Our 10 Recommended Software Tools for Small Businesses

Here are some of the best software solutions that we would recommend having tried many different products for small businesses:

Best CRM software: Zoho

Zoho CRM is an ideal CRM for small businesses. It provides powerful cloud-based software, with excellent customer management and lead generation tools and no compromise on capability. Social media searching, automated workflows, reporting tools, and more add to seamless integration with other Zoho tools, with a free plan offering great value.

Benefits of Zoho CRM for small businesses:

  • Simple and Easy to Use
  • Integration with Third-Party Applications
  • Rich Reporting and Analytics
  • Conversational AI to Power Your Sales Team
  • Sales Forecasting and Predictive Analytics

Best accounting software: Xero

Xero is a cloud-based accounting solution for small businesses. It provides tools to help companies monitor financial performance and cash flow, as well as features for accountants. Financial reports can be customised to track specific financial KPIs and compare the company’s financial management and performance against actual or selected periods. Businesses can easily accept online payments from providers like Stripe and PayPal (as well as credit cards) in multiple currencies. Xero also makes it easy to create and send invoices, as well as send automated payment reminders to clients when their invoices are overdue.

  • Cloud-based: Xero is a cloud-based software platform, which means it can be accessed from anywhere with an internet connection.
  • User-friendly: Xero has a simple and intuitive interface that is easy to use, even for non-accountants.
  • Automation: Xero automates many manual accounting tasks, such as bank reconciliation, invoice creation, and payment reminders, which saves time and reduces errors.
  • Integration: Xero integrates with a wide range of business apps and services, such as payment gateways, project management tools, and CRM software.
  • Real-time data: Xero provides real-time data and reporting, which allows businesses to make informed decisions based on up-to-date financial information.

Xero makes collaboration between businesses and their Bookkeeper, Accountant or Financial Adviser easy and straightforward. Because Xero is cloud-based, it also allows real-time updates. Xero can save you time by connecting to your bank and importing transactions every business day so you can avoid countless hours of manual data entry. Having automatic bank feeds gives you the chance to reconcile daily so the accounts provide an accurate up-to-date picture of your business finances.

Best recruitment software: Flo

Many smaller companies rely on both full-time and contract or seasonal employees. As a result, they need an effective recruitment software and payroll solution.

WorkFlo from Flo is ideal for these types of situations because it can handle payroll processing and payroll tax responsibilities for all types of workers. Designed specifically for UK temporary recruitment businesses and seamlessly integrated, their cloud-based software and payroll systems save time, money and stress.

WorkFlo has two parts, software and payroll:

  • WorkFlo: Software is a complete recruitment software management platform for temporary recruitment agencies.
  • WorkFlo: Payroll is a flexible outsourced payroll service for temporary recruitment agencies

Tech support: Flo offers excellent technical support and training.

Best eCommerce software: Woocommerce

There are various great eCommerce platforms on the market, but Woocommerce is recommended because it is a flexible and dependable eCommerce platform for creating a responsive and high-performing online shop while staying within budget. It is a cost-effective e-commerce platform because of its sophisticated features, plugins, and wide-range of themes. There are also thousands of plugins available to cover everything from payment processing to analytics and much more.

Benefits of using Woocommerce as your ecommerce software solution:

  • Cost-effective: WooCommerce is a free and open-source platform, making it a cost-effective ecommerce solution for small businesses.
  • Flexibility: WooCommerce is highly customisable and can be extended through plugins, making it a flexible platform for a small business selling online.
  • Integration with WordPress: WooCommerce is a plugin for WordPress, so it can be easily integrated with other WordPress plugins and tools.
  • User-friendly: WooCommerce has a user-friendly interface that is simple to use for beginners and non-technical users.
  • Strong community support: WooCommerce has a large community of developers and users who contribute to its ongoing development and provide support through online forums and resources.

Best project management software: Trello

Trello is a collaboration and task management tool that supports all kinds of projects, such as marketing campaigns, content development, customer support, sales tracking, data entry, and HR tracking. It’s important to note that it works for most projects with the exception of budgeting and invoicing, although these kinds of documents can be attached. For smaller businesses, it’s a convenient and easy tool that easily tracks projects through due dates, card cover photos, users, a task commenting feature, labels, priorities, and more. Attachments such as files, images, or documents can also be added to each project management pipeline.

Trello makes it easier for teams to manage projects and tasks. Trello is the visual tool that empowers your team to manage any type of project, workflow, or task tracking. Add files, checklists, or even automation.

Best time tracking software: Toggl

For very small businesses, freelancers, and entrepreneurs who just need a simple time tracker, Toggl might be the best bet. While there are many great software solutions out there that include extensive features such as expense management, mileage tracking, employee monitoring, and more, many small businesses don’t need all of those features (and don’t want to pay for them). With Toggl, it’s all about ease of use because employees can instantly track time across hundreds of third-party apps, computers, and devices — just hit Start and the timer gets going. Toggl is free with paid tiers that start at $9/month for add-ons such as invoicing features.

Toggl Track can be used both by individuals and teams. In either situation, rather than simply tracking and categorising your time entries. Toggl Track provides you with powerful reporting capabilities; helping you to stay on top of what you and your team are spending your time on the most.

Best online payment software: Stripe

Stripe provides a set of programmable APIs and tools to let you facilitate payments and pay out sellers globally. From verifying your sellers’ identities to routing payments, Stripe makes it easy for platforms and marketplaces to manage their payments while staying compliant. Their fees are also very competitive.

Is Stripe better than PayPal? Stripe is a far more robust financial services provider and charges lower fees. Stripe is customisable, and allows your business to accept different payment options.

  • Ease of integration: Stripe has a user-friendly API and plugins that make it easy to integrate with e-commerce platforms, mobile apps, and other software.
  • Security: Stripe is PCI compliant and uses advanced security measures such as encryption and two-factor authentication to protect customer data.
  • Global reach: Stripe supports over 135 currencies and is available in over 30 countries, making it a great option for small businesses trading internationally.
  • Comprehensive payment options: Stripe supports a wide range of payment options, including credit and debit cards, digital wallets, and local payment methods.

Best collaboration tools: Slack

Slack organises conversations into channels, where everyone can come together in one place to share ideas, make decisions and move work forwards. Slack is like the Swiss Army knife of team collaboration tools. It allows team members to communicate on any mobile or desktop device, and it’s particularly useful for smaller businesses that may not have a single office (or whose employees work remotely due to COVID-19 measures). Slack offers a great mix of features such as audio and video calling. It can also be easily integrated with other business tools such as MailChimp and Google Drive, which allows information to be shared efficiently across all of these platforms. Slack also makes it easy to upload and share files such as Word docs, JPEGs, MOVs, PDF files, and files from Google Drive. In fact, some businesses rely on Slack as an alternative to email because it’s easier to keep track of discussions and files.

Best document management software: G-Suite

If you run a small business, G-Suite offers versatile and very useful apps. From email hosting to video conferencing, G-Suite has everything required to manage and operate your business effectively.

G-Suite is Google’s free solution for cloud computing, collaboration, and productivity. It’s ideal for smaller businesses and freelancers because it provides a one-stop-shop for all document management needs. Within the suite of individual apps, users can quickly and easily create and share documents (Google Docs), spreadsheets (Google Sheets), and presentations (Google Slides). Team members can also hold video meetings, access email, secure data, and customize an email address to make it appear more professional. G-Suite offers 15GB of free cloud storage space so documents, including large files, can be easily uploaded and shared with anyone inside or outside of the company.

We hope that you found the above article useful and if you have any questions, please drop us an email.

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