About The Author
Brian Dordevic
Founder of Alpha Efficiency
From $4/hour virtual assistant to running a leading Chicago web design agency. I will help you occupy the minds of your ideal customers, improve your aesthetics, and increase sales.
Sifting through the vast market of small business tools can be frustrating. With hundreds of software solutions available, each promising transformative result, how do you decide which ones are right for your business? After all, you’re tired of pouring your small business resources into tools that ultimately don’t align with your ecosystem. You don’t want to waste more time and money without getting closer to your goals…
Yet, software is an integral part of your daily business operations. Choosing the wrong small business tools isn’t just a minor inconvenience. It can hamper your growth and profitability. The lack of proper tools prevented me from capitalizing on several golden business opportunities for my digital marketing agency in the past. I guess we all learn from mistakes…
To help you find the perfect software for your needs, my digital agency has created a list of 90 top-performing small business tools for 2023. However, I don’t want you to make the same mistakes I’ve made on the growth journey. That’s why I’ll also give you a set of six critical questions you should always ask before committing to a tool. Those questions will help you immediately know whether an app is a perfect match for your company or not.
Creating a powerful tool stack for your small business can make a difference in many areas. The right combination of business apps can help you:
You and your team will use these small business tools daily. Their interfaces will become your digital house where you’ll do most of your work-related activities. And just like you wouldn’t buy a house you don’t truly like, why would you pay for small business software neither you nor your employees enjoy working with?
So, if you’re a small business owner, I recommend consulting with your employees when building your tool stack. Also, don’t always settle for the cheapest options. Empowering your team with the right tools will make them more productive. Investing in proper tools pays off in both the short and long run.
And if you’re working 9-5 and you’re frustrated by the software your company is using, don’t be afraid to explain your concerns to the boss. Software choice matters, especially for businesses operating on tight budgets and unlimited dreams.
As a tech geek, I usually want to try out every app I hear someone praise. I spent a lot of money on tools that didn’t do me or my business much good. And those were not necessarily bad tools – they had many positive reviews and brought profit to many other small businesses. However, these software solutions were simply not a good fit for me and my digital agency.
Yes, choosing the right software for your small business can be challenging. I know that the list of 100 small business tools you’ve come here for won’t help much with decision paralysis. I could have made this a list of the ten best tools and called it a day. But there are probably bigger chances of me winning a lottery than shortlisting the exact ten tools that best fit your small business.
Before we move on, I want you to understand that not all of the 100 small business software you’ll find in this article truly suit your company. Being aware of this can save you thousands of dollars. It can save you months of work, too.
Luckily, there is a way to quickly narrow down the choice and find tools that can actually drive growth for your small business. Whenever you’re tempted to try a new software, start by answering these six questions:
Let’s elaborate on these questions…
When considering a new tool, analyze how it would fit with other apps you currently use for your business.
If it supports integrations with all your current tools, you shouldn’t have any problem implementing it in your ecosystem. You’ll be able to find a combination of tools that will help you with business development.
However, if it’s impossible to implement a tool in your existing ecosystem, you should avoid it. Otherwise, syncing your data and ensuring a smooth workflow might become challenging down the road. After all, there are dozens of great tools for each need, so keep looking.
Try to evaluate all the gaps in your current system and see if the small business tool you’re considering is filling any of those. You don’t want to pay for a software solution that doesn’t solve any problems you’re currently facing or that completely overlaps with another tool serving you well.
As a software enthusiast, I used to spend a lot of money on apps that promised to solve problems that I didn’t really face. If I could roll back time, I’d invest that portion of my budget in other essential business aspects.
And what if you’re unsure whether you have a problem or think a specific tool could improve your workflow? In that case, I recommend free trials or paying a one-month subscription. You want to delay getting an annual deal until you know it’s the best possible option among other small business tools.
Don’t let the shiny features and advanced functionalities trick you into paying for a tool you don’t love using. Sometimes, you’ll get better results with simpler tools designed for your knowledge level.
Another important consideration is how intuitive the interface is. For example, if you need to open too many tabs to get things done, it might disrupt your rhythm and prevent you from achieving deep focus. Not to mention that using such unintuitive tools feels like hell on smartphones.
Before committing to any software and integrating it into my business ecosystem, I encourage my employees to give me honest opinions. I encourage them to test various features and see if they enjoy getting things done with this new tool.
Again, if there’s a free trial, I usually take advantage of it – but if there isn’t any, I don’t mind subscribing for a month to see if it solves any problems and how enjoyable it is for my people. If my team doesn’t like it, I check other options. Don’t let the shiny features trick you into paying for a tool you don’t love using.
Whenever evaluating an application, I check if it’s easy to use via smartphone. If the tool is not mobile-friendly, I tend to avoid it. This is because I often run Alpha Efficiency on the move. But even if you’re working on a desktop most of the time, there will be cases when you need to perform some tasks quickly. If the software doesn’t allow you to do this smoothly while waiting for your breakfast in the restaurant, you might find yourself in trouble one day.
So, if you’re in a dilemma between two similar tools, one mobile-friendly and the other not, you shouldn’t think twice before choosing a mobile-friendly one.
If you’re working with a tight budget, prioritize tools that solve the most burning questions. Small business resources are often limited, so you must spend wisely.
You can also go with free options. But be aware that free tools come with limitations. Usually, investing heavily in top-tier software pays off, especially if that software is closely related to your core business operations. Again, prioritize your most burning problems.
The final question is whether the small business tools you’re considering come with good customer support. There might be cases in the future where you’ll run into problems or need help setting up the software properly. If the company behind a tool invests in customer support, you’ll be able to solve most problems within minutes. And just imagine how much profit you can lose if you have to wait for days before your concerns get addressed.
Now, this is not a definite rule – but more expensive tools tend to come with better customer support. While most companies tend to claim that they provide excellent support, sometimes, this is only the case for their premium plans. I recommend checking customer reviews to find a realistic answer to this question.
Now let’s explore the list of 90 best small business tools, hand-picked by my digital agency. To make it easier for you to find the software you most need, I’ve decided to split these hundred tools into nine categories:
When you find the category you’re most interested in, explore each option carefully. Consider the previously discussed factors and take your time to choose software that best fits your small business.
Business data gets overwhelming. If you don’t start organizing it on time, it can drown your small business. The right customer relationship management solution can help you keep all your information under one roof. Your CRM should be a starting point for all your business operations.
Here are CRM for small business solutions you should consider:
HubSpot is a go-to CRM choice for my digital agency. It brings various tools under one roof. You can use it to track customer interactions, generate leads, automate marketing campaigns, and build a robust inbound marketing funnel. HubSpot helps us organize all our data and keep track of business operations effectively.
This platform also offers a free-forever plan, which is okay for starting out. However, I recommend upgrading to paid plans as you scale your business. You’ll get access to advanced features that way.
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Price: Offers a free plan; Starter plan starts at $18 per month; Professional plan starts at $800 per month; Enterprise plan starts at $3,600 per month.
Pipedrive is a cloud-based CRM designed primarily for sales teams. As its name suggests, Pipedrive focuses on streamlining sales pipelines.
