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Best 5 Software for Small Business Management

November 29, 2023 444 views

Small businesses often struggle to manage finances, inventory, customers, and team collaboration. Selecting suitable software for small business management is challenging due to learning curves, integrations, and costs. This article introduces software for small business management through real-world examples demonstrating unique values and ease of use.

Best 5 Software for Small Business Management

To help you find the best software for your small business, we have compiled a list of the top 5 software tools that offer features and benefits for different aspects of business management. These are:

Zendesk: Customer Service Software

Zendesk logo


Zendesk is a customer service software that helps businesses manage and improve customer support interactions across various channels. With Zendesk, you can:

  • Integrate various customer communication channels like email, chat, social media, and phone into one platform.

  • Track and manage customer queries and issues with tickets and workflows.

  • Automate repetitive tasks and responses with triggers and macros.

  • Measure and improve customer satisfaction and loyalty with reports and analytics.

Zendesk is suitable for small businesses that want to provide fast and personalized customer service across multiple channels. However, Zendesk can be expensive for small businesses, as it charges monthly per agent. It also might have a learning curve due to its advanced features.

To learn how to use Zendesk for customer service, you can watch this tutorial.

HubSpot CRM: Customer Relationship Management Software

CRM Logo


A CRM system is a tool that helps manage interactions with customers, track sales leads, and improve customer relationships. With a CRM system, you can:

  • Store customer information, communication history, and sales data in one place.

  • Manage sales leads, opportunities, and pipelines with ease.

  • Personalize customer interactions with insights and recommendations.

  • Increase sales productivity and performance with automation and integration.

A CRM system is suitable for small businesses that want to increase their sales revenue and retention by building long-term customer relationships. However, a CRM system can be challenging to integrate with existing systems and tools. It also might require customization and configuration to suit specific business needs.

To learn how to use a CRM system for sales, you can read this article.

Jobber: Field Service Management Software

Jobber Logo


Jobber is a field service management software designed for small businesses like landscapers, plumbers, and cleaners. With Jobber, you can:

  • Schedule and dispatch jobs to field workers with ease.

  • Streamline billing and invoicing processes with online payments and reminders.

  • Provide a mobile app for field workers to access job details, directions, and notes on the go.

  • Enhance customer experience with online booking, notifications, and reviews.

Jobber is suitable for small businesses that provide services at customers’ locations and must manage their field operations efficiently. However, Jobber may not be suitable for businesses outside of service industries. It also might have some complexity due to its features.

To learn how to use Jobber for field service management, you can watch this video.

ProofHub: Project Management Software

ProofHub Logo


ProofHub is a project management and team collaboration software. With ProofHub, you can:

  • Manage tasks, projects, and deadlines with ease.

  • Collaborate with team members and clients with discussions, file sharing, and feedback.

  • Plan projects visually with Gantt charts and Kanban boards.

  • Track project progress and performance with reports and analytics.

ProofHub is suitable for small businesses that work on multiple projects with different teams and clients. It helps them organize their work, communicate effectively, and deliver quality results. However, due to its interface, ProofHub might have a learning curve for new users. It also might have more features than necessary for some businesses.

You can read this article to learn how to use ProofHub for project management.

Upbase: Team Collaboration Tool

Upbase Logo


Upbase is a team collaboration tool that helps small teams work together efficiently. With Upbase, you can:

  • Manage tasks, deadlines, and priorities with ease.

  • Communicate with team members via chat and discussions.

  • Share files and documents securely with cloud storage.

  • Access your work from any device with a web browser or mobile app.

Upbase is suitable for small teams that need a simple and easy-to-use tool to collaborate on their work. It helps them stay focused, organized, and productive. However, Upbase might not suit complex project management needs, as it has limited advanced features. It also might not be ideal for larger teams or more extensive projects.

You can watch this video to learn how to use Upbase for team collaboration.

How to Choose the Best Software for Your Small Business

Choosing the best software for your small business depends on your specific business needs, goals, and preferences. However, some general factors that you should consider are:

  • Business Needs: Choose the software that aligns with your business goals and solves your pain points.

  • Scalability: Consider if the software can grow with your business and handle increased workload and users.

  • Integration: Ensure the software integrates seamlessly with your existing tools and systems.

  • Cost: Evaluate the software's upfront and ongoing costs and compare them with the value and benefits it provides.

  • Usability: Opt for user-friendly software that minimizes training and support needs.

Considering these bussiness tips, you can narrow your options and select the best software for your small business.

How can you improve your productivity?

WPS Office provides a free alternative to Microsoft Office with versatile document, spreadsheet, and presentation creation and editing capabilities. The clean interface, cloud storage integration, and multi-device syncing facilities are mobile working. Compared to MS Office license costs, WPS Office's free version offers excellent value for solopreneurs and small businesses aiming to enhance productivity.

Here's how to download and use WPS Office:

Step 1: Go tohttps://www.wps.com/download/

Step 2: Select your operating system - Windows, Mac, Linux, Android, iOS and Click on the Free Download button.

WPS Office download page


Step 3: Click on the downloaded file to open WPS Office Installer.

Open WPS Office Installer


Step 4: Click on Install Now and follow the prompts to complete the installation.

Install WPS Office


Steps to edit documents in WPS Office:

Step 1: Open a document, spreadsheet, or presentation in the WPS Office.

Step 2: Edit text by typing directly or cutting/copying from another file – format text by changing font, size, color, etc.

Editing a document in WPS Writer


Step 3: Insert tables, images, shapes, charts, etc., by clicking the icons in the toolbar.

WPS Writer interface displaying editing tools


Step 4: Save files in Microsoft Office formats like .docx, .xlsx, or as PDFs.

save file in WPS Office Writer


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WPS Office- Free All-in-One Office Suite
  • Use Word, Excel, and PPT for FREE, No Ads.

  • Edit PDF files with the powerful PDF toolkit.

  • Microsoft-like interface. Easy to learn. 100% Compatibility.

  • Boost your productivity with WPS's abundant free Word, Excel, PPT, and CV templates.

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FAQs

Is QuickBooks for small businesses worth it?

Yes, QuickBooks Online is a popular accounting solution designed specifically for small business needs. Its key features, like invoicing, expense tracking, reporting, and integration with bank accounts, make financial management efficient for small teams. The different pricing plans also make it affordable.

What's the 50/30/20 rule for planning money in small businesses?

The 50/30/20 rule is a budgeting guideline that suggests that you should allocate 50% of your after-tax income to essential expenses, 30% to discretionary expenses, and 20% to savings and debt repayment. The rule aims to balance essential expenses with long-term savings and retirement planning.

Summary

In this article, we've explored the best software solutions for small business management in 2023. Choosing the right tool for your business's unique needs is crucial for success. Additionally, we've delved into how WPS Office can significantly improve your productivity with its user-friendly features and seamless editing capabilities. Make informed decisions and watch your small business thrive in the digital age.


15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.