Running a small business is no easy feat. It requires the right tools to keep track of everything from customer contacts to invoices and payments. Fortunately, there are now numerous software options available that can simplify these tasks and help small business owners stay on top of their game. Here are some of the best CRM and accounting software options for small business owners in 2021:
1. Zoho CRM and Books
Zoho is a popular choice for small businesses that need an all-in-one solution. Their CRM and Books software allows you to manage your customer relationships and your finances from a single platform. With Zoho, you can track leads, send quotes, manage invoices, and reconcile transactions. The software also offers mobile access, so you can keep track of your business on the go.
2. FreshBooks
FreshBooks is a cloud-based accounting software that offers simple invoicing and expense tracking. It is perfect for small businesses that need to create professional invoices and keep track of expenses. With FreshBooks, you can accept online payments, automatically bill clients for recurring services, and track your time on projects. The software also integrates with other tools, such as PayPal and Stripe.
3. QuickBooks
QuickBooks is an accounting software that has been around for years. It is a great choice for small businesses that need a comprehensive accounting solution. QuickBooks allows you to track sales and expenses, manage accounts payable and receivable, and reconcile bank accounts. It also offers payroll services and inventory management. QuickBooks has a mobile app, so you can keep track of your business on the go.
4. HubSpot CRM
HubSpot CRM is a popular choice for small businesses that want a free CRM solution. The software allows you to manage your customer relationships, track leads, and create sales reports. It also offers email tracking and templates, so you can easily follow up with leads and customers. HubSpot CRM integrates with other tools, such as Gmail and Outlook.
5. Wave Accounting
Wave Accounting is a free accounting software that is perfect for small businesses on a budget. The software allows you to track sales and expenses, manage accounts payable and receivable, and reconcile bank accounts. It also offers invoicing and receipt scanning. Wave Accounting has a mobile app, so you can manage your business on the go.
6. Nutcache
Nutcache is an all-in-one project management tool that also offers invoicing and accounting features. The software allows you to manage projects, track time, create professional invoices, and track expenses. Nutcache also offers collaboration features, so you can work with your team on projects and tasks. The software integrates with other tools, such as PayPal and Stripe.
7. Xero
Xero is a cloud-based accounting software that is perfect for small businesses that need to manage their finances from anywhere. The software allows you to track sales and expenses, manage accounts payable and receivable, and reconcile bank accounts. It also offers payroll services, inventory management, and project management. Xero has a mobile app, so you can manage your business on the go.
8. Salesforce CRM
Salesforce CRM is a comