Last Updated on March 20, 2025 by Owen McGab Enaohwo
Imagine your team working together in harmony. Your business operation management runs smoothly, while your business scales predictably. Sounds too much like a fairy tale? Well, an operations management software (OMS) can make all these happen in business management.
But it’s quite overwhelming to pick the right one out of the hundreds of options out there on the market. That’s why we’ve done the research for you. We’ve tested and curated the top operations management tools.
This post will show you the features as well as the pros and cons of every single one of them.
Managing operations doesn’t have to be tedious. Use SweetProcess to simplify the whole process and try all the premium features for up to 14 days free.
Table of Contents
What Is an Operations Management Software?
9 Best Operations Management Software and Tools
Why Your Company Needs an Operations Management Software
How To Manage Your Business Operations Using SweetProcess
Which Operations Management Software Should You Choose?
What Is an Operations Management Software?
Operations management software (OMS) is a tool built to help organizations streamline operations, enhance productivity, and drive growth. It helps companies document their SOPs, automate processes, and track daily operations while ensuring quality management.
In a typical manufacturing operations management firm, for instance, OMS can organize process workflows that guide workers to order, manage, and track inventory management to simplify their supply chain. Likewise, a hospital can use it to create an intake checklist for its staff, track treatment plans, or manage care teams.
9 Best Operations Management Software and Tools
Let’s take a deep dive into the best operations management tools in the market so you can pick a suitable one for your business process management.
1. SweetProcess: Best for Simplifying Operations Management
SweetProcess is a web-based operations management platform built to help businesses document, standardize, and optimize their operations. It is a centralized knowledge base that houses your SOPs and checklists to onboard your employees and ensure consistency across all your business units.
You can use it to track tasks, collaborate, and get feedback in real time allowing you to continuously refine your processes and achieve operational excellence.
If you’d like to see how it works, sign up for a free 14-day trial period. No credit card is required.
Features of SweetProcess
- Easily document your SOPs: Create your company’s procedures. You can also import any existing procedures from either Google Docs or Microsoft Word into SweetProcess.
- Project tracker: Easily assign tasks and check if they are completed or still in progress.
- Process mapping: It’s also a process mapping software that helps you generate flowchart diagrams to help your employees visualize how their workflows should go.
- Centralized knowledge base: Compile your operational FAQs in one place so you don’t have to answer the same questions over and over again.
- Add images and videos to procedures: Quickly add images or videos to your operation manuals for clarity.
- Version history viewer: Know when an alteration is made to a procedure to prevent workplace disputes.
- Collaborate in real time: The multi-user mode allows you to interact and get feedback to ensure everyone is on the same page.
- Intuitive and simple interface: SweetProcess is not hard to get around. Even total newbies can use it with ease.
- 1,000+ apps integration: You don’t have to switch or sign up for hundreds of services. Seamlessly connect 1,000+ apps and speed up your productivity.
- 24/7 mobile access: Quickly generate SOPs, track tasks, or share ideas with team members from your mobile phone.
- Prompt customer support: You can always get assistance whenever you’re stuck—just place a call and get instant assistance.
Pros of SweetProcess
- SweetAI SOP builder for quick and easy setup
- It cuts down time spent onboarding new hires
- Add images to your operations manuals for clarity
- Integrates with 1,000+ third-party workflow management tools and services
- Streamlines processes to reduce operational errors
- Tasks tracker keeps all staff accountable
SweetProcess Pricing
With SweetProcess, you only pay for your active operations team members. There are no hidden charges for employees who don’t use the platform. Payments may also be suspended if you are not active on the platform for a while, so you can save costs.
It goes for $99 per month for a team with 20 active members. However, each member added to the team adds an extra $5 per month. But you can enjoy a 14 day FREE trial to get a feel of all the premium features.
Also, you qualify for a 30-day money-back guarantee if you are not getting value for your money after signing up for SweetProcess.
2. Zoho Creator: Best for Building Database Apps and Business Automation
Zoho Creator is a low-code business process management tool that helps businesses create and manage processes. It offers tools for data collection, analysis, and collaboration, making it suitable for agencies and businesses of all sizes.
The platform’s low-code suite allows users to build customized database apps using business rules. You can also use it to schedule tasks, create tables, import files, and refresh or import .csv, .xls, and .mbd files online in minutes.
Features of Zoho Creator
- Reports scheduler
- Admin panel to withdraw or give permissions
- Pre-built application templates
- Encrypted and secure documents sharing
- Group chat to share files and edit together
- Business process automation
- Built-in barcode, maps, and camera
Pros of Zoho Creator
- Chat tools for file sharing and team communication
- Mobile accessibility
- Built-in process templates
- Available on both web and mobile
- Active customer support
Cons of Zoho Creator
- Zoho Creator is not so suitable for businesses with complex processes.
