
Inefficiencies in workflows and work patterns can slow down a business’s progress. Although it will catch on or may even win the race, the question is – at what cost? You may build a successful business but may have to sacrifice sleep, family time, and self-care on more than one occasion. At the end of the day, the only ones to remember you working late will be your kids. Well, not anymore.
The advent of modern age technologies and innovations has drastically changed our lives. The best among them is the introduction of AI. What started as a simple program that could think like a human evolved into a completely separate entity that could perform, operate, and work 24/7. It has now become a super assistant, and for businesses, it is a dream come true.
Whether you are a proud owner of a multi-million dollar organization or a small startup business, AI automation tools can help you take some precious time off for yourself or your family. If that is what you are looking for, you have landed on the right blog. Today, we will talk about the 12 best automation tools that will streamline your business operations and help you achieve work-life balance. Let’s get started!
Sales and Marketing
In order to succeed in the market, your sales and marketing game has to remain top-notch. With a few automations for email sequences, lead generation, callbacks, reminders, updates, etc, you can align your results with your business goals and reap great benefits. Here are some AI tools to automate sales and marketing tasks.
● HubSpot
Hubspot helps manage customer relationships and keep follow up with clients through automated sales and marketing CRM. You can nurture leads, draft email campaigns, and generate detailed reports, even without going to the office.
● Freshsales
Freshsales is one of the best and most affordable CRM for small businesses. It can help manage sales pipelines, amplify workflows, and boost productivity. Moreover, you can connect on different channels, craft compelling marketing campaigns, and customize the whole thing according to your business.
Project Management
After customers or clients get funneled in, the project management work starts. There are multiple things that come in to take the project from concept to final outcome. In order to ensure a smooth transition without giving much attention, here are some automation tools to implement.
● Monday
Monday.com is designed to streamline workflows and keep tabs on the entire team without even leaving the couch. Monday can be a one-stop software for everything, but mostly it is popular for its powerful project management capabilities.
● ClickUp
ClickUp is another powerful and highly customizable work management tool. It is one of the best platforms which is easy to adopt, fast to implement, and affordable enough to be considered by startups and small businesses. Moreover, it allows tons of integrations.
Human Resources
The department that is most benefitting from AI and automation is HR or Human Resources. They get help in hiring, onboarding, attendance, guides, and payrolls among many other things. Here are some best tools the HR personnel can use to automate tedious, boring, and repetitive tasks, while enjoying a good cup of coffee.
● BambooHR
Everything there is on the job description of an HR can be automated with BambooHR. It makes things easier and is suitable for both startups and enterprise level businesses. Other than that, the tool claims a high success and savings rate and offers 125+ integrations so you can connect your everyday software with ease.
● Gusto
Whether you operate a small or medium scale business, Gusto helps streamline payroll and HR tasks with ease. You can easily sync hours, and regulate payrolls with state tax registrations of 50 states. Moreover, you can add multiple employee benefits, such as health insurance.
Financial Automation
Managing the business’s cash flow can be a long and tedious task, but not anymore. Enter financial automation tools. These help you manage your company finances and accounting section, and generate reports with ease. Here are some of the best financial automation tools.
● QuickBooks
QuickBooks helps you focus on scaling your business while it takes care of your cash flow and inventory. You can easily sit back and relax at home, in the office, or anywhere while tracking sales, managing inventory, and handling invoices remotely.
● Xero
Xero is a one-of-a-kind accounting software for both businesses and solopreneurs. It helps keep records, save time via automation, and provide smart data and insights with just a few clicks. It is a powerful product for accountants and bookkeepers alike.
Customer Success
Customers are the heart and soul of a business. If you want to stay in the market, you must cater to your customers’ requests, tickets, and follow ups. Here are some customer success and support services tools you can integrate in your work flow to better handle these tasks.
● Freshdesk
Freshdesk gives you AI-powered customer service superpowers. These involve advanced ticketing, automation, faster service, and powerful integrations. Using these, you can win over your customers even in your sleep.
● Zendesk
Personalize your customer experiences quickly and easily with Zendesk. It is a powerful tool to build relationships that scales with demand. Some of the great capabilities of Zendesk include Messaging, Agent workspace, Ticketing, Voice, Routing and Intelligence, Quality Assurance, Workforce engagement management, etc.
Work-Life Balance
Lastly, when your whole business is in order, you can take time to sort things out, set priorities, and find something exciting to do this weekend. For that, here are some cool AI-powered apps.
● BalanceMe
BalanceMe is the ultimate work-life balance app that helps you manage tasks, schedule appointments, find places nearby, and socialize. It is a great app to manage your work while giving some time to self-care.
● Headspace
Headspace is a powerful mental health app that helps reduce stress and increase happiness in your daily life. It offers guided meditation, sleep resources, and expert-led programs that allow you to enhance the quality of your life.
Final Takeaway
Automation and AI have made it much easier to balance work with life and family duties. As a business owner, you already have a lot on your plate, juggling business operations, employees, and finances.
With just a little help from the AI tools we mentioned above, you can automate boring and repetitive tasks to free up some time for your family, friends, and self-care.