Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Managing the shifts of your workforce on a daily, weekly, and monthly basis can be challenging. There’s a fine between being shorthanded and overstaffed without letting your labor costs get out of control. Staying …
Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.
Managing the shifts of your workforce on a daily, weekly, and monthly basis can be challenging. There’s a fine between being shorthanded and overstaffed without letting your labor costs get out of control.
Staying organized is tough even with just a handful of employees, but this challenge amplifies exponentially at scale.
We’ve reached a point where managing shifts via spreadsheets or with pencil and paper has become outdated and downright inefficient.
Enter employee scheduling software. These tools make it easier for managers to create schedules while always keeping the big-picture in mind. Whether your business has ten employees for 10,000+ people employees, there’s a solution out there to accommodate your scheduling needs.
Which employee scheduling software is the best? Find out my top picks and read my in-depth reviews of each one below.
The Top 6 Options For Employee Scheduling Software
How to Choose the Best Employee Scheduling For You
As you’re shopping around and evaluating different employee scheduling tools, there are certain factors that must be taken into consideration. Keep the following elements in mind to help narrow your search:
Number of Employees
As previously mentioned, employee scheduling software is a versatile category. There are solutions for businesses of all shapes and sizes. But a small coffee shop with six employees at a single location won’t have the same needs as a restaurant chain with 500 workers across a dozen sites.
Some software is built to scale, while others are intended for smaller businesses and single sites.
Think about the future of your business as you’re evaluating options as well. While you might only have 50 employees today, how many will you have in six months? 12 months? If you’re scaling rapidly, make sure the software you choose can accommodate your growth.
Time Tracking Functionality
Generally speaking, schedules are just one component of employee scheduling software. Lots of the best tools on the market today are all-in-one solutions for other functions.
Time tracking and time clocks are on that list. Why?
Scheduling and time tracking typically go hand-in-hand. So rather than getting one software for scheduling and a completely different time tracking tool, it makes sense to bundle them all under one roof. At the end of the day, this simplifies things for your managers and employees alike.
Flexible Access
The best employee scheduling software is usually offered as a web-based solution. You want to make it easy for your staff to access their schedules from anywhere. This isn’t possible with desktop software.
I also recommend looking for an employee scheduling solution that comes standard with a free mobile app. Then your staff can essentially carry a schedule with real-time updates on them 24/7.
These apps are great for things like team communication features and push notifications with schedule changes or shift reminders.
Industry-Specific Solutions
There are plenty of general-purpose employee scheduling tools on the market today. But if you fall into certain categories, look for an industry-specific tool.
Restaurants and hospitality industries are two that come to mind. Lots of software is geared towards these types of businesses because the scheduling needs are more involved in these cases.
If you have the opportunity to use a software that’s designed specifically for your particular industry, I tend to lean in that direction as you’re making a final decision.
Additional Features and Extras
As I said before, lots of employee scheduling software does much more than just allow managers to post weekly schedules.
The best tools will also have shift swapping, employee self-service tools, HR features, labor cost management, leave management, attendance tracking, team messaging, overtime control, time clocks, etc.
Some extras are definitely more important to consider than others, depending on your business type and needs. So keep a close on these various options as you’re shopping around.
The Different Types of Employee Scheduling Software
Before we dive into the specific software reviews, I want to quickly highlight the different categories of employee scheduling software. Here’s a deeper explanation of the options you’ll be presented with:
Standalone Employee Scheduling Software
This is pretty self-explanatory. There are tools out there that are made for employee scheduling and nothing else.
Generally speaking, these are the easiest to use since there are no extra features or bells and whistles to confuse you. However, the software will be limited compared to other solutions in this category.
Unless you’re just looking for a digital way to improve your scheduling process, you’ll likely want to consider an all-in-one solution with additional functionality.
HR Software
Human resources software has been growing in popularity over the years. These solutions usually have features for HR reporting, benefits tracking, applicant tracking, employee onboarding, training, and more.
Employee scheduling has become a core component of many popular HR solutions. However, it’s worth noting that not every HR software has employee scheduling capabilities.
For those of you looking for a one-stop-shop for all scheduling and human resources needs, HR software with built-in scheduling tools might be the answer for you.
Time Tracking Software
As I said before, time-tracking and employee scheduling software go hand-in-hand.
Physical punch cards are outdated. Modern time tracking has gone digital. There are tools out there that track hourly workers and also have employee scheduling capabilities.
It all depends on how the software is branded. In some cases, you’ll see a solution advertised as time tracking software (that includes scheduling features). Other times you’ll see employee scheduling software (that includes time tracking features). But it’s nice to get both from a single tool.
Leave Management Software
Leave management is sometimes in a category of its own. There are actually a handful of great tools out there that focus on leave management and nothing else.
This type of software is designed to manage vacation requests, PTO, and more.
In general, a standalone leave management software won’t be as feature-rich as other tools available on the market today. I’d recommend a broader employee scheduling software that comes with absence management features.
#1 – ShiftNote Review — The Simplest Employee Scheduling Software
ShiftNote is one of the most straightforward employee scheduling tools on the market today. It’s trusted by 75,000+ users across a wide range of different industries.
I like ShiftNote because they have industry-specific solutions for categories like restaurants, hotels, retail, manufacturing, healthcare, education, and breweries.
Here are some of the top reasons why ShiftNote ranks so high on my list:
Free mobile app, free team messaging, and free customer support
Employees can update their availability and swap shifts
Scheduling templates so managers don’t have to build from scratch
Free setups and one-on-one training
Multi location dashboard
Time off request management
Sales and labor forecasting tools
Daily log reports
Overall, ShiftNote drastically improves the speed of your scheduling process while optimizing the efficiency of your schedules. It’s a reliable way for your management team and staff to communicate from anywhere as well.
It’s worth noting that ShiftNote lacks some of the HR and time-tracking features offered by other tools on the market today. But if you’re just looking for a straightforward scheduling solution, this should definitely be a top consideration.
You can try ShiftNote for free with a 30-day trial.
#2 – Shiftboard Review — The Best For Labor Cost Management
Shiftboard is another excellent workforce management solution designed for scheduling hourly employees. It’s a feature-rich software with lots of different options to solve common business challenges associated with scheduling.
This includes things like labor cost management, employee retention, fatigue management, compliance, and more.
Shiftboard actually has two different scheduling tools—SchedulePro and ScheduleFlex. The Pro version is designed for high compliance industries like corrections, oil and gas, and petrochemical. The Flex version is built for organizations with changing scheduling needs, like healthcare, staffing, call centers, warehouse and distribution, public safety, and manufacturing.
Other noteworthy highlights of the Shiftboard software include:
Real-time communication about schedule updates and newly available shifts
Auto-fill shifts with call outs and no-shows
Employees can confirm last-minute shift requests directly from the mobile app
Employees can pick up extra shifts and trade shifts (with approval)
Tailored fit schedules based on departments and locations
Smart team groupings based on staff qualifications, certifications, and more
Accurate labor forecasting based on demand
Avoid over/understaffing
Scheduling automation tools
60,000+ teams rely on Shiftboard for employee scheduling. They even have additional features for applicant tracking and time clocks with geofencing.
Request a free demo today to get started.
#3 – Deputy Review — The Best For Time and Attendance Management
Deputy is one of the most popular employee scheduling tools on the market today. It’s trusted by 200,000+ brands across the globe, including big names like Nike, Amazon, HubSpot, and Peloton.
I like Deputy because it’s feature-rich, but also has simple and straightforward pricing.
You can bundle employee scheduling with time tracking software for just $4 per user per month. Alternatively, each of these functions can be purchased separately for $2.50 per user.
Here’s a quick look at some of the other top features and benefits that you’ll get from this software:
Easy to fill open shifts based on staff availability, qualifications, and cost
Instantly share schedules with your team
Real-time labor costing data
Auto-scheduling capabilities using AI
Break planning and rest compliance
Manage schedules from anywhere with the iOS and Android apps
Request, approve, and track PTO
Automate wage calculations
Collect timesheets and export them to payroll with a single click
View who’s currently on shift, taking or a break, or late in real-time
Any business that wants a simple way to manage employee scheduling and time tracking from a single solution will definitely benefit from Deputy.
Try it free for 31 days; no credit card required.
#4 – HotSchedules by Fourth Review — Best Labor Management System For Restaurants and Hospitality
HotSchedules is a complete workforce management solution built specifically for businesses in the restaurant and hospitality industries.
In addition to employee scheduling, HotSchedules has tools for applicant tracking, onboarding, time and attendance management, manager logbooks, and more. They even have solutions for inventory management, HR, and payroll.
