19 Best Business Management Software Solutions

by Brandon Boushy
19 Best Business Management Software Solutions

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We know how hard it is for small businesses to choose the right business management software. New tools are constantly coming out, but it isn’t always easy to know which ones are effective.

We’ve reviewed all kinds of tools and asked business owners about the software that helps them succeed. We used a combination of personal experience, expert interviews, and Trustpilot ratings to choose this list of the best business software solutions.

You can either keep reading or click on any of the links below to jump to the section that interests you:

What is business management software?

A business owner using a laptop surrounded by floating diagrams and charts.

Business management software is any system that helps business owners and employees support, manage, and automate business processes. In other words, it saves you time on repetitive tasks.

The right management software will make your business operations more efficient. Not only does this help you stay competitive, but it’ll also cut down on frustration for your internal team members.

Benefits of using business management software

Automating routine tasks frees up time for employees to focus on more important assignments that need human attention. This often leads to higher customer satisfaction since employees are more attentive. You may also be able to operate with fewer employees, which keeps your overhead low.

Other benefits of automation include more efficient team communication and fewer mistakes from human error. Communication is especially important for remote teams since you won’t always have the chance to talk face to face.

You’ll also have access to real-time insights to make faster decisions and manage inventory. Plus, most mainstream business management software includes security features that you won’t always find in custom software.

How to Choose Business Management Software

Choosing the right business management software can be challenging with all the options we have today. You’ll want to consider the following factors when choosing business management software:

  • Scalability: Make sure any software you choose can grow with your business.
  • Customization and integration: Find out whether the software can be easily adjusted to fit your business model. New tools should integrate with your current systems.
  • User interface: Software should be easy to use.
  • Security: Does your industry have special security requirements?
  • Customer support: The software should have documentation, training videos, and a help desk to support your business.
  • Cost: The cost of software can vary dramatically. Make sure you understand how it will impact your business now and as you grow.

Besides these considerations, remember to think about functionality. Project management features make it easier to manage your routine business operations. You’ll also want to think about marketing automation for email, text messaging, and social media management.

Depending on your industry, you might need software that supports secure document storage. Industries like healthcare have strict policies.

You’ll also need software to provide invoices, accept payments, pay vendors, and monitor your finances.

What is the best business management software?

#1. Simply Business

Simply Business helps business owners find the lowest price for small business insurance by requesting quotes from the nation’s best insurance companies.

They have a 4.6-star rating on Trustpilot and 1,273 reviews. In addition, more than 2,825 small business owners have shown interest in their services on UpFlip.

#2. DreamHost

The DreamHost page about web hosting options and latest deals.

Every small business needs a website. DreamHost provides web domains, hosting, and websites for as little as $2.59 per month.

DreamHost has a 4.7 Trustpilot rating, and more than 2,011 UpFlip users have shown interest in the software for growing their online presence.

#3. Borrow Nation

Borrow Nation helps business owners find up to $50,000 in loans. Just fill out a quick form to discover different loan opportunities.

An application only takes five minutes, and you can use Borrow Nation for either personal or business loans. Join over 1,300 UpFlippers who have checked out Borrow Nation.

#4. AdCreative

A laptop open to the AdCreative website showing that it's the most used AI tool for advertising.

Running a small business today means you’ll need marketing. With AdCreative.ai, you can save time creating pictures, videos, and text to market your business. Monthly plans allow you to make unlimited generations but with limited downloads.

AdCreative.ai offers a free trial period and monthly costs starting at $39 for 10 downloads. Over 350 UpFlip users have shown interest in improving their marketing campaigns with AdCreative.

#5. ServiceTitan

ServiceTitan helps service business owners get more leads and close more sales. Its customer relationship management (CRM) system is specially built for service businesses.

ServiceTitan can help answer customer calls, create estimates and service agreements, and simplify financial reporting.

#6. Tailwind

A tablet showing the Tailwind site and detials about their free plan.

Tailwind helps you plan, create, schedule, optimize, and share advertisements. This includes social posts and emails.

Tailwind has a 3.8-star Trustpilot rating with 275 reviews. Take advantage of their free forever plan and upgrade as your small business grows.

#7. Square

More than four million businesses use Square for payment processing and point-of-sale systems. With Square, you can start accepting payments for any type of business.

