Tools

SmartMoving is the top-rated all-in-one moving company software and CRM designed specifically for moving companies of all sizes. The platform combines sales automation, dispatch and crew management, estimating, accounting, storage management, and customer experience tools into a single system that helps movers achieve peak profitability and scale their operations efficiently.

What makes SmartMoving the go-to choice for moving companies is its industry-specific design covering every aspect of the moving business lifecycle — from lead capture and automated follow-ups through estimating, scheduling, dispatch, crew management, invoicing, and post-move reviews. Moving companies report dramatic revenue growth after switching, with some going from $125K to $650K in revenue using the platform. The system handles local, intrastate, and interstate moves with specialized features for each.

Key Features: CRM to manage leads, sales, and clients with full lifecycle tracking, embedded website lead forms with auto-import from multiple sources, mobile-friendly estimates with e-sign capability, automated lead routing and follow-up task management, customizable email and text templates for client communications, auto-pricing engine with configurable fee rules and multi-tariff support, custom pricing periods and rate tables for peak, off-peak, and weekend schedules, job calendar with real-time crew and truck capacity visualization, drag-and-drop scheduling for local, intrastate, and interstate dispatch, integrated crew app available on Apple App Store and Google Play, automated crew notifications, confirmations, and arrival notices, long-distance trip planning tools, customer portal for document access and deposit payments, QuickBooks integration with multi-branch support, automatic hour tracking and payroll calculation, profitability management with per-job P&L tracking, sales commission and owner/operator split tracking, automated post-move survey and review request system, ticketing system for customer service management, lead source conversion analysis and ROI reporting, multi-warehouse storage management with automated recurring billing, and Mailchimp integration for marketing campaigns.

Pricing: SmartMoving offers two main plans. The Essential plan is designed for early-stage movers to organize their business and present a professional image — it includes CRM, lead management, mobile-friendly estimates with e-sign, customizable templates, scheduling, dispatch, customer confirmations, 40+ built-in reports, and QuickBooks integration basics. The Growth plan is ideal for established movers ready to scale — it adds automated lead routing and follow-ups, embedded sales scripts, affiliate/partner portal, custom pricing periods, long-distance trip planning, automated crew notifications, advanced reporting, full payroll and profitability management, storage management, and Mailchimp integration. Pricing is provided through consultation with the sales team following a demo.

Use Cases: Moving companies managing their entire sales pipeline from lead capture through booking with automated follow-ups and CRM tracking, movers creating professional mobile-friendly estimates with auto-pricing engines and e-signature contracts, dispatch managers scheduling crews and trucks with real-time capacity visualization and drag-and-drop calendar tools, moving companies coordinating interstate and long-distance moves with trip planning and multi-tariff pricing, field crews using the mobile app for job details, clock-in/out, and real-time job progress updates, moving companies automating invoicing, payment collection, and QuickBooks synchronization for streamlined accounting, businesses tracking per-job profitability, crew payroll, and sales commissions to maximize margins, moving companies managing warehouse storage operations with automated billing and container tracking, and growing movers using review automation and reputation management to build their online presence.

Hana Florist POS is the leading all-in-one floral point-of-sale and shop management software built exclusively for florists. Trusted by over 1,198 flower shops across the USA and Canada, Hana POS centralizes order management, delivery routing, inventory tracking, wire service integration, payments, and marketing into a single unified dashboard designed specifically for the flower industry.

What sets Hana apart is its florist-first approach — built by florists for florists over 12+ years of continuous development. The platform handles everything from daily walk-in and phone orders to complex wedding and event proposals, wire service orders (FTD, FSN, BloomNet, BloomNation), and delivery logistics with GPS-enabled driver apps. Florists using Hana report saving 10+ hours weekly and achieving an average 37% sales growth in their first year.

Key Features: One-screen order entry for in-store, delivery, pickup, and wire orders, mobile driver app with GPS routing, digital signature capture, and photo proof of delivery, SMS delivery notifications and real-time address validation via Google Maps, real-time inventory tracking with expiration alerts for perishable flowers, barcode scanning and purchase order management, stock-level alerts and automatic adjustments, wedding and event proposal builder with custom quotes, customer portal for payments, order history, and reorder requests, built-in email marketing and SMS campaign tools with performance tracking, occasion reminders and repeat sales automation tools, integrated credit card processing for USA and Canada, gift card integration, QuickBooks Online synchronization, full send and receive integration with FTD, FSN, BloomNet, and BloomNation wire services, white-label email communications without Hana branding, multi-computer support for larger operations, and comprehensive reporting and analytics dashboard.