In terms of the employee scheduling features, here’s a closer look at the top benefits provided by HotSchedules:
Simple drag-and-drop scheduling tool
Ready-made scheduling templates
Reduce scheduling errors, understaffing, and overages
Limit unplanned overtime
PTO management and employee availability
Approve or deny shift requests from any device
Quick access to your daily roster reports
Compliance tools for meals, breaks, fair work weeks, and more
Depending on your needs, HotSchedules can be as simple or complex as you want it to be. You can take advantage of just the employee scheduling tools, or build a robust and custom solution with lots of features and add-ons for your business.
Whichever option you choose, HotSchedules is definitely my top pick for restaurants and hospitality businesses. Request your free demo to get started.
#5 – Homebase Review — Best Employee Scheduling Software For Small Businesses
Homebase is an employee scheduling tool designed with small businesses in mind. It’s versatile enough to accommodate scheduling needs across a wide range of industries, including retail, health and beauty, service businesses, and restaurants.
More than 100,000 businesses rely on Homebase.
With Homebase, you’ll benefit from top features and functionality like:
Simple scheduling templates that can be edited on the fly
Easy schedule sharing with your entire team
Ability to forecast your labor costs
Employees can access real-time schedule updates from the mobile app
Track employee availability, time-off requests, and approvals
Automatically remind your staff about upcoming shifts
Manage shift trading from anywhere
Calculate overtime and get alerts about scheduling conflicts
You can also improve your labor forecasts by integrating your sales data from POS systems like Square, Clover, Shopify, Upserve, Revel, Lightspeed, and more.
In addition to these robust scheduling features, Homebase is an all-in-one solution for time clocks, hiring, onboarding, team communication, HR, and compliance.
Best of all? The employee scheduling solution from Homebase is 100% free for unlimited employees. To get the most out of the software, you can upgrade to a paid plan, starting at $14 per month per location.
#6 – CakeHR Review — The Best All-in-One HR Solution
As the name implies, CakeHR is a complete HR software. Within this all-in-one HR solution, you’ll find robust tools for shift scheduling.
Overall, CakeHR is a great choice for any business that wants to automate its human resources tasks, in addition to improving their scheduling process.
Other noteworthy standouts of the employee scheduling features include:
Interactive shift planning with an easy-to-use interface
Compatible for single sites and multiple locations
Easy to split up schedules into groups and departments with multiple shift managers
Employee-self service tools with the ability to add preferred times and unavailable times
Drag-and-drop shift management
Daily, weekly, and monthly reports
Complete data exports
Aside from the scheduling tools, you’ll also benefit from features related to leave management, timesheets, recruitment, performance management, employee records, and other HR essentials.
CakeHR starts at $8.50 per month for core HR and shift scheduling. Additional modules cost extra. The software is easy to set up, and you can try it free for 14 days.
Summary
What’s the best employee scheduling software?
The answer really depends on what you’re looking for. But regardless of your needs, you can find the right option for your business based on my recommendations in this guide.
Just refer back to the methodology I described earlier to simplify the buying process. This will make it much easier to narrow down your options.
Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Have you ever been in your office and realized the files you need are on your home computer? Maybe you’re working remotely or meeting a client, but need to access an app from your …
Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.
Have you ever been in your office and realized the files you need are on your home computer? Maybe you’re working remotely or meeting a client, but need to access an app from your office PC.
With remote access software, you can view or access another computer from anywhere in the world.
This functionality is extremely versatile. You might use it to log into a client’s computer and help them overcome technical questions. Or you can share your screen with colleagues as you run a demo on your device. You can also transfer files between two computers without having to go through email or file-sharing software—even from unattended devices.
It’s a common misconception that remote access software is only for help desks, but these tools can be used by anyone.
Which remote access software is the best? After researching and testing dozens of options, I’ve narrowed down my list to five that I can recommend with conviction.
How to Choose the Best Remote Access Software For You
Finding the right remote access software can be tough if you don’t know what to look for. But there are certain feature sets and considerations that must be evaluated as you’re comparing different options.
I’ll break these factors down into greater detail below, so you can make an informed buying decision.
Compatible Devices
The first thing you need to do is figure what types of devices and operating systems you’ll be using. All of the best remote access tools should have cross-platform access.
Examples include Mac, Windows, Linux, Chrome OS, Android, iOS, BlackBerry, Raspberry Pi, Windows Mobile, etc.
With that said, if you’re just using the remote access software for personal use or for a small team, you might not need a tool that’s compatible with every device under the sun—just the device’s that you’re using. But if you need remote access software to assist clients or thousands of employees, you’ll want to have more versatility.
Security
When it comes to remote access, security will always be a top concern. Is it really that easy for a third party to just access your devices? What type of sensitive information will they have access to?
Software vendors understand this concern. That’s why they add security features like 256-bit encryption, one-time access codes, two-factor authentication, etc. Always make sure that the remote access software you’re evaluating meets any industry-specific security requirements, such as HIPAA for healthcare.
Number of Devices
Not every remote access software is built to scale. If you’re deploying it with a team of five employees, you likely won’t be using the same software as an SME that needs the software to access 500 or 5,000 devices.
All plans will have limitations in terms of device quantities.
You might come across certain tools with unlimited user access. But unlimited users and unlimited devices are two different things. So be prepared to purchase additional licenses if you have a larger team and need the software on lots of devices.
Functionality
The term “remote access” is pretty broad. Within that category, there are lots of potential functionalities and use cases for the software.
Features to keep an eye out for include third-party integrations, remote printing, multiple monitor access, file sharing, live chat, screen recording, unattended access, etc.
You don’t necessarily need all of these features. It’s just a matter of how you plan to use the software for your personal and business needs. There’s no reason to pay extra for plans with extensive feature lists that you’ll never actually use.
Support
Generally speaking, remote access software should be fairly easy to deploy. But certain solutions are a bit more complicated, especially at scale.
If you need assistance with the setup process, the software vendor should be there to make sure things go smoothly for you. When something goes wrong or if you have questions, you don’t want to be left on an island to figure it out by yourself.
For those of you who have a dedicated IT team, they should be able to manage everything without an issue. But not every business has those in-house resources, so support from the software provider should be a top priority.
The Different Types of Remote Access Software
Not every remote access solution is the same. This software can be segmented into a handful of different categories. However, some software will offer a combination of these types within a single solution.
On-Demand Access
On-demand tools require permission to gain access. Let’s say an IT agent wanted to help a remote employee with a problem on their computer, that employee would need to grant the IT team access in order for them to view and take actions on the screen.
In short, two people must be present (one on each device) for on-demand access software to work.
Unattended Access
Unattended remote access software is the opposite of on-demand. This solution allows you to access devices even if nobody on the other computer.
In most cases, people use unattended access software for their personal devices. For example, you could be in the office and access a presentation, file, or application on your home computer.
But a prospect or client wouldn’t give you unattended access to their personal devices. You’d have to get permission every time (on-demand access).
Cloud-Based Remote Access Software
A cloud-based remote access solution doesn’t need to be installed locally on the device. This is also known as browser-based remote access software.
For example, let’s say you’re trying to access the device of a client to help them troubleshoot a software issue. Or maybe you want a prospect to view your screen as you run a demo. These users shouldn’t be forced to install anything locally. Access to the device can be granted using a web-based link.
Installation-Based Remote Access Software
As the name implies, an installation-based remote access solution must be installed locally on a device to work.
All unattended access software must be installed on at least one device. Otherwise, there would be no way for you to gain access since a person won’t be there to grant permission.
Help Desk Software
Help desk software is in a category of its own. It’s worth noting that not every help desk solution comes with remote access capabilities. Lots of times, help desk software is used for things like ticket support and customer service.
However, some help desk tools do offer remote access functions. This feature is prominent in IT help desk software, designed for in-house support.
#1 – Parallels Access Review — Best For Remote Desktop Access
Parallels Access is a quick, simple, and reliable way to access your computer from anywhere. It’s one of the best ways to retrieve all of your files and applications, no matter where you are in the world.
With just a few clicks, you can connect to your desktop from any mobile device or web browser.
Parallels Access is feature-rich and extremely versatile. Let’s take a closer look at why this software ranks so high on my list:
Access your computer from any web browser with no additional hardware required
Use full-screen applications
Gain full access over PC applications, as if they were installed locally
The software is fully optimized for screen resolution and optimal readability
Access files on remote computers or files stored in the cloud
Manage files by sorting, copying, renaming, deleting, etc.
Ability to share files with friends and co-workers
Copy/paste text and edit files remotely
If you’re going to install Parallels Access on your computers, then I strongly recommend getting the mobile app for your smartphone or tablet. Then your computer can essentially be in your pocket at all times.
