Being a business owner is no easy task. Days feel shorter than usual, time runs out very quickly, and resources are very limited.
This is why tech is so important for small businesses. It provides helpful tools that can be used to improve business management as a whole and make the most efficient use of your resources, especially the most important one: Time.
In this article, we will review 10 excellent tech tools that can be used for small businesses starting in 2023.
Project Management Tools
Project Management is one of the three pillars of a successful business, but it can be hard to manage, especially in small teams.
Trello is an excellent tool to manage teams on a budget. It is inspired by a Japanese management method called “Kanban” where you can manage your tasks in a more organized and efficient way, as well as keep track of the activities you’ve done.
You can use a free plan because it has no user limit, so you can invite your team members to work on the same board at 0 costs. It also offers a decent set of task management features and will let you build automation.
Another great tool for project management is ClickUp which also provides a free version, complete enough to manage any small team without an issue. Its interface consists of adding tasks in a calendar as you would in Google Calendar and it contains a lot of features to assign tasks, mark them as completed, attach documents, etc.
On the other hand, Notion is the best option for personal management. This platform is a little bit more complex than the previous two, but it has tons of features that will facilitate your life on a great scale. Especially being a business owner, your time management can get hectic, and that’s why Notion is such a good idea because it is a note-taking software platform designed to help members of companies or organizations manage their knowledge for greater efficiency.
To keep all passwords in one place,
1Password
is the way to go. Thanks to this tool, your team members will always have important passwords at their disposal, at any time, facilitating communication and efficiency. Also, you can manage permissions.
Financial Management Tools
When thinking about financial management for small companies, one of the first things that can pop into one’s mind is “Microsoft Excel”. This is common and it is great, considering this has been an excellent tool to manage sets of data in an efficient way since computers were invented. However, if you are not an accountant, it can get complex and time taking to use MS Excel for your financial records.
That’s why we recommend
Quickbooks
because It is an excellent way of keeping track of your income and expenses. It includes invoicing, expense claims, and generating the documentation required for your tax returns in just a few clicks. Also, the “Simple Start Plan” will give you everything you need to manage your small team for only $8.5/month.
Customer Relationship Management Tools
CRM is essential for any business nowadays, and good management regarding this topic can be crucial for our business growth and future. Sales, closing deals, and maintaining good relationships with our customers are fundamental for our business success, and although there is no free software that allows us to do this, there are some that offer us a comprehensive interface for little money per month that will allow us to run our CRM without setbacks.
HubSpot
is one of the greatest CRM management tools out there, and it also can be used for Email Marketing Management and Marketing Communications. If you’d like to know a little bit more about this, don’t forget to check out our
video in collaboration with Plex Capital, where we touch on Digital Marketing and Tools to be successful at it.
Legal Management Tools
Every business comes with various contracts in the mix. An excellent tool to sign documents is DocuSign.
This platform provides a comprehensive interface that offers you the option to assign due dates for signatures and automatically send reminders to any parties who have not yet added their signature. Additionally, they provide spaces to upload documents and many more features that come in handy when managing legal documentation.
Product Management Tools
For product management, there are tons of options one can use. At the NOSA Group, we offer mainly digital products and services, so here are some options to create, download, upload and distribute digital products like a pro.
The first tool is Google Business Suite. Google offers a wide range of software to create written documents, presentations, calculus sheets, data visualization sheets, forms, among others. Google Business Suite provides a space where you and your team members can keep all information safe and consult it whenever.
Other tools for product management include Ecwid and Linktree. Ecwid is a platform where you can manage all your sales and include all the products you’d like to sell on your website. It also provides powerful insights into your sales stats and it can be accessed by multiple members of a team.
Linktree, on the other hand, is the perfect place to share all your important links with a community.
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