Pricing: Hana offers multiple pricing models to fit different florist needs. The Performance-Based plan has no monthly cost or setup fees — instead, a small percentage is deducted from each website order as part of credit card processing fees, making it a true pay-for-performance model (available selectively for qualified florists). The Bud plan supports single-computer stores with phone and walk-in order management. The Blossom plan adds multi-computer support and vendor integrations. The Bouquet plan is designed for larger operations with full feature access. All plans include unlimited phone and email support. A free 30-day trial is available with no credit card required and free setup and training included.

Use Cases: Independent flower shops managing daily retail orders, deliveries, and walk-in customers from a single POS system, florists coordinating delivery routes with GPS-optimized routing and real-time driver tracking via the mobile app, flower shops integrating with wire services like FTD, FSN, and BloomNet to automatically sync incoming and outgoing wire orders, event-focused florists creating professional wedding and event proposals with custom pricing and timelines, florists running email and SMS marketing campaigns with occasion reminders to drive repeat orders and customer retention, multi-location floral operations needing centralized order management and inventory tracking across locations, and florists looking to grow online sales with integrated e-commerce website and SEO tools.

Skimmer is the industry-leading pool service management software designed specifically for pool and spa service companies of any size. Built to help pool professionals go digital, optimize routes, get organized, and grow their businesses, Skimmer provides a comprehensive platform for managing every aspect of pool service operations — from route scheduling and service documentation to customer communication, invoicing, and chemical dosing calculations — all from a single system accessible on desktop and mobile devices.

What sets Skimmer apart is its pool-service-first approach and innovative per-location pricing model. Rather than charging flat monthly fees or per-user costs, Skimmer charges per serviced location (pool), meaning businesses only pay for the pools they actively service each month. If a pool is not serviced in a given month, there is no charge for that location. This makes Skimmer exceptionally cost-effective for seasonal businesses or companies with fluctuating client counts, while providing enterprise-grade functionality at every scale.

Key Features: Route optimization and management for efficient daily service scheduling, service documentation with photo capture and detailed service logs for every visit, mobile app for technicians to access routes, record service details, and capture images in the field, customer communication tools including automated service reports with photos sent to homeowners, chemical dosing calculator for accurate water treatment recommendations, water chemistry tracking and history for each pool, inspection checklists for standardized service quality across all technicians, invoicing and billing with automated recurring billing support, customer portal for homeowners to view service history, reports, and communicate with their service provider, work order and repair ticket management for one-time service requests, equipment tracking and maintenance logging for pool equipment at each location, daily scheduling with drag-and-drop route building, multi-technician management with route assignments and performance visibility, QuickBooks integration for seamless accounting sync, filter cleaning and maintenance scheduling, chemical usage tracking and inventory management, customer database with full service history and communication logs, and integration with popular pool industry tools and payment processors.

Pricing: Skimmer offers tiered pricing based on the number of serviced locations (pools). The platform charges $1 to $2 per month per serviced location depending on the plan selected, with plans structured around pool count tiers. A serviced location is any address where you perform service or repairs — including multiple bodies of water at the same address (pools, spas, fountains) — and you are only billed once per month per location regardless of how many visits you make. If you do not service a location in a given month, you are not charged for it. Skimmer offers a risk-free 30-day guarantee with full refund if not satisfied. The Scaling Up plan includes a free 1-month trial. All plans include the core platform features with the mobile app for technicians and customer-facing service reports.

Use Cases: Pool service companies managing daily routes and optimizing technician schedules for maximum efficiency, pool technicians documenting every service visit with photos and detailed logs sent automatically to homeowners, pool service businesses tracking water chemistry history and calculating accurate chemical dosing for each pool, companies managing multiple technicians with route assignments, performance monitoring, and standardized inspection checklists, pool service businesses automating invoicing and recurring billing to improve cash flow and reduce administrative time, seasonal pool service companies benefiting from per-location pricing that adjusts automatically with their active client count, pool repair and maintenance businesses managing work orders and tracking equipment history at each customer location, and growing pool service companies scaling from solo operations to multi-technician businesses with centralized management.