Don’t have the smartphone with you? No problem. Just log-in securely to your Parallels Access account from any browser to gain the same access.
Plans for single users and up to five computers start at $19.99 per year. Business plans for unlimited users start at $49 per year.
#2 – TeamViewer Review — The Best For macOS and iOS
More than 2 billion devices are connected to TeamViewer, making it one of the most popular remote access solutions in the world. This software has quickly become a top choice for remote work.
TeamViewer has a wide range of solutions. In addition to remote access, they have tools for remote support, mobile device support, remote assistance for IoT, remote monitoring and patch management, global video conferencing, and more.
Years ago, PCs were the device of choice for business use. So when it came to supporting Macs and iOS devices, most software on the market wasn’t compatible. This was a problem for assisting clients and employees using Apple products.
But TeamViewer became a pioneer in the remote access space for Macs, iPads, and iPhones.
Cross-platform access to iOS, macOS, Windows, Linux, and Android
Enterprise-grade security and a VPN alternative
Remote printing capabilities
Easy to install and set up unattended access
Admins can use it to access remote servers
Mobile app available for iOS and Android devices
In-session collaborations for co-workers and tech support
Custom modules with company logos and branding
Centralized management console and device reporting
Today, lots of other remote access tools support Apple devices. But not all of them do it as well as TeamViewer. Individuals can download it for free. Businesses can request a 14-day commercial trial before buying a license.
#3 – Remote Utilities Review — Best Remote Access For IT Teams
Remote Utilities is a bit unique compared to some of the other tools on our list. This software is built specifically for IT help desks.
The tool gives your team total control over your IT infrastructure.
Here’s an overview of the software’s noteworthy highlights:
Download on Windows, Mac, Linux, iOS, and Android
File transfer mode
Two-factor authentication (2FA)
Unattended access to remote servers and workstations
Remote access using LAN or VPN
Deploy the program in an active directory network
Proxy server support
You can use a single PC on your LAN as a gateway to peers on the same network
Easy to scale as large as you need it to be
No mandatory, automatic, or unexpected upgrades
Custom configurations, even for the most demanding IT requirements
Again, Remote Utilities isn’t designed for the average Joe or small business owners. This solution is for IT teams and users with more advanced needs. It’s a little bit more complex than some of the other tools on our list, but it gets the job done for technically inclined users.
Pricing starts at $99 with up to 20 endpoints per tech.
#4 – Zoho Assist Review — Best For Customer Support
Zoho Assist is a web-based remote support solution for businesses. It’s the best way to provide your customers with support through on-demand remote access.
The software also has the capability to manage unattended access sessions for in-house devices on PCs, laptops, servers, and mobile devices.
Zoho Assist is trusted by businesses across a wide range of industries. Whether your company is large or small, this software can accommodate your needs.
Let’s take a closer look at the features, benefits, and noteworthy highlights of Zoho Assist:
On-demand remote support for troubleshooting with no prior installation
Integrated voice and video chat for enhanced customer support
Unattended remote access inside and outside your LAN
Mass deployment options available (supports Windows and Mac)
Secure file transfers with SSL 256-bit AES encryption
Multiple monitor support and automatically detect active monitors
Reboot and reconnect remote desktops from anywhere with a single click
The software is great for customer support, IT help desks, and outsourced MSP support.
Plans start at $8 per month for a single technician. The unattended access solution must be purchased separately from the remote support software. This also starts at $8 per month and includes 25 unattended computers. You can try Zoho Assist for free with a 15-day trial; no credit card required.
#5 – LogMeIn Pro Review — Best For Anytime File and Application Access
If you’re looking for a simple way to access files and apps on your computer from anywhere, LogMeIn Pro is the clear winner. The software is easy to use, secure, and extremely reliable.
It’s a popular choice for SMBs across all industries.
Let’s take a closer look at the software’s features to see why it comes so highly recommended:
Simple step-by-step setup instructions for easy deployment
Access your remote desktop as if you were in front of the screen
Unlimited users and instant collaboration
Free access to LastPass to store and manage all passwords
Multiple monitor display view on a 1:1 local screen
Remote printing functionality
1 TB of file storage to access and share from anywhere
Quick access to frequently visited websites, cloud apps, and desktop apps
Remote access on the go with the LogMeIn Pro mobile app
Plans for individual users start at $30 per month. This gives you access to two computers. To access up to ten computers, you’ll need a small business license, starting at $129 per month.
Summary
Which remote access software is the best? It depends on what you’ll be using it for.
Between Parallels Access, TeamViewer, Remote Utilities, Zoho Assist, and LogMeIn Pro, I know that one of these tools can accommodate your needs.
Just use the methodology I described earlier in the guide to help you choose the right option for your business. There’s something for everyone on my list.
Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.
Live chat has quickly become an integral part of customer service in the digital era.
When a customer or website visitor has a question, complaint, or needs some other type of assistance, they expect to reach your brand via live chat.
In addition to the improved customer experience, live chat is also more efficient for your support team. Service reps can’t field more than one phone call simultaneously, but they can handle multiple live chat conversations at the same time.
Overall, live chat is fast, effective, and more cost-efficient than any other type of customer communication. In terms of consumer preferences, it ranks higher than phone, email, and social media. Every website needs to have live chat.
With that said, there are dozens of different live chat solutions available on the market today. Which one is the best for you and your website? Continue below for my in-depth analysis.
As you’re comparing different live chat options, there are certain feature sets and considerations that must be evaluated. I’ll break these factors down in greater detail, so you have a better understanding of what to look for.
Number of Agents
How big is your support team?
There’s a big difference between businesses with 5, 50, and 500 agents. Most plans will have some limitations on how many support reps can access the software. Other plans will have minimum seat requirements as well.
It’s also important for you to look down the road as your company grows. Is it easy to add new agents to your plan at scale? Make sure you’re not locked into a plan that restricts your scalability.
Use Cases
Why exactly are you in the market for live chat software?
Sure, there are plenty of general-purpose options out there. But some software is designed to accommodate specific needs and goals. For example, there is live chat software for lead qualification, live chat software for customer engagement, and live chat software for customer support.
These are just a few of many examples that should be taken into consideration.
Omnichannel Support
If you’ve got customers reaching out to your brand on different channels, you want to make sure that the software seamlessly integrates with those third-party systems.
For example, you could potentially manage conversations from your website and conversations from Facebook Messenger within the same live chat software. Your service reps can handle everything from a single dashboard, instead of switching screens and being forced to use different platforms.
Automation
Automation is arguably the most crucial and desirable feature of live chat software. It speeds up service requests significantly, and it’s a cost-effective way to provide assistance 24/7/365.
Chatbots don’t take lunch breaks or sick days. They work nights, weekends, and holidays. So if a website visitor has a question at 2:00 AM on a Saturday, it can potentially be resolved with a self-service chatbot.
For businesses with multiple departments, chatbots and live chat software can automatically route messages to the right representative. Questions about returns would be sent directly to a support rep, while questions about new products would be routed to a sales rep.
Extras and Bonus Features
Aside from the core live chat software tools, each software will offer additional features with different plans. Not all of these will be a deal-breaker, but it’s helpful to have if you’re going to take advantage of these offerings.
I’m referring to features like CRM integrations, chat history, custom widgets, admin monitoring, helpdesk features, HIPAA-compliance, calendar integrations, appointment scheduling, etc.
The Different Types of Live Chat Software
At its core, live chat software is essentially real-time messaging on a website between a visitor and brand representative from a chatbox on the corner of the page. But within this broad classification, live chat can be segmented into three main categories.
Chatbots
Chatbots use AI technology and automation to solve problems. In many cases, customer inquiries can be resolved without any human interaction if you add chatbots to your website.
It’s also common for sites to use chatbots initially, before ultimately routing the conversation to a support representative. Chatbots can help qualify the visitor and ultimately get the inquiry resolved faster.
Chatbots typically won’t come standard with basic live chat software plans. These are usually offered as an add-on. Don’t let the price of chatbots scare you away from using them. Over the long-term, it’s much cheaper to use bots than paying for human labor.
Live Chat For Sales
There are lots of great sales-specific live chat solutions out there. This type of live chat software will include built-in CRM tools (or integrate with the CRM you’re already using), lead qualification features, and customer engagement tools.
Your sales agents will have a much easier time closing leads if you’re leveraging live chat software built for sales.
Customer Support Software
Live chat is a common component of helpdesk software. Lots of customer service software on the market will have features for things like ticket support and team collaboration, but the best ones will also include live chat.
