The Big List of Business Softwares

The Big List of Business Softwares

(Not that you need all of them)

Most businesses don’t need more tools—they need the right ones.

Here’s a straight-up list of the types of systems we often work with. We’re not saying you should use them all (please don’t). But it’s a handy reference to see what’s missing, what’s working, and what’s probably just making life harder.

All-in-One Systems

If you're tired of juggling multiple tools that don’t play nicely together, this is your section.

All-in-one systems combine your business essentials—sales, marketing, delivery, operations—into one platform. Less chaos. More control.

Here are a few worth checking out:

• Ivorey – Built for small teams who want websites, forms, email marketing, lead capture, CRM, automations, and onboarding in one place. Bonus: Aussie-made.

• Zoho One – 40+ apps in one platform. Covers CRM, finance, HR, support, projects, and more. Ideal for businesses that need serious functionality.

• Odoo – Great for product-based or operational-heavy businesses. Handles inventory, POS, finance, and project workflows.

• Kajabi – Best for coaches, consultants, and course creators. Website builder, funnels, memberships, email marketing, and a full LMS.

• TekMatix – Designed for service businesses. Combines CRM, calendar bookings, automations, email marketing, and digital product delivery.

• Moxie – Built for freelancers. Handles proposals, time tracking, tasks, invoices, contracts, and simple automation.

• Go High Level – Built for marketers and agencies. Funnels, automations, CRM, SMS, email, booking, and full client management—all white-labelled if needed.

Marketing Systems

You don’t need to be everywhere—but you do need a plan.

• Email marketing: MailerLite, ActiveCampaign, ConvertKit, Mailchimp, Klaviyo, Constant contact, Campaign Monitor.

• Social media scheduling: Metricool, Later, Buffer

• Lead capture & funnels: Ivorey, Leadpages, ClickFunnels

• CRM: Salesforce, HubSpot, Pipedrive, Zoho CRM

• Review collection: Endorsal, Trustpilot, Google Pages

• Analytics dashboards: Google Analytics, Fathom

Sales Systems

Make it easy to say yes—and even easier to pay you.

• Proposals & quotes: Better Proposals, PandaDoc

• E-signatures: HelloSign, DocuSign

• Payments: Stripe, Square, PayPal

• Checkout & POS: Shopify, WooCommerce, Ivorey

• Subscription billing: Chargebee, ThriveCart, Ivorey

• Upsells/automations: ClickFunnels, Kajabi

Client Onboarding & Delivery

That dream client experience doesn’t build itself.

• Intake forms: Jotform, Typeform, Ivorey

• Client portals: SuiteDash, Notion, Ivorey

• Task tracking: ClickUp, Asana

• Progress updates: Airtable, ClickUp dashboards

• Offboarding workflows: Loom, Notion checklists

Admin & Operations

Where the magic (and the mess) usually lives.

• Project management: ClickUp, Asana, Trello

• SOPs: Scibe, Loom

• Internal comms: Slack, Microsoft Teams

• Digital filing: Google Drive, Dropbox, OneDrive

• Password management: LastPass, 1Password

• Automations: Zapier, Make

Finance & Reporting

If it’s not tracked, it’s costing you.

• Accounting: Xero, QuickBooks, Rounded

• Payroll: Employment Hero, Xero

• Cash flow: Float, Fathom

• Time tracking: Toggl, Harvest

• Expense management: Expensify, Dext

Team & HR Systems

People need clarity. You need structure.

• Hiring & onboarding: Employment Hero, Sage, Odoo, Bamboo HR

• Leave & scheduling: Employment Hero, Bright HR, Deputy

• Performance reviews: Employment Hero, Culture Amp

• Contractor management: Employment Hero, Linksafe, Google Drive templates

Customer Support

Keep customers happy without burning out your team.

• Helpdesks: Zendesk, Freshdesk, HelpScout

• Live chat: Intercom, Tawk.to

• Feedback & surveys: Survey Monkey, Typeform, AskNicely

• Knowledge base: Notion, HelpDocs

Compliance & Risk

Not the sexiest bit—but it’ll save your arse one day.

• WHS & incident reporting: SafetyCulture, SiteDocs

• ISO prep: Conformio, custom Google Drive setup

• Document control: SharePoint, SuiteDash

• Risk registers: Airtable, Notion

Training & Handover

No more “oh I didn’t know I was supposed to do that.”

• Training libraries: Loom, Notion

• LMS: Kajabi, Thinkific, Teachable

• Checklists by role: ClickUp, Notion

• Quizzes & refreshers: Typeform, Ivorey

Not sure which one suits your business—or don’t want to set it up yourself?

That’s where we come in.
We offer Done-For-You Automations to get your workflows running, your tools connected, and your backend finally sorted.

Because you’ve got better things to do than figure out Zapier at 11pm.

This isn’t a definitive list—or even a list of what we’d recommend for your business.

If you want a tailored recommendation (minus the Googling rabbit hole), book a 30-minute discovery call and we’ll point you in the right direction.