In my experience using Pipedrive, it was a valuable tool for organizing our sales processes. Its intuitive interface gives you a clear overview of your sales pipeline so you can prioritize your deals, allocate resources, and know what to do next.
Pipedrive also offers analytics and reporting features you can use to make data-driven decisions.
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Salesforce is a leading name in the CRM sector. I decided to try it out because of its dedicated mobile app. I found this platform’s capabilities to stretch far beyond basic customer management. Salesforce offers tools that accommodate the evolving needs of both small and large-scale enterprises.
If you’re looking for an all-in-one CRM solution, you’ll appreciate its balance of advanced functionalities with user-friendliness.
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Freshsales CRM is a good choice if you haven’t used CRM software before. It does come with a wide range of features, but they’re all packed within an intuitive interface.
Every feature, from AI-driven insights to visually pleasing deal management, is thoughtfully implemented. While it might not be a one-size-fits-all solution, it certainly shines in addressing the unique needs of SMBs.
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HoneyBook is a clientflow management platform specifically designed for small businesses. I’ve recommended it to some of my clients, and they were satisfied with this software – primarily due to its simplicity.
This CRM can streamline various processes – from the initial client inquiry to project management to the final invoicing. This makes it an ideal software for small business management if you seek an all-in-one solution. HoneyBook’s set of features meets the needs of most small businesses. And its intuitive design and mobile-friendliness can make it a reliable partner for day-to-day activities.
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Vtiger is a small business customer relationship management (CRM) solution that comes with a surprising range of features. It proves that powerful digital tools don’t have to be complex or costly. I found this small business software ideal if you want to optimize your customer relations without dealing with the intricacies of larger, pricier CRM solutions.
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If you heavily rely on Google Workspace, then Copper might be one of the best CRMs for you. Copper is designed with the needs of small to midsize businesses (SMBs) in mind, emphasizing ease of use while also providing essential lead management features.
This platform integrates smoothly with Gmail, Google Calendar, and other products from G Suite. Even it’s user-interface is very similar to Google’s aesthetics.
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Bigin by Zoho CRM is a streamlined CRM solution crafted with the specific needs of small businesses in mind. This software brings all the features that really matter for your small business. The lack of some advanced features (you probably wouldn’t use them) significantly reduces Bigin’s price and makes it easy to use.
Another important reason why I’ve listed Bigin as one of the best CRMs for small businesses is its equally enjoyable user experience across desktop and mobile devices.
Moreover, one of the standout reasons to consider Bigin is its tight integrations with platforms you might already be using, like Microsoft Office 365 and Google G-Suite. This way, you can track down an email thread or schedule your follow-up calls within CRM.
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Price: There is a Free plan; $7 per month for the Express plan; $12 per month for the Premier plan
Intrigued by its name that promises ease of use, I had to try Less Annoying CRM. I truly found it simpler to use than most customer relationship management software I’ve encountered over the past decade.
I was surprised that despite lower prices than some other CRM for small business solutions, Less Annoying CRM comes with excellent Support during the setup process. Immediately after signing up, you can expect an email from their support team offering tips on getting started, with instructional videos.
Now, there may be better choices than Less Annoying CRM if you’re a marketing expert comfortable with advanced CRM functionalities. But If you’re a busy small business owner and want to get things running quickly, I highly recommend this lead management and CRM software. Its interface is super user-friendly. It shouldn’t take you longer than a few minutes to understand how Less Annoying CRM works.
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Price: $15 per user/per month
Salesflare is tailored to meet the needs of small to medium-sized businesses. It is designed with an emphasis on user-friendly functionalities. While I don’t think Salesflare is the most intuitive CRM, it shouldn’t take you long to get used to it. I didn’t opt to use Salesflare for my agency because it doesn’t have a dedicated mobile app. But if you don’t prioritize mobile experience, Salesflare will serve you well.
This CRM has a straightforward sign-up process. You can get started only with your Gmail credentials. However, Salesflare may come at a slightly higher price point for its feature set, especially compared to other small business tools.
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Price: Starts at $29 per month, the mid-tier plan costs $49 per month, and the most expensive one is $99 per month.
Completing marketing tasks for your small business is already challenging, and it only gets more complex as you start growing.
Each day brings new leads to nurture, campaigns to manage, emails to send, and data to analyze. The continuous cycle can become not just overwhelming but also a drain on your most valuable resource: time.
Finding the right marketing automation tool can help you scale your growth faster. It ensures that every touchpoint with your audience is consistent, personalized, and timely, increasing the chances of conversion and fostering loyalty.
Personalization has become the heartbeat of modern marketing. Your audience, flooded with generic content daily, craves messages that resonate with their unique needs and preferences. With marketing automation tools, you can segment your audience, tailoring your communications to each group’s behaviors and interests. The right software can help you build deeper relationships with less manual work.
I’ve prepared a list of 11 best marketing automation software for small business. But before checking it out, you must remember one crucial detail… Ensuring your marketing automation tools can integrate smoothly with your CRM is critical.
HubSpot Marketing Hub is an exemplary embodiment of holistic marketing software. At the heart of it is a mission to simplify and centralize all your marketing needs. This powerful marketing software provided significant help in driving marketing automation for my digital agency. It took us some time to set things up properly, but people from HubSpot were eager to help.
The software’s true strength lies in its robust set of features, from advanced segmentation to automated follow-ups. After all, HubSpot Marketing Hub was built with enterprises in mind.
While HubSpot Marketing Hub can be a considerable investment for small businesses, the returns in terms of streamlined marketing processes and enhanced customer engagement make it a premier choice among small business marketing tools.
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ActiveCampaign has been a tool that has added immense value to our email marketing efforts. Designed for those prioritizing marketing automation, it balances feature-rich capabilities and user-friendliness. However, it’s more oriented toward marketing professionals than beginners.
I highly recommend it if you need marketing software for more than just providing a basic newsletter service. With ActiveCampaign, you can set up landing pages, send SMS to visitors, and even manage how your ads appear to the target audience on Facebook. Such a wide range of features might be an overkill if you’re seeking a simple tool with no learning curve.
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Price: The Lite plan costs $29 per month, the Plus plan costs $49 per month, the Professional plan costs $149 per month, and there is also custom pricing for the Enterprise plan.
Klaviyo is a versatile platform that satisfies all the email and SMS marketing needs of small businesses. I loved using it’s drag-and-drop email builder to send nice-looking emails fast. Also, Klaviyo’s AI assistant is a great brainstorming partner, especially when you’re stuck on creating compelling subject lines.
Moreover, I found Klaviyo effective for automating your campaigns and creating dynamic content. And the ability to create custom reports helped me and my team keep an eye on metrics that matter the most to us. Like other top-tier marketing automation platforms, Klaviyo also includes a lead-scoring feature that helps you focus on leads most likely to convert. This can be an invaluable tool when you’re short on time. After HubSpot and ActiveCampaign, Klaviyo is one of my favorite small business tools for marketing automation.
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Price: There is a free version; the cheapest plan starts at $20 per month. Depending on your number of contacts, the price can rise above $2000 per month.
If you’re running a small business and searching for an all-in-one solution for marketing automation, then Thryv might just be what you’re looking for. This platform is particularly advantageous for businesses with a diverse marketing approach – whether that’s social media campaigns, email marketing, or PPC.
