The best business management tools and how to use them

Wouldn’t it be nice if your business could run itself sometimes? I bet you would love it if you could make sales, manage clients, and post to social media without even lifting a finger. And how much time would you save if you could batch all the important business tasks and get it done with a couple clicks of your mouse? You would actually be able to spend more time doing that creative thing you love to do. Living the dream, right?!

It doesn’t have to be a dream anymore. In my many years of business, I’ve found some incredible tools to help run my business more efficiently, and many of them are built for automation to keep your business running even when you’re not.

The key to running a streamlined business is utilizing these types of tools so that your one-man show can feel like you’ve got 10 people working just for you. And if you want to spend less time working and more time living, you need these tools in your life too.

General management apps

Honeybook

I’m all about apps that have multiple uses, and Honeybook is definitely one of those apps. This app allows you to send contracts, invoices, questionnaires, and quotes from one place. You can also use it to save your contacts and do bookkeeping. You can set up a client onboarding workflow and add it to each project which already has the contract, invoice, and questionnaires ready to go (with minor editing for each project) and also reminds you what to send to the clients to get their project set up.

 

Asana

Asana is the best tool for managing both client and personal projects and is the perfect place for keeping all the lists of all the things so you don’t have to keep it in your head. You set up unlimited projects and invite clients or team members to join so they can see tasks, files, and due dates. You can communicate, collaborate, and share project files all in one place, keeping conversations about the project out of email and saved in one place to reference later if needed. Each client can only see their own project and has the ability to send comments, add files, and check tasks when completed. You can set due dates, assign tasks to people, and chat about each task or project all from the app. And the best part about this app — it’s FREE. You can do all of this without signing up for a paid plan, but there are always upgrade options if you need it.

 

Google

Google is great for a lot of different things. To name a few I use Google Drive, Docs, Sheets, and Email. I have folders that match all the business folders on my desktop and transfer files there as needed. I also house all my client projects and files there so they can access the folders as well. I use Docs and Sheets to create a lot of my business content. I have templates created for things I do often so I can plug and play and make the process a little bit quicker. Plus, I love that I can access these things on any computer and on the go if needed.

 

Wave

Wave is a great free bookkeeping app that helps you keep all your bookkeeping and financial data in one place. You can connect bank accounts for automated bookkeeping and it provides great reports to see an overview of your profit and loss as well as where money is going or coming specific areas of your business.

 

Evernote

Evernote is one of the best notes apps I’ve found. It is great for jotting down random notes or thoughts or brainstorming about things before finalizing details. I use this as a a place to brain dump everything in my head and sort through it before transferring to Google docs when things are more finalized. It is my digital notebook and I love using it!

 

Social media apps

Planoly

Planoly is a great tool for mapping out your Instagram post and scheduling content ahead of time. It allows you to view the grid as a whole and rearrange things easily if needed. There are also great features like smart scheduling, analytics, and the ability to comment from the app. You can also schedule Instagram stories from here as well which is helpful for planning out promotional posts to stories ahead of time. On top of that, you can even use this app to schedule pins to Pinterest which is a great feature too.

 

Tailwind

Tailwind is another great social media scheduling tool that focuses on Pinterest. There are so many great features about this app including pin and video scheduling, analytics, hashtag suggestions, pin looping, and more. It is a great tool to use to up your Pinterest game and will help keep things organized and efficient so you don’t go crazy trying to pin all the time.

 

Email marketing apps

ConvertKit

ConvertKit is my #1 recommended email marketing app for online business owners. I find that this app has the perfect mix of advanced features and functions while still being easy to use and understand. It is great for growing your email list and there are a lot of amazing features that can help you do things like automations, send email sequences, track your stats and more. If they are lacking in one area it is the email design, but it forces you to keep it simple which isn’t always a bad thing.

 

Flodesk

Flodesk is a new favorite email marketing app because of its incredible design features. It is so easy to create a beautifully designed email and they come stocked with several design templates that are drag and drop easy. This is a great option for personal brands who want to provide a more thoughtfully designed email and it has all the necessary functions to grow and manage your list like audience segments, sign up forms, automated workflows, and more. It is incredibly easy to use and their interface is top notch. The only downside is that it is lacking some advanced functions and integrations but those will likely be available in the future.

 

Interact

While this isn’t an email marketing app per say, it is a great tool to pair with email marketing because it allows you to create a lead generating quiz and connect it to your email marketing provider to collect those leads. Quizzes are an easy and fun way to generate leads for your email list and if done right, it can really help you fill your list with qualified leads. Interact is an easy tool to use to create a quiz that can be embedded on your website to start collecting leads.

 

Websites

Showit

Showit is an easy drag and drop website creator that gives you the ultimate freedom in website design. There are so many amazing possibilities with a Showit website and it can open you up for a truly elevated design experience on your website. Showit connects with WordPress for blogging so you have the robust capabilities of WordPress paired with the design capabilities of Showit to make for an amazing website.

 

Squarespace

Squarespace is an all-in-one website platform that offers an easy to use system for creating a beautiful and functional website. This platform is great for online businesses that need multiple features in one place like blogging, commerce, email marketing, scheduling, and more. It is an easy platform to use and understand and one that I’ve recommended for years because it is so easy for anyone to learn how to use and manage their site with it.

 

Shopify

Shopify is the best website platform for commerce focused businesses and offers a lot of functionality for online stores. There are tons of advanced commerce features with Shopify that you just can’t get anywhere else. If you are focusing on online commerce, then Shopify is the right platform for you. It is easy to create a clean and well organized online store that showcases your products the best way possible.

