You don't have to be a startup to leverage software in your business & website.
If you need help putting together the perfect combination of software for your business and want a workhorse website to hold it all together, just follow are top recommendations.
1. CRMs
What they do?
Helps to manage your customers, your team, collect payments, manage communications, scheduling...much more.
Top recommendations:
- Hubspot (best sales CRM for startups and small to mid-sized businesses)
- Freshsales (best sales CRM for small and mid-sized businesses)
- Monday CRM (best sales CRM for small and mid-sized businesses)
- Salesflare (best for who selling B2B services)
2. Online Booking & Quoting Softwares
What they do?
Have a service & want a price calculator? These will do the trick.
Top recommendations:
- ZenBooker (Best for Home Service Businesses)
3. Reputations Management (reviews)
What they do?
These help manage reviews for your business across all platforms (GMB, Yelp, Facebook, etc.)
Top Recommendations:
- Repuso
- NiceJob
- Yext
4. Email Marketing & Paid Newsletters
A lot of CRMs also have this functionality, so make sure you check that first before getting a standalone software.
What they do?
Manage email connections & marketing with your customers.
Top recommendations:
- Aweber
5. Project Management
What they do?
The best for creating team dashboards and tracking projects from start to finish to stay organized.
Top recommendations:
- Monday (my favorite)
- nTask
- Paymo
- Notion (would require some manual setup)
6. Data Management & Storage
What they do?
House all of your business data, literally for anything you can think of.
Top recommendations:
- Airtable
- Google Gsuite (Docs, Sheets, etc..)
- Notion
7. Finances & Invoicing
What they do?
Invoicing, billing, accounting, tracking expenses, profit, you name it.
Top recommendations:
- Quickbooks Online (more accounting)
- Xero accounting software (best for Sole traders and Businesses)
- Stripe (basically just billing & invoicing)
8. Phone & Call Systems
What they do?
Create a business phone number that you can share between your team to better take calls and customer requests (definitely don't want to be taking calls on your personal).
Top recommendations:
- Nextiva
9. To-do & Task Trackers
What they do?
Manage all of the business tasks (and personal ones too).
Top recommendations:
- Todoist (my favorite dedicated to-do tracker)
- nTask (pretty much all of the project management softwares)
10. Creating & Maintaining SOPs
What they do?
Help to create, house, and maintain your business SOPs (standard operating procedures).
Top recommendations:
- Trainual
- Notion
- Loom
11. Virtual receptionist and live chat solutions
What they do?
Help businesses to save time, build loyalty and create meaningful connections with callers and website visitors through 24/7/365 virtual receptionist and live chat solutions.
Top recommendation:
- Ruby
12. Scheduling and Booking Appointments
What they do?
Online appointment scheduling software provides customers with a portal to book an appointment online, and enables businesses to track and manage those appointments.
Top recommendations:
- Arbox
- Calendly
13. Business payment solution
What they do?
Help small businesses to pay virtually any domestic business expense, by bank transfer or credit card.
Top recommendation:
- Melio
14. Meeting Assistant
What they do?
Meeting assistant records, transcribes and generates smart summaries to extract actionable insights from all your team meetings.
Top recommendation:
If you think I missed any key software, please add your favorites down below.