Not every live chat software is built specifically for customer support. So if this is the primary feature that you’re looking for, make sure you choose a solution with those helpdesk features and support tools.
#1 – Zendesk Review — Best For Customer Engagement
Zendesk is a versatile live chat software trusted by 200,000+ businesses worldwide. They have solutions for sales, support, and customer engagement.
One of the reasons why Zendesk ranks so high on my list is because of its simplicity. The software is easy to use, and you can deploy it within hours of signing up.
Zendesk is used by some big names and industry leaders, like Shopify, Slack, Uber, Venmo, and more. Here are some of the top reasons why I recommend it:
Reach out to customers with proactive engagement before they land on your site
Powerful analytics customer satisfaction, agent performance, and other KPIs
Omnichannel support with email, social, phone, and live chat
Self-service and knowledge base tools in 40+ languages
AI suggestions and machine learning from context clues
Zendesk Chat starts at $14 per agent per month.
But I recommend the Zendesk Support Suite. This package comes with features for chat, support, messaging, and voice, starting at $89 per month. It’s also worth noting that Zendesk has a Sales Suite to consider as well.
Try any Zendesk plan free for 30 days.
#2 – JivoChat Review — Best Cross-Platform Live Chat Software
JivoChat is branded as an all-in-one business messaging solution. It allows you to communicate with customers via phone, email, social, and of course, live chat—all from a single platform.
It seamlessly integrates with popular tools and services that you’re already using, like Slack, Weebly, WordPress, Wix, Pipedrive, Zapier, Shopify, and more.
More than 284,000 websites worldwide rely on JivoChat for their live chat needs, making it one of the most popular solutions on the market today. Here’s a quick overview and explanation of why the software is so popular:
Compatible with Facebook, WhatsApp, Apple Business Chat, Telegram, Email, etc.
All customer communication is managed from a single window
The live chat widget works on every device, browser, and operating system
It’s customizable and has the ability to be translated into 20 different languages
Automatic proactive messages based on custom triggers
CRM integrations and visitor’s information (like location and click source)
Chat logs and reports between customers and agents
JivoChat offers unlimited chats and websites on every plan, including the free version.
The software and its basic features are free for your first five agents. Pricing starts at $13 per month per agent, which gives you access to all of JivoChat’s features. Try it free for 14 days.
#3 – Pure Chat Review — The Best Live Chat Features
Pure Chat is an excellent live chat solution for small and medium-sized teams.
Compared to other solutions on the market today, Pure Chat is one of the most feature-rich live chat tools that you’ll come across. Even better, all of these features are included with every plan.
Let’s take a closer look at Pure Chat’s extensive feature list:
Unlimited chats
Advanced widget customization
Security roles (for admins, operators, power users)
Chat notifications
Canned responses
File transfers
Trigger-based actions
Real-time analytics and visitor tracking
There are two different Pure Chat plans for you to choose from—Growth and Pro. These start at $39 and $79 per month, respectively. The Growth plan comes with four users, and the Pro plan comes with ten. Additional users cost extra.
For most businesses, I’d recommend the Pro plan. It gives you the ability to remove Pure Chat’s branding from your widget, and you can use it on an unlimited number of websites.
Try either of these Pure Chat plans free for 30 days to access all of the features.
#4 – Intercom Review — The Best For Lead Qualifications
Intercom is branded as a “conversational relationship platform.” It’s a clever way to say it helps you build customer relationships through messaging and live chat.
The software is trusted by 30,000+ companies across the globe, including Microsoft, IBM, Udemy, and Sotheby’s.
What makes Intercom so great? Let’s take a closer look at the software highlights:
Boost site conversions with targeted messages, bots, and real-time chat
Onboard, activate, and re-engage customers with outbound communication
Proactive support tools and self-help features
Manage customer interactions across all channels from a single dashboard
250+ integrations out-of-the-box and APIs for custom integrations
The software starts at $39 per month for basic live chat and outbound messaging features.
To take advantage of automation and managing lead qualifications at scale, I recommend the Accelerate plan. It starts at $499 per month and includes ten seats. This comes with awesome features like custom bots, team inboxes, and more.
Try Intercom for free with a 14-day trial.
#5 – LiveChat Review — The Most Versatile Live Chat Software
With a brand name like LiveChat, it’s no surprise to see this software rank so high on my list. This tool is trusted by 30,000+ businesses in over 150 countries, including names like PayPal, McDonald’s, Adobe, and Mercedes-Benz.
The software is used for online chat, multichannel support, lead generation, online surveys, in-app support, net promoter score, and more—making it one of the most versatile solutions on the market today.
Here’s a brief overview of the features, benefits, and noteworthy highlights of LiveChat:
Add product cards to live chat conversations
Use custom forms and AI chatbots to qualify your leads
Automatically track sales and KPIs to monitor the effectiveness
Automatic agent routing
Automatic ticket creation
Segment visitors based on their behavior on your site
LiveChat is easy to use and set up as well. Plans start at $16 per agent per month, and you can try it free for 14 days; no credit card required.
#6 – Acquire Review — Best Live Chat Software For Chatbots
Acquire isn’t the most popular live chat software on the market today. But it’s still trusted by large organizations like Lexus, Audi, the US Air Force, Discover, and more. It’s an all-in-one solution for omnichannel support, knowledge base, video chat, VoIP phone, and more.
For those of you looking to add the most advanced chatbots to your website, Acquire is my top recommendation.
Let’s take a closer look at what makes Acquire stand out from the crowd:
Automate routine questions with AI chatbots
Sync your knowledge base articles with chatbots
Route chats to human agents when bots can’t provide a solution
No coding needed or developers required to deploy bots
Manage all email, social, live chat, and other channels from a single inbox
Team collaboration tools
Co-browsing software for troubleshooting with on-page markups
Video chat with customers
Another reason why I like Acquire is because the company provides exceptional customer support. It’s a growing brand, but their team is still available to accommodate your needs, 24/7.
Pricing is not available online. Contact the Acquire sales team for more information.
#7 – Smartsupp Review — Best For Monitoring Visitor Behavior
Smartsupp is another live chat software with omnichannel capabilities. The solution is used by over 425,000 websites.
It’s a great way to increase customer loyalty, drive conversions, and improve engagement with live chat and bots.
Smartsupp has one of the most unique features of all live chat software on the market today. It has built-in video recordings that give your agents a deeper understanding of how each visitor is moving around on your site. This gives you agents the ability to discover where people are getting lost, so they can provide better support.
You’ll also benefit from top features like:
Out-of-the-box integrations and APIs
Analytics and customer satisfaction ratings
Create personalized automated messages with smart rules
Communicate with customers while on the go from Smartsupp’s mobile app
Web dashboard with analytics about customers
Customize the look and colors of chat box
Add personalized photos to support agent names in the chat widget
For smaller websites with basic needs, Smartsupp is free forever for your first three agents. Paid plans start at $10 per month.
You can try Smartsupp today by creating a free account.
Summary
There are lots of great live chat solutions available. But the seven recommended in this guide are definitely my favorite.
Which one is the best option for your website?
Be sure to follow the methodology I outlined earlier in this guide. This will make it much easier for you to narrow down your options.
Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.
Video conferencing software has exploded in popularity over the last year. With people working from home and remote work becoming the new normal, businesses rely on video conferencing services to communicate.
But not all video conferencing software is the same.
The tools you use to video chat with your friends and family across the across aren’t necessarily the best business communication options.
Which video conferencing software is the best for you? I’ll break down my top picks in greater detail below.
As you’re shopping around and evaluating different options, there are certain criteria that must be taken into consideration. Keep these factors in mind to ease the buying process and narrow down the best video conferencing software for your business.
Call Size
The first thing you need to consider is the call restriction limitations. How many people can be part of the video conference?
Entry-level plans might restrict you to 25 or 50 callers while the highest tiers can be 10,000+.
If you’re running a small business or just need to occasionally meet with a small team, you probably won’t run into problems with restrictions. But for those of you who plan to give presentations to your entire enterprise-size organization, a large call size capability will be a top priority.
Simultaneous Video Streams
Even if you get a plan with a large call size, it doesn’t mean that everyone on the call will be able to stream their webcam simultaneously.
Let’s say you have 500 people attending a video conference; there won’t be 500 videos on the screen. You might be limited to just 10 or 20 streamers. The rest will be view-only.
Video Quality
There’s nothing worse than being on a video conference with a poor stream. It can really distract from the purpose of the conference. Everyone is worried about disconnecting and then reconnecting, hoping that fixes the issue, which wastes valuable time.
Each participant’s individual Internet connection will obviously impact the quality as well. However, some software is definitely better than others in this category.
