The Best Tools We Recommend for Small Businesses

Let’s get one thing straight: you don’t need 47 different apps to run your business efficiently.

But — the right tools?

The ones that are powerful and easy to use?

They can save you hours every single week.

Here’s a list of our go-to, most-recommended platforms — the same ones we use every day with our clients (and in our own business):

🔹 Airtable – For building custom CRMs, organizing client info, tracking project status, and visualizing data. It’s like a spreadsheet… but way more powerful.

🔹 ClickUp – For task management, process tracking, and team visibility. Great for founders who need to get out of their inbox and into a real workflow.

🔹 Wix – For websites that are beautiful, functional, and actually editable — no developer required.

🔹 Slack – For internal communication that doesn’t get buried in email. Great for teams, contractors, and keeping things moving.

🔹 Canva – For fast, on-brand visuals, social media graphics, and templates without needing a design degree.

🔹 Zapier – For automating tasks and connecting all the platforms above. Think: “when this happens, do that.”

🔹 Kit or Flodesk – For simple, powerful email marketing that doesn’t feel like a headache to use.

These tools cover the basics of:

– Communication

– Task tracking

– Client management

– Website updates

– Marketing

– Automation

We don’t recommend bloated software or tools you’ll abandon in a month. These are powerful, user-friendly, and built to support a growing small business.

Want help picking the right tools — and setting them up to actually work for your business? Book an Operations Deep Dive and let’s streamline your backend the smart way.