Best business management programs in 2024

In the era of digital transformation, AI, process automation, Big Data and security have become some of the most important challenges for organizations. In this scenario, selecting the best business management programs is key to quickly adapt to change and increase competitiveness.

However, the wide variety of options available makes it difficult to choose . With the aim of facilitating your decision-making, we have carried out a study where we objectively analyze the best software for SMEs.

Comparative table of the best business management programs

Below we will detail the most used management programs for companies in Spain classified by type, usefulness, advantages and price.

Main axes for choosing business management software

To carry out the study, the first step we have taken is to analyze the main management axes of the companies , observing what the main technological needs and requirements are in these areas.

From here, we have scoured the market with the aim of finding the best business management programs. We differentiate between:

• Billing and treasury: we look for programs that simplify billing and treasury management, automating repetitive processes and reducing the margin of error, as well as their ability to analyze data, integrate with other platforms, digitize accounting documents or connect with banking systems.
• Human resources: having good human resources software is key to attracting and retaining talent. We are looking for a tool that covers all related areas, from the selection and evaluation of candidates to performance evaluation, time control, vacations, hiring, onboarding, etc.
• Sales management or CRM: we prioritize systems that optimize the relationship with customers, from managing contacts and commercial opportunities to monitoring interactions and automating sales processes. Personalization and data analytics capabilities are also critical.
• Email marketing: we have analyzed platforms that allow us to create automated and personalized email marketing campaigns, as well as manage contacts efficiently and that offer the possibility of working on lead nurturing. The detailed analysis of metrics or the integration with other tools have also had important weight.
• Project management: The digitization of project management, as well as resource planning, task tracking, team collaboration and delivery management, has also become key. We are looking for a program that integrates AI and has the ability to adapt to different methodologies.
• Digital signature: the chosen software must speed up and facilitate the signing of documents, as well as provide a legally valid, secure environment that adapts to the GDPR. Ease of use, integration with other platforms and compliance with local and international legal regulations are key aspects.

What are the best business management programs?

Now we are going to analyze each of the programs individually, highlighting their advantages and disadvantages. In a simple way you will be able to see how well that software fits into your business.

1 – Billing and treasury management: Quipu

What can you do with Quipu?

• Billing management: possibility of creating any type of invoice, estimate or delivery note very easily. You will be able to control the status of each one very easily.

• Treasury management: offers detailed cash flow monitoring in real time. It is also possible to create different scenarios to anticipate possible liquidity problems.

• Tax management: easily view the amount of VAT and Personal Income Tax to be settled in the quarter and fill out the tax forms automatically.
• Digitization of tickets and invoices: save time and money by digitizing all tickets and invoices in a very simple way. The combination of OCR technology + human validation allows for a 99% success rate.

• Connection with banks: connect all your banks on the same platform and reconcile all banking transactions with the corresponding invoices in a few clicks. Allows connection with
• Customer and supplier management: ideal for easily discovering who owes money and who remains unpaid. Know the status and history of billing, tax and banking data, expirations and non-payments.
• Integration with different platforms: possibility of integrating with the main platforms on the market: Stripe, PayPal, Shopify, Prestashop, WooCommerce, A3, Sage…
• Management service: in addition to the software, the possibility of hiring a management service adapted to your business is also offered. Quipu is in charge of finding the most appropriate consultancy for your business among the +500 consultancies that make up its community.

2 – Human Resources Management: Factorial

Factorial is a human resources management program that covers the main tasks of this key department for companies . HR managers H H. They can automate and optimize daily tasks to spend more time on what matters most: people.

Ideal for both small teams and medium-sized companies, Factorial manages different HR tasks efficiently, unifying all of them in one place . It also offers internal communication tools and an employee portal with which each member of the staff can carry out all types of procedures.

What can you do with Factorial?

