5 Automations Every Small Business Needs
Download our free guide that reveals the top automation opportunities most businesses miss — and how to implement them without breaking the bank.
Our Recommended Tool Stack
These are the tools we use regularly for client projects and recommend for different business needs.
Bookkeeping & Finance
Essential tools for maintaining clean books and managing cash flow.
- QuickBooks Online (accounting)
- Stripe (payment processing)
- Wave (free bookkeeping)
- Receipt Bank (receipt capture)
- Bench (bookkeeping service)
Automation Platforms
Tools for connecting your business systems and automating workflows.
- Zapier (workflow automation)
- Make (advanced automation)
- Microsoft Power Automate
- IFTTT (simple automations)
- Integromat (complex workflows)
Customer Management
CRM and customer communication tools for better relationships.
- HubSpot (CRM & marketing)
- Pipedrive (sales pipeline)
- Airtable (flexible database)
- Mailchimp (email marketing)
- ConvertKit (creator marketing)
Project & Task Management
Keep your team organized and projects on track.
- Asana (project management)
- Monday.com (work management)
- ClickUp (all-in-one workspace)
- Notion (knowledge management)
- Todoist (task management)
Scheduling & Communication
Streamline appointments and client communication.
- Calendly (appointment scheduling)
- Acuity Scheduling (advanced booking)
- Slack (team communication)
- Zoom (video conferencing)
- Loom (screen recording)
Analytics & Reporting
Tools for tracking performance and making data-driven decisions.
- Google Analytics (website analytics)
- Hotjar (user behavior)
- Tableau (data visualization)
- Google Data Studio (free dashboards)
- Mixpanel (product analytics)