The best way to determine the video quality of the software is by experimenting with free trials and reading reviews from current customers.
Team Collaboration Features
If you’re using video conferencing software for work, it’s useful to have an all-in-one collaboration solution.
I tend to look for features like file sharing, cloud storage, screen sharing, presentation mode, and integrated live chat. You should also look for features that integrate with tools you’re already using for CRM, site analytics, or whatever else your team is working on.
Now everyone can collaborate from a single platform, instead of bouncing back and forth between different software while on a video conference call.
Industry and Specific Use Cases
What exactly do you need video conferencing software for?
There are plenty of general-purpose solutions out there. But in some instances, certain software is geared towards purposes like remote work or international calls. There are even industry-specific tools for healthcare or education.
So if you fall into one of those categories, make sure you choose a software that accommodates your unique needs.
The Different Types of Video Conferencing Software
As previously mentioned, not all video conferencing software is the same. I’ll quickly name and explain the most popular options, so you have a better understanding of what to expect as you’re shopping around.
Cloud Video Conferencing Software
Cloud software or browser-based video conferencing software is extremely flexible. Participants can join a call from anywhere, simply by logging in through a web browser.
This software is supported by open WebRTC (real-time communications) standards.
If you’re going to have conference calls with participants outside of your organization, then you’ll definitely want a cloud solution. Then you can invite people to join with a URL link, and they won’t have to download any software.
For example, let’s say you have a sales team that uses video conferencing to communicate with prospects. Forcing those potential customers to download software would add friction and confusion to the sales process.
Desktop Applications
Desktop apps are commonly used for in-house video conferencing. The best video conferencing software will support all major operating systems.
Call quality and features are usually enhanced with a desktop app. For example, you might not be able to share your screen on a cloud version of a software, but you’d access that feature by downloading the desktop app.
Mobile Video Conferencing
Mobile video conferencing is crucial for people who need to join calls on the go. Busy professionals can’t always be tied to a desktop or laptop computer. But this type of software allows people to participate from smartphones and tablets.
If you’re using cloud software, you can usually join from a web browser on your mobile device. However, the experience is definitely enhanced by downloading the mobile application from your video conferencing provider.
Nearly all of the best video conferencing software on the market today will have some mobile conferencing features.
Meeting Room Systems
Some businesses require a complete meeting room system for video conferences. These solutions require additional hardware, like external cameras, microphones, speakers, and more.
A meeting room system is typically designed for physical conference rooms. If you’re having a video conference call in an executive board room with a dozen people present, a laptop at the end of the table isn’t going to cut it.
These really aren’t necessary for home offices or remote work. They’re designed for large spaces and large groups in a single location.
#1 – BlueJeans — Best For Remote Work
BlueJeans has a wide range of video conferencing options for businesses of all sizes. It’s trusted by global brands like ADP, Facebook, Zillow, Intuit, and National Geographic.
For small and large businesses alike, BlueJeans can help your organization and employees communicate by providing them with the right tools for remote work.
Depending on your needs, there are actually four different BlueJeans video conferencing products for you to choose from. Here’s a quick explanation of each one:
BlueJeans Meetings — Video, audio, and web conferences from any device
BlueJeans Rooms — Single-touch audio and video conference rooms
BlueJeans Events — Host and stream interactive events for large audiences
BlueJeans Gateway — Access Microsoft Teams calls from any meeting room system
BlueJeans was recently acquired by Verizon, so the video call quality is exceptional. You’ll also benefit from features like enterprise-grade security, meeting transcriptions, automated alerts, meeting management tools, analytics, and more.
Pricing starts at $9.99 per host per month.
The entry-level plan comes with unlimited 1:1 meetings, unlimited group meetings, unlimited meeting lengths, and five hours of recording. You can host video conferences with up to 50 participants on this plan as well.
Try it free for 7 days.
#2 – Cisco Webex Review — Best For Healthcare
Cisco has been an industry leader in the telecommunications space for 35+ years. So it should come as no surprise to see Cisco Webex rank so high this list.
In addition to basic video conferencing, Cisco has tools for contact centers, online meetings, cloud calling, online training, team collaboration, and more. But what really stands out is the industry-specific solutions offered from Webex, including video conferencing for healthcare.
As more and more medical practices make the transition to telehealth, Cisco Webex has been growing in popularity. It’s a top solution for practices that need to meet with patients online, make administrative calls, collaborate with care teams, and healthcare IT teams.
From virtual consultations to training and security, Webex has everything healthcare organizations need for video conferencing.
Here are some of the highlights of using Cisco Webex:
End-to-end security with strong encryption
High-quality video and audio calling
Virtual training capabilities with recording and on-demand viewing
Share your entire screen or just share a single app or document
AI powered web assistant
Integrations with tools like Slack, G Suite, Salesforce, and more
Compatible on web, desktop, mobile, and video systems
For anyone that prioritizes quality and security, Cisco Webex will be a top choice for you to consider.
Plans start at $13.50 per host per month. Sign up for free to try it out; no credit card required.
#3 – Lifesize Review — The Best Zoom Alternative
Zoom has quickly become a household name over the past year or so. But it’s not for everyone, and lots of businesses are looking elsewhere for a video conferencing solution.
If you’re searching for a similar setup and feature list, Lifesize will be your best option.
Lifesize is a cloud video conferencing solution and team collaboration platform that’s compatible with any device. You can use the software to meet with co-workers, clients, employees, and anyone else, from anywhere.
Let’s take a closer look at some of the benefits and highlights of Lifesize:
Ultra-high definition and 4k screen sharing
Unlimited guest invitations to meetings
Large meetings with up to 500 participants
Broadcast live events with up to 10,000 viewers
Manage users and room settings from a web-based admin console
High encryption standards for robust security
Interoperability with Slack, Microsoft Teams, Skype, and more
For those of you who need a complete meeting room system, Lifesize has all-in-one conferencing solutions with hardware as well.
Lifesize is free for up to 10 participants with unlimited meetings. The entry-level plan starts at $12.50 per host per month. This plan comes with SSO support and allows you to host meetings with up to 100 participants.
#4 – Whereby Review — The Best Simple Video Conferencing Software
Whereby is arguably the simplest video conferencing solution on the market today. There’s no app installation required. Just choose a personalized meeting URL, and participants can access the same link every time.
The software was actually built in Norway, and it’s a popular choice for Europeans. So it’s GDPR compliant and follows some of the strictest data protection and privacy laws globally.
Here’s a quick overview of the features and benefits you’ll get by using Whereby for video conferencing:
Live chat and reactions during video calls without interrupting the speaker
Rooms are locked by default, so admins can choose who to let in
Fit up to 50 participants in a room at the same time
Host has control to mute members and end the meeting for everyone
Participants can open other tabs and explore websites during a meeting
Add company branding and logos to your meeting rooms
Integrations with Google Calendar and Outlook Calendar
Record meetings that you can download and share
YouTube integration for watching videos during a meeting
Screen sharing, Google Docs integration, and mobile support
Again, even with all of these great features, Whereby is as simple as it gets. It’s easy for anyone to use and figure out, regardless of their technical skill level.
There’s a free forever plan for personal use that can host small meetings with up to four participants. Paid plans start at just $9.99 per month.
#5 – RingCentral Review — Best All-in-One Communication Suite
If your business needs more than just video conferencing, look no further than RingCentral. Unlike other software options that accommodate personal use, RingCentral is built specifically for businesses.
They offer an all-in-one communication suite for integrated video meetings, phone calls, team messaging, file sharing, and task management.
The software is trusted by 400,000+ organizations across the globe, making it one of the most popular video conferencing solutions on the market today.
Let’s take a closer look at some of the features, benefits, and highlights of RingCentral:
Enterprise-grade security and a 99.999% uptime SLA
Easy to set up, deploy, add new users, and manage teams
Works from any device
Solutions for small businesses, enterprises, and everything in between
Tools for remote work and remote customer service
Cloud phone systems and contact centers
Solutions for managed service providers
RingCentral even has industry-specific solutions in categories like education, healthcare, retail, financial services, high tech, contact tracing, and more.
Plans start at $19.99 per user per month. You can try RingCentral for free with a 15-day trial.
#6 – GlobalMeet by PGI Review — Best For International Video Conferencing
GlobalMeet is another popular business communications platform. As the name implies, the software is built to accommodate international calls.
They have 160+ points of presence in over 60 different countries. This allows for exceptional call quality, even with participants streaming video calls from different continents.