FieldRoutes (formerly PestRoutes) is a leading cloud-based field service management platform built specifically for pest control and lawn care companies. Part of the ServiceTitan family, FieldRoutes provides end-to-end operational software that simplifies scheduling, routing, customer management, billing, and compliance — enabling pest control businesses to dominate their markets by operating with greater flexibility, agility, and data-driven decision making than ever before.

What makes FieldRoutes the go-to choice for pest control businesses is its industry-specific design. Unlike generic field service software, FieldRoutes is built around the workflows and regulatory requirements unique to pest control — including chemical inventory management, treatment documentation, compliance reporting, and service agreement tracking. The platform delivers robust capabilities while remaining intuitive for everyone from office staff to field technicians, saving management hours daily through automation of scheduling, routing, customer communications, and vendor payments.

Key Features: Drag-and-drop route management with visual route building for technician assignments, individual and bulk scheduling with automation for ongoing service contracts, automated customer reminders and communications saving office staff up to four hours daily, CRM designed specifically for pest control with customer locations, balances, and service history, sales pipeline management with lead tracking through conversion, chemical and pesticide inventory management with application tracking, treatment documentation and service reporting for regulatory compliance, real-time business reporting and analytics for data-driven decisions, customer portal with online credit card payment and self-service communication, mobile app for field technicians with job details, service documentation, and navigation, route optimization to minimize drive time and maximize daily service capacity, automated invoicing and billing with recurring service contract support, vendor payment automation for supply chain management, work order management from creation through completion and follow-up, integration with accounting software including QuickBooks, multi-location and multi-branch management for growing companies, API access for custom integrations with other business systems, and document management for service agreements, contracts, and compliance records.

Pricing: FieldRoutes offers custom pricing tailored to pest control company size, service volume, and feature requirements. The pricing model is designed to allow pest control companies of all sizes — from startups to enterprise operations — to access advanced scheduling, routing, customer management, and billing tools. Pricing is provided through consultation with the FieldRoutes sales team following a demo. Implementation includes guided onboarding, data migration from existing systems, staff training, and ongoing customer success support. FieldRoutes serves single-location pest control operators through large multi-branch and franchise organizations.

Use Cases: Pest control companies managing recurring service contracts with automated scheduling and route optimization, pest control businesses building efficient technician routes using drag-and-drop visual routing tools, companies automating customer appointment reminders and service notifications to reduce no-shows and save office time, pest control operators tracking chemical inventory, application records, and treatment documentation for regulatory compliance, growing pest control businesses managing their sales pipeline from lead generation through customer conversion, multi-branch pest control organizations centralizing operations and reporting across all locations, pest control companies automating billing and payment collection for recurring residential and commercial accounts, and field technicians using the mobile app to access job details, document services performed, and capture customer signatures on-site.

Service Autopilot is the leading all-in-one business management software built specifically for lawn care, landscaping, cleaning, and snow removal companies. Created by field service business owners who grew their own company past $10M+ in revenue, Service Autopilot combines scheduling, routing, invoicing, CRM, marketing automation, and business analytics into a single platform designed to help service businesses streamline daily operations and scale aggressively.

What truly differentiates Service Autopilot from generic field service tools is its powerful Automations engine — considered the most advanced growth tool in the field service industry. Automations allow businesses to put estimate follow-ups, invoices, past-due reminders, credit card updates, text campaigns, and email sequences on autopilot, running 24/7 without manual intervention. This enables lawn care and landscape businesses to consistently sell more work, collect payments faster, and deliver better customer experiences while spending less time on administrative tasks.

