Toolkit

Useful tools for running a small business

Beyond your accounting software, a handful of well-chosen tools can save hours a week. Here's a quick, honest roundup by category — not a deep review of each one, just enough to know what's worth a look.

Getting paid

Invoicing & payments

Stripe

Takes card payments online, with no monthly fee — you pay a percentage plus a small fixed fee per transaction. Good for businesses taking one-off or online card payments, and it also supports lower-cost Direct Debit-style bank payments for recurring invoices.

GoCardless

Collects recurring payments by Direct Debit rather than card, which is usually cheaper for regular invoices once the amount gets past a couple of hundred pounds. No monthly fee — just a small percentage per collection. Popular for subscriptions, retainers and membership billing.

Staying in sync

Team communication

Slack

A messaging app for teams, organised into channels instead of one long email thread. Free plan is genuinely usable for small teams, with paid tiers adding longer message history and more integrations once you outgrow it. Worth it once email starts feeling too slow for day-to-day back-and-forth.

WhatsApp Business

For businesses that communicate with customers as much as colleagues, WhatsApp Business adds a free business profile, quick replies and basic automation on top of the app most UK customers already use — no separate account for them to sign up to.

Keeping track

Project & task management

Trello

Simple visual boards and cards for tracking tasks. The free plan is generous and easy for anyone to pick up, making it a solid starting point if you've never used a task tool before and don't want to overthink it.

Asana

More structured than Trello, with timelines and multiple ways to view the same project. Free plan works well for smaller teams; the paid tiers earn their keep once you're managing several projects with dependencies and deadlines.

Notion

Part task manager, part shared notebook, part simple database — flexible enough to become whatever your business needs it to be. That flexibility is also the trade-off: it takes a bit more setup than Trello to get real value from it.

Knowing where the hours go

Time tracking

Toggl Track

A straightforward timer for tracking hours against clients or projects, with a free plan that covers the basics for a small team. Useful if you bill by the hour, or simply want to know where your time is actually going before you decide what to change.

Clockify

A free time-tracking alternative with unlimited users on its free tier, which makes it a reasonable starting point for teams who want everyone logging time without paying per seat straight away.

Not losing track of leads

CRM basics

HubSpot (free CRM)

A genuinely usable free CRM for tracking contacts, deals and basic email activity — a sensible first step up from a spreadsheet of leads. Paid tiers add marketing automation, but plenty of small businesses never need to leave the free plan.

Pipedrive

A paid-from-the-start CRM built around a visual sales pipeline — simple to set up and aimed squarely at businesses that want a clean view of deals moving through stages, without the wider marketing features that come with some competitors.

A word of caution

Pick tools you'll actually use

Free plans and pricing on all of the above change fairly often, so treat the notes here as a starting point and check current details before signing up. And resist the urge to adopt five new tools at once — one project tool and one communication tool, used properly, beats a scattered toolkit that half the team never opens.

Business owners in a working meeting

Want the finance side sorted too?

Whatever tools you run the rest of the business on, we'll make sure the numbers side is solid underneath it.

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