I’ve found it beneficial for coordinating multiple channels through a single platform. Thryv also incorporates CRM tools into its package, providing a holistic approach to customer management. However, if you’re primarily looking for email marketing automation small business tools, there are probably better options than Thryv.
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If you’re new to the marketing automation game or want something that removes the hassle of setting up complex campaigns, Keap might be a good fit for your small business. While Keap is an all-in-one CRM and marketing automation platform, I’ve had the opportunity to delve into its marketing automation features specifically.
Its straightforward and intuitive “when-then” automation builder caught my eye. This feature can be a lifesaver for beginners or anyone who wants to set up automations without a steep learning curve.
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Price: The Pro plan starts at $159 per month; the Max plan starts at $229 per month
For any small business, lead generation is the lifeline to success, and OptinMonster offers a powerful toolkit to automate this critical process. I appreciate how it goes beyond basic popup forms to use real-time behavior triggers, detecting exit intent and user inactivity to engage potential customers automatically. This platform helped me save a lot of time with my lead-gen efforts.
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Pricing: OptinMonster offers four plans. The cheapest starts at $9 per month, and the most expensive goes up to $49 per month.
Drip is an email automation software that focuses on the eCommerce sphere. But even if you’re running a service-based business, you can still benefit from this platform. Drip can be best described as a combination of MailChimp and Hubspot. In my Drip review, I’ve covered this platform in-depth. Now, I’d love to highlight some key features along with the pros and cons I’ve found using Drip.
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Price: It’s based on the number of subscribers on your mailing list.
GetResponse is an email marketing app small businesses can use to create mailing lists, send newsletters, automate campaigns, and analyze various statistics. I decided to try Getesponse after I heard its standout feature is the automation builder. By setting automatic triggers and using the scheduling feature, you can ensure your emails reach the potential customers at the right time. Keep in mind that I’ll focus on marketing automation when analyzing this software for you.
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Zapier is an indispensable tool that I rely on heavily in my agency for automating many tasks, including content automation. Think of it as the glue that connects disparate apps and automates workflows that would otherwise require manual labor. For example, you can use it to automatically publish a post on social media immediately after your new blog post is live.
Zapier is one of the best automation platforms. I started using more and more as I scaled Alpha Efficiency and as our toolkit kept expanding. It saved us a lot of time and allowed us to build a strong ecosystem.
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When it comes to e-commerce, automating your marketing efforts is critical to driving revenue. I found Omnisend to be a solid player in this space, offering a range of features tailored specifically to e-commerce businesses. What sets it apart is its pre-built marketing automation workflows that are essentially plug-and-play. From welcoming new customers and recovering abandoned shopping carts to cross-selling and upselling, Omnisend has a workflow for it. You even get transactional email workflows based on purchase activity—no need to invest in separate software for SMS and web push notifications.
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MailChimp is one of the most popular email marketing small business tools that comes with CRM capabilities, too. I often recommend it to my clients because of its simplicity. In this review, I’ll focus on Mailchimp’s automation capabilities.
Automations are called “Customer Journeys” in MailChimp. It’s worth noting that this platform’s automation capabilities are not as advanced as with some others I’ve included in this list. However, MailChimp is still an excellent choice for small business owners who want to get started with email marketing automations as quickly as possible. You’ll find many pre-built automations within this platform, and I appreciate that you can build Customer Journeys from scratch.
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Effective project management is the lifeblood of any thriving company. It’s pivotal for overseeing tasks and ensuring every effort drives your business forward. To scale and thrive, you must have a precise pulse on the time invested, the endeavors undertaken, and the outcomes achieved.
The ideal project management tool does more than merely organize tasks. It acts as a compass, guiding you and your team even amidst the most intricate projects. With the right tool, you can help your team maintain focus, ensuring that each step aligns with the larger goal.
I’ve tried various project management tools for my digital agency. Here is a list of 9 project management tools I found to work best for small businesses:
Hubstaff Tasks has been a ground base for my agency’s project management. It’s where we track every single task each employee is doing. Hubstaff Tasks make it very easy to organize your projects within folders and keep track of how much time is spent on each moving part. Over the years, we started using other project management tools, too. However, Hubstaff Tasks is still the only platform where we store all projects without exception. It helps everyone on the team gain a holistic overview of the current progress and the time they spend on each task.
My employees submit standups at the end of each day, which helps me get quick insights into work done and whether anyone needs further assistance. This makes it much easier for me to manage a remote team.
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If your small business team is struggling to keep up with tasks, deadlines, and communication, ClickUp could be the answer. My agency has been relying on this tool to organize and manage our remote team, and it’s been a game-changer. I even created a guide on how to use ClickUp for project management, which you can check out.
I particularly appreciate the option to invite guests for free, allowing us to keep clients in the loop on project status without incurring extra costs. The built-in automations are another time-saver, which allows me to auto-assign tasks, move their statuses, and even auto-comment.
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I use Notion for organization and taking personal notes. It helps me put ideas and observations into one place. But I also use Notion to run my core management team and build a knowledge hub for my company. Although it started as a note-taking software, I’ve recently noticed that Notion is evolving to become an excellent choice for project management.
It doesn’t have time tracking capabilities like Hubstaff and ClickUp. But with various templates, you can still estimate complete dates very accurately. One of the main reasons I love using Notion is its visual appeal. Everything looks neat and clean, which makes it easy for me and my team to quickly find notes and collaborate effectively. If you want to learn more about how I’m using this app for my business, I recommend reading my guide on Notion for agencies.
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Price: Free plan; $8 per month for the Pro plan; $15 per month for the Business plan;
Asana stands out as an agile project management software suitable for businesses of all sizes. If you’re looking for a tool with a simple and intuitive interface, I recommend giving Asana a chance. While it might have its limitations, its core offerings and ease of use make it a solid choice for companies with a limited budget. One feature I particularly liked within this project management app was the Workflow Builder, a beneficial tool to automate repetitive tasks that consume a lot of time.
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Price: The Basic plan is free; the Premium plan costs $10.99 per month; the Business plan costs $24.99 per month.
Even in a landscape crowded with numerous project management tools, Trello remains a relevant choice. During the early stages of my agency, Trello was my go-to platform for its simplicity and efficiency in organizing tasks. However, as the demands of my projects expanded and my team grew, I found the need to transition to more robust project management tools.
Trello has a limited set of features, which doesn’t mean it’s a worse choice than other project management tools. It heavily depends on your needs. If your business is dealing with simple projects and you want to easily keep track of simple tasks, you won’t find many better small business tools than Trello.
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Monday.com started out in 2014 as a collaboration tool. However, I was surprised by its recent shift toward becoming an all-in-one project management tool. Its suite caters to diverse workflows such as customer relationship management (CRM), project management, software development, human resources (HR), marketing, and several others.
Monday’s prime audience comprises small and midsized businesses (SMBs), and it’s not hard to see why. With an interface that is visually delightful and intuitively designed, navigating through Monday.com is enjoyable for beginners and seasoned professionals.