Key Features: Flexible scheduling for recurring jobs with weekly, bi-weekly, and monthly cadences, one-click route optimization to minimize drive time and maximize daily capacity, instant invoicing with bulk one-click invoice generation for unlimited clients, same-day automated payment processing with in-house payment collection, CRM with complete client account history including jobs, quotes, invoices, and notes, estimating and proposal system with auto-pricing based on best numbers and auto-send to clients, Automations engine for automated follow-ups, reminders, campaigns, and workflows, GPS employee tracking via mobile app for real-time crew location monitoring, two-way QuickBooks sync for seamless accounting integration, reports center for identifying profit leaks and tracking business performance, job costing and analysis for per-job profitability tracking, multi-day job management for larger landscape and installation projects, asset and chemical tracking for equipment maintenance and chemical application records, custom forms for sales proposals and field documentation, built-in marketing tools for lead generation and customer retention, mobile Team App for field crews to manage jobs, clock in/out, and capture data, customer portal for online payments and service requests, and snow removal specific features for seasonal service businesses.

Pricing: Service Autopilot offers three main pricing tiers plus sign-up fees. The Startup plan costs $49/month (plus $97 sign-up fee) and includes credit card processing, CRM, reporting and expense tracking, email, chat support, and instant invoicing. The Pro plan costs $199/month (plus $97 sign-up fee) and adds advanced scheduling and routing, multi-day jobs, route optimization, job costing, estimating and proposals, and more. The Pro Plus plan costs $499/month (plus $247 sign-up fee) and includes the full Automations engine with unlimited features, the most powerful tier for businesses focused on aggressive growth. All plans support lawn care, landscaping, cleaning, and snow removal operations.

Use Cases: Lawn care companies scheduling recurring mowing services and optimizing daily crew routes to maximize properties served, landscaping businesses creating professional estimates with auto-pricing and sending proposals to clients in under 5 minutes, lawn and landscape companies automating invoice generation and same-day payment collection to improve cash flow, growing service businesses using Automations to run 24/7 follow-up sequences for estimates, past-due invoices, and marketing campaigns, multi-crew operations tracking employee locations via GPS and managing crew assignments through the mobile Team App, snow removal companies managing seasonal contracts with flexible scheduling and weather-responsive service triggers, lawn care startups establishing professional operations from day one with CRM, scheduling, and invoicing, and established landscape companies tracking per-job profitability and identifying revenue leaks through detailed reporting.

Momoyoga is a purpose-built yoga and meditation studio management platform trusted by over 10,000 yoga teachers worldwide. Designed to handle the unique needs of yoga instructors and studio owners, Momoyoga provides class scheduling, online booking, payment processing, membership management, and video-on-demand capabilities — all in one clean, intuitive platform that lets teachers focus on teaching while the software handles the business side.

What makes Momoyoga unique is its yoga-first design philosophy and exceptionally accessible pricing structure. Unlike large fitness platforms like Mindbody that serve all fitness verticals, Momoyoga is built specifically for yoga and meditation practitioners, offering a free plan that provides genuine core functionality, not just a trial. The platform includes a dedicated mobile app for students (yogis), website integration widgets, and support for both in-person and online teaching — making it ideal for independent teachers, small studios, and growing yoga businesses alike.

Key Features: Unlimited class and event scheduling with recurring and one-time sessions, online booking with customizable booking and cancellation windows, payment processing with support for multiple currencies and payment providers, membership and class pass management with unlimited options on paid plans, video on demand for recorded yoga content and online class libraries, video playlists for organizing on-demand content, mobile app for students to browse, book, and manage their yoga schedule, website integration widgets for embedding schedules and booking on your site, waitlist management for popular classes, online teaching tools for live-streamed classes, automated email communications with customizable templates on Plus plan, promo codes and discount management on Plus plan, Mailchimp integration for email marketing on Plus plan, multiple admin accounts for studios with multiple teachers on Plus plan, donation payment support for community and karma classes, export functionalities for financial and attendance data, business insights and analytics with basic reporting on Standard and advanced on Plus, branded mobile app option on Custom plan, recurring membership billing with automatic renewals on Plus plan, and multi-teacher management with individual scheduling.