- It can be a little hard to use as a new user, and may take you some time to get familiar with all the features and functionality.
Pricing of Zoho Creator
Zoho Creator offers a free trial plan, and subscriptions start at $25/month with other options; the professional goes for $25/user/month, while the enterprise plan is $400/month for unlimited apps and 10 users included, with an extra $25 for each additional user/month.
3. Trello: Best for Visual Task Management and Simple Project Organization
Trello is another operations management tool that helps you stay organized and operationally efficient with inboxes, boards, and project planners. You can use it to quickly turn chats from your project management software into tasks, letting you keep all your discussions and to-dos in one place.
Trello also allows you to customize your workflows with integrations and easily duplicate your to-dos across multiple locations. For instance, you can turn your emails into tasks when you forward them to Trello inbox, and they’ll be transformed into to-dos by Atlassian Intelligence (AI).
Features of Trello
- Connects with relevant project apps
- Automate tasks and workflows with Butler
- Capture important info from chats and messages
- Sync calendar and allocate focused time slots
- View tasks across multiple boards
- Pre-built templates for easy setups
Pros of Trello
- Trello automation cuts down time spent on manual setup
- Quickly turn emails into tasks with AI
- Chat and video conference tools for ideation within teams
- Easy to use
- Integrate with other apps like Jotform, EasyCSV, Mailchimp, and Deskpro
Cons of Trello
- It’s a bit limiting to use in handling complex projects
- Unlike SweetProcess, which allows you to try every premium feature in the 14-day free trial period, Trello’s Atlassian Intelligence features are only available for their premium and enterprise users.
Pricing of Trello
There is a free plan. The standard allows you to get more stuff done with unlimited boards and more automation for $5/user monthly. The premium allows you to add AI to your boards and admin controls to your toolkit for $10/user monthly. While the enterprise plan gives you access to enterprise-grade security, Atlassian guard controls and 24/7 admin support is $17.50/user monthly.
4. ClickUp: Best for Project Management and Team Collaboration
ClickUp is an all-in-one project management software that aids team communication to boost productivity. It comes with features like Gantt charts, AI-writer, video conferencing, ClickUp Brain, and Kanban boards to automate workflows and manage tasks.
This allows teams to automate repetitive workflows, use collaboration features like real-time commenting or @mentions to share files, or even track teams to know how much time they spend on each project.
Features of ClickUp
- AI writer for task descriptions
- Boards to visualize tasks and projects
- Simple interface for new users
- Customizable boards and cards
- Supports third-party integrations with apps and services
- Consistent updates on ongoing tasks
- Lets you integrate over 1,000 apps and services, just like SweetProcess
Pros of ClickUp
- Flexible pricing to cater to your needs
- Automates routine tasks with AI tools
- Can be used for personal or large-scale projects
- Smooth project management
- Automated workflows and tasks
- Available on desktop and mobile to enable instant access
Cons of ClickUp
- A user complained that it’s too complicated to use
- It lacks some basic features, like automatically creating subtasks in a task using triggers
Pricing of ClickUp
ClickUp offers a free plan. The unlimited plan goes for $7 for small teams. The business plan goes for $12. Though the enterprise plan is meant for large teams, the pricing on this package is not clear. You will have to contact their sales unit to get a custom demo and see if it fits your budget.
5. Next Matter: Best for Automating Enterprise-Grade Operations
Next Matter is a workflow automation platform designed for enterprise-grade service teams in finance, healthcare, and e-commerce. It enables organizations to automate and streamline their workflows, ensuring 100% service reliability.
Aside from the enterprise-grade security and compliance Next Matter provides to ensure your business doesn’t have issues with regulatory bodies, it comes with a range of features like customizable apps, workflow automation, and it integrates with various systems. It allows teams to share ideas, scale operations, and enhance customer experience.
Features of Next Matter No-code form builder
- Enterprise-grade security and compliance
- Integrates with 1,000s of apps and APIs
- Dashboard for operations tracking
- White-label workspaces, portals, and domains
- Compliance tasks automation
Pros of Next Matter
- Team apps for easy collaboration
- Customizable apps for service businesses
- Improved scalability and reliability
- AI and custom API integrations with 1,000s of automation tools
- Top-tier platform security
Cons of Next Matter
- Costly pricing plans. Most small- to medium-scale businesses can’t afford it.
