Small Business Contact Management Software Reviews

Small Business Contact Management Software Reviews – When I asked my network this question, 115 small business owners responded with their favorite tools and the amazing ROI they get from using them.

I narrowed down the list — because honestly, nobody has time to go through all 66 tools. In no particular order of popularity, here are the ten most mentioned small business management software tools.

Small Business Contact Management Software Reviews

Small Business Contact Management Software Reviews

Whether you’re looking for a powerful inventory management system or you’re aiming to improve project workflow and impress clients, these ten business software tools can help. Do the trick.

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If you work in a large team, it’s time to invest in the right project management software tool for effective team collaboration. How can you get everyone on the same page and stop those pesky emails?

Pricing: Starter plans start at $29 per month for an advanced user. For a limited time, you can get AppSumo’s annual offer for $149 on the Pro plan ($99 per month).

Deskera simplifies and automates your daily business operations. From your laptop, tablet or phone. And it comes with tons of features like custom fields, custom routes, and a template designer if you want to tweak the system and make it your own.

“It saves a lot of human effort and bookkeeping is also easy. It allows me to do accounting, take care of the team, manage leavers, track transactions, manage resources and more. In addition, the dashboard allows me to switch between tabs and work on many different things at the same time. Also allows for work, which really saves time.–Sharon Pinto, Trusted Pilot 2. Asana

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If you want to manage tasks across projects without dropping Slack notifications here and there, look no further than Asana.

This project management tool lets you communicate with collaborators, set tasks and deadlines for each member, and share files and updates all in one place. It also has an impressive sample library.

With Asana, you can create your own themes for specific projects. This means that members outside of these projects will not receive irrelevant messages on their dashboards.

Small Business Contact Management Software Reviews

Another amazing feature of Asana? You can view project status in different ways: list, table, Gantt chart, your choice.

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Chris Post, president of 2M Locating, is a fan of the feature and cites it as one of the reasons he collaborates so seamlessly with colleagues:

“I’m the ‘person on the list.’ My operations manager is the ‘person on the board.’ We don’t have to force anyone a certain way because Asana allows our team to view the same information in a visual way that works best for them.” Chris Post, President of 2M Locating

Trello works similar to Asana—that is, scheduling and managing tasks, tracking progress, and assigning them to relevant team members.

One of the key differences between these two project management rivals? Asana is more suitable for managing multiple complex projects. Trello, on the other hand, works better for simple one-off projects.

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Get it from Trond Nyland. Immediately after using the workflow management tool, the founder and CEO of Mattress Review noticed a huge improvement in his productivity.

Before this, it would take him five working days to create long-form content. With Trello, it only takes two to three days.

“We’ve found that less work is lost after using Trello. In the past, 10-15% of work was inevitably lost somewhere along the way. This is no longer the case,” says Trand Nyland, founder and CEO of Mattress Review.

Small Business Contact Management Software Reviews

We’ve written a detailed comparison guide of Asana and Trello. If you want to know more about their specific features, check them out.

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ProofHub may not be a household name like Asana and Trello, but it’s worth considering this nimble piece of software because it gets the job done efficiently.

One of the best features of ProofHub is its user-friendly online verification tool. Annotating files takes just a few clicks. Proofhub’s markup and file revision tools simplify the project review process so you never have to go through endless revision rounds.

Note: Asana also offers online verification, but it’s only available for Business and Enterprise plans (which are charged per user). ProofHub allows you to add as many users as you want without paying extra.

This spreadsheet, database section tool allows you to store different types of data in a single cell. Want to add a document or image? It only takes a few clicks.

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Plan your editorial calendar, log client interactions, track your physical assets, you get the big picture. You don’t need to create these spreadsheets from scratch, as Airtable provides them in its template library.

Deya Aliaga, founder and director of digital business at DBM Bootcamp, uses Airtable to track her entire business:

“My team no longer comes to me asking questions about finding X or Y. They know it’s all on Airtable. As a business owner, it has saved me a lot of time and mental energy. ” Dia Aliaga, Digital Business Director and Founder of DBM Bootcamp

Small Business Contact Management Software Reviews

Looking for a spreadsheet-based collaboration tool for your team and clients? Airtable is your ticket to get there.

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Love your tables in Excel and Google Sheets? You’ll love Stackby, which combines the best of three worlds – spreadsheets, databases, and business APIs.

Stackby lets you organize information from special data types like attachments, drop-down lists, and more. You can automatically collect data from various services by connecting Columns to an API, collaborate with your team from anywhere, and automate your end-to-end workflows. .

The possibilities are endless with StockBy. Build your custom CRM, manage orders from your ecommerce store, plan SEO content schedules, streamline your video production and even automate reports with custom Google Analytics.

You don’t have to build everything from scratch. Choose from a variety of templates from the template library or start by importing your spreadsheet.

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Pull the hair. Nail biting. These are the side effects of your bookkeeping when you have little patience in keeping your books. Fortunately, these popular accounting software tools are here to save you time.

Julia Spahiu, founder and CFO of Edi and Sienna Group, chooses QuickBooks as her favorite accounting solution because of its wide range of features.

“QuickBooks has a more complete package. You can run payroll and even get workers’ compensation insurance, which makes it easier when you reconcile your accounts at the end of the month.

Small Business Contact Management Software Reviews

A word of caution: QuickBooks comes with a steep learning curve. Unless you’re working with a professional accountant or bookkeeper, it’s best to skip it and go with the simpler option (I’ll cover this in a minute).

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Joel Miller, founder of The Sky Floor, agrees with QuickBooks because it gives him more time to sell:

“I can’t live without QuickBooks. Legal. Without it, we would not have grown our business by an average of 30% per annum over the last 5 years.” Joel Miller, founder of The Sky Floor

Price: Free 30-day trial. Payment plans start at $6 per month, billed annually. Currently offering 50% off for a limited period of three months.

This beginner-friendly tool lets you send invoices in seconds and offers various important features like expense tracking, time tracking and reporting.

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FreshBooks Profit Dashboard is very easy to understand. Instantly, you can see if your business is progressing.

Steve Toth, founder of SEO Notebook, prefers FreshBooks over other accounting tools because it’s built with business owners in mind, not accountants:

For the time-conscious business owner, managing everything on one platform can have a big impact on productivity. These are two all-in-one tools that will improve your business processes forever.

Small Business Contact Management Software Reviews

SalesIQ allows you to view customer behavior on your website. Books allow you to track and prepare your finances. And Social Network helps you to increase your presence on social networks. And these are just some of its unique features.

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Shane Dutka, a digital entrepreneur, recommends Zoho One for small business owners, especially those looking to streamline their e-commerce stores:

“The best aspect of Zoho One is its functionality. This allows the customer to choose the warehouse closest to them when they purchase an item. This has saved us tens of thousands of dollars in shipping costs and allowed us to get products to our customers faster. Before using Zoho One, we had no way to automate this process. ” Shane Dutka, Digital Entrepreneur

Use it: Oversee essential tasks from sending emails to running meetings and creating documents and spreadsheets in one complete business management solution.

G Suite provides everything you need to start your business at an affordable price.

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You get your professional email address, hold meetings with your team and clients, and collaborate on files in real time.

“What I like about G Suite is that all the tools are packaged into one. I don’t like using different tools and platforms for different purposes because with each new tool you need to know its details, features and how to use it effectively. . With G Suite, everything we need is right there and it’s easy for my team and me to understand.” Michael Dean, Co-Founder at Poole Research

Agency owners and freelancers, listen up! If you’re looking to delight your customers, look no further than Plutoo.

Small Business Contact Management Software Reviews

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