Pricing: Momoyoga offers four plans with transparent pricing. The Free plan costs $0/month and includes unlimited classes, events, yogis, and teachers, with online payments (standard payment fee plus 5% platform fee), 2 memberships/class passes, 1 paid ticket type per event, 1 video playlist, mobile app for yogis, and website integration. The Standard plan costs $29/month (billed annually) and adds unlimited memberships and class passes, unlimited video playlists, booking and cancellation windows, waitlists, donation payments, export features, and basic insights — with no platform fee on payments. The Plus plan costs $59/month (billed annually) and adds branding customization, recurring memberships, promo codes, customizable emails, custom payment integrations, Mailchimp integration, multiple admin accounts, and advanced insights. The Custom plan costs $179/month (billed annually) and includes everything in Plus plus a branded mobile app for students. All plans include unlimited classes, events, yogis, and teachers.

Use Cases: Independent yoga teachers managing their class schedule, bookings, and payments without overhead costs using the free plan, yoga studios offering memberships, class passes, and drop-in classes with automated billing and waitlist management, meditation and mindfulness teachers selling online courses and video-on-demand content, yoga teachers offering hybrid in-person and online classes with integrated live streaming and video recording, growing studios adding multiple teachers and admin accounts while maintaining centralized scheduling, yoga businesses running promotional campaigns with promo codes and Mailchimp email marketing, community yoga spaces offering donation-based or karma classes with flexible payment options, and established studios wanting a branded mobile app experience for their student community.

DRB is the leading provider of technology-enabled devices and software solutions for the North American car wash industry. Serving thousands of car wash operators, DRB offers a comprehensive ecosystem of point-of-sale software, pay stations, business intelligence, and customer engagement tools that power core car wash operations and help operators grow through membership programs, demand generation, and improved customer loyalty.

DRB stands apart as a car wash technology company rather than a generic POS provider. Their product suite includes multiple POS solutions (SiteWatch and Washify) designed for different car wash models — from express tunnel washes to full-service and flex-serve operations. The Washify platform, acquired by DRB, has become an industry favorite for its modern cloud-based approach to unlimited wash membership management, with automatic monthly credit card charging and easy self-serve enrollment for customers.

Key Features: SiteWatch point-of-sale software for tunnel, in-bay, and full-service car wash operations, Washify cloud-based POS with modern membership management and customer engagement, unlimited wash membership program management with automatic monthly billing, self-serve customer enrollment and plan management for wash programs, pay station hardware for customer-facing transactions at tunnel entrances, back office management terminal for reports, pricing, labor, and configuration, Patheon customer engagement platform for marketing and loyalty programs, business intelligence and analytics with real-time reporting, license plate recognition (LPR) technology for frictionless wash entry, customer relationship management with wash history and preferences, multi-site management for car wash chains and franchise operations, fleet and commercial account management, gift card and promotional program support, employee management and labor tracking, hardware integration with tunnel controllers and equipment manufacturers, mobile-responsive dashboards for remote business monitoring, and integration ecosystem connecting POS, marketing, and operational systems.

Pricing: DRB offers both subscription-based and traditional pricing models for their car wash software solutions. Washify operates on a subscription SaaS model where operators pay monthly fees that scale with their business, reducing upfront capital requirements compared to traditional one-time license purchases. SiteWatch pricing varies based on wash type (tunnel, in-bay, full-service) and configuration needs. Hardware costs for pay stations and terminals are additional. Pricing is customized through consultation with the DRB sales team based on wash volume, number of locations, and feature requirements. DRB serves single-location operators through large multi-site car wash chains.

Use Cases: Express tunnel car washes managing high-volume throughput with pay station automation and LPR technology, car wash operators building and scaling unlimited wash membership programs with automatic monthly billing, multi-site car wash chains centralizing operations, reporting, and marketing across all locations, car wash businesses transitioning from single-wash transactions to recurring membership revenue models, operators using business intelligence to optimize pricing, staffing, and promotional strategies, full-service and flex-serve car washes managing complex service menus and upsell opportunities, car wash entrepreneurs evaluating POS-first technology strategies before building or acquiring locations, and fleet managers and commercial accounts setting up bulk wash programs for company vehicles.

Cents is the industry-leading all-in-one business management platform built specifically for laundromats, dry cleaners, and garment care businesses. Designed to digitize and streamline every aspect of laundry operations, Cents provides an integrated suite of tools covering point-of-sale, on-machine payments, order management, customer engagement, delivery logistics, and business analytics — all from a single platform that helps owners save time, reduce operational complexity, and grow revenue.