Here are some other top reasons why I like and recommend GlobalMeet:
They offer hardware solutions for complete video room integrations
Join calls on the go through the mobile app
Record your meetings and play them any time with cloud recording capability
Single-click to join video calls from an intuitive user interface
High definition video with simultaneous screen sharing functionality
24/7 customer support via live chat, phone, and email in 12 languages
For organizations with an international presence, whether it be internally or with clients, GlobalMeet by PGI is the clear winner.
There’s a free plan for basic use, and paid plans start at $12 per user per month.
Summary
What’s the best video conferencing software?
With so many options to consider, naming just one as my top pick isn’t very practical. It all depends on what you’re looking for.
Regardless of your business size, industry, or video conferencing needs, you can find what you’re looking for using my methodology and recommendations listed in this guide.
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Here’s a business cliche for you: Employees are the greatest asset for every company.
Precisely why recruitment is so challenging for HRs or recruiters. The process is quite elaborate and comprises several steps ranging from job posting to managing and streamlining applications.
A corporate job post receives 250 resumes on an average. And even after that, 45% of employers say that they can’t find candidates with the skills they need.
With the high influx of CVs, it’s crucial for HR specialists to raise their efficiency levels, which brings us to our next stat – recruiters only take six seconds to evaluate the candidate’s resume.
Now, six seconds isn’t necessarily enough for recruiters to make the right decision every time, especially because every business has unique needs when it comes to recruitment.
At the same time, technology is changing how we did things manually, which is why we now have a tool dedicated to automating the process of recruitment and hiring.
An applicant tracking software, also known as ATS software, can help businesses reach a wider pool of qualified applicants as well as manage data from various sources – all at a single platform.
This software is used by departments and hiring managers to carry out internal hiring. Even third parties, such as recruitment and staffing agencies, use an ATS.
86% of recruiting professionals agree that using ATS software has accelerated their hiring process
78% of recruiting professionals found that using ATS software has given them access to higher qualified candidates
So adding top-level talent doesn’t have to be time-consuming and troubling anymore.
In this guide, we’ll review the best applicant tracking software on the market that can help a company employ the most suitable candidate for the job with minimal efforts.
How to Choose the Best Applicant Tracking Software for Your Needs
Every business has unique recruiting and applicant tracking requirements, depending on specific factors like size, niche, and so on.
It also means that no ATS software offers an a-one-size-fits-all solution.
There are a few pointers that can help you determine the best applicant tracking software for your needs, though. Read on as we discuss them in greater detail below.
ATS Software Type
Every ATS software has been conceived to cater to a specific set of needs.
You see, while some software is designed to handle higher volume recruiting, which is typically carried out by enterprises, some are created to help small businesses specifically.
Similarly, you’ll also find software focused on satisfying the needs of staffing and recruitment agencies.
We’ll do a more in-depth assessment of the different types of applicant tracking software later on in this article. (Anchor link to H2 below)
Hiring Frequency and Volume
A business that hires around 20 employees every year won’t have the same requirements as an enterprise that is hiring 20 employees every month. You need to figure out a software that meets your hiring frequency and volume.
Generally, ATS software has a maximum limit or restriction on how many active openings you can have at a time. Moreover, most of the brands offer additional features and tools to help businesses efficiently manage large-scale recruiting, which are understandably far more tricky to manage.
So how do you find software that is suitable for your company?
Ask yourself the following questions:
How frequently does your company hire new employees?
What is the average number of employees that you hire at once? Is the volume high or low?
These two questions will help you weed out software that doesn’t fit your needs instantly.
Feature List
Most ATS software offers add-on features to enhance the efficiency of your recruiting strategy. This can include candidate sourcing, applicant tracking, employee onboarding, recruiting analytics, and workforce planning.
Your aim should be to pick software that fulfills your recruiting needs in terms of efficiency and scalability. For instance, small businesses can opt for cloud-based ATS software that is more affordable and doesn’t require an on-site tech support team.
Contrarily, large-sized enterprises don’t need to go cloud-based since they have a higher budget and can afford an in-house support team to cater to their higher hiring frequency.
Budget
Every business has a budget for various processes. Whether its marketing or recruitment, teams have to operate within the constraints.
Try to find an applicant tracking software that fits within your budget while simultaneously helping you improve the efficiency within your organization.
The good news here is you have several options.
You‘ll find software that costs less than $0.50 per employee – provided you opt for an add-on to HR software – and also plans that have a monthly charge of $249.
What are the Different Types of Applicant Tracking Software?
Here, we’ll compare the different types of ATS.
Small Business vs. Midsize Business vs. Enterprise Business
Small business buyers are anywhere between 1-50 employees. Generally, this category doesn’t have a department dedicated to human resources and recruiting initiatives.
On the other hand, mid-size business buyers and enterprise business buyers have employees anywhere between the 51–500 and greater than 500 range, respectively. While the former is headed towards rapid growth, the latter is more developed. Besides that, mid-size businesses often seek to hire an internal recruiter, whereas enterprise business buyers already have a hiring team and a dedicated IT department.
The hiring frequency and volume for each of these businesses is obviously different.
Staffing agencies, for example, would do well with software plans that offer them sourcing, tracking, and hiring. For corporates, however, hiring may have to be customized further.
It’ll be better for larger companies to opt for plans that allow them to customize their career pages and employee referral portals, followed by pre-screening assessments, e-signature verification and background screening, and lastly, HRMS integration.
In-house Recruiting vs. Recruiting Agency
Some applicant tracking system software is created for in-house recruiting that allows them to enjoy higher personalization and automation. Other software focuses on servicing with recruiting agencies and firms with scalability for high-volume and white labeling for getting clients.
Although you’ll also find ATS software that offers capabilities for both the groups, it’s better to find one that’s right for your company.
All-In-On Option vs. Specialty Tools Availability
Different businesses will require different add-ons depending on their hiring process. While most ATS software does come with additional specialty tools like SEO, payroll, HR, and CRM, some don’t.
SEO tools are useful for all businesses since these make job advertisements more successful. Not only will companies be able to build up wider reach, but they’ll also attract new candidates to their ‘Careers’ page.
Similarly, CRM capabilities are an essential component for inbound recruiting that allows companies to carry out long-term candidate tracking and build their talent pool.
Core Applicant Tracking vs. Full Recruiting Cycle Support
You’ll find two types of ATS products: one that focuses exclusively on tracking candidate’s application materials, and two, that provide support for other aspects of the recruitment life cycle.
You can also differentiate between the software based on feature lists. Interviews, document signing and management, note-taking, scheduling, and integration are some common differentiation points.
After carrying out extensive research and taking demos, we can confidently recommend the following five applicant tracking software to transform the way your company recruits and hires employees.
Keep reading as we discuss the features, benefits, and pricing of each software below:
#1: BambooHR – The Best Overall Applicant Tracking Software
BambooHR can provide the ultimate solution to your human resources department for handling the company’s recruiting and onboarding needs. While it may not be the cheapest option, you do get features that make the investment more than worth it.
The ATS system of BambooHR provides ideal solutions for small and mid-size businesses. It has a well-organized and visually appealing set of tools for handling application information throughout every stage of the hiring process.
BambooHR allows you to post job positions on the go too. You’ll have access to top-level talent from the leading job boards and sites, such as LinkedIn, Facebook, Indeed, and Twitter – all at your fingertips. The software has a hiring mobile app that is available for both Android and iOS.
Sending offer letters directly within the platform as well as collaborating with your team for recruiting, sending automated alerts, and so on is also possible.
Additionally, since BambooHR is a complete human resource management software, you‘ll be able to manage your new employees for their full duration with your company.
Prominent Features
User-friendly
Streamlined processes that are easy to learn, along with easy pre-boarding and onboarding facilities
Customizable email templates
Automated emailing system
Message scheduling to multiple candidates
Job boards and social media integration
Pricing
BambooHR offers two packages: Essentials and Advantage.
While both the packages are feature-rich, the ATS isn’t available with the Essentials plan. So if you want applicant tracking, you have to get the Advantage plan. Keep in mind that this software may not be the best solution for your company if you only want ATS.
Unfortunately, BambooHR doesn’t feature pricing on its website. In case you want a free quote, you‘ll have to contact them.
Pros
Impressive design
Easy to set up
Open API that allows simple integrations with HR tech vendors
Provides an all-in-one solution for HR departments
Cons
Pricey
ATS software isn’t available with the entry-level plan
#2: Bullhorn – The Best Applicant Tracking Software for Large Enterprises
Bullhorn is a powerful, easy-to-use applicant tracking system that helps you streamline all recruitments from a single interface that can either be a desktop, mobile device, or any internet browser. In fact, it’s a tailor-made solution for staffing businesses and traders.
The software allows you to keep track of candidates throughout the recruitment process, along with initiating team member collaboration.