• Vacation and absence management: personalized management and supervision of vacations and absences with access to the calendars of all teams, management of the vacation policy and monitoring of work absenteeism.
• Time control and shift management: ideal for recording hours worked both inside and outside the office (teleworking). Includes employee signing via app and facial recognition technology, geolocation or report generation.
• HR Reports and Indicators: Factorial also allows you to generate reports from the collected data, as well as personalized report panels and automatic generation of company organization charts.
• Document Management: centralization of document management in one place, including payrolls, contracts, staff documents, sick leave, etc. It offers a permission system for sharing documents, mobile app and uploading of documents by employees. All with complete security.
• Electronic Signature: offers a secure and legal electronic signature to sign documents, complying with the eIDAS (European Digital Identification Regulation) security requirements and an encryption system with unique access for each user.
• Personnel Recruitment and Selection (ATS): allows you to manage selection processes with a customizable and centralized employment portal​​. It covers the entire process: publication of offers on different portals, review of applications, communication with candidates…
• Employee Portal: Provides a single space for workers to manage their personal information, documents, vacations, absences, receipts and other important functionalities.
• Company organization chart: facilitates the assignment of managers and the automatic generation of the company’s organization chart, obtaining a detailed and customizable overview and with access to individual profiles.
• Internal communication and events: Offers options to improve internal communication, including weekly summaries and centralized communication​​. It can be easily integrated with Slack and includes a community building system, meetings and internal events.
• Automated workflows and workflows: automates manual tasks by customizing workflows in a simple and intuitive way based on the data already present in the platform​​.

3- Sales management (CRM): HubSpot

HubSpot is undoubtedly one of the best business management programs in the sales area . This CRM unifies in one place three key areas to increase the efficiency of the organization: sales, customer service and marketing. Employees in each department will be able to work with the same data, automate processes and create unified strategies.

It has several well-differentiated modules, such as the Marketing Hub, aimed at designing and executing inbound marketing strategies, or the Service Hub to improve customer service. We will focus on the functionalities of the Sales Hub , the sales module aimed at managing commercial opportunities.

What can you do with HubSpot?

• Management of leads and sales tasks: with HubSpot you can manage databases of potential clients in an effective way, easily classifying them throughout the commercial funnel and prioritizing the sales tasks that offer the most opportunities.
• Call tracking and recording: allows you to make calls from the tool itself and record them to continue collecting data from your clients. All calls are automatically transcribed so they can be analyzed.
• Email tracking: includes email tracking to exhaustively track the sending of commercial emails, recording the moment of opening or clicking on links in real time and integrating with Gmail and Outlook.
• Customizable email templates: It is also possible to create attractive email templates that you can customize and store for use at any time. You will be able to measure and analyze what type of emails work best thanks to their reports.
• Sales automation: makes it easy to create automated email flows, registering up to 50 prospects at a time in a sequence. You will be able to manage different workflows to rotate sales opportunities and personalize your messages in detail.
• Meeting and appointment scheduler: your potential clients will be able to schedule appointments with salespeople in just a few clicks, choosing the date based on availability and synchronizing the appointments with your work calendar.
• Sales pipeline management: allows complete management of the sales pipeline, monitoring each of the key activities in real time and tracking the entire sales cycle.

4- Email marketing management: Brevo

Brevo is a well-known comprehensive communication platform aimed at improving customer relationships through different channels, although the bulk of its functions focus on email marketing . It allows you to design tailored strategies for companies of all sizes, easily scaling them whenever necessary.

Its large number of automation options, its ease of use thanks to an intuitive interface and its competitive price are its best weapons. It also highlights its extensive documentation for beginners and excellent customer support.

What can you do with Brevo?