What makes Cents stand out is its purpose-built approach for the garment care industry. Rather than being a generic POS or business tool adapted for laundry, Cents was designed from the ground up for laundromat-specific workflows including wash-and-fold service management, self-service machine monitoring, commercial and residential laundry processing, and customer-facing delivery apps. The platform helps operators handle higher volumes with streamlined processes while leveraging customer data for targeted marketing and retention strategies.

Key Features: Point-of-sale system designed for laundromat operations with touchscreen interface, on-machine payment integration for self-service washers and dryers, complete order management for wash-and-fold and dry cleaning services, customer-facing delivery app for pickup and delivery scheduling, real-time business dashboards showing machine usage, customer activity, and revenue metrics, customer database with order history and engagement tracking, targeted promotions and re-engagement campaigns for lapsed customers, multi-store management for laundromat chains and multi-location operators, commercial and residential laundry workflow management, employee management with task tracking and performance monitoring, payment processing with credit card and digital payment support, inventory tracking for supplies and consumables, automated customer communications including order status updates, revenue tracking and financial reporting across all service lines, integration with popular laundry equipment manufacturers, route management for pickup and delivery operations, and dedicated customer success support with onboarding assistance.

Pricing: Cents offers subscription-based pricing ranging from approximately $149 to $330 per month depending on the package selected. The POS-only plan starts at the lower end, while plans including the custom delivery app for customers are at the higher end. Cents charges a 4% flat rate fee for all card processing. Hardware costs range from $2,000 to $3,500 depending on equipment configuration needs. Implementation includes onboarding, equipment setup, and training. Pricing is customized based on business size and specific feature requirements — a demo consultation provides personalized pricing.

Use Cases: Laundromat owners digitizing self-service operations with on-machine payment and real-time usage monitoring, wash-and-fold businesses managing high-volume order processing from intake to customer pickup, laundromat operators launching pickup and delivery services with a branded customer-facing app, multi-location laundromat chains centralizing operations, reporting, and customer management across all stores, dry cleaners integrating garment tracking with customer communication and payment processing, laundromat entrepreneurs using business dashboards to track machine utilization and optimize operations, businesses leveraging customer data to create targeted promotions and re-engage lapsed customers, and commercial laundry operations managing B2B accounts for hotels, restaurants, and residential buildings.

BakeSmart is a comprehensive cloud-based bakery management software designed to help bakeries of all sizes streamline their operations, from order taking and production scheduling to inventory management and customer communication. Built specifically for the bakery industry, BakeSmart provides a modular platform where bakeries start with a core foundation and add capabilities as needed, making it ideal for everything from single-location custom cake shops to multi-location wholesale bakeries.

What sets BakeSmart apart is its deep understanding of bakery-specific workflows. The Cake Matrix feature enables structured pricing for custom cakes, capturing every detail and pricing accurately every time. The eCommerce module lets customers order online 24/7 with complete control over lead times, seasons, and availability. The wholesale module supports B2B customers with custom pricing, recurring orders, and invoicing, while a dedicated wholesale customer portal enables business clients to place orders and pay balances independently.

Key Features: Order management with full lifecycle tracking from inquiry to fulfillment, customer database with account history and communication logs, production reports and scheduling for kitchen workflow management, payment processing with credit card and gift card support, multi-location support for bakery chains and franchises, eCommerce for online ordering with lead time and seasonal availability controls, same-day eCommerce for grab-and-go order-ahead items, Cake Matrix for structured custom cake pricing and detail capture, order inquiry management for custom cake leads and quote tracking, wholesale management with custom B2B pricing and recurring orders, wholesale customer portal for self-service ordering and invoice payment, point of sale for walk-in customers and daily sales tracking, gift cards (physical and digital) with reload and balance tracking, time cards for employee hour tracking with payroll export, SMS texting for order confirmations, image requests, and payment links, nutrition and product costing tools, inventory management for ingredients and supplies, recipe management with scaling capabilities, and 24/7 US-based customer support.

Pricing: BakeSmart starts at $99/month per location for the core platform, which includes order management, customer database, production reports, payment processing, multi-location support, and 24/7 support. Additional modules are priced separately: eCommerce, Same Day eCommerce, Cake Matrix, Order Inquiries, Wholesale, Wholesale Customer Portal, and Point of Sale are available as add-ons. Time Cards cost $3/month per user. Gift Cards have no monthly fee but charge 3% on initial load amounts. SMS texting includes 500 credits with pay-as-you-go thereafter. Each additional station costs $40/month and each additional location costs $100/month.

