List of the Top 19 Business Management Software for Microsoft Excel in 2025

The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.

Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.

Unmatched Business and Industry Functionality: Elevate your organization with reliable data gathering, comprehensive financial analysis, and accurate forecasting abilities. Acumatica Cloud ERP acts as a unified data hub, consolidating information from all departments into a single view. This ensures that every business process is systematically organized, allowing authorized personnel to access the same, up-to-date information anytime and anywhere, using any internet-connected device. Acumatica is uniquely tailored to meet the dynamic and specific demands of expanding midmarket businesses, empowering its users to prioritize their customers' success across all facets of their operations. The platform is designed to be adaptable, delivering value while offering the flexibility, efficiency, and remote collaboration features that contemporary enterprises require. Experience automation that simplifies processes, compliance that adapts to your needs, and a pathway for continuous improvement that maintains predictability in outcomes. This approach ensures that your business stays ahead of the competition in a rapidly changing market landscape.

To ensure the smooth operation of your business, it's essential for all departments to work in harmony. WinMan Cloud provides a comprehensive ERP solution that consolidates Accounts, CRM, MRP, Inventory Management, and Human Resources into a single cohesive platform.

1CRM is an incredibly adaptable all-inclusive customer relationship management system designed specifically for the thorough management of small to medium-sized enterprises. Its main advantage lies in the seamless incorporation of order management functions—such as quotes, invoices, product catalogs, purchase orders, and inventory tracking—alongside customer service and project management, all within a single cohesive CRM structure. This integration enables businesses to streamline operations and enhance efficiency across various departments.

monday.com Work OS serves as a no-code platform for work management, enabling teams to enhance their project and workflow management processes. This versatile software offers customizable solutions tailored for diverse applications, including marketing, sales, operations, IT, and HR. Users can efficiently plan, oversee, and monitor all their projects from a single interface, utilizing convenient features like automation, time tracking, and document sharing to save time. The platform's multiple visual board options, such as Gantt, Kanban, and Cards, allow teams to prioritize and organize tasks in a way that aligns with their preferences, while dashboards provide a comprehensive view of progress to support data-driven decision-making. Furthermore, seamless integrations with popular applications like Outlook, Microsoft Teams, Gmail, and Excel enable users to work within their preferred tools without interruption. Additionally, monday.com features specialized solutions like monday dev and monday sales CRM, which cater specifically to the unique requirements of various industries, thereby enhancing overall productivity and efficiency. With its extensive capabilities, monday.com empowers teams to achieve their objectives while ensuring a streamlined workflow.

Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens. With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance. In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key. Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

BizAutomation streamlines every aspect of your business without resorting to the typical "Good, Better, Best," "Sell by the App," or "Teaser Pricing" tactics that are often seen with major tech companies today. If this concept resonates with you, consider exploring our cloud business suite, which stands out as the most all-encompassing solution in the market. It features a range of functionalities including operations management, ERP, order management with shipping and fulfillment, procurement, accounting (eliminating the need for QuickBooks), warehouse management, inventory management, eCommerce, MRP, and workflow automation, all integrated into one cloud suite tailored specifically for emerging small businesses. As a transparent, family-owned software company based in the U.S., we uphold traditional values and actively engage in ensuring our customers' success, positioning ourselves as advocates who prioritize our customers over mere consulting partnerships. If you operate as a wholesale distributor, retailer, or run a shop floor for assembly or manufacturing—or even a blend of these roles—you may discover that we are the ideal solution for your business needs. In addition, our commitment to excellence ensures that every client receives dedicated support tailored to their unique challenges and aspirations.

Thryv is a comprehensive platform designed for small businesses, enhancing the client experience by simplifying job applications, management, and payment processes. With this innovative software, tasks are automated, ensuring that customers remain central to operations while maintaining security. ThryvPay stands out as a valuable tool that allows service-oriented businesses to accept and manage credit card and ACH payments, potentially saving thousands in transaction fees. Among its impressive features are next-day funding, automatic recurring billing, client-side convenience fees, integration with QuickBooks, and the ability to schedule payments automatically. Thryv is accessible across various devices, including tablets, desktops, and mobile apps, ensuring seamless business management and outstanding customer support. Additionally, it integrates effortlessly with existing digital tools, further optimizing the management of small businesses and enhancing overall efficiency. This powerful platform not only simplifies operations but also empowers business owners to focus on growth and customer satisfaction.

Vcita serves as a comprehensive business management application tailored for small to medium enterprises. This platform provides an extensive array of functionalities that assist SMBs in enhancing their everyday operations and fostering better client relationships, ultimately aiding in their growth and success. Key features encompass client management, calendar organization, billing and invoicing systems, online appointment scheduling, and lead generation tools. Additionally, vcita seamlessly connects with numerous other platforms, such as Facebook and QuickBooks, to further expand its usability and efficiency. By leveraging these integrations, businesses can optimize their workflows and improve overall productivity.

Ultimus stands as a premier innovator in the realm of low-code digital process automation, specializing in BPM technology. Their solutions are crafted to not only automate but also enhance business processes, effectively addressing both routine and critical operational challenges faced by organizations. What sets Ultimus apart is their emphasis on the effectiveness of business processes, which plays a vital role in boosting revenue and fortifying customer relationships. The Ultimus Digital Automation Suite represents a holistic set of tools designed specifically for the requirements of contemporary digital enterprises. This suite expedites the delivery of workflows while amplifying both business agility and overall effectiveness. Furthermore, it facilitates seamless automation of processes at an enterprise scale, applicable across various devices and scenarios, making it beneficial for collaboration within the organization as well as with external stakeholders like customers, suppliers, and partners. Such versatility ensures that businesses can adapt to a rapidly changing environment while maintaining strong operational efficiency.

