Why Is It So Important To Stay Organised?

Let’s be realistic – the diary of a business owner is busy! Day to day task management, meetings, social media, marketing, balancing business with home life… the list is never-ending! We’re only human and with so many balls to juggle, the odd one or two can drop quite easily if we’re not careful. That’s why we need to utilise the tools that are available to us.

So, let’s share those apps with you and get your business organised.

Capsule

Everything starts with your contacts and having an effective Content Management System (CRM) will save you hours of time when it’s set up correctly. Capsule allows you to manage your different contacts, create tasks and workflows and even link to your email marketing platform, such as Mailchimp or ActiveCampaign.

GSuite

There are both free and paid options with G Suite, but whichever you choose, it will keep you organised by having everything in one place. So, what can you do with your GSuite? As a business, you probably have files everywhere, so you’ll know version control can be an issue. With Google Docs, Sheets and Slides you can decide who can access any document, so the latest version is always available.

You can also manage your inbox, create forms and even have regular online team meetings all within the GSuite, reducing the need for hundreds of different apps and subscriptions.

Calendly

Some days, just organising dates and times for the various meetings you need to arrange steals hours of valuable productivity time. This is where Calendly is a great business tool. There’s a free and paid option, but both allow you to allocate slots in your diary for people to book directly via a URL you send. This is a great tool to avoid playing tag by email, text or missed calls just to set up an appointment!

Xero

Keeping track of business accounts isn’t something to save up for year end – that’s just asking for a headache! Using a simple app to track sales, purchases, receipts and payments, all year round, will make your tax return a simple process. You’ll have statements and balance sheets at your fingertips whenever you need them, meaning you’re absolutely clear on the financial health of your business – after all, knowing your numbers is key to your business’ success.

Receipt Bank

Never underestimate the impact that small clutter can have! The small, everyday receipts that fill your wallet is one of them. Having Receipt Bank on your phone means you can input your receipts instantly, and even set it up to send the receipts straight to Xero.

Stripe

Taking payments – every business needs a system that’s easy for your customers, but also easy for you! This integrated payment system delivers on both counts. Your customers can securely pay, by whichever method works for them. And you can receive payment directly into your bank while also logging it on Xero, taking a whole load of manual inputting off from your to-do list.

Asana

With a free and paid version available, where do we start with this one? Asana will do as little or as much as you want it to do, no matter what the size of your business. Whether you have a handful of projects or a huge list, this project management system lets you stay on track with every single task that needs to be completed.

You can add dependencies, keep track of tasks by date, see any particular day at a glance and run reports to name just a few of the features available. If you need to manage multiple tasks, Asana will keep you on track.

Zoom

I don’t think there’s a business owner on Earth that hasn’t heard of Zoom, particularly over the last 12 months. Whether it’s running team sessions, attending or delivering training, networking, talking to clients… Zoom provides a way for us all to stay connected, wherever we are in the world. Depending on your business needs, you can opt for a free or paid account.

LastPass

Hands up if you have more passwords than you can ever be expected to remember… Gone are the days where you need to write them all down in a secret notebook. LastPass will securely remember all your passwords so you don’t have to, leaving you with one less thing to worry about.

Canva

There’s no substitute for professional graphic design, but Canva is a really useful tool for creating consistency across your graphics, particularly on social media. It’s simple and easy to use, and you have the option of creating templates to ensure everything is on brand. With a free and paid for option, either way it’s a cost-effective solution for building a bank of visual assets to use in your marketing.

ActiveCampaign

We’re already at 10… but we couldn’t leave without looking at email marketing. ActiveCampaign allows you to set up sequences and automations to take the manual labour out of creating email campaigns. You can create different lists to tailor your messaging to specific audiences and the data will show you which messages are working, and which might need some tweaking.

What Apps Will You Be Trying?

We hope our Top 10 Apps for Business Growth will help you to take your business to the next level. Of course, there are many similar apps to the ones we have shared with you and we suggest you look around before deciding on the best one for your business’ needs, but hopefully now you can see just how much tome and energy you will save by picking the right apps to help you.

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About Uzair Kharawala
Uzair Kharawala is the Co-Founder at SF Digital. He is a Certified Google Partner, is a Cricket fanatic and loves Photography.
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