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Price: Offers a Free plan; the Basic plan costs $8 per seat per seat / per month; the Standard plan costs $10 per set / per month; the Pro plan costs $16 per seat / per month
ProofHub emerges as an indispensable tool for teams dealing with visual-heavy projects, and my web design agency can attest to its efficacy. Given that our projects are abundant with visual elements, ProofHub’s online proofing feature has revolutionized how we provide feedback and annotations. This feature and an integrated chat function ensure our team stays interconnected and informed throughout the design process.
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Price: The Essential plan starts at $45 per month; the Ultimate Control plan starts at $89 per month.
Basecamp positions itself as a fusion of team communication and project management, designed with remote teams in mind. However, it’s not as intricate in its project management capabilities as other specialized tools. For example, Basecamp is missing multiple project views and task priorities. But the emphasis on communication actually makes it a standout among other small business tools I’ve listed in this category. If you’re a remote team that values efficient communication and basic task management without the need for separate tools, Basecamp is worth consideration.
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Zoho Projects is a versatile project management platform tailored for businesses that prioritize organization and collaboration. Catering primarily to small teams, especially those with budget constraints, Zoho Projects offers tools to streamline tasks and project activities.
While the software provides a comprehensive range of core project management functionalities, such as Gantt charts and resource management, it remains accessible and user-friendly, albeit with a bit of a learning curve for mastering all its capabilities. Zoho Projects is one of my main recommendations if you’re on a tight budget.
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In any small business, smooth communication is more than just an operational need – it’s the lifeline that threads through every task, project, and goal. It helps you keep everyone on your team aligned and prevents misunderstandings. With the right software, your team can also share ideas more effectively.
Why do I pay such hefty attention to this aspect? Because when dealing with a diverse team and a roster of clients, every miscommunication can lead to delays, dissatisfaction, or even lost opportunities. Efficient communication software fosters a culture of clarity, ensuring that every team member is on the same page regardless of their role.
My agency has experimented with various communication tools over time. Currently, we mainly use Slack, RocketChat, and Zoom. In a moment, I’ll explain why we rely on those tools. But you can also use other great communication tools for your small business. Check these out:
Slack is a communication tool that works as a chat room for your entire company. Its design is meant to replace email as your business’s primary method of communication and sharing. Slack workspaces allow you to organize your team communication by channels – you can have group discussions or share information privately. From my perspective, this tool fits small businesses perfectly since it allows you to have all internal communication in one effective place. It helped me and my team prevent miscommunication problems.
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RocketChat is an open-source team collaboration and communication platform. This tool offers a single inbox for all communication channels, helping businesses manage all their communication needs in one place. It integrates with other messaging platforms, such as email, WhatsApp, and Twitter, allowing quicker and improved responsiveness. I choose RocketChat as my company’s primary means of communication due to its top-level security measures, including end-to-end data encryption. RocketChat’s open-source nature also had an impact on my choice. Our RocketChat server has channels for each team, which helps us keep track of daily tasks and communicate effectively.
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Google Workspace is the most popular solution for team communication and collaboration. Gmail was launched back in 2004, and today, 1 out of 4 people use it for their email communication. However, Google Workplace features and applications go beyond business email. You can use Chat for team messages, Calendar for organizing tasks, Drive for cloud storage, Docs to create documents and content pieces, and Meet for audio and video conferencing. This collection of cloud-based tools is excellent for small businesses to share files and collaborate easily. While I’m not using Google Workspace for my agency, I know many successful businesses that do, and that’s why I included it in this list of best small business tools.
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Zoom is inarguably one of the most reliable video conferencing services for businesses. This comprehensive video software includes online meetings, video conferencing, and group messaging, all in one easy-to-use, free platform. This innovative tool delivers high-quality video, audio, and screen-sharing across all devices. Zoom is the ideal tool for remote or hybrid companies; the platform allows teams to stay connected and collaborate effectively despite not being physically in the same office. We’re using it for internal meetings and client meetings, as this software makes it simple to record sessions and ensure you don’t miss anything once you start working on projects.
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Chanty is a team collaboration and communication platform designed to boost productivity and enhance business and team communication. It offers you a wide range of features to encourage team collaboration and messaging. It’s a user-friendly and affordable communication platform with standard features. It’s particularly best for smaller and medium-sized businesses, so if you are searching for a relatively cheap and straightforward communication app for your startup, Chanty might be a good pick for you.
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GoTo is a comprehensive small business collaboration software explicitly designed for remote work and online meetings. It offers a wide range of features to enhance online collaboration, including video conferencing, webinars, and screen sharing. GoTo is an easy-to-use, advanced platform for online meetings. While I see it as an excellent suit for larger organizations looking for a virtual communication solution, small businesses can also benefit from GoTo.
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Ryver is another communication and collaboration platform designed to enhance team and business communication, task management, and workflow coordination. A great thing about Ryver is that it combines messaging with task management tools, boosting productivity and collaboration. It is an affordable and reliable communication platform focusing on simplicity and task management, so if you are seeking a trustworthy and easy-to-use application, Ryver is the right choice for your business.
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Flock is also a communication platform designed to boost productivity and communication. It provides you with many features to ensure productive workplace communication and collaboration. It is a straightforward platform with valuable features. Still, I recommend employing Flock only if you run a smaller business, as some limitations make it unsuitable for enterprises.
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Jive is a social networking solution that allows upper management, team members, and third parties to communicate with each other in a corporate environment. This platform is one of the top providers of modern collaborative and communication solutions for businesses. Its integrations with multiple business applications and services provide users with unmatched flexibility. Jive is equipped with ample features designed to help businesses achieve their goals and enhance individuals and collaborative productivity among team members.
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Discord is a chat app where users can create their private servers or communities. Each server can have multiple channels that serve different purposes. Users can join different servers and channels and send direct messages – text, voice, or video – to other users. When this platform launched, gamers widely adopted it. As the years passed, Discord reached a broader audience. Recently, I’ve seen an increased number of Twitter engagement groups being hosted on Discord. However, this platform can also be excellent for your team communication. Discord has most of the features chat apps for businesses have and sometimes outperforms them.
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Telegram is an instant messaging app that can become essential to your company’s marketing strategy. While often compared with WhatsApp, Telegram offers a unique set of features. An attribute that highly benefits businesses is that users can save their entire data – chats, voice messages, documents, images, and other files – on the cloud. Telegram allows communication without phone numbers; users can find each other by searching for their usernames. Another helpful feature is channels. By creating channels with relevant keywords, you can attract users to your company and grow visibility and engagement. So, Telegram can also be a marketing channel, not just a communication tool for your small business.
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With two billion users worldwide, WhatsApp is the most popular messaging and communication app. People typically use it to interact with family and friends, but they are progressively using this app to connect with brands. Due to that, WhatsApp Business – a more advanced version of the application – was launched. WhatsApp Business integrates sales and service features and allows companies to create a business account.
WhatsApp is one of the most simple messaging apps. But it offers different features and high customization levels – all for free. The app is not only for text messages; it also allows audio and video calls, audio messages, and file sharing.
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People are the backbone and the main strength of your small business. Building a loyal team was one of my top priorities when I launched my agency. But as your business grows, so does the complexity of managing your team. Manually tackling employee management became challenging. I still regret not finding the right HR software early on.