- A little complicated and tends to have integration issues
Pricing of Next Matter
The starter plan gives access to basic systems and teams for a $625 platform fee/month. The growth plan includes unlimited workflows and goes for $2,950 platform fee/month. The professional plan goes for $7,500 per month. The enterprise plan is not clear. You have to talk to the sales team to get a quote.
6. Jolt: Best for Task Management in Hospitality and Retail Industries
Jolt is an operations management platform designed to help businesses in the food service and retail industries streamline their operations, maintain compliance, and improve employee performance.
The platform offers digital tools, temperature sensors, checklists, task scheduling, and labeling. These tools help businesses ensure that staff adhere to food safety compliance, meet health standards to reduce risk, and focus on delivering excellent customer experiences.
Features of Jolt
- Staff clock-in and shift-length monitoring
- Digital checklist for teams
- Communication tools for teams
- Drag-and-drop task scheduling
- Knowledge base for staff training
- Remote temperature monitoring sensors
Pros of Jolt
- Flexible for different business sizes
- Reduced food safety risks
- Better customer experience
- Customizable tasks scheduler
- Better team accountability
Cons of Jolt
- The search feature is not advanced, and it’s hard to locate something even with a date, keyword, or sender’s name
- Aside from hospitality and retail companies, most businesses in other niches won’t find it useful
Pricing of Jolt
The pricing for Jolt is not clear and straightforward. They offer each product on a pick-and-pay basis or in bundles, and they customize their offering based on your needs. Hence, you have to contact the sales unit to find out which package(s) is fit for your business.
7. Fibery: Best As An All-in-One Tool for Project Management
Fibery is a work platform built to substitute operation tools and connect teams easily. It comes with a range of features, including databases, customizable workspaces, fields, views, and permissions.
It also offers automation features and integrations with other services and software. It is more suitable for digital agencies and software development or startups as it enables teams to manage their projects on a central dashboard at once.
Features of Fibery
- Manage projects from one central dashboard
- Easily collaborate with teammates
- Connects to other tools and services
- Pre-built templates for easy personalization
- Save time and manual effort with no-code automation rules
- Create and edit docs from your dashboard
- Assign and track tasks across teams
Pros of Fibery
- Customizable workspace
- Time-saving no-code automation settings
- Create docs within your dashboard without external apps
- Centralized projects manager
- Easy integration with other platforms
Cons of Fibery
- Steep learning curve, which means it’s hard for new users to get around it
- The UX is not super clear on what one can do with different aspects of the software
Pricing of Fibery
Unlike SweetProcess, Fibery offers a free plan that only gives you access to basic features. The standard version goes for $15/per seat monthly. The pro plan goes for $24 per seat monthly, while the enterprise plan is $50 per user monthly and it’s meant for larger teams.
8. HubSpot CRM: Best for Managing Customer, Sales, and Marketing Activities on One Platform
HubSpot is a digital system that provides businesses with different tools to manage their marketing, customer service, and sales efforts in one unit. It’s designed to help businesses scale by giving a bird’s eye view of their customers’ behavior to deliver personalized experiences.
It also has several hubs that help to simplify specific areas of its operations, such as marketing, automation, customer service, and content creation. Its AI-powered tools automate routine tasks, gain insights into customer behavior, and make data-driven decisions. Plus, it’s built to scale and be flexible, making it fit for both small and large-scale enterprises.
Features of HubSpot CRM
- AI-powered tools to simplify manual, repetitive tasks and write or gain insights from customers
- Omni-channel customer support
- Managed sales pipelines and closed sales
- Data sync and automation
- Sales and marketing ROI reports and analytics
- Automates billings, invoices, and subscriptions
- Integrates with popular tools like Gmail, Shopify, and Slack
Pros of HubSpot CRM
- All-in-one marketing, sales, and customer service platform
- AI tools for writing, automation, and customer survey
- Easy-to-use interface
- Can be used by businesses at all levels
- Performance and ROI tracker
Cons of HubSpot CRM
- It’s too pricey. Small-scale businesses can’t easily afford to subscribe
- Workflows can be confusing and challenging to set up
Pricing of HubSpot CRM
Hubspot’s pricing is not clear and straightforward. You have to pick a specific service to get an estimate. For instance, when you get on the pricing page and pick “Operations,” it goes for $720/seat. However, to get an extra seat will cost you $45/month for each one.
9. Zapier: Best for Automating Tasks With up to 7,000 App Integrations
Zapier is a user-friendly operations system that syncs various web apps and services to create automations commonly called “Zaps” which can be used to automate data entry, customer support, or even sales and email marketing.
