Finding a business solution that fits all your needs & budget can feel like finding a needle-in-a-haystack. But there’s good news! We’ve already done the heavy lifting for you. Here is a curated list with our top picks for “must-have’ small business solutions designed to make your work more efficient and your life easier.
Customer Support
Our Pick: Freshdesk
This omnichannel helpdesk tool can help streamline your customer support solutions. It provides small businesses with self-service components like chatbots and a platform that combines phone, e-mail, chat, and social media functionalities.
Freshdesk also provides you with an overview of all your customer interactions and makes managing them a breeze. The built-in automation feature can take over handling tickets, offload repetitive tasks, and streamline workload distribution.
Invoicing and Accounting
Our Pick: Freshbooks
FreshBooks is our top and only pick for effectively managing small business books and accounts. Besides simplifying accounting, it also covers all the bases of smart business financing like payments, expense tracking, and financial reporting.
What’s more? FreshBooks streamline your time management with project management and time tracking tools that can easily be converted into invoices for clients.
Payment Platforms
Our Pick: Freshbook Payments
FreshBooks Payments is a free offering for existing FreshBooks users! This tool allows customers to pay directly through invoices and automatically records each payment in your account. Since FreshBooks Payments is already integrated with your FreshBooks accounts, it offers easy streamlining of work business accounts and easy, at-a-glance payment status of all invoices.
CRM Tools
Our Pick: Freshsales
Freshsales is a great CRM software that helps track the progress of ongoing deals, right from lead acquisition to conversion. It also offers phone and email support, making it a great fit for SaaS, e-commerce, or retail businesses. This easy-to-use app applies artificial intelligence to score leads and automate everyday tasks like tracking user behavior or sending follow-up emails.
Project and Team Management
Our Pick: Asana
Asana is an aesthetically pleasing work-management platform that gives you a complete overview of all your ongoing projects. The app helps schedule and track the progress of your entire team’s work with the help of a whole range of collaboration tools.
Its minimalistic user interface makes it easy to observe how individual projects are unfolding and the impact they have on the bigger picture.