But why is HR software so pivotal, especially for small businesses? For starters, it’s about taking care of your team. HR software streamlines administrative tasks, reducing the chances of manual errors, which could lead to complications or misunderstandings down the line. Remember, an error in payroll or mismanagement of benefits isn’t just a number – it affects real people and their livelihoods.
Moreover, your HR software will help you with employee data management. It will act as a secure vault, holding confidential employee information and centralizing company documents. This aids in organization and in achieving compliance with various regulations.
But there’s another aspect that’s often overlooked: the recruiting process. Bringing in fresh talent is crucial for the growth and innovation of a business. Finding a tool that would simplify job postings, applicant tracking, and even onboarding processes will save you a lot of time. And more importantly, it will help you find people that are best fit for your company culture.
Now, here is a list of HR software I recommend for small businesses:
Hubstaff is a productivity management and time-tracking software that can help you systematically manage and monitor remote teams. It’s a universal application for time-tracking and team management. Hubstaff is a go-to HR software for my agency, and we mostly use it to organize our workflow and monitor employee productivity.
By using Hubstaff, you can quickly find out if your employees are doing what’s expected from them. It helps us ensure our remote team is active during work hours. However, this HR software has extensive monitoring capabilities that can potentially harm your employee’s privacy. I recommend communicating clearly to your team members which aspects of their work you’ll monitor and what your expectations are. If personnel privacy is your concern, try to balance out Hubstaff features and maybe not use it to its full potential.
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As a small business, you can rarely afford to hire people only to find out months later that they don’t quite fit your company’s culture. At the same time, you barely have time to keep track of all the job applications and be 100% sure that you’re hiring the right candidate.
Greenhouse is one of the small business tools that aims to help you improve your hiring efficiency. This software makes it easier to manage interviews, evaluate candidates, and draw insights that make you more confident in your hiring decision. Greenhouse allows you to customize your hiring workflow to match your company’s culture. From my experience, this tool’s adaptable features and analytic capabilities are its strongest points. It does come with a slightly steeper learning curve and pricing that might not be affordable for all small businesses – but if you’re struggling to find the right people for your team, experimenting with Greenhouse will probably be worth it.
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As a cloud-based human resource and payroll software, Gusto is designed to simplify payroll processing and various HR tasks for small to medium-sized businesses. It provides you with an integrated platform to efficiently manage various aspects of HR – from employee onboarding to dealing with tax-related tasks. The main reason I recommend Gusto is because it’s an easy-to-use and cost-effective platform.
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Wellfound, previously known as AngelList Talent, is a modern hiring platform designed specifically to streamline the startup hiring process. I’ve always appreciated platforms that value talent and experience over mere networking, and Wellfound embodies this philosophy. With its emphasis on fairness and equity in hiring, this platform aims to reshape the way startups recruit.
Wellfound offers unique features that go beyond the traditional candidate sourcing methods. Its user interface stands out in terms of clarity and provides a level of detail about candidates that can be hard to find elsewhere. For small businesses looking to onboard fresh talent, especially in the startup ecosystem, Wellfound can be a tool worth considering, especially since job posting comes at no cost.
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In our pursuit of finding the right talent, my team and I turned to Recruitee. It offers a range of tools specifically tailored for efficient candidate management, making our hiring process smoother. What I appreciate about Recruitee is its intuitive design, which is customizable and scalable to our agency’s needs. However, you might find a learning curve with specific features. Recruitee’s pricing structure is also worth considering if you have limited small business resources. I wouldn’t say that having this or similar tools is absolutely necessary for every company. But if you feel like your candidate management could be improved, I recommend trying out this platform.
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Test Candidates is a software for candidate management and job evaluation. It offers you a wide range of features, mainly focused on candidate screening and test creation. With this platform, you can more easily manage and organize candidate data, reducing the time and effort required to find the right talent for your business.
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Datapeople is a recruitment and HR software specializing in data-driven hiring solutions. It provides you with a solid variety of features such as candidate screening, data sourcing, and market research, all in the wish to help you identify and hire top talent. It has pretty advanced algorithms and learning capabilities that can help you understand applicant behavior. Still, it has a few limitations you need to consider before employing it for recruitment practices.
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Yet another talent discovery and recruitment software, Pinpoint, is designed to aid organizations in finding and hiring new employees easily. It has an arsenal of features for attracting and hiring the best talents more efficiently. It’s an easy-to-use software that is scalable and offers collaboration. Potential drawbacks are its price and the occasional need for additional learning for some features. But if you have a solid budget and time for learning specific skills, I recommend Pinpoint.
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Rippling is a modern and comprehensive human resources and IT management platform designed to simplify various aspects of employee onboarding, payroll, benefits administration, and IT. It offers you a cooperative solution to simplify administrative tasks for your businesses. If you are looking for an all-inclusive human resources and IT management platform that improves task automatization and improves employee experience, then you should consider using Rippling.
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Jobsoid is a cloud-based applicant tracking and recruitment system. You can use it to strengthen your hiring process and ensure you’re hiring the right candidat for your small business.Jobsoid’s wide range of features can also help you save time by automating repetitive tasks such as interview scheduling.
Moreover, this platform is mobile-friendly. I mainly use Jobsoid when I’m not working from my main office and need to handle recruiting on-the-go.
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As businesses grow, the challenges of onboarding, employee performance evaluations, and the pile of other responsibilities can become daunting. This is where Bamboo HR shines, offering a streamlined solution to HR’s multifaceted domain.
Bamboo HR is an all-in-one HR software designed to simplify various HR activities. From the initial stages of recruiting and applicant tracking to comprehensive performance management, it offers a suite of tools tailored to make HR processes more efficient. This software helped me minimize manual work when onboarding and evaluating talents. BambooHR is user-friendly. It shouldn’t take you long before you can start using it to its fullest potential.
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Running a business isn’t just about launching campaigns or creating content. You must also understand the impact of those efforts, refine them, and steer your business toward tangible results. However, it can be challenging to gain desired insights without proper website analytics tools for small businesses.
Relying on gut feeling will only get you so far. To improve your digital results, you must also analyze numbers. I know complex reports filled with different metrics can be scary. However, working as a Google Analytics consultant, I’ve seen how web analytics alone helped small businesses start making smarter decisions and establish deeper connections with their target audiences.
While Google Analytics might be the first name that pops into mind when thinking about web analytics – there are several other tools that offer unique insights that can be crucial for small businesses. I like combining insights from GA4 and Google Search Console with tools that help me visualize user behavior on my website through heatmaps. But my agency also invests a lot in SEO tools that provide a broader overview of your online visibility, including details on your competitors, backlink strategies, and keyword rankings.
Here are eight analytics tools small businesses can use to gain a holistic overview of their current position within the digital sphere:
For businesses aiming to fortify their online footprint, integrating Google Analytics into their strategy is non-negotiable. This free Google tool shows you where your visitors are coming from and how they interact with your website. Recent advancements have given rise to Google Analytics 4, a rendition far more potent than its predecessor, Universal Analytics. Delving into the myriad of Google Analytics 4 benefits is a worthwhile venture for any business.