Use Cases: Custom cake bakeries managing inquiries, quotes, and complex cake pricing with the Cake Matrix tool, retail bakeries processing walk-in customers through integrated point of sale, bakeries selling online through branded eCommerce with controlled lead times and seasonal menus, wholesale bakeries managing B2B accounts with custom pricing lists and recurring delivery orders, multi-location bakery chains centralizing operations and reporting across all sites, bakeries offering grab-and-go items through same-day online ordering for quick pickup, bakery owners tracking employee hours and exporting timesheets to payroll systems, and bakeries streamlining customer communication with automated SMS order updates and payment requests.

Passare is a cloud-based funeral home management software platform used by over 2,600 funeral homes across North America. Designed as an all-in-one solution for funeral directors who wear many hats — case manager, decedent tracker, financial coordinator — Passare provides over 100 features to help funeral professionals save time, stay organized, improve family collaboration, and make data-driven business decisions, all accessible from desktop or mobile via iOS and Android apps.

What makes Passare unique is its focus on both operational efficiency and the family experience. The Planning Center feature allows families to collaborate online during the arrangement process, with 121,000+ family members having used the platform to help plan services remotely. The AI Obituary Writer helps funeral directors craft personalized obituaries quickly, while eSignature capabilities streamline document execution. Passare boasts a 96% customer service approval rating, reflecting its commitment to supporting funeral professionals through responsive, knowledgeable support.

Key Features: Case management with full decedent tracking and service coordination, family-facing Planning Center for online collaboration during arrangement planning, AI Obituary Writer for personalized obituary creation, eSignature capabilities for contracts and authorization forms, financial management with payment processing and invoicing, inventory management for caskets, urns, and merchandise, check writing and accounting integration, business insight tools with reports for tracking trends and performance, staff task management and workflow coordination, document generation for death certificates, permits, and service contracts, cremation tracking and authorization workflows, preneed contract management, calendar and scheduling for services, viewings, and staff assignments, mobile apps for iOS and Android for managing cases on the go, integration with vital statistics and government reporting systems, memorial website creation for obituary publishing, and unlimited users and cases on all plans.

Pricing: Passare offers subscription-based pricing tailored to funeral home size and case volume. Pricing is provided through consultation with the Passare sales team. The platform includes unlimited users and cases, meaning funeral homes are not charged per-user or per-case. Implementation includes data migration from existing systems, personalized onboarding and training, and ongoing customer support. Passare serves single-location funeral homes through multi-location funeral home groups.

Use Cases: Funeral homes managing the full lifecycle of cases from first call through service completion and aftercare, funeral directors coordinating arrangements with families who are geographically dispersed using the online Planning Center, multi-location funeral home groups centralizing case management and financial reporting, funeral homes streamlining document execution with eSignatures to reduce in-person paperwork, directors using AI-assisted obituary writing to save time while maintaining personalization, funeral homes tracking inventory of caskets, urns, vaults, and merchandise with real-time stock levels, businesses analyzing performance trends, revenue per case, and service type mix through insight reporting, preneed funeral homes managing advance planning contracts and trust fund tracking, and funeral professionals managing cases and tasks from the field using mobile apps.

PastPerfect is the world's leading collections management software for museums, archives, libraries, and historical societies. Used by over 12,000 museums worldwide since its initial release in 1998, PastPerfect is designed by museum professionals for museum professionals, combining collection cataloging and contact management into one affordable, easy-to-use software package that has transformed how institutions of all sizes manage their cultural heritage collections.

PastPerfect offers both a traditional desktop application (Version 5.0) and PastPerfect Web Edition, a cloud-based solution that provides the full power of PastPerfect with the convenience of working from anywhere — whether at a desk, inside a gallery, at an offsite storage location, or in the field. The software handles the complete lifecycle of collection management from acquisition and cataloging through loans, exhibitions, and deaccession, while also managing the institutional relationships with members, donors, and stakeholders that keep museums running.

