Calling all small business owners and entrepreneurs!! 

Running a small business can get a little crazy. As the person in charge, you can find yourself managing a variety of tasks on a daily basis just to keep your business up and running. From bringing in new clients to managing employees and project timelines, the list of responsibilities can seem never-ending.

Luckily, there are tons of tools at our disposal to utilize that can help to optimize your business and daily operations! 

We’ve compiled a list of some of our top favorite tools that help us stay on track. 

CRM Or Business Management Platform

Otherwise known as the Client Relationship Management platform, a CRM basically does just that! Whether you need help keeping up to date with new leads or if you need a place to build your client base, a CRM is one of our most important tools to stay on track. 

From lead capture to client portals and questionnaires, we use our Business Management Platform as a place to stay organized. The goal of utilizing a Business Management Platform in your business is to help you and your team stay organized and manage client communications.

If you’re interested in reading more about our favorite CRM and Business Management options, check out our blog: The Best CRM Business Management Platforms For Creatives Small Businesses

Project Management Tools

Many CRM or Business Management tools go beyond simply managing client relationships. With additional features, platforms like Trello and Asana (free) and Monday.com (paid) can help you and your team stays on top of project tasks and deadlines in a collaborative way.

Whether you work alone, with employees, or with other contractors, it can be helpful to have a space to keep everything in order. 

Additionally, project management tools can help give a visual to certain metrics in business and even assist with certain alerts and timelines. These are all crucial aspects to keeping on track so you can continue to bring in more business. 

Email Marketing Platforms

Email marketing isn’t for everyone, but it does offer some major benefits to the right person. Similar to the previously mentioned tools, many email marketing platforms offer much more than meets the eye. 

Whether you’re looking to capture leads on your website, create a drip-email campaign, or send regular newsletter-style emails to a robust email list, there are excellent tools that you can utilize depending on your goals. 

Excellent Internal Communication

We work with small businesses owners and solopreneurs alike. Depending on the size of your team or who you work with on a regular basis, your business may benefit from utilizing internal communication tools such as Slack (for instant messaging) or Zoom (for video conferencing). 

We use both of these tools at The Mug and it truly does make a difference to ensure all team members are on the same page. 

An Awesome Website As Your Hub of Information

Have you ever thought of your website as a tool for your business? 

In conjunction with some of the other tools we’ve mentioned, like CRMs and Email Marketing Platforms, a website can help you capture, maintain and cultivate relationships with your clients! It is often the first place that a new customer will go to familiarize themselves with your business and offerings. Help your business stand out with a website that works for you!

Are you interested in getting your website started? 
Whether you are ready to hire someone or looking to handle things on your own, it may be a good idea to check out our new Website Content Planner for a low investment ($15), high-value way to get the ball rolling on perfecting your messaging and getting organized for your high-converting website.