#8. QuickBooks

QuickBooks is a financial management and payroll system developed by Intuit. Almost every company management system integrates with it. The highest plans help you manage estimates, invoices, inventory, and bookkeeping.

It will also make accounting easier during tax time because QuickBooks and TurboTax are part of the same company.

#9. HubSpot

Get a free CRM platform from HubSpot. You’ll get access to contact and lead management features to help with marketing, scheduling, and more. This includes support for live chat and shared inboxes.

Once you know that you want to keep using HubSpot, upgrade to a paid plan for more advanced marketing and business management tools.

#10. Google Workspace

A computer monitor showing Google Workspace features.

Get custom email, storage, and office tools for your business from Google Workspace. Their monthly subscriptions include:

  • Gmail: This allows you to respond to customer emails using a branded email.
  • Drive: You’ll receive drive space to store business documents and other materials.
  • Meet: Host video calls for up to 100 people with the lowest-cost plan. Video conferencing can handle up to 1,000 participants on the highest plan.
  • Calendar: Schedule appointments and manage your time with Google Calendar.
  • Docs: With Google Docs, you’ll be able to create documents and share them with employees for team collaboration.
  • Sheets: Use Sheets for data analysis, simple charts, and other information that’s better handled in a spreadsheet.

Prices start as low as $6 per month for each user. The larger plans include more storage space, bigger meetings, and enhanced security options.

#11. Fiverr Pro

Did you know that businesses that work with freelancers save 20% to 30% compared to hiring full-time staff?

Fiverr Pro provides you with the business management tools to recruit freelancers using multiple hiring models. They offer a satisfaction guarantee and integration support for your existing project management software.

#12. Connecteam

A phone showing the Connecteam app and features.

Connecteam is one of the best business management tools for small businesses because it’s free for 10 users. The Small Business Plan has all the features of the Expert Plan.

You can get three types of accounts: operations, communications, and HR. When you buy one, you get limited functionality for the other two.

Once you have more than 10 employees, you’ll have to upgrade to paid memberships. It costs $59 monthly for up to 30 members. Each additional team member is $1.80 per month.

#13. Bizee

Want professional help starting your LLC but don’t want to pay extra? Just pay the state fees with Bizee. They’ll act as your registered agent, form your LLC, and provide you with a business tax consultation.

Bizee can also help you get your employer identification number and create business contracts. Plus, you’ll have the option to sign up for a domain and business phone service.

They have a $199 and $299 plan to help simplify your compliance needs.

#14. Northwest Registered Agent

A businessman smiling and pointing next to a screenshot of the Northwest Registered Agent website.

You might want to consider Northwest Registered Agent to form your LLC or nonprofit for just $39 over the state fee. The fee covers a year of registered agent service, a business address, mail forwarding, a domain name, and a custom website.

#15. Trainual

Trainual makes it easier to onboard employees. You’ll have procedures and documentation for every business workflow.

That saves time when you need to onboard and train new employees as your company grows. The bigger you get, the more you’ll save.

#16. Durable

A tablet showing the Durable website builder.

Durable uses AI to build a website and manage your SEO. You can get started for free, then upgrade to a paid plan. The paid plans start at $12 per month when paid annually or $15 if you pay month to month.

You’ll want the $25 monthly plan to accept invoices and credit cards. If you’re a serial entrepreneur, you might even want to consider the mogul plan for $95 monthly.

#17. Melio Payments

If you want to automate accounts payable and accounts receivable, check out Melio Payments. You’ll be able to pay vendors, rent, utilities, and freelancers in bulk or through automation. This makes it easier to monitor and control your cash flow.

However, keep in mind that Melio doesn’t handle payments to employees.

#18. Pipedrive

A computer monitor showing the Pipedrive free trial page with sample graphs.

Pipedrive makes managing your customer pipeline as simple as a four-step process:

  1. Create stages of your pipeline.
  2. Focus on actions instead of goals.
  3. Track your progress.
  4. Optimize and grow.

#19. HighLevel

HighLevel is an all-in-one platform for marketing and sales. It offers a 14-day trial period and a starter plan for $97 per month. HighLevel includes the following features:

  • CRM
  • Pipeline management
  • Website builder
  • Forms and surveys
  • Email marketing
  • 2-way text message marketing
  • Appointment booking
  • Courses
  • Call tracking
  • Reputation management
  • Analytics
  • Communities
  • Document signing
  • Grey-labeled mobile app
  • White-labeled desktop app

HighLevel gives you more control over the customer experience and how you communicate with your customers.

