Running a business is hard work. There’s a lot on your plate - and a lot of plates to juggle.
It’s time you searched for software that’ll make life simpler. The best tools for small business owners are the ones that save you time, money and a fair few headaches. From task management to accounting, customer relationship management (CRM) to social media scheduling:
Your digital toolbox will soon be filled with the slickest software out there. So, you’ll be able to keep processes in place and grow your business effectively.
There’s no need to waste time searching for the best of the bunch. Because we’ve compiled a list of our 10 favourite tools, both free and paid. This article will let you know the fastest, easiest solutions for keeping your business running smoothly - no matter what industry you’re in.
Heads-up: This page may contain affiliate links meaning if you buy them we may earn a small amount of money (possibly even enough for a cup of tea!) BUT opinions are our own and are not influenced in any way by the brands we've listed. Thanks for supporting Ashwood VA and the brands that support us.
Best tools to keep small business owners organised
Productivity and organisation go hand-in-hand. That’s why it’s important to optimise your workflow. With these 4 nifty tools, you’ll feel the weight lift off your shoulders (trust us!):
● ClickUp: task management
The one-stop-app to help you organise your work. ClickUp is our favourite software for task management, because you can clearly label your projects, set automations - and even track the time you spend on them.
With a ton of different views to choose from it’s easy to see all the different bits and bobs you’ve got to do. And you can easily save emails as to-dos, eliminating the hassle of switching between countless apps for countless different tasks.
There are various plans available, but you get plenty with the Free Forever Plan: 100MB of storage, unlimited tasks, unlimited members, and two-factor authentication.
● Social Pilot: social media management
Bulk scheduling saves you time and stress. Plus, keeping a regular posting schedule lets your followers know what to expect from you - which is important when building a community of brand advocates.
When managing clients’ social media accounts, Social Pilot is our go-to scheduling tool. Compared to other platforms, it’s affordable and super simple to use, it even allows you to schedule carousels and reels. Social Pilot also has a bank of resources to help you get started on socials: from helpful ebooks, to webinars.
● Dubsado: CRM
Dubsado is a real game-changer for managing client relationships. This tool integrates appointment booking, and it helps to maintain consistent communication through email and client portals.
We use Dubsado to create invoice templates, too. And to create forms - whether we’re sending a contract, proposal, or questionnaire.
You can even send your proposal, contract and invoice in one, giving your clients a super easy, streamlined experience.
Psst. You can use code: ashwoodva for 20% off your first month/year. You’re welcome!
● Calendly: free appointment scheduling
If you’re tired of the back-and-forth of emailing to find a suitable time/date, Calendly will change your life (and your client’s).
Book your appointments efficiently, and - when you just want the basics - Calendly is free to use. Simply share your link and get booked up.
Bread-and-butter tools
These tools are the basic fundamentals for small business owners.
● Webflow: Web development platform
Every business needs a website. One that packs a punch - because it’s your chance to impress and convert. Webflow will help you do that.
The best part? There’s no mention of coding. The drag-and-drop building tool means web development becomes uncomplicated. With Webflow, you have complete creative control of your site. And with zero maintenance, no security hassles, and a flexible CMS it’s perfect for beginners.
● Hubspot Academy: free courses
It’s important to constantly develop your skills. Hubspot is home to hundreds of free, online courses.
From sales and marketing, to nitty gritty GDPR fundamentals. These courses will help you stay sharp - and ahead of your competition.
Accounting software for small business owners
Overwhelmed with the financial side of your business? These 2 platforms will give you the helping hand you need:
● Starling: business banking
Staying on top of your finances can seem daunting. But, with Starling, it isn’t.
You can open a Starling business bank account for free, from your phone. You’ll get a fully regulated UK bank account, and 24/7 in-app support. With Starling, you can also customise add-ons, like: invoicing, HMRC tax calculation, and automated savings.
● Quickbooks: accounting software
Quickbooks helps you manage your expenses and stay on top of taxes. It’s a great tool for ease and peace of mind when it comes to all things accounting.
From invoicing, to submitting your HMRC Self Assessment. Quickbooks is ideal for small business owners with little (or no) accounting experience. They’ve even got 24/7 support - with a team that’s equipped to answer tricky questions.
Creative software for small business owners
Your online presence matters. These 2 tools will transform the way your customers engage with your content:
● Depositphotos: stock photography hub
Choose from a whole range of great quality stock images on Depositphotos. Some are free, and ready to put to use on your website or on social media.
The brilliant search features on this platform means that you can find exactly what you’re looking for - giving you access to images that are precisely on-brand, too.
● Canva: graphic design for everyone
Last, but certainly not least: Canva. This intuitive software empowers anyone and everyone to be a (pretty decent) graphic designer.
You can pick from a ready-made template, to design social media posts, flyers, videos, CVs - and even promotional products like mugs and t-shirts. Choose between free, pro and team plans. Once you try it, you won’t look back.
Ready to elevate your business?
If getting organised isn’t your thing, we’re here.
Hiring a virtual assistant is a great idea if you want to free up some time. Or if you simply hate admin (it’s what we do best!).
Outsource those time-consuming tasks. Choose Ashwood VA to spend more time on the things that matter to you - whether that’s developing your business, or improving your work-life balance.
We’re ready, with our organisational toolbox at the ready.
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