Tools & platforms
Our tools & platforms
We're proficient across 50+ platforms - from project management and automation to compliance and finance. Here's what we use to deliver operational excellence for Australian businesses.
Our #1 platform
ClickUp
ClickUp is at the core of how we operate internally and how we build systems for our clients - workspace architecture, automation, dashboards, documentation and training. Where we implement ClickUp we pair it with Pro-Backup, our backup option for ClickUp, so a bad configuration, accidental deletion, or failed change can be reversed.
See the ClickUp BuildCredentials
Verified ClickUp Expert & Power User
Built on ClickUp's two individual credentials: the exam-based ClickUp Expert Certificate through ClickUp University, and the activity-based Verified Power User status, awarded automatically to users in the top 10% of global in-product ClickUp activity.
ClickUp Verified Service Provider
ClickUp's provider-level status for organisations ClickUp certifies and vets to sell and deliver managed ClickUp services, with a public profile on ClickUp's partner site.
How deep it goes
Three levels of platform support
Not every tool in the directory gets the same depth of attention - every tool below carries its level as a label, and this is what each level means.
Core platforms
Regularly used, configured and implemented by BVIRTUAL - ClickUp first among them.
Supported platforms
Used for administration, workflow improvement, reporting or integrations.
Compatible platforms
Systems BVIRTUAL can assess for integration or include in a broader operational solution, subject to scope.
All tools by category
Get to know the tools we know and use
If your stack isn't listed, ask - most tools we work with are integrated rather than replaced.
01
Work Management & Project Delivery
Project tracking, task management, team workflows and operational reporting.
- ClickUpcore
- monday.comsupported
- Asanasupported
- Trellosupported
02
Automation & Systems Integration
Platforms that connect client systems, eliminate duplicate data entry and automate routine hand-offs.
- Makesupported
- Zapiersupported
- n8ncore
- Power Automatesupported
03
AI & Productivity
AI-assisted research, drafting, document analysis, meeting transcription and knowledge retrieval.
- ChatGPTsupported
- Claudesupported
- Microsoft Copilotsupported
- Google Geminisupported
04
Google Workspace
Productivity, collaboration and information management.
- Gmailcore
- Calendarcore
- Drivecore
- Docscore
- Sheetscore
- Slidescore
- Meetcore
- Formscore
- Chatcore
- Sitescore
- Apps Scriptcore
- Keepcore
05
Microsoft 365
Business productivity, collaboration and workflow management.
- Outlookcore
- Teamscore
- Wordcore
- Excelcore
- PowerPointcore
- OneDrivecore
- SharePointcore
- Formscore
- Plannercore
- Listscore
06
CRM & Customer Management
Client onboarding, lead management, sales follow-ups, customer records and pipeline reporting.
- HubSpotcompatible
- Pipedrivecompatible
- Zoho CRMcompatible
07
Finance & Business Administration
Systems and workflow support for invoicing, expense processing, approvals and financial administration.
- Xerocore
- MYOBcompatible
- Dextcompatible
- ApprovalMaxcompatible
08
HR & Workforce Management
Staff onboarding, leave and rostering workflows, employee records and workforce administration.
- Employment Herocore
- Deputycompatible
- Tandacompatible
09
Construction & Field Operations
Job workflows, quoting, scheduling, contractor records and reporting for trades and field teams.
- simPROcore
- Tradifycore
- ServiceM8compatible
- AroFlocompatible
- Procorecompatible
10
Governance, Compliance & Safety
Inspections, contractor onboarding, safety documentation, incident registers and compliance evidence.
- SiteDocscore
- SafetyCulturesupported
- HammerTechsupported
- Sentrientsupported
11
Communication & Collaboration
Communication workflows, meeting coordination, asynchronous updates and scheduling.
- Slackcore
- Zoomsupported
- Loomsupported
- Calendlysupported
12
Documents, Proposals & E-signatures
Branded templates, business documents, proposals, forms and electronic signatures.
- Canvacore
- BetterProposalscore
- Adobe Acrobatsupported
- DocuSignsupported
- eSignaturessupported
13
Forms, Websites & Client Portals
Online forms, lead capture, client onboarding, self-service information and website-to-CRM integrations.
- WordPresssupported
- Jotformsupported
- Squarespacesupported
14
Data, Reporting & Analytics
Dashboards, reporting and analysis that turn operational data into decisions.
- Power BIcompatible
- Looker Studiocompatible
- Tableaucompatible
15
Storage, Security & Access Management
File sharing, credential storage, platform backups and controlled access across the systems your team uses.
- 1Passwordcore
- Pro-Backupcore
- Dropboxsupported
- Bitwardensupported
- LastPasssupported
Next step
Systems should connect - not multiply
We assess what you pay for, connect what should be connected, and retire what isn't earning its place.