You can use Bullhorn to fill jobs and automate the onboarding process. It offers 100+ pre-integrated solutions for customizing the software to accommodate specific needs. Even calculating bills for time tracking and invoicing are also possible.
All in all, you can manage clients as well as candidates with Bullhorn.
That being said, we would recommend this software for staffing and recruiting agencies only.
Generally speaking, there are better options on the market for internal reporting, making Bullhorn a bit too much for in-house hiring managers and HR departments. Plus, the premium price may be too expensive for smaller businesses who have limited budgets.
Prominent Features
Automatic candidate tracking on the application system
Allows you to add new candidate resumes from job boards
Mobile recruiting software for viewing and managing candidate records
LinkedIn and email integration
Dashboard reporting
Facilitates addition of notes to records
Real-time updating of records
Reporting and management options to check the recruiting team’s progress
Pricing
Bullhorn offers three plans: Team, Corporate, and Enterprise.
The rates for Bullhorn plans aren’t available on the website. You’ll have to request a pricing quote to get more details.
Pros
Excellent user interface
Gmail and Outlook integration
Intuitive features like bowling alley layout for easy and efficient data input
Unlimited customizations
Cons
Very expensive
Lacks iOS or Android mobile applications
#3: SAP SuccessFactors – The Best Cloud-Based Applicant Tracking Software
SAP SuccessFactors aims to provide all-inclusive ATS software to give companies wider access to top-level talent with minimal efforts. In fact, in terms of reliability, this software might be one of the best options available to you.
SuccessFactors has a plethora of support and features, such as comprehensive applicant management, onboarding portal, global talent sourcing, and candidate relationship management. You can also avail of performance metrics, employee engagement, and payroll management.
In other words, it’s a holistic, cloud-based HR management system that facilitates all processes of the recruiting cycle.
We particularly like how deeply insightful the software can be for talent acquisition thanks to its analytical reporting and progress tracking features.
Prominent Features
Centrally managed global job distribution and access
Effective and efficient candidates relationship management
E-signature solutions
Online offer letter and other documentation
Key insights into 4000 job boards, social media platforms, and campuses spanning across 80 countries
Responsive career site creation facility
Pricing
SAP SuccessFactors is available as SaaS through a monthly subscription based on the number of users. It‘s priced at $3 per user per month, but you can also avail of the HCM suite that costs $84.53 per user annually.
Pros
Comes with a great feature list for small to medium-sized businesses
Intuitive setup wizard
Provides descriptive video tutorials
Superb performance tracking features
Great option for fast-growing companies
Cons
Steeper price tag than its competitors
Doesn’t include add-ons offered by rivals
#4: Workable – The Best Applicant Tracking Software for Small and Midsize Businesses
Offering the best value for small and medium-sized businesses, Workable is an easy-to-use recruiting software solution. It’s a holistic tool that can be accessed on mobile devices as well as desktop.
You get a wide array of applicant tracking (AT) solutions, along with access to a large pool of premium job boards. Besides this, you can also customize the dashboard to boost the efficiency of your hiring process further.
Workable aims to help businesses of all sizes find, evaluate, and automate recruitment and hiring.
Companies can fill in their pipeline with one-click job postings on nearly 200 sites through AI-powered search. Moreover, team collaboration for applicant evaluation, gathering feedback, and automating manual tasks like scheduling interviews and getting approvals is also possible.
Workable also has various add-ons that can make your account more functional – provided you‘re ready to pay for them.
Basically, your company can stay on top of the entire recruiting process right from posting ads to onboarding employees. It’s also a good option for scalability since you can upgrade to an annual plan to get access to advanced features like one-click candidate sourcing and applicant tracking tools too.
Prominent Features
Data protection with access rights for hiring team
Confidentiality control
Organized reporting lines, with role assignment, job creation, and job posting
Productivity and activity report generation
One-click postings on multiple job boards
Interview scheduling with email-calendar synchronization
Offer letters and single sign-on (SSO)
Pricing
Workable has two pricing plans: Hire As Needed and Hire At Scale. While the Hire As Needed plan costs $99 per job, per month, the Hire At Scale plan doesn’t have clear pricing.
You can also take advantage of free demos and a 15-day free trial program to test the software before committing.
Pros
Easy-to-understand UI
Robust integration
Offers great email and interview templates
Well-organized
Cons
Not very customizable
Search across tabs needs to be improved
Inefficient support functionality
#5: JazzHR – The Best Applicant Tracking Software for Internal Hiring and Staffing Agencies
JazzHR can assure you seamless job requisition, interview scheduling, and other aspects of the hiring process. You can use this software for organizing and tracking all of your job openings, candidates, resumes, customers, and contacts.
This intuitive ATS tool can automate every manual process connected with hiring, allowing recruiters and HR managers to curate recruitment processes and source qualified candidates efficiently and quickly. No wonder it’s trusted by over 5000 organizations across the world!
JazzHR is an excellent option for staffing agencies and internal hiring. It has an unlimited user feature that allows businesses to bill on a per-user basis, which simultaneously eliminates any additional charges.
The software is also highly customizable. You can tailor-make a process to suit your team’s needs and preferences when it comes to recruitment and hiring.
Prominent Features
Efficient candidate sourcing, along with employer branding facility
Job posting and syndication
Collaborative hiring
Job-specific recruitment teams
Compliance management and reporting
Interview scheduling and other assessments
Job offers and e-signature solutions
Pricing
JazzHR has three plans on offer: Hero, Plus, and Pro.
At $39 per month, the Hero plan caps the maximum open jobs at three. While this might be suitable for small teams, it still doesn’t offer an applicant tracking system.
For ATS and other benefits like interviews and assessments, all-access support, and so on, we would recommend the Plus and Pro plans, which cost $219 and $329 per month, respectively,
You can also request a free demo and get a free trial for 21 days.
Pros
User-friendly and flexible
Job posting integration and job syndication
Auto-reject functions for unqualified candidates
Allows you to keep track of interview notes
Cons
Reporting feature needs to be improved
Lacks mobile app support
Wrapping Up
Finding the right talent is crucial – more so because employees serve as the foundation of an organization.
We hope you were able to find an ATS software that suits your companies recruitment and hiring needs from this guide.
Irrespective of your choice, an application applicant tracking software will help you select the best candidates from a talent pool of thousands of people in a surprisingly efficient manner. So, why wait? Get your ATS now.
Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.
Historically, ERP (enterprise resource planning) software was used by large corporations and multinational organizations for managing their entire operation from a single platform.
But now these solutions are more accessible than ever before. In addition to enterprises, lots of SMBs have started to leverage these tools over the past several years.
ERP software essentially combines all of your business tools into a centralized console. It encompasses components like accounting, HR, CRM, supply chain management, and more.
By consolidating your business tools into a single ERP solution, it’s much easier to manage. Plus, ERP software gives you tons of extra value from a big-picture point of view, that you normally wouldn’t see from standalone software.
So which ERP software is the best? Find out below.
In order to find the right ERP software for your business, you need to understand what to look for as you’re shopping around. All ERP systems are not created equally, and there’s not really a “one-size-fits-all” solution.
Rather than blindingly picking a tool, use these feature sets and considerations to narrow down potential options.
Business Processes and Modules
As previously mentioned, ERP software encompasses various types of business processes. These typically come in the form of modules as you’re customizing an ERP solution.
Some of you might only need a handful of these processes, while other businesses could be looking for a dozen. It really depends on your business size, existing tools, and future goals for resource planning.
Examples of modules and processes to keep an eye out for include HRMs, financial management tools, CRM, SCM, inventory management, purchasing and supplier management, sales and marketing tools, and more.
There are even industry-specific processes for things like manufacturing or engineering. These will include crucial functionalities for product planning, production scheduling, bill of materials, shop floor planning, etc.
Make sure the ERP software you’re evaluating has the capacity to handle your needs with modules for these types of functions.
Reporting, Analytics, and Dashboards
The best ERP software on the market today has advanced reporting capabilities. These go above and beyond basic spreadsheets and PDF downloads. Look for a solution that includes real-time data and smart filters.
Some tools might even have agile reporting and ad hoc reporting, so you can quickly adapt to ever-changing needs without interruptions.
You should be able to manage these complex reports and analytics through a simple dashboard. If you can’t figure out the dashboards, you’ll never get the most out of these reports (which renders them useless).
Dashboards should also display KPIs and let you analyze different data with just a few clicks. For example, you might want to compare qualitative vs. quantitative data based on departments or users within your organization.
Integrations
Your ERP software must seamlessly integrate with your existing tools and software.
