each piece of work to the objective it serves. From there it computes alignment: which tasks carry real strategic weight, which goals have no effort behind them, and which work has been forgotten entirely. When something drifts, you get the evidence, down to the specific Slack thread where the problem started. AI-generated narratives summarize each objective's actual state from the underlying work, not from status reports.

A roadmap goes stale the moment it stops matching the tracker. Roadmark keeps the two connected: connect GitHub, GitLab, Linear, Jira, Shortcut, YouTrack, Azure DevOps, Asana, Notion, or monday.com, map the fields once, and the board re-syncs every day. When an item disappears from the source, Roadmark flags it instead of quietly deleting it, so a shared link never loses history without telling anyone. The second half is direction changes. Instead of editing a date in place, you fork the roadmap at the milestone where the plan changed. Both timelines stay on the canvas, and each branch carries a decision log - required, 20 characters minimum - recording why the call was made. Sharing costs no seats: a public page, a password-protected or expiring link, or an embedded widget. Viewers react and follow by email with no account. Boards export to PNG, SVG, PDF, and PowerPoint. Free for one roadmap. Pro $15/mo and Team $49/mo are flat per workspace, not per user.

Targenix replaces the stack of paid tools a Facebook and Instagram advertiser usually pays for with one free AI platform, from the ad click to the sale. Its AI sales agent works 24/7 in Instagram Direct, Messenger and under ads, answering from the company's own texts, site pages and catalog, asking for the phone number and creating the lead. A visual automation canvas (9 triggers, 17 step types, 10 templates) handles comment and DM scenarios without code. Landing pages come from 200+ templates or custom code, on your own domain, with Pixel and Conversions API. Leads reach 100+ apps — CRMs, Telegram, Google Sheets, email and CPA networks — in under a second, with automatic retries. Analytics tracks spend, profit and ROAS per campaign, CPL Guard stops expensive campaigns, and Telegram brings alerts and a daily profit report. Leads also arrive from Google Ads lead forms and any webhook, and through its MCP server AI assistants such as Claude can read the account's leads, partner statuses and campaign profit. Interface in Uzbek, Russian and English.

Clientish is client management software for agencies, freelancers, consultants, and service businesses that want to manage client work in one place. It brings the full workflow together: Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery. Teams can manage leads, client records, service orders, projects, tasks, proposals, invoices, subscriptions, and support tickets. They can assign work to internal and remote team members, share files, track progress, and communicate through live chat and team messaging. Clients use a branded portal to browse services, track orders, submit requirements, request revisions, approve deliveries, pay invoices, exchange files, and contact support. Clientish also supports custom branding and domains.

Filmo is specialized software designed for the operational needs of technical event production firms. It consolidates various tasks that are typically spread across different spreadsheets, calendars, and email accounts, including management of quotes, equipment, crew, subrentals, logistics, and invoicing into one cohesive platform. With Filmo, users can visualize equipment, crew members, and vehicles along a single timeline, allowing for the coordinated planning of gear, personnel, transportation, and venue spaces, while also providing features for conflict resolution, kit management, and QR, barcode, and RFID check-outs, check-ins, and audits via a mobile device. Additionally, it keeps a comprehensive record of purchase orders, supplier invoices, and subrentals linked directly to the respective project that initiated them. Financial management is streamlined on a per-project basis, enabling users to keep quotes, invoices, collections, purchase orders, and supplier invoices connected to the ongoing job, so they can monitor costs and profit margins in real-time. It’s important to note that Filmo does not function as a ticketing or attendee-management system, making it uniquely suited to support production logistics rather than event attendance. The pricing structure starts at €39 per user per month, and interested users can take advantage of a 14-day free trial, along with the option to schedule a brief 15-minute discovery call for further inquiries.

alfred_ is an AI-driven assistant designed for professionals who engage with clients, offering a cloud-based platform that integrates work emails and calendars to streamline communication by identifying messages that require responses, tracking follow-ups, drafting replies, and transforming conversations into actionable tasks. The web application consolidates emails, calendar appointments, to-do lists, notes, and routines into a cohesive personal workspace, enhancing productivity. Users can effortlessly schedule meetings, generate meeting briefs, and retrieve essential information from client discussions. Access is convenient through various platforms, including a web app, an iPhone application, text messaging, Slack, and compatible connectors for Claude and ChatGPT. It supports a diverse array of integrations such as Gmail, Microsoft Outlook, Google Calendar, Slack, Microsoft Teams, HubSpot, Salesforce, and numerous other productivity and project management tools. This innovative product is tailored for individuals managing client interactions, catering to consultants, business founders, and freelancers, with options available for both personal and team-oriented plans to suit different needs. With its robust features, alfred_ empowers users to optimize their workflow and enhance their client relationship management effectively.