I’ve been relying on Google Analytics for years, and it’s the only platform where you can count on maximum accuracy. We’ve been working with various clients, and Google Analytics has always been a cornerstone of our web analytics efforts. GA4 does have a steeper learning curve, but once you set it up properly, it will provide you with valuable insights in real-time.
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Google Search Console is a platform that I’ve been consistently using to keep a finger on the pulse of website rankings for various search queries. It’s also my go-to place for fixing indexing issues and evaluating traffic volume. You can also use GSC as a keyword ranking tool.
Besides Google Analytics, this is a must-have tool for small businesses and a cornerstone for your web analytics success.
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For businesses seeking actionable insights into user behavior on their websites, Hotjar offers a robust solution. This platform seamlessly merges analytics and feedback tools, allowing for a comprehensive understanding of user interactions and sentiments. With Hotjar, you gain visibility into the ‘what’ of user behavior and the ‘why,’ capturing both quantitative and qualitative data.
In my experience, Hotjar has been instrumental in identifying and rectifying areas of friction on our website. Using features like heatmaps and session recordings, we’ve pinpointed specific elements or sections causing confusion or hindrance to our visitors. On the other hand, the feedback tools have empowered us to gather direct user opinions, helping us fine-tune our content and design to meet our audience’s needs better. I see Hotjar as one of the best UX research platforms I have used so far.
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Crazy Egg is an analytics and optimization tool that provides website owners with visual insights into user behavior. This software helps you understand the “hows” and “whys” of visitor interactions. Through its visual heatmaps, you can see where users click, move, and spend their time. This allows you to make informed decisions about website design and content placements. Their A/B testing feature has also made it simpler for me to experiment with different content strategies, such as varying article headlines to see which ones resonate more with the audience.
However, it’s essential to understand that while Crazy Egg provides valuable insights, it is still up to you to interpret this data and make actionable decisions. So don’t expect this software to magically improve your conversion rates unless you know at least the basics of UX design.
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Semrush is a notable name among digital marketing small business tools, and that’s for a good reason. At my agency, we routinely leverage SEMrush for its robust SEO capabilities, and it’s become a staple in our toolkit. One of its strengths lies in its ability to comprehensively dissect a website’s SEO performance, from keyword positioning to backlink profiling. This granular level of detail helps us craft targeted strategies for our clients.
However, beyond its celebrated SEO functions, SEMrush also offers insights into user behavior on websites, which is vital for tweaking user experience and conversion optimization. While it won’t replace specialized UX tools, this added functionality does provide valuable supplementary data.
Although Semrush might seem a bit pricey, you must consider that this software brings a wide range of tools under one roof, actually saving you money.
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When focusing on link-building for my agency, Ahrefs consistently emerges as an invaluable asset. Its unmatched data regarding backlinks and intuitive features make it a powerhouse for scouting and evaluating link opportunities. While many in the industry often weigh Ahrefs against SEMrush, I believe in harnessing the unique strengths of both. I use Semrush for keyword research and Ahrefs for link building. One of the standout features for me has been Ahrefs Alerts. This tool notifies us whenever a competitor gains a new backlink, allowing us to stay ahead and strategize accordingly.
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If you’re looking for a simple way to get Google Analytics data within WordPress, the MonsterInsights plugin might be the right tool. The depth and breadth of Google Analytics can be overwhelming, making it challenging to extract meaningful insights amidst a sea of data.
Over the years, I’ve recommended MonsterInsights to many clients who needed a simple way to stay on track with web analytics. By serving up the most pertinent metrics in an intuitive dashboard format within WordPress, MonsterInsights makes it much easier to gauge the performance of your content, monitor e-commerce activities, and even keep tabs on the efficacy of your ad campaigns.
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For small businesses looking to gain a comprehensive understanding of their website’s performance in the context of the broader market, SimilarWeb emerges as a great tool. In my endeavors, especially when scoping out the competitive landscape, SimilarWeb has been very helpful.
Understanding your position in the market, grasping customer behavior, and identifying potential sales and investment avenues can be crucial. SimilarWeb also opens up a window into your competitors’ data. This competitive intelligence is invaluable when strategizing and making informed decisions.
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While numerous website builders are available, I’ve always championed the approach of custom-coded websites combined with open-source platforms.
To be more precise, I’ve found that utilizing the WordPress Sage framework and investing time in custom coding offers a potent blend of flexibility, scalability, and performance to my agency.
You must find a platform that will offer enough flexibility for crafting a website that resonates with your target audience. Website templates might seem tempting, but problems with such solutions are usually hidden under the shiny surface.
Beyond website builders, a suite of design tools can enable even those with limited design experience to create visually appealing and effective websites. These tools can help streamline the design process, offer templates and inspirations, or even provide functionalities like color palette generators, font pairings, and more. Incorporating them into your web design process can bridge the gap between limited resources and high-quality outcomes.
Now, I’ve prepared a list for you. We’ll start with website-building platforms, move on to landing page builders, and then explore some design tools I found particularly valuable to small businesses.
WordPress is the most popular website builder and CMS, powering over 800 million websites. It’s a go-to choice for my Chicago web design agency. Why? Because it’s an open-source platform that provides you with unparalleled design freedom. WordPress doesn’t ask for any compromises – if you can envision a specific functionality or feature for your site, you can achieve it.
While beginners can utilize its vast array of templates for quick website setups, I recommend diving deep into custom coding. A meticulously crafted, custom-coded website not only elevates your brand identity but also positions you a cut above competitors who opt for templated solutions. Plus, the benefits don’t stop at aesthetics and functionality. A well-optimized, custom-built website is a magnet for search engine attention, making your climb up the SERPs significantly smoother.
It’s also worth mentioning that WordPress’s roots lie in blogging. This origin is evident in the platform’s blogging tools, which, to this day, are unmatched in their comprehensiveness and user-centricity.
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In the vast universe of blogging platforms, while WordPress remains a stalwart choice, Ghost has rapidly carved a niche for itself, emerging as a formidable contender. Ghost’s ascent is attributed to its core philosophy of providing bloggers with an uncluttered, efficient, and dedicated environment.
If you’re searching for a platform tailored primarily for blogging, Ghost is a top recommendation from my end. What sets Ghost apart is its commitment to speed and performance. Being open-source, Ghost offers the double advantage of being free to use and backed by a community consistently refining the platform.
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For small businesses with ambitious marketing goals, one of the critical challenges often lies in efficiently creating effective landing pages. Designing landing pages that convert can be an uphill task, especially when there’s a lack of in-house design or coding expertise. When clients approach me with such pain points, I often recommend Unbounce.
What sets Unbounce apart is its seamless blend of a classic drag-and-drop builder with cutting-edge AI capabilities. I also love this platform’s A/B testing features and AI traffic optimization capabilities that allow you to send visitors to a landing page version that best suits their preferences. You can learn more about this in my Unbounce review.
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If you opt for a no-code website building solution instead of building a website from scratch on WordPress, you still need to make a careful choice. Not all DIY platforms offer equal quality and level of customization.
While Webflow is not the best choice for blog-only websites, eCommerce stores, or enterprise-level websites – this platform offers some features that make it one of the best website builders for small businesses. If you seek more control over your design and value SEO performance, I recommend using Webflow instead of Wix, Elementor, and similar website builders. Explaining why here would take a lot of space, so if you’re interested in learning who I think this platform suits best, feel free to read my Webflow review.