Bizstim offers a comprehensive cloud-based management software designed specifically for small and medium-sized enterprises. This powerful solution assists businesses in handling scheduling, reminders, invoicing, accounting tasks, and sales oversight effectively. Many clients of Bizstim experience a remarkable return on investment ranging from four to eight times within just the first month of use. Our customer relationship management (CRM) software is not only efficient but also a potential profit generator for your business! We invite you to discover how you can enhance your revenue through a simple phone call or by trying out our software with a complimentary trial. For additional information, feel free to visit our website or reach out to us via our toll-free number to start a conversation about your business needs.

RPA software robots seamlessly connect with existing systems to enhance efficiency, accelerate decision-making, and reduce error rates. By enabling organizations to assign mundane, repetitive tasks to automated robots, businesses can significantly broaden their operational capabilities. This technological automation represents a genuine digital transformation in how companies function. TheEye distinguishes itself through its adaptability and its ability to integrate workflows without necessitating policy changes, making it a valuable tool for various organizations. Serving as a technological conduit, it facilitates the consolidation of both old and new systems, all while eliminating the need for costly software licenses. Once the robots are integrated into the workforce through TheEye, they adeptly manage undesirable tasks that often hinder productivity. By doing so, they not only minimize operational costs but also enhance accuracy, allowing human talent to focus more on strategic initiatives, thus increasing the overall value of the business. This shift ultimately fosters a more innovative and productive workplace environment.

Logicbox offers a diverse suite of cloud-based business management solutions that can be customized to streamline and integrate the unique processes and workflows of various organizations, creating a unified system. The platform's offerings include account management, lead generation, configure-price-quote (CPQ), production, and essential functions for invoicing, procurement, and inventory oversight, all tailored to the distribution, installation, and service industries. Moreover, it provides administrative features that facilitate personalized notifications, approval workflows, and user permissions, along with custom reporting and analytical insights, which significantly boost overall operational efficiency. This extensive customization capability empowers businesses to tailor the software precisely to meet their specific operational demands, ultimately driving productivity and effectiveness. With such a versatile solution, companies can adapt swiftly to changing market conditions and enhance their competitive edge.

bluQube's accounting solutions empower mid-sized enterprises with essential tools and insights for success. By utilizing the appropriate software, your finance team can concentrate on critical areas like strategic planning and financial results. Our approach sets us apart, ensuring that our clients experience genuine, measurable advantages. As an Oracle Gold partner, we provide True Cloud Accounting, fixed-price implementations, real-time analytics, comprehensive UK support, and software that seamlessly integrates with any system! We are dedicated to fostering efficiency and effectiveness in financial management for our customers.

Since its establishment in 1994, WinWeb has been a pioneer in cloud computing solutions, focused on helping small and medium-sized enterprises navigate the intricate challenges of online business securely and efficiently in a rapidly changing world of digital commerce, social networking, and global connectivity. Our software adapts to the evolving requirements of our clients, ensuring that partnering with WinWeb signifies the start of an ongoing collaboration aimed at optimizing business operations for maximum efficiency. Through our innovative approach to customization, we support seamless growth in every department of your organization. By centralizing your data, you gain the ability to make swift and informed decisions consistently, removing the limitations of inflexible software systems and equipping you with only the essential tools for your business's progress. You can be assured that your business data remains secure, liberating you from outdated software reliance. The transition to WinWeb is designed to be smooth and trouble-free, minimizing any interruptions to your daily operations. Furthermore, our WinWeb Launch Services are tailored to ensure you are operational from day one, laying a solid foundation for ongoing success and long-term growth. As we collaborate closely, your business will not only adapt but will thrive in the dynamic digital landscape, equipped to face future challenges head-on. Your journey with WinWeb is not just about adopting new technology; it's about fostering a resilient and innovative business culture that embraces change.

Manage your sales, projects, finances, staff, and customer support through a single, cohesive system. Facilitate online transactions to effortlessly sell your products and services. Improve your planning abilities by removing inefficiencies and errors caused by outdated information. Take advantage of dashboards that are tailored to specific contexts and functions, allowing you to gain a holistic view and conduct thorough analyses of your business metrics. The Mission Control dashboard acts as the focal point for every user within Workpark, enabling you to handle check-ins and check-outs, track your time, receive announcements, manage assignments, and foresee your workload for the coming month. Company announcements are easily accessible from your dashboard and dock for quick reference. Key performance indicators provide an overview of daily and weekly activities for all teams, aiding in swift evaluations. In your personal workspace, the "My Work" section of Mission Control highlights your daily tasks, overdue items, and upcoming assignments, ensuring you have an organized view of your duties regardless of the project category. This holistic method not only optimizes operations but also significantly boosts overall productivity and effectiveness throughout the organization. By maintaining an integrated system, teams can collaborate more efficiently and make better-informed decisions.

Sage 200 allows you to oversee your business operations and boost your growth in conjunction with Microsoft 365, forming a crucial part of Sage Business Cloud. Eliminate downtime by utilizing a solution that remains accessible around the clock, every day of the year. You can efficiently manage your accounts, customers, manufacturing processes, supply chain, and business intelligence while on the go. By merging the power and productivity of desktop applications with the versatility and security of advanced software, Sage 200 offers the best of both worlds. Additionally, it facilitates real-time collaboration among your team members. This solution is specifically crafted to cater to the needs of manufacturers, distributors, and service-oriented businesses. Take charge of your operations and achieve complete visibility across your enterprise. Excel empowers you to handle multiple companies and obtain essential insights and reports while traveling. With a comprehensive suite of market-leading software features at your disposal whenever necessary, you can ensure that your business remains agile and responsive. Furthermore, the scalable nature of these solutions means that they will adapt and evolve alongside your company's growth.