Our Methodology

A businessman holding a tablet and pointing at a a floating diagram showing five-star ratings and other icons.

We chose the business management software on this list based on the following factors:

  • Trustpilot ratings: Trustpilot is a review service that makes it easier to compare companies based on performance and customer complaints. We excluded any software without a 3.8-star rating or better.
  • Number of reviews: The number of reviews for small business management software indicates how many business owners felt it was worth providing feedback.
  • Conversion rates of programs: The conversion rate of software affiliate programs indicates whether the landing pages are helpful for potential customers.
  • Number of clicks from UpFlip users: Ultimately, our job is to help you become the most successful business owner you can be. We track the links to see which ones you like and which ones you don’t. We periodically update the order based on your preferences.

Business Software FAQ

How can customer relationship management software help my business?

Customer relationship management software can help your small business in numerous ways:

  • Creating a centralized database of customer interactions
  • Improving customer support and retention
  • Increasing work efficiency through process automation
  • Soliciting suggestions for product and service improvements
  • Increasing the lifetime value of customer relationships
  • Driving sales and improving your sales strategy
  • Improving analytics through advanced reporting tools
  • Increasing the growth rate of your business
  • Facilitating easier access to information
  • Improving segmentation
  • Increasing productivity
  • Integrating new tools together

How to best organize your whole business workflow with business management software

To best organize your entire business workflow with business management software, follow the process below:

  1. Identify key processes.
  2. Break down processes into individual tasks.
  3. Assign tasks to team members.
  4. Set clear deadlines.
  5. Create dependencies.
  6. Automate parts that can be automated.
  7. Review the workflow and optimize as needed.

What does data management software do with business data about inventory, customers, and vendors?

Data management software organizes, manages, and processes business data. It follows the rules that are set during the software development process. Many tools also give you the option to create custom workflows and adjust settings as needed.

You’ll want to read the terms and conditions of all software providers that have access to important customer data. They may have terms that allow them to use the information to improve their business operations. Make sure this aligns with your policies on security and customer data.

Why is document management software important for businesses with fleets?

If you have a vehicle fleet, you’ll need to document information about each vehicle separately. This will help you track which vehicle and driver handled a job, how long it took them, and how much it cost. Document management is also important for establishing when maintenance is needed.

What is project management software, and how does it benefit teams in a business?

Project management software helps you identify the tasks that need to be completed and who needs to complete them. From there, you can establish the right order to complete tasks and allocate resources accordingly.

Project management software also provides a way of documenting how tasks are completed and comparing the details to your original estimates. This will help you understand when delays occur and why.

How does invoicing software support change management?

Invoicing software can be used to support change management by charging departments for the internal resources they use. Requiring departments to “pay” for resources forces them to think more about what they’re consuming.

How can database management software help my business?

Database management software can help you stay organized and quickly access detailed reports about your business. Having this data in a centralized location will allow you to make informed decisions even on a short timeline.

Choose Your Business Systems

We’ve covered a variety of business process management software. We’ve discussed solutions for HR, marketing automation, supply chain management, project planning, and other standard business processes.

Most will have a per-user billing strategy or a monthly cost for a set number of users. For small teams, you may be able to start with free plans and scale from there once you know which tools are the best for your business.

We’d love to be able to review every piece of software in one blog, but that would be the longest blog ever. Is there software we missed? Do you agree or disagree with our suggestions?

Let us know in the comments below.


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Author

Brandon Boushy

Our lead writer, Brandon Boushy, has been a business consultant, business owner, and marketer since 2017. Brandon is committed to the pursuit of knowledge and continuous improvement. He measures his success based on how many business owners he helps succeed. Brandon started Raising Daisy Photography in 2017 with Stephanie MacIver. His role was focused on marketing, estimating, and managing customer interactions. He is also a freelance business researcher and has provided over 3,800 hours of business research for more than 50 clients. His blogs are read by over 2 million people every year. Brandon told us: "My motto is never quit learning. I bring this motto to everything I do, and find writing the best way to help share the data I obtain to assist business professionals pursue their dreams." He empowers companies to improve their communication and brand awareness through creative content strategies and blog writing.

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