 
 

Courses

Kartra

Kartra is an all-in-one course, membership, and digital product platform that allows you to host course or membership content, sell digital products, and handle your email marketing all in one place. Kartra is my go-to for online courses, memberships, and digital products. It is a fully functional app with a lot of great features. There are so many amazing features about Kartra but my favorite is that you can have everything in one place so that you don’t have to connect and integrate separate apps for a shopping cart, course content, email marketing etc. It’s an easy way to not only set up course or membership content that will look good on the front end, but also manage your students and members easily on the back end. It also allows for some advanced functionality to really amp up your sales funnels and marketing.

 

Kajabi

Kajabi is another all-in-one course, membership and digital product platform with tons of capabilities. It is very similar to Kartra, and can do most of the same things. The biggest difference in the two is that Kartra has the ability to directly integrate with Interact for quizzes and Kajabi does not so if you want that feature, this is something to consider. Other than that, it can do the same things as Kartra and allows for beautiful course or membership set up.

 

Podia

Podia is a great online course and membership platform that is simple to use and allows for good features and integrations. It is a little simpler than Kartra or Kabjabi while still allowing for some good advanced features and integrations. One of my favorite parts about this platform is the seamless integration with ConvertKit and the ability to easily tag students in Convertkit with the click of a button. It also allows for bundling together products or courses easily.

 

Carts

Thrive Cart

Thrive Cart is a shopping cart add on that allows you to sell a variety of products on any website platform. This is an amazing platform that has tons of features for listing physical or digital products. It is a great way to to boost your revenue with high converting cart pages, one click sales funnels, affiliate campaigns and track your entire business with ease. Plus, the ability to customize your cart page and checkout process is a huge plus.

 

Shopify Lite

Shopify Lite is a simpler version of Shopify that you can use to host your store on any website platform. This is a great way to set up a simple shop and showcase products in a variety of ways without overcomplicating it. It is a quick and easy platform to set up a shop and start selling immediately.

 

Design

Canva Pro

Canva Pro is my new favorite design tool because it is easy to use and offers a ton of design flexibility. It is an online design tool that I have found easy for anyone to learn to use. There are tons of template options and the pro version allows you to set brand colors and fonts for easy creation of branded graphics. Plus you can create templates for all your most used marketing designs and brand graphics to share with your team.

 

Adobe CC

Adobe CC is the old standard for design and is great for more in depth and detailed designing. I still use Adobe for designing custom graphics, brands, and websites and love the detailed functions that they provide for design. If you are just looking for a simple program to create quick and easy graphics, Canva is the winner, but if you want to design more detailed illustrations, complex PDF layouts, website designs, or things of that nature – Adobe’s got your back.

 

Creative Market

Creative Market is a great resource for design graphics, fonts, and more. You can find anything from icons and graphics to stock photos and illustrations. My favorite way to use this tool is for finding fonts, but there are tons of great ready-to-use design elements available. (BONUS: this can also be a great place to sell your designs or photos if that’s your thing!)

 
 

Video

Zoom

Zoom is my go-to for hosting video chats, client calls, or even webinars. They provide video calls, webinars, conference rooms, chat systems, and more. It is a great platform for hosting consult calls, calls with clients, or even group calls for a course or program. You can get a recording of your call to upload on your site or save for reference later too.

 

Loom

Loom is the perfect tool to record videos of yourself or your screen and send to clients or use for content. I’ve used loom to record videos for clients, tutorials, online course videos, masterclasses, and pretty much anything that you need to record a video of you and/or your screen.

 

Crowdcast

Crowdcast is a great webinar tool for hosting live webinars. This platform offers live video Q&As, interviews, summits, webinars and more. For any online personal brand, Crowdcast is a super simple way to connect live for a variety of uses.

 

Photos

Unsplash

Unsplash is a free photo resource that has a variety of great stock photos. It is a great free tool to find stock photos and you can even find a good collection of photos with the same style or vibe. I also love that this tool directly integrates with Squarespace websites so you can easily search for and find images to use on your site.

 

MOYO

MOYO is my preferred stock photo resource because of the style of photos and availability of mockups. They provide a beautiful style of stock imagery that can be used in a variety of ways. They also have a wide range of mock-up options so you can easily create mockups of your work or screens to showcase services, programs, and lead generators.

 

Social Squares

Social Squares is a great stock photo resource with a variety of photos to fit different brand styles. It is a monthly subscription and they are always adding more photos in a variety of settings and styles. This is an easy resource to use to find on-brand stock photos that can be used in a variety of ways for your branding, website, and marketing.

 

Scheduling

Calendly

Calendly is a great tool for scheduling calls or meetings with others. You can give someone the option to schedule their own call time. You can set specific dates/times that you are available and embed it on your website to create a branded experience for setting up sales calls or consult times with you.

 

Acuity

Acuity is another great scheduling tool for allowing clients to schedule their own times with your calendar.

 

Communication

Voxer

Voxer is a great voice and message app for communicating with clients. It is an app that you can put on your phone and use to chat via voice message or text message. I love this for chatting with team members quickly and easily or keeping up with clients or friends.

 

Slack

Slack is a great tool for communicating with team members or community members. It’s an online chat platform that allows you to set up different channels for communicating in different ways. This is great for setting up team communication, support groups or communities for courses or membership programs, or even for chatting with clients or friends.

 
 
 

 

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Best business management tools

Please note this resource does contain affiliate links and I may receive a commission if you choose to purchase through one of these links. I only promote things I use or have researched thoroughly and highly recommend.

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