• Drag & Drop Editor: Brevo includes a “drag and drop” editor, which allows you to design attractive emails from scratch, even without the need for technical knowledge.
• Customizable templates: In addition, it offers a large catalog of customizable templates from which companies can start and adapt them to their corporate image.
• Unlimited contact storage: Plans are based on the volume of emails sent, not the number of contacts. This makes it possible to store unlimited contacts at no extra cost.
• Advanced segmentation: allows you to create segmented campaigns to increase their efficiency. Using countless filters and options, you can select the most suitable contacts for each of your campaigns.
• Email deliverability: Brevo constantly optimizes its servers to ensure the best possible deliverability of your emails.
• Automation sequences: it is possible to create automation sequences that allow you to send emails after an event, such as an abandoned cart, product purchase, welcome message, etc.
• Subscription forms: you can design forms that can be integrated into your website to encourage your visitors to subscribe to your newsletter, fully adapted to the RGPD.
• Email marketing statistics: you will be able to access all the statistics of your campaigns in real time, as well as track your favorite KPIs or generate reports.

5- Project management: Notion

Notion is a multifunctional, flexible and adaptable tool that has become one of the most popular options for project management . It offers collaborative spaces where it is possible to share notes, tasks, documents, calendars and data with other team members. Notion is a program that stands out for its simplicity. Anyone can create their own workspaces and customize them to their liking.

Each line of text, word or table is personalized in detail so that within one word you can group an entire project. Additionally, thanks to its recent integration with AI , Notion has increased its potential exponentially. As if all this were not enough, it also offers a free plan with which to get started.

What can you do with Notion?

• Notion AI: this tool has incredibly integrated all the power that ChatGPT’s artificial intelligence offers. We have an AI assistant that helps us complete text, resolve doubts, translate, rewrite and summarize or generate reports from data. Extremely powerful.
• Blank Page – This tool provides a blank canvas for the user to do whatever they want. The only limit is the imagination. From a work calendar or a Kanban board to the creation of documents, task lists and much more.
• Customizable templates: If you don’t have much imagination or want to save time, Notion also offers endless templates focused on organization and project management. Additionally, users can also share their own templates.
• Task workflows: one of Notion’s main utilities focuses on being able to manage the tasks of a project in a simple and intuitive way. You can manage a list of tasks in which you can include as many properties as you need, as well as manage their current status and share them with other people.
• Database creation: With Notion you can create tables, lists, galleries and Kanban boards to manage and organize information effectively.
• Real-time collaboration: Allows teams to work together on the same document or project, with the ability to add comments and assign tasks.
• Customizing tags and organization: Gives the option to create labels, tags, and assign owners to tasks and projects to keep everything organized and provide context to all team members.

6- Digital signature management: Signaturit

Signaturit is an electronic signature solution that seeks to simplify the signing of contracts and company documents digitally , avoiding transfers and streamlining the signing process. Although it is not management software as such, we consider that having a digital signature tool like this is essential in the current scenario.

With full legal validity and security that meets all standards of confidentiality , integrity and accessibility, Signaturit has become the perfect solution to facilitate the signing of employment contracts, expedite the contracting of services or sign documents and agreements with other companies.

What can you do with Signaturit?

• Digital signing of documents: with Signaturit you can digitally sign any type of document, either by uploading it to the control panel offered by the tool itself or by integrating it into your ERP or CRM.
• Types of signatures: this tool offers the possibility of signing with different types of electronic signatures. The simplest is the “simple signature”, which is done with a simple click or PIN sent via SMS. It also accepts biometric signature via digital tracing, signature with digital certificate and qualified signature with self-issued digital certificate.
• Sending documents: the tool allows us to share documents with the people who must sign them. All of this quickly and easily, without the receiver needing to download anything and on any device.
• Cloud Document Storage: Also offers a safe and secure space to store and organize all your documents.
• Legality: the electronic signature is valid both in Europe, complying with the regulations of both the European Union (EU Regulation No. 910/2014, known as the eIDAS Regulation), and that of the United States (E-Sign Act and UETA Act) .
• Real-time monitoring: Signaturit allows you to track in real time the documents that you have sent to sign, being able to see if the document has been opened, the documents pending signing or when and where it has been signed.
• API: by default, it integrates with the main business management tools, but it also offers an API that facilitates integration with any other software.

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