In today’s digital age, the right software can streamline operations and enhance productivity. This section highlights essential tools and applications for small businesses and nonprofits, from project management and accounting software to marketing solutions. Discover the best software to help you optimize your workflow and achieve your goals.
A versatile online form builder, Jotform enables users to create custom forms, surveys, and workflows with ease, offering integrations, templates, and automation to streamline data collection and management.
A people management platform, Lattice helps businesses improve employee engagement, performance, and development through tools for goal setting, performance reviews, feedback, and employee recognition.
LivePlan is a business planning software that helps entrepreneurs and small businesses create, manage, and forecast business plans. It offers tools for financial modeling, performance tracking, and pitch presentations, making it ideal for strategic planning and securing funding.
Loom is a video messaging tool that allows users to quickly record and share videos of their screen, voice, and face. It's ideal for asynchronous communication, enabling teams to collaborate and share updates without needing live meetings.
Mailstrom is an email management tool that helps users declutter and organize their inboxes. It groups emails by sender, subject, or other criteria, allowing bulk actions like deleting, archiving, or filing, making it easier to achieve and maintain inbox zero.
Make is a no-code automation platform that allows users to connect apps and automate workflows. With its visual editor, users can design complex integrations and automate repetitive tasks across various tools and services.
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MarketMan is a cloud-based inventory and supplier management platform designed for restaurants and foodservice businesses. It helps streamline operations by offering tools for inventory tracking, purchase orders, supplier management, and cost control, ultimately improving efficiency and profitability.
Notion is a powerful and inexpensive all-in-one productivity tool that combines note-taking, task management, and database organization. With customizable workspaces and real-time collaboration, it helps teams and individuals streamline workflows, organize information, and stay efficient. We recommend Notion primarily as a place to house documentation such as Standard Operating Procedures.

Nutshell CRM is a customer relationship management platform designed for small to medium-sized businesses. It offers tools for sales automation, lead tracking, pipeline management, and reporting. With its user-friendly interface and integrations, Nutshell helps teams streamline their sales processes and improve customer engagement.
PandaDoc is a document automation platform for creating, sending, tracking, and eSigning proposals, contracts, and other business documents.
Launch provides comprehensive training, setup, and ongoing support to ensure your team can effectively use new software. Here’s what is available:
For additional support or to schedule a session, you can contact your assigned Project Manager or use the training resources available through Launch. This comprehensive approach ensures your team can fully utilize the software to meet your business goals.
To evaluate and choose the right software for your business, consider the following key criteria:
By following these steps and considering these criteria, you can make an informed decision and select the software that best supports your business goals.
LivePlan is an excellent software for creating business plans. It offers over 500 sample plans that you can use as a reference or import content from, making it a powerful tool for developing detailed and actionable business strategies. Additionally, LivePlan supports financial planning to help strengthen your business forecasts and improve your planning process. It’s highly recommended for businesses aiming to create comprehensive and professional plans with ease.