By helping to streamline repetitive tasks and workflows, Zapier helps users reduce workload and operational errors so you can focus on important things that drive business growth. Zapier integrates with over 7,000 apps and services, including popular tools like Slack, Salesforce, and Google Sheets, to speed up productivity.
Features of Zapier
- Automates operations with over 7,000 app integrations
- Use Zaps to set automation triggers and actions
- Chat feature for team communication
- Solid security to protect company data
- Web and mobile versions for easy access
- Zap workflow templates to save time
- Single sign-on (SSO) to manage user access
Pros of Zapier
- Supports automation and web app integrations
- Fit for small- and large-scale businesses
- Cuts down time spent on finding third-party apps
- Customizable Zap templates for easy setup
- Access and edit workflows on the mobile app
Cons of Zapier
- It has a steep learning curve. It’s a little complicated to wrap your head around all the Zaps
- Some users complain of poor customer support
Pricing of Zapier
They offer a free plan for up to 100 tasks per month. The professional plan goes for $19 per month while the team plan is $69 monthly. The enterprise plan, which is built for a large team, is not listed. You have to contact their support team to get a quote.
Why Your Company Needs an Operations Management Software
Let’s look at some of the reasons why operations management is key to streamline operations, reduce costs, and drive growth.
1. Keeps Teams Accountable
Having an effective operations management tool helps to promote checks and balances so that every staff member is held accountable for their tasks and duties.
With a tool like SweetProcess, assigning tasks is as easy as going to the tasks menu, adding a title, then writing the instructions and setting a deadline.
You can also track it on your mobile or desktop from anywhere to know what stage your employees are in a project.
2. Improve Customer Satisfaction
Tom Sharman, an experienced regional manager at FGH Security, once said,
“Operations management tools are excellent for gathering and analyzing customer and employee insights… By directly addressing customer concerns and adapting operational strategies accordingly, businesses can demonstrate their commitment to customer satisfaction.”
Having an OMS helps you build an efficient client-facing process that handles customer orders, complaints, or inquiries on time. This way, customers won’t have buyer’s remorse when their questions are answered promptly.
3. Enhance Compliance With Industry Regulations
Management software provides advanced security features that protect sensitive data and ensure regulatory compliance, and it makes it easy to stay aligned with industry standards.
Your staff can easily follow procedures when they feel unsure about a process step or operation. They can simply check the knowledge base segment of the OMS for guidance.
Plus, it’s easy for the management unit to compare each staff input using the task progress bar (that’s if you use a tool with a tracking bar like that).
It’s why SweetProcess is our best recommendation because it has a progress bar that helps you see how far they’ve gone on a project. Sign up for a 14-day free trial to see how it works. No credit card required.
4. Increase Employee Performance and Productivity
When all your procedures, processes, and policy documents are organized on a platform, your staff will hardly get stuck at any point.
That’s what having an OMS helps you achieve: Ease in finding clear instructions on what to do, how to do it, with what, and when.
Operations management software also helps you enhance your overall productivity by automating routine tasks and collaborating or sharing ideas with everyone on your team.
5. Improve Resource Allocation
To reduce guesswork and misappropriation of resources, an operations management software can be used to help companies share resources more efficiently. For example, a construction company can use the tool to create projects and assign equipment or personnel to each project.
This leads to reduced expenses, improved productivity, and better resource management. By separating each department and what they have based on resource availability, managers can make informed decisions about who can handle what project, when, with what, and how.
6. Supports Business Expansion
Evan Goldberg, founder of development at NetSuite, opines,
“Our operations management tool has given us real-time visibility into our operations, allowing us to make data-driven decisions and drive growth.”
Business operations often get complex as they grow, and it’s hard to ensure every part runs smoothly. A good operations management software enables companies to scale their operations efficiently, ensuring that growth is sustainable.
For instance, a fast growing retail company can use it to simplify customer order fulfillment procedures, reduce errors, and scale their operations without having to trade off quality or customer loyalty.
7. Enhance Decision Making
A good operations management software gives you data about how many sales you’re making or the number of clients you onboard in your company so you can know what steps to take.
If you run a manufacturing operations management company, for example, you can use this to analyze sales data and optimize inventory management levels, reducing stockouts and overstocking. This gives companies the chance to identify and quickly adjust to new market trends and make decisions that drive business growth and profits.
8. Automate Routine Tasks
It helps you automate routine tasks, freeing up time for staff to focus on higher-value activities.
It can be used to assign tasks to suitable departments or units within the company to ensure quality task execution and fewer human error and product recalls or customer complaints. This all leads to more profits, returning buyers, improved customer satisfaction, and a bigger market share.
