Drop your #1 must-have software below, and one tool you think is totally overrated.

i run a practice clinic and have been doing patient intake and consent forms half on paper and half over email. trying to move everything to a proper e-signature platform, especially since PHI can end up floating around in email.

what do you actually look for beyond a platform saying "hipaa compliant"? is a BAA, security certifications, audit trails or anything else particularly important?

anyone actually using an e-signature platform in a healthcare or private practice setting? would appreciate recommendations based on day to day use rather than just marketing claims.

Worked it out for us and it came to about 180 dollars a head once you count everything, including the tools two people use and nobody can cancel.

Curious where that sits. I have no idea if we are careful or if we are being taken for a ride.

What is yours?

We’re a team of around 25–30 people across marketing, sales, design, and operations, and we’ve reached the point where managing projects through spreadsheets, Slack, and random docs is getting messy.

We’re looking for something that can handle multiple projects, task assignments, deadlines, recurring tasks, simple reporting, and integrations with tools like Slack and Google Drive. It would also be useful to have client/guest access for some projects. The biggest thing is ease of use because I don’t want to spend weeks training everyone or end up with a tool the team stops using after a month.

I’ve been looking at ClickUp, Asana, Monday, and Notion, but they all seem to have their own pros and cons. What are you using for a team this size, and what do you actually like or dislike about it?

Hi all, I'm working with an organization that would like to purchase some sort of database or software to house their assessment data. I don't even know what to call this to search on the web, please let me know if you know if this type of thing has a name, or if you know of a specific product/service. The parameters they are looking for are:

- Houses assessment data they collect

- Can pull both individual and aggregate reports

- Can provide scale-level scoring on those reports for domains of assessment items

- Can sort by date/time, baseline versus follow-up status, location, and various other questions in the assessment.

Thank you in advance.

I’m looking for a reliable free appointment scheduling software for managing appointments and letting clients book online. I’d prefer something simple to set up with features like calendar syncing, reminders, and a booking page.

What free appointment scheduling software are you using? Which one has worked well for you, and are there any limitations with the free plans that I should know about?

I have been deciding between multiple options and wondering about the experiences of the community. I have historically used Mercury.

Someone here mentioned last month that half their real workflow runs on tools their company has never heard of. What did not come up is who is actually paying for those tools.

Nine dollars a month for a note app because the approved one is unusable. A personal Notion because the company wiki is a graveyard. A password manager because IT never got round to it.

What is on your card that should be on theirs, and how long have you been quietly covering it?

I'm looking for an alternative to Google docs. anyone an idea?

Question: what system or software that are not yet exist but needed ? If already exist but not good or do its purpose fully what is it and what makes it perfect?

Please send me some problems which are faced by daily users worldwide and which can be solved by a SaaS application. I need some problems which are not generic and doesnt have many competitors.

Hi there,

Are there any recommendations for how to collect/report/quantity the topics and problems customers contact customer service for?

Meaning the CS agent afterwards inputs what it's about, some context potentially etc.

Though effort and friction needs to be low to ensure adoption and usage.

If there are good commercial or open source solutions, I'd be happy to learn about them.

For moving forward, I'm at first thinking ieally DIY solutions as software implementation takes ages.

Hence successful DIY solutions that make use of, widely known office tools, Microsoft 365, excel, power BI or similar would be of special interest.

Thanks a lot!

I have a list of ERP systems that are suitable for SMEs and 200 is on that list. I haven't actually implemented it now for a number of years so I don't know whether it has been developed or been left to wither on the vine. Opinions, please.

If you could only keep one tool, which would it be?
Notion
Excel/Google Sheets
ChatGPT
Canva
Other (comment below)

We're comparing monday service vs Zendesk for our support team.
Zendesk has been around forever, but we're looking for something with stronger workflow automation and AI ticket management.
our biggest problems are repetitive tickets, manual assignment, and keeping track of internal requests.
monday service seems like it combines helpdesk features with project workflows.
for teams using either platform, which one handles AI-powered ticketing better?