15 Must-Have Management Tools For Every Small Business

It is crucial that every business, regardless of size, must have good management tools to effectively run the business.

Most importantly it is expected of every Small Business to create an invoice template to ensure a safe and instant payment from their customers.

We’ve listed 15 must-have management tools for every small business. Here’s the list.

Process Automation Tool

Source: www.solvexia.com

A process automation tool is a must-have for every small business to ensure the effective running of the business and to ensure that the business goals are well executed.

These tools are simply the best tools for transforming business operations and also facilitating the ability of the business to do more with less.

Scaling a small business and also ensuring the fast growth of the business has never been easier with the help of these tools.

List of process automation tools

  • ClickUp
  • Asana
  • Smart task
  • Pipefy
  • Nintex
  • Zapier

Project Management Tool

Business management is very important, therefore Project Management tools are very essential for executing multiple tasks. These tools are project managers they can assign tasks, make plans, settle deadlines, and keep track of time spent during the project duration. With the aid of project management tools, high-quality projects are assured.

There is a wide range of project management tools for small businesses, but for effective running a business these are considered the best.

List of project management tools

  • Workzone
  • Trello
  • Podio
  • Teamwork
  • Proofhub
  • Meister Task

CRM Software

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Every business needs to have a good relationship with its customers. Customer relationship management software as the name implies helps to measure, and also keep track of a customer’s journey at all points. It is also a good way of keeping a record of sales opportunities and managing marketing campaigns.

CRM software is a good way for every small business to increase sales because it analyses all marketing patterns. It has the best way of sending the right message to the right person at the right.

List of CRM Software

  • Salesforce CRM
  • Hubspot CRM
  • Pipedrive CRM
  • Sugar CRM
  • Nimble CRM

Work Place Communication Software

Communication is very essential, especially for a growing business. A team without communication is doomed to fail, therefore effective team communication is very essential to every business. As your business grows it is very crucial to make sure your team stays in touch to carry out their assigned tasks effectively.

These can be achieved through chatting and file sharing. With the aid of this communication software, good team collaboration is assured.

List of workplace communication software

  • Filestage
  • Microsoft teams
  • G suite
  • Zoom
  • Troop messenger
  • Skype

Work Reporting Tool

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Reporting tools are essentially data source providers. It helps in acquiring information and displaying them in the form of graphs and charts to help a business make better decisions. Reporting tools place data and all information gathered in such a way that it is more readable and presentable.

Also, it allows users to view specific data which could be in a static report or an interactive report.

List of reporting tools

  • Zoho Analytics
  • Google Data Studio
  • Tableau
  • Thoughtspot
  • Whatagraph
  • Hive

Workforce Management

Workforce management software is the best solution for every small business in making plans and keeping track of work done in the business. When it comes to assigning a schedule and also making the demand in labor forecast workforce management tools are readily used.

Also, they help in proving an economic perception of the business’s efficiency and the cost of the business, concerning profits made.

List of Workforce Management

  • ADP Workforce Now
  • Rippling
  • TPC Humanity Scheduling
  • UKG Workforce Central
  • Skedulo
  • Isolved

Invoicing Software

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Keeping track of all billings for services and products is made with ease by using invoicing software. They help to make sure customers make payments on time. When choosing invoicing software it is important to make use of software with good accounting features, preferably bank reconciliation features.

They give a detailed process for making payments. It is the best way for small businesses to manage their finance.

List of Invoicing Software

  • Zoho invoice
  • FreshBooks
  • Square Invoice
  • Intuit QuickBooks Online
  • Invoice Simple
  • Xero

HR Software

Human resource software is basically, digital software that helps in the management and optimization of daily human resource tasks. They create a more streamlined process for handling all human resources efficiently. Feedbacks are more clear and concise and also constructed with the aid of human resource software.

It simply saves more time spent on work output and administrative tasks. HR software is the best way to organize all employee’s data while keeping them stored properly as well.

List of HR Software

  • User guiding
  • Workday
  • Namely
  • BambooHR
  • Gusto
  • Freashteam

Website Host

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When it comes to choosing a web host it is important to choose a good website hosting that gives a high domain authority. Poor hosting is more likely to affect business awareness and also can lead to bad service. As a small business, it is important that your website is always online and this can be assured by using a reputable web host.

Having unnecessary downtime due to bad web hosting is most likely to put your growing business behind. The unlisted website hosts can be a great launching pad for your business

List of web hosts:

  • Blue host
  • Hostgator
  • Hostinger
  • Dreamhost
  • Greengeeks
  • Siteground

Document Manager

A document manager is the best way of keeping track of all documents used in a business. Based on the workflow of the business all documents must be strategically structured in an organized and secure manner. Organizing document is very important because it is a great way of improving customers’ experience.

When choosing a document manager it is crucial to choose one that meets all the business needs not just for storage. A good Document management system will always be of great value to your business.

List of document managers:

  • Microsoft OneDrive
  • Dropbox
  • Google Drive
  • Adobe Document Cloud
  • Smartvault
  • Zoho Docs

Cash Flow Software

Source: www.cashanalytics.com

Management of funds in a small business is the only way to ensure the proper growth of the business. Every business should make use of good cash flow management software to keep an eye on the business funds and also predict how the cash flow affects the business in the future.

List of cash flow software:

  • Float Cash Flow Forecasting
  • Causal
  • Zip Forecasting
  • Concur
  • Plan Guru
  • Pulse

Customer Service And Help Desk

Service to the customers is a major goal of every business, therefore help desk software is made to meet the necessary needs of small business customers.

Customer complaints must always be attended to, this helps to improve customers’ experience. It stores customer data which helps businesses in making important business decisions. It creates good communication between the customers and the business.

List of customer service and help desk

  • Zendesk
  • Groove
  • Freshdesk
  • Zohodesk
  • HappyFox
  • LiveAgent

Email Marketing

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Email marketing is very important mostly to small businesses because it is a simple and effective way of their leads, also it is cost-effective. Email marketing is the best way for a business to increase or generate a high return on investment. It is one of the best marketing strategies because it ensures that your existing and future customers are being targeted, thereby leading to an increase in leads.

With the help of the listed software, a business is most likely to increase sales, and get more clients and leads

List of Email Marketing Tools:

  • Intercome
  • Campaigner
  • Converter kit
  • OptinMonster
  • Aweber
  • Mailchimp

Sales Analytic Tools

Sales analysis helps businesses to solve most business sales problems. Most importantly the performance of a business can be tracked using a sales analytic tool. They help a business to understand the market’s existing and future trends and also what actions to take.

Understanding the market competition, with the help of analytic tools can help improve sales and might also change the business marketing approach. Sales management can sometimes be very complicated for a small business, but with the help of the listed tools, any business can be able to analyze sales and make better marketing decisions.

List of sales analytic tools:

  • EngageBay
  • ActiveCampaign
  • Hubspot Sales Hub
  • Gong
  • Nutshell
  • Salesflare


Source: squeezegrowth.com

Time is very essential, some may say time is money. Calendar software help in the optimization of time for a business. A calendar helps a business in improving, organizing, planning, and making a schedule. Using calendar software gives your business a significant advantage over others.

A small business without calendar software often finds it difficult to keep appointments. It is important to make a wise choice when choosing calendar software for your business.

List of calendar software:

  • Google Calendar
  • Calendly
  • Microsoft Outlook
  • Icalendar
  • Lightening Calendar
  • Zoho Calendar


In conclusion, the best tools can only display their full potential if properly used by the business. When the right tools are used it helps our business to work smarter instead of harder. These tools help a business to make a good investment of time and energy.