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Instapage is another landing page builder I recommend to small business owners and marketers who lack coding knowledge but still need effective landing pages to strengthen their sales funnel. This subscription-based software is especially effective if you plan on publishing multiple landing pages because it offers some unique features that make editing those pages all at once easier. Instapage also does a solid job when it comes to personalizing your landing pages to each visitor, building custom widgets, and ensuring your pages load fast. To learn more, you can read my detailed Instapage review.
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Your website’s accessibility is paramount, not just from a user experience perspective but also from a legal standpoint. The American Disabilities Act (ADA) Title III mandates that every business website should be accessible to people with disabilities. Failing to meet these criteria could place your business in potential legal hot waters.
AcessiBe is an AI-powered web accessibility tool specifically designed to make websites user-friendly for individuals with disabilities while ensuring they meet standards like WCAG and ADA.
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For small businesses aiming to establish a memorable visual presence, Canva is a game-changer. As one of the industry-leading graphic design platforms, Canva caters to beginners and seasoned designers, making the design process straightforward and efficient.
In my experience, Canva’s strength lies in its versatility. This software allows you to create an array of assets quickly and efficiently – from unique graphics for your social media posts to professional presentations for your next meeting with a client. I also wrote a guide on using Canva for website design, but as you’ll see, I only recommend that for simple portfolio websites, not your primary business site. While Canva is not an advanced graphic design tool and doesn’t replace Adobe Illustrator, Photoshop, or Figma in any way, it doesn’t even intend to compete with such tools. This platform created a niche for itself.
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When launching a new business or rebranding an existing one, a professional logo becomes indispensable. However, not every business can afford to hire a dedicated designer, especially in the early stages. If you’re facing similar small business concerns, I recommend experimenting with Looka Logo Maker to see if this AI graphic design tool can help you get the desired results.
Looka uses advanced technology to automatically craft unique logo designs based on your preferences, allowing you to explore a plethora of options swiftly. While it’s automated, the results often resemble something you’d receive from a professional designer. I’ve found it especially helpful for small businesses aiming for a quick branding solution or even those who wish to experiment with design concepts before committing to a professional service. Although I was initially skeptical about this tool, I was quite impressed by the clean designs you can get from it.
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Uizard is an AI-powered design platform tailored for those who might not have a traditional design background. It offers a seamless way to create interactive prototypes for web and mobile apps, sidestepping the intricacies of conventional design software. Think of it as a bridge between the simplicity of presentation tools and the nuance of app design.
With its drag-and-drop functionality, you can visualize, modify, and present ideas, facilitating a streamlined feedback loop with stakeholders or potential users. Whether you’re an entrepreneur sketching out an app concept or a company aiming to enhance your design workflow, I believe Uizard is worth checking out.
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Outreach is more than just sending emails. It’s about building relationships, understanding client needs, following up at the right moments, and tracking all these interactions. Manually managing all these tasks, especially as your business grows, can be overwhelming, not to mention error-prone.
The right outreach software can help your small sales team of 5 operate with the outreach capabilities of a team of 50. I remember the days when my team and I would spend countless hours manually crafting individual emails, attempting to track conversations in endless spreadsheets, and inevitably missing crucial follow-ups. Incorporating outreach software into our operations didn’t just save us time; it completely revolutionized the way we approached potential clients and partners.
I’ve had my share of trial and error exploring different outreach software solutions. Some platforms promised the moon but fell short in delivery, while others were spot-on with their offerings. Drawing from these experiences, I’ve created a list of the best outreach software for small businesses:
In my line of work, connecting with potential clients and nurturing those relationships is paramount. I’ve been using Snov.io to streamline my outreach process, from identifying potential leads to ensuring my emails reach their intended recipients. It’s a tool I find indispensable, especially when precision and efficiency are of the essence. For small businesses looking to grow their client base or expand their network, Snov.io offers a suite of tools that can make your outreach more targeted and effective.
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Hunter.io stands out as a top-tier email finder tool. When I need to locate precise email addresses linked to specific domains or individuals, Hunter.io is my reliable go-to. For small businesses aiming to elevate their outreach – be it for sales, partnerships, or other ventures – this tool streamlines the process, offering a blend of accuracy and simplicity. Here you can learn more about its capabilities and how to use Hunter.io.
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Omni.us is my favorite tool for streamlining and automating B2B outreach campaigns. Designed for both novices and seasoned marketers, it seamlessly combines automation with personalization. Omni.us gives you access to a vast database of potential leads tailored to your target market. You no longer need to tediously hunt for up-to-date contact details. And over 20 search filters allow you to navigate through business profiles and hone in on prospects that align with your ideal client persona.
The real game-changer for me was the platform’s ability to craft conversion-focused email scripts. Using data from lead profiles, Omni.us personalizes each outreach email, embedding details such as the recipient’s first name and company. This ensures that your email doesn’t just end up as another unread message but resonates with the receiver.
And, crucially, the moment a lead responds, Omni.us temporarily halts campaign-specific automations. This thoughtful feature gives you the much-needed window to engage with potential clients directly.
To top it all, Omni.us makes it easy to monitor your campaigns using its analytics dashboard, providing insights into metrics like open rates, bounce rates, and reply rates.
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Smartreach is another email outreach software for small businesses you can use to seamlessly schedule, send personalized emails, and manage automated follow-ups directly from the user’s mailbox.
The platform’s multi-channel outreach feature has been invaluable for me, allowing engagement with prospects across multiple touchpoints. Additionally, the shared inbox functionality fosters increased collaboration, ensuring no lead is missed. Moreover, its ProspectDaddy extension allows users like you and me to effortlessly add prospects from LinkedIn searches. On top of that, the tool provides an option to sync prospect data from your CRM directly to your campaigns, simplifying workflow automations.
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When it comes to sourcing high-quality prospects, RocketReach has proven to be a game-changer for my outreach strategies. This potent tool allows users like us to effortlessly retrieve emails, phone numbers, and social media profile links of potential leads. Furthermore, for businesses keen on B2B interactions, RocketReach offers an expansive database featuring comprehensive details on over 700 million professionals and 35 million companies. This vast reservoir of data is invaluable in designing targeted and personalized outreach campaigns.
One of the primary concerns with such tools is the accuracy of the data. In my experience, RocketReach scores high on this front, boasting an impressive 85% accuracy rate. If you’re curious about its potential and various use cases, do check out my detailed RocketReach review, where I delve into unique ways to harness this software for maximizing outreach success.
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Apollo.io is a sales intelligence platform that combines both a rich contact database and the capability to run detailed outbound campaigns. Having tested it, I can see its potential in helping businesses automate their outreach and engagement processes. It might not be a fit for everyone, but for those aligning with its capabilities, it could be a worthy addition to their suite of small business tools.
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For small businesses looking to streamline and amplify their outreach campaigns, Reply.io emerges as a significant player in the domain. Drawing from my own experience, it’s a holistic sales automation platform designed to bolster both inbound and outbound communications. By encompassing diverse channels such as cold emails, SMS, cold calls, and even platforms like WhatsApp, it ensures you can connect with prospects in a manner most resonant with their communication preferences.
