software

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.

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Jotform

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.

Forms
E-Signature
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Lattice

A people management platform, Lattice helps businesses improve employee engagement, performance, and development through tools for goal setting, performance reviews, feedback, and employee recognition.

HR & People
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LivePlan

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.

Business Planning
Finance
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Loom

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.

Productivity
Training
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Mailstrom

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.

Email Productivity
Utilities
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Make

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.

Web Tools
Developers
AI Tools
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MarketMan

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.

Restaurants
Food Ordering
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Notion

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.

Documentation
Productivity
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Nutshell CRM

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.

CRM
Marketing
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PandaDoc

PandaDoc is a document automation platform for creating, sending, tracking, and eSigning proposals, contracts, and other business documents.

E-Signature
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FREQUENTLY ASKED QUESTIONS

What training and support are available for using new software?

Launch provides comprehensive training, setup, and ongoing support to ensure your team can effectively use new software. Here’s what is available:

  1. Software Implementation and Integration:
    Launch offers end-to-end assistance with software setup and installation. This includes integrating applications into your existing workflows to improve collaboration and efficiency. They also specialize in setting up native app integrations for web-based tools to streamline processes.
  2. Tailored Training Sessions:
    Launch provides customized training sessions to help your team effectively use new software. These sessions are designed to optimize the software’s configurations and ensure maximum productivity for your business.
  3. Workflow Automation:
    To enhance efficiency, Launch helps automate repetitive tasks using tools like Zapier. These automation solutions are tailored to fit your unique business processes, creating seamless workflows across your applications.
  4. Ongoing Troubleshooting and Support:
    Launch offers ongoing support to address user concerns and troubleshoot software issues. They also provide regular software updates and maintenance to ensure your systems run smoothly.
  5. Scheduled Trainings with Project Managers:
    You can schedule specific training sessions, such as the "Launch Technology Systems (Training)" session, through Launch's Calendly links. Project Managers like Jason Smith, Kayla Zehner, and others are available to assist and provide guidance as needed.

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.

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How can I evaluate and choose the right software for my business?

To evaluate and choose the right software for your business, consider the following key criteria:

  1. Assess Your Business Needs
    Start by identifying the specific needs and goals of your business. Determine what problems you are trying to solve or what processes you aim to improve. This will help you focus on software solutions that align with your goals and business operations.
  2. Compatibility and Integration
    Ensure the software you select is compatible with your existing systems and technology stack. Seamless integration into your workflows is crucial to avoid disruptions and maximize efficiency. Look for tools that support native app integrations and can work well with your current applications .
  3. Compare Features and Functionality
    Research and compare software tools based on their features. Look for solutions that offer the functionality you need, such as workflow automation, time tracking, invoicing, or CRM capabilities. Prioritize tools that can streamline repetitive tasks and improve productivity.
  4. Ease of Use and Training
    Choose software that is user-friendly and intuitive for your team. Consider whether the provider offers tailored training sessions to help your team effectively adopt and use the software, as well as ongoing support to troubleshoot issues.
  5. Scalability
    Select a software solution that can scale with your business as it grows. This is especially important if you plan to expand your operations or add new functionalities in the future.
  6. Cost and Budget
    Evaluate the cost of the software, including any licensing fees, subscription plans, or additional costs for training and support. Compare pricing options to ensure the software fits within your budget while delivering value for your investment.
  7. Security and Data Privacy
    Ensure the software adheres to high standards of security and data privacy. This is particularly important if your business handles sensitive customer or financial data.
  8. Vendor Support and Updates
    Choose a vendor that offers reliable customer support and regular software updates to keep the system running smoothly and up-to-date with the latest features and security protocols.

Steps to Take:

  • Research: Use reviews, case studies, or trials to understand how the software performs in real-world scenarios.
  • Request Demos: Many vendors offer product demonstrations or free trials to help you evaluate functionality and fit.
  • Consult Experts: If needed, seek guidance from software evaluation specialists who can recommend the best solutions for your business.  Launch has many software experts on our team who can support this process.

By following these steps and considering these criteria, you can make an informed decision and select the software that best supports your business goals.

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What software can help with creating business plans?

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.

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