How To Manage Your Business Operations Using SweetProcess
Do you struggle with documenting your company procedures? Or perhaps keeping track of your company tasks? Or get stressed out trying to collaborate with your team members? Our operations management tool can help you out.
Let’s look at different ways you can use it to manage your business operations:
How to Map Out and Document Your Company’s Procedures and Processes
Ever find yourself explaining operational processes and procedures to new hires repeatedly? It doesn’t have to be that way.
You can use SweetProcess to map out your company’s procedures and processes.
To get this done, simply go to the “Processes” tab and click on “Create Processes.”
Then, add a befitting title to the document.
Write the procedure’s steps and click on save.
How To Collaborate With Team Members in Real Time
Have you ever had trouble sharing ideas about a project with team members? No need to struggle with sharing documents or getting feedback from your team mates again, our operations management tool can help with that.
Here’s how:
Go to your “Processes tab” and click on the three dots beside the particular document you want to collaborate on.
A drop-down menu will appear and you can choose to either share, assign as a task to a team member, or request sign off.
Here’s how to enable your team members to give you feedback on, let’s say, a knowledge base article.
Go to the “Knowledge Bases” button.
Scroll to the bottom of the article and click on “Ask your team members for feedback at the end of each article” to enable the comment feature.
This way, you can easily get the views and opinions of your team members about a process document.
How To Track and Monitor the Progress of the Tasks Assigned to Team Members
Not everyone you employ will actively do their jobs, and keeping track of everyone’s progress can be challenging. However, you can use SweetProcess to quickly check and monitor tasks’ progress.
To monitor this, go to the “Tasks” segment and click on “Assign task.”
Give it a title that reflects what is expected of them. For example, “Run Conversion Ads on Google.”
Pick the person you want to handle it for you.
Choose the tasks you’d like to track progress on.
Click to see how far they’ve gone with the tasks you’ve assigned.
Using SweetProcess is so easy and straightforward!
Many businesses have used the SweetProcess operations management tool to boost their operations. But don’t take our word for it. Just take a look at Sarah Brenner, the director of quality assurance at Belvidere Community Unit School District 100.
She had the task of streamlining the company’s operations by making students’ information easily accessible to their parents and guardians. However, they needed software that helps in the effective creation, storage, and distribution of standard operating procedures (SOPs).
Although they had some documented procedures in the school at the time, they were stuck in individual employees’ Google Docs, and no one was using them.
This led Sarah to find a better system for their operations before she found SweetProcess. Here’s what she has to say after using SweetProcess to manage their operations:
“There’s a knowledge base function within the platform, and that’s a great way that all of our stakeholders—whether it be parents, staff, and especially some of our clerical staff who work a lot with our procedures—can access the information that they need…. If they’re in person or on the phone to answer questions with our families, that was a way where they could readily find the information that they needed.”
Likewise, business intelligence & lean Six Sigma champion at Turkstra Lumber, Jamie Ramsden, had a similar operations management problem.
According to him,
“One of the things that prevents you from being correct and doing things better than you do now is when you don’t know what your processes are or if everybody isn’t on the same page.”
However, Jamie and his team were up to the task. But they relied solely on their individual efforts to get things done. Although business was moving well, they realized that they still needed to improve their operations.
After a consensus to adopt a workflow management system, they still needed to find the right fit. He asked an MBA intern who was working with him at the time to use his “smart brain” to find something good.
After surfing the internet, the intern came across several options before settling for SweetProcess.
Interestingly, Jamie wasn’t convinced about using SweetProcess because he thought it would be difficult to use. He soon realized that SweetProcess was as easy as it gets.
“Because I didn’t understand what the project was, I thought I needed something like a better version of Excel that would just be easier to use to record things. But recording processes with SweetProcess is the easy part.”
Which Operations Management Software Should You Choose?
You’ve seen how each operation software stacks. It’s now up to you to decide which one is more suitable for your business needs. Let’s summarize what each tool is good for:
- SweetProcess: Best for simplifying operations management
- Zoho Creator: Best for building database apps and business automation
- Trello: Best for visual task management and simple project organization
- ClickUp: Best for project management and team collaboration
- Next Matter: Best for automating enterprise-grade operations
- Jolt: Best for task management in food and retail industries
- Fibery: Best as an all-in-one tool for project management
- HubSpot CRM: Best for managing customer, sales, and marketing activities on one platform
- Zapier: Best for automating tasks with 7,000+ app integrations
If you want a tool that combines the function of almost all the other best operations management tools out there, then go for SweetProcess.
The best part is that you don’t have to add a credit card to try it. You can sign up and use even the premium features for up to 14 days free, so you can see if it’s the best tool for you.