Reply.io allows you to easily set up and automate campaigns and provides you with valuable insights on your potential customers. If you want to reach ideal customers across various platforms, this software’s holistic approach ensures no stone is left unturned.
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Mailshake is an automated email outreach tool tailored for small businesses looking to expand their email campaigns efficiently. Having used a plethora of small business tools, I genuinely found Mailshake to stand out in its niche. It addresses the critical need to craft personal connections at scale without the overhead of complex operations.
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Woodpecker is a B2B-focused email outreach tool designed to help companies seamlessly engage with potential clients and business partners. It stands out by enabling users to create personalized email sequences, ensuring that messages land in the recipient’s primary inbox, rather than being lost in spam. After reviewing the tool, I believe Woodpecker can be particularly beneficial for small businesses wanting to make their cold email campaigns more effective and maintaining ongoing conversations with potential leads.
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Mixmax is a sales engagement platform tailored for Gmail users, aiming to optimize sales processes and boost productivity. The platform stands out by automating repetitive tasks, saving you time with sales efforts.
While it does come with its set of limitations, Mixmax’s automation and productivity-enhancing features could potentially overshadow its drawbacks, especially for teams looking to expedite their outreach efforts. As with other small business tools, evaluating how Mixmax aligns with your ecosystem is crucial before making a commitment. I didn’t stick to this software simply because my agency is not relying on Gmail for our email marketing efforts.
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Keeping track of your finances is especially important when your business is still small. You don’t have room for mistakes enterprises can make without any harm. Overlooking a tax detail, mismanaging expenses, or even a minor oversight in payroll can lead to larger issues down the line.
Fulfilling your tax responsibilities isn’t just about staying in the good graces of the tax advisors or the small business administration. It’s about ensuring that your business operates smoothly, ethically, and profitably.
A reliable accounting solution can be your vigilant guardian, keeping track of every dollar and cent, ensuring that salaries are disbursed on time, and even helping you discern patterns in your expenses. By understanding these patterns, you can make more informed decisions when allocating resources and planning your budget.
Moreover, collecting payments and managing invoices become a breeze with the right tool in place. Remember, consistent cash flow is the lifeblood of any business. You want to ensure that you’re billing correctly and on time, and also that you’re being paid promptly.
Here’s the most important tip – you must ensure your accounting software tools integrate smoothly with your CRM. I recently made the switch to a Stripe + HubSpot combination. This streamlined my invoicing and payment processes and helped me unlock a level of oversight and automation that made my business operations much easier and error-prone.
Here’s my list of the ten best accounting software for small business. This list contains tools for running your books, payment processing, and also software for document signing.
Intuit QuickBooks is a popular accounting software small businesses can use to manage their financial operations more efficiently. It offers a wide range of tools and features to help users handle accounting tasks, invoicing, expense tracking, and more. It is a versatile and user-friendly booking system for small businesses and startups.
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FreshBooks is a cloud-based estimation and invoicing software created to simplify financial management for small businesses, freelancers, and self-employed professionals. It offers a variety of tools to help users manage their finances, invoicing, expenses, and more. It’s overall universal accounting software ideal for smaller-scale businesses, but the pricing can represent a problem.
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Zoho Books is an online accounting software intended mainly for freelancers and smaller-scale businesses to boost their financial management practices. It offers you a range of tools for finance management, invoicing, expense control… It’s best in task automation and inventory management and is relatively easy to use, so if your organization needs these values, you should consider employing Zoho Books.
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Wave is another cloud-based accounting and financial software specializing in managing organization finances. It offers a free version like many other software, but it provides many more options and features compared to competitors’ free versions, making it budget-friendly and ideal for businesses with limited budgets. Wave can handle various aspects of accounting and financial management, so it’s a no-brainer to at least consider employing it in your company’s financial management practices, especially if you manage an up-and-coming organization.
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Xero is the popular invoicing software for small businesses, focused on companies with less complex finance management needs. This platform has a solid range of tools for accounting and invoice management, but it requires some extent of time for learning. You might also find Xero pricy for software of its range, but it really depends on whether you’ll be using all of its features or not.
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Stripe is a popular payment processing platform for assisting electronic transactions for businesses of all sizes. I highly recommend it for online-only businesses and B2B companies. This platform is highly customizable, offers a wide range of integrations, and supports over 135 currencies. The pricing and fees can be higher, but the features usually make Stripe worth it.
I mainly use this platform because of its advanced reporting capabilities, which allow you to create customized reports for clients. But I also found great value in Stripe’s Instant Payouts feature which you can use to get the transaction done within 30 minutes.
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If you’re running an online store, I highly recommend including PayPal because it’s the most user-friendly option for customers. As it allows one-click checkout, this tool can be a great addition to your checkout page design, helping you improve conversion rates. As most eCommerce platforms support integration with PayPal, you shouldn’t face much trouble implementing it on your website. However, you can also use this processor to receive payments in person, which makes it a better choice than Stripe if your business is not strictly online.
However, PayPal has a more complex pricing structure than other payment processors, so you should consider combining it with Stripe and other tools to lower your costs. PayPal is known for its security features, which is why many customers still prefer it over other options.
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When it comes to efficient and reliable tax software for small businesses, TurboTax has maintained its reputation as a leader for decades. With tax laws frequently evolving, it’s crucial to have software that stays updated, and TurboTax’s streamlined approach does precisely that. For small business owners, I recommend the Self-Employed package, as iit offers features that maximize deductions while providing a comprehensive way to report both personal and business incomes, along with other financial nuances.
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Dropbox Sign offers a seamless and secure method for obtaining and requesting online signatures. Initially known as HelloSign, this tool has been rebranded and incorporated under the Dropbox umbrella, bringing the reliability and reputation of Dropbox into the realm of electronic signatures. Whether dealing with NDAs, sales contracts, or employee onboarding documents, Dropbox Sign ensures each signature is legally valid and compliant. For small businesses seeking efficiency, this tool bridges the gap between traditional signing methods and the need for quick, online authentication.
I recommend Dropbox Sign particularly for its blend of signature capabilities and document storage. This combination makes it a valuable asset in the suite of small business tools.
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When I first integrated DocuSign into my workflow, the difference was immediately noticeable. DocuSign’s ease of use, combined with its extensive features meant I could handle document management much more efficiently. Its focus on collaborative work allows multiple parties to prepare, dispatch, review, and sign documents, making it a solid choice for both internal and external use. Also, if you’re using Salesforce, you’ll be able to generate documents directly from this CRM, thanks to its native integration with DocuSign.
So, if you’re operating a remote team or dealing with frequent document transactions, I highly recommend at least signing up for this e-Signature platform’s free trial.
Key Features:
Pros:
Cons:
Every software choice you make has the potential to set the trajectory for your business’s success. The tools you use play a crucial role in shaping your workflows, enhancing productivity, and driving growth.
To ensure you make the best decisions for your business, revisit the six questions I mentioned at the beginning of this article:
And remember – life is too short to be stuck with software you don’t love using. Be picky and select tools that meet your current needs and also empower your future ambitions.
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