From simple file transfers to complete integrations, it’s crucial that these all work together. For example, you should be able to sync your existing CRM with your new ERP software. Or you might want to link an ERP payroll module to an HRMS software that you’re already using.
ERPs that provide flexible integrations can expand the functionality of your existing tools or completely replace them after a smooth file migration.
Custom Capabilities
Customization is crucial when it comes to evaluating ERP software. Otherwise, you won’t get the most of the potential benefits; here’s why.
Each department will have different business workflows. These could potentially have contradictory priorities and goals. For example, marketing teams will focus on spending while accounting teams will be focusing on saving money. Sales teams will be prioritizing a monthly quota, and production departments prioritize daily output. It’s impossible to configure these various workflows into an all-in-one solution.
So your ERP software should have configurable workflows and custom dashboards for each department. This will allow those decision-makers to define specific KPIs and goals based on custom parameters.
Setup and Deployment
It’s no secret that ERP software can be complex. Unlike other business tools, it’s not really a “sign up today and deploy in seconds” type of tool. This is largely due to the custom nature and different modules required to run smoothly.
But with that said, some ERP software providers are definitely easier to set up and deploy than others. If you don’t want to install anything locally, look for a cloud-based ERP solution. You’ll still need a custom solution, but this will be easier overall.
Between cloud-based SaaS solutions and on-premises deployment, you’ll have different options to consider.
Training and Support
Again, ERP software isn’t always easy. You need to find a provider that offers you the resources required to hit the ground running.
In most cases, they will need a proper installation by someone with technical expertise. So if your business doesn’t have a dedicated IT team, make sure you review your SLA.
In many cases, the installation could be charged entirely separately from the ERP license or subscription. Cloud-based ERPs are definitely easier to set up (as mentioned earlier), but it might still require some training.
What happens when you have a question or need some assistance? Will your software vendor be there to help you out?
These are the types of questions you need to ask yourself as you’re evaluating different options.
The Different Types of ERP Software
Before we get into the ERP software reviews, I want to quickly explain the different types of ERP software available on the market today. This will add some clarity as you’re shopping around.
General Purpose ERP Software
Generalist ERPs are flexible enough to fit the needs of various industries. They have robust customization capabilities, easy integrations, and processes that match a wide range of requirements.
The vast majority of ERP software is branded as a general-purpose ERP. This gives software vendors the ability to target as many different organizations and industries as possible.
Vertical-Specific ERP Software
As the name implies, vertical-specific ERPs are targeted for specific industries. Unlike a generalist solution, this type of software is not geared towards the masses.
These types of ERP solutions are popular in niches like manufacturing, construction, or retail. A vertical-specific ERP won’t be nearly as flexible as a general-purpose tool, but they do a great job hitting the specialized industry.
Open-Source ERP Software
Open-source ERP software only makes up a small portion of the overall ERP market. However, it’s important to know that they exist.
An open-source ERP is ideal for tech teams that want the ability to develop and integrate custom apps to an ERP solution. Since ERPs can handle such highly customized functionality and processes, this type of software is the preferred choice for developers.
Small Business ERP Software
As previously stated, there was a time when only large organizations would be using ERP software. But cloud deployment has made ERP software significantly more accessible to small businesses.
Since some ERPs are delivered with custom modules (as opposed to a fully integrated solution), small businesses can choose just two or three modules and omit the others. For example, you could get an ERP software with just functionality for accounting and HRM. Then down the road, you can add-on a module for CRM or inventory.
Small business ERPs are also known as “lightweight ERPs” because of this flexibility.
#1 – Infor Review — The Most Versatile ERP Software
Infor is a cloud-based ERP software with solutions for SMBs and enterprises alike. They have several different ERP products for you to choose from based on your industry and business needs.
With 30+ years of experience in this space, Infor’s robust and flexible technology earns them a high ranking on my list.
The ERP solutions offered by Infor are a popular choice for wholesale distribution companies, manufacturing organizations, and various service industries. Some of the notable highlights of the software include:
Ability to personalize home pages and dashboards
Intuitive role-based user interfaces
Unlimited financial calendars, ledgers, basis reporting, and dimension strings
Embedded analytics directly within different user’ workflows
Production planning and scheduling management
Optimized purchasing with advanced order controls
Ability to ensure maximum margins with integrated pricing modules
While Infor is definitely known for its cloud solutions, they do offer single-instance and on-premises deployment options for some of their software.
Infor also has a wide range of specific software for things like HCM, CRM, PLM, SCM, and more. So if you just have one single need, you can explore those choices as well.
#2 – AccountMate Review — The Best Vertical Specific Solutions
AccountMate is branded as the “world’s most customizable accounting system.” It’s designed to help growing businesses gain a competitive edge with unique ERP software based on specific verticals.
The software is trusted by 125,000+ companies worldwide. In addition to the software, AccountMate provides additional services to help you get the most out of your ERP tools.
AccountMate’s vertical solution catalog is extensive, to say the least. They have 30+ vertical-specific category options available. Their development partners help businesses get industry-specific functionality in addition to the base financial software.
Some of those top categories include:
Billing
Budgeting and forecasting
Business analytics
Business intelligence
CRM applications
Document management
Ecommerce
Food processing
Human resources
Invoice automation
Job costing
Payroll
Route management
Sales analysis
Warehouse management
The list goes on and on. As you can see, these vertical-specific offerings are extremely versatile. AccountMate can ultimately provide you with a comprehensive front office and back-office solution.
Businesses within industries like manufacturing, wholesale distribution, utilities, government, solution providers, ecommerce, and business services all rely on AccountMate for ERP.
For those of you looking for a vertical-specific solution with a core focus on accounting and finance, look no further than AccountMate.
#3 – Epicor Review — Best ERP Software For Manufacturing
Epicor is another industry leader in the ERP software space. They provide cloud and on-premises solutions for businesses in spaces like manufacturing, retail, automotive, lumber and building, and distribution.
With that said, the manufacturing ERP software offered by Epicor is the clear standout.
It’s trusted by a wide range of manufacturers producing products like industrial machinery, lumber and wood, rubber and plastics, high tech electronics, aerospace and defense products, fabricated metals, medical devices, furniture, and more.
Here are some of the top benefits you’ll get with Epicor’s ERP software:
Ability to track, measure, and monitor entire operation from raw materials to final product
Improve efficiencies with real-time visibility into plant and business operations
Streamline your processes to reduce costs and increase profits
Adapt to new strategies, changing customer needs, and new manufacturing methods
Implement lean manufacturing methodologies to eliminate waste
Make smarter decisions and prioritize customer satisfaction
Overall, the software is designed for mid-sized and large businesses in the manufacturing and distribution space. If you fall into these categories, I strongly recommend Epicor for ERP.
#4 – IFS Review — The Best Agile ERP Software
IFS is a bit unique compared to other ERP solutions on the market today. The software isn’t as complicated and rigid as other tools that you’ll come across.
Instead, IFS gives you the ability to adapt in real-time as market landscapes change, and new technology becomes available. This approach helps maximize the agility of your organization.
IFS has pre-configured ERP solutions for areas like supply chain management, human capital management, project management, financials, service industries, and manufacturing.
Within those categories, some of the noteworthy highlights of the ERP software include:
Risk and opportunity management
Digital asset lifecycle journey
Contract management, variation order management, and payment applications
Real-time planning and scheduling optimization
Sales forecasting and demand planning
Multisite and multi-entity supply network visibility and planning
CRM and SRM
Financial accounting, management accounting, project accounting, and strategic accounting
Again, all of these tools and functionality are designed to keep your organization agile as the market changes. You’ll be able to gain a competitive edge and make strategic decisions in real-time using IFS for enterprise resource planning.
#5 – Deltek Review — The Best ERP Software For Small Business
As previously mentioned, ERP software is no longer reserved for global enterprises. There are plenty of great options out there for small businesses that want to leverage these solutions.
Deltek is one of those options for smaller companies, and it’s my top recommendation in this category.
Overall, Deltek is a great option for project-based businesses seeking an ERP solution. They have a wide range of products and modules in categories like:
Information management and collaboration
Business development
Project and portfolio management
Human capital management
They even offer niche-specific solutions like costpoint for government contractors or project lifecycle management for small architecture and engineering firms. These examples showcase the versatility of Deltek.
The cloud-based deployment makes it easy for smaller businesses to implement as well.
Summary
There are dozens of vendors out there offering ERP software. But after extensive research and testing, I can only recommend the five options reviewed above.
Which one is the best? It depends on your situation.
Make sure you follow the methodology I described earlier in this guide to narrow down your options as you’re shopping around. This will make your life much easier and ensure you make the right decision for your business.
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