Tick is a time management tool designed to help companies execute projects more profitably. By allowing users to monitor their time in relation to a budget, Tick enhances financial outcomes for organizations. With its user-friendly interface, the software includes a timecard feature where users can choose a specific project and task to log their hours. Additionally, Tick consistently offers budget insights within the timecard to ensure users remain focused on their goals. The platform is easily accessible and compatible with various devices, including smartphones, smartwatches, tablets, and desktops, making it convenient for users to manage their time effectively. Overall, Tick is a comprehensive solution for organizations aiming to streamline their project management and improve efficiency.

Text In Church, a web-based platform for church management, allows pastors to easily connect with people and simplify and enhance church-to-member communication. This fully customizable solution empowers churches with the ability to communicate with their members via email or text message from anywhere and anytime. Digital connection cards, follow up templates, chat support, activity dashboard, chat support, and chat support are just a few of the core features.

noCRM.io, a cloud-based lead management software (SaaS), is designed for salespeople. NoCRM.io is a cloud-based CRM software that increases business productivity by allowing prospecting, lead tracking, as well as pipeline management. NoCRM.io allows users to create leads quickly (business card, email and website), as well as organize and customize their sales process to manage their sales cycle.

Jibble is a Time & Attendance Management System for all sizes of teams. It is designed to help businesses get a better handle on staff productivity. Staff members can upload "selfies" to clock in. Administrators then get immediate notifications. Automated reporting makes payroll calculations much easier and faster.

Style Intelligence from InetSoft is a complete business intelligence platform that empowers companies with the ability to analyze, monitor, report and collaborate on business and operational data coming from different sources in real-time. Its top features include a data mashup Data Block architecture and professional atomic block modeling tool. There is also a database write-back option. Style Intelligence is robust and easy-to-use. It offers granular security, multitenancy support, multiple integrations, and is fully scalable.

Meisterplan is a lean project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optimal resource utilization in line with your priorities. Its features focus on the most value-driving activities in portfolio management: ensuring strategic contribution of all initiatives, resolving resource bottlenecks across projects, and monitoring overall progress. Meisterplan is based on the Lean principles that drive success in dynamic environments, and is grounded in a thorough understanding of how organizations make decisions in reality.

CRM Pro serves as a comprehensive CRM solution tailored for the real estate sector, empowering users to effectively oversee their interactions with clients, streamline their operations, and cultivate new leads. Featuring an intuitive interface, CRM Pro facilitates the automation of routine administrative responsibilities, allowing users to dedicate more time to strategic initiatives. By utilizing its customer relationship management capabilities, users can foster new connections while enhancing existing relationships. Additionally, CRM Pro offers a feature that allows users to monitor the history of message events, ensuring a thorough understanding of client interactions. This functionality not only aids in relationship building but also enhances the overall customer experience.

Workato is the operating platform for today's fast-moving businesses. It is the only AI-based middleware platform that allows both IT and business to integrate their apps and automate complex business workflows. Our mission is to help companies automate and integrate their apps and business processes at least 10x faster than traditional tools, and at a tenth the cost of traditional tools. Integration is a mission critical, neutral technology that can be used in heterogeneous IT environments. We are the only technology vendor that is supported by all three of the leading SaaS vendors: Salesforce. Workday. And ServiceNow. We are trusted by the world's most recognizable brands and the fastest-growing innovators. Customers consider us to be one of the best companies to do business.

In just a few simple steps, you can create professional and customized invoices. We can handle any country, currency, or language of your clients. Get a complete overview of all your projects. Use the live tracker to track your hours or fill out your weekly timesheets. You can achieve the productivity and time management you need. Get a complete overview of your business. You can monitor the progress of your projects, the tasks of employees and the transactions of clients. Simple and fast tracking of your company's expenses. All your company's expenses can be tracked at once: supplier invoices, recurring expense, and bill payments. Tie expenses to your projects to get a better financial overview of your ventures. Your clients will be impressed by your dedicated area. Build strong relationships with them. Clients can pay their invoices online, monitor and review their transactions history, and they can also monitor your projects.