Tools We Regularly Use
At Insource Automation, we work with a range of platforms that help businesses streamline operations, improve visibility, and scale efficiently.
Here are some of the tools we regularly recommend and integrate.
Non-Industry Specific Tools
Monday.com
Flexible work management for teams of all sizes.
Monday.com is a highly adaptable platform for managing projects, workflows, and team collaboration. From operations tracking to CRM and service management, it can be tailored to suit a wide range of use cases.
Pipedrive
CRM built for teams who value clarity and momentum.
Pipedrive is a simple, visual CRM designed to help teams manage pipelines and track engagements. It’s ideal for businesses that want structured sales processes without unnecessary complexity
ClickSend
Reliable business messaging and communication automation.
ClickSend is a cloud-based platform that lets businesses send and receive messages across SMS, email, voice, and more. It's ideal for teams that need reliable, multi-channel communication without building messaging infrastructure from scratch.
Annature
Secure, affordable eSignatures and identity verification - built in Australia.
Annature is an Australian-made eSignature and identity verification platform that offers a fast, secure, and cost-effective alternative to DocuSign with pay-as-you-go pricing, no hidden fees, and local data hosting.
Gamma
AI-powered presentation and document creation.
Gamma helps teams quickly create modern presentations, proposals, and documentation using AI. It’s a powerful tool for communicating ideas clearly without spending hours formatting slides.
JustCall
Cloud phone and SMS built for sales and support teams.
JustCall is a cloud-based phone and SMS platform built for sales and support teams, offering call tracking, automation, and CRM integrations to streamline conversations and boost team productivity.
JotForm
Easy drag-and-drop forms, surveys, and workflows.
Jotform is a powerful, no-code online form builder that lets you create custom forms, surveys, and workflows in minutes with drag-and-drop simplicity, thousands of templates, and integrations to connect with your existing tools.
Financial Planning Industry Specific Tools
Paradino
AI automation platform for financial advisers
Paradino is an AI-powered platform that automates the advice process for Australian financial planners, turning meeting recordings into file notes, strategies and Statements of Advice in minutes.
Worksorted
Simple practice management software purpose-built for financial advisers.
Worksorted is a simple, all-in-one practice management platform built for Australian financial advice firms, covering CRM, workflow automation, compliance, revenue management and document creation in a single solution.
Adviser Logic
Easy-to-use financial planning software that cuts admin and speeds up advice delivery.
AdviserLogic is a comprehensive financial planning software platform that helps Australian advisers streamline advice delivery, reduce admin and stay compliant with integrated Morningstar research, digital fact finds, cashflow modelling, and built-in compliance tools.
Intelliflo
Connected practice management software that powers efficient, compliant financial advice.
Intelliflo is a leading practice management and financial planning platform that helps advice firms manage clients, automate workflows, and streamline compliance with open integrations that connect to the wider advice ecosystem.
Don't see your tool listed?
The tools above represent just a selection of the platforms we work with. We partner with a wide range of solutions across the financial advice industry and beyond. If it has an API, we can work with it. Get in touch and we'll let you know how we can help.
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Disclaimer: The information provided on this page is for informational purposes only and does not constitute a recommendation or endorsement of any particular product. You should conduct your own research and select tools based on your individual business needs. We hold affiliate partnerships with some of the providers listed, and may receive a commission or benefit if you choose to proceed through our referral. There is no additional cost to you for doing so.