Key Features: Collection cataloging for artifacts, documents, photographs, and archival materials, acquisition and accession tracking with full provenance documentation, loan management for incoming and outgoing loans with tracking and agreements, exhibition planning and object tracking across gallery spaces, deaccession workflow management, donor and membership management with contribution tracking, contact database with mailing list creation and email campaigns, custom report generation and form creation, image management with photo attachments for catalog records, location tracking for objects across storage and display areas, condition reporting and conservation notes, insurance valuation tracking, barcode integration for inventory and location management, advanced search and query tools across all collections, data import and export capabilities, PastPerfect Web Edition for cloud-based access from any device, and PastPerfect Online for publishing collections to the web for public access.

Pricing: PastPerfect 5.0 desktop software is available as a one-time purchase starting at approximately $870 for a single-user license, with multi-user network licenses available at additional cost. PastPerfect Web Edition is offered as a subscription service with pricing based on institution size and user count. PastPerfect Online (for publishing collections to the web) is available as an add-on subscription. The software includes email and phone support, and upgrades are available for existing users. Volume discounts may be available for museum consortia or state museum associations.

Use Cases: Small and mid-size museums cataloging permanent collections of artifacts, art, and historical objects, historical societies managing archives of documents, photographs, and genealogical records, libraries with special collections tracking rare books, manuscripts, and ephemera, natural history museums cataloging specimens with detailed scientific classification data, museum registrars managing incoming and outgoing loans with full tracking and agreements, development offices tracking donor relationships, membership renewals, and fundraising campaigns, institutions conducting collection inventories using barcode scanning for location verification, museums publishing their collections online for public research and education access, and heritage organizations transitioning from paper-based cataloging to digital collection management.

Sweep is a leading sustainability data platform that helps companies track, manage, and act on their carbon emissions and ESG (Environmental, Social, and Governance) data. Recognized as a Smart Innovator in Carbon Management Software 2025 by Verdantix, Sweep enables organizations to centralize sustainability data across their business and value chain, meet regulatory disclosure requirements, and drive data-driven transition plans that turn sustainability into a competitive advantage.

The platform stands out with its modular architecture that allows companies to upload ESG data once and use it across multiple regulatory and voluntary frameworks — including CSRD, SFDR, California Climate Laws, GRI, CDP, and ISSB. Sweep's value chain engagement tools help companies collaborate with suppliers to boost sustainability across their ecosystem, build operational resilience, and reduce risk. Unlike basic carbon calculators, Sweep is built for enterprise complexity, handling multiple data sources, evolving regulations, and cross-organizational collaboration at scale.

Key Features: Carbon footprint measurement across Scope 1, 2, and 3 emissions, ESG data centralization across business units and value chain, multi-framework regulatory compliance (CSRD, SFDR, California Climate Laws), voluntary framework reporting (GRI, CDP, ISSB, SBTi), supplier engagement and value chain sustainability tracking, transition plan development with actionable reduction strategies, automated data collection and integration via custom APIs, audit-ready reporting with data traceability, scenario modeling for emissions reduction targets, real-time dashboards and sustainability analytics, fleet emissions calculation using fuel, mileage, or estimated data, modular platform that adapts to business-specific needs and evolving regulations, and multi-entity support for enterprise organizations.

Pricing: Sweep offers custom pricing based on company size, number of entities, data complexity, and required modules. The platform serves mid-market companies through large global enterprises across industries including manufacturing, retail, financial services, technology, and logistics. Pricing is provided through consultation with the Sweep sales team following a demo. Implementation includes guided onboarding, data integration setup, and ongoing customer success support.

Use Cases: Enterprises measuring and reporting Scope 1, 2, and 3 carbon emissions across global operations, companies preparing CSRD-compliant sustainability disclosures for EU regulatory requirements, financial institutions tracking portfolio emissions and meeting SFDR reporting obligations, manufacturers engaging suppliers to reduce value chain emissions and improve ESG performance, organizations setting and tracking Science-Based Targets (SBTi) for emissions reduction, companies responding to CDP questionnaires with accurate, auditable emissions data, logistics and fleet operators calculating and reducing transportation emissions, and sustainability teams building data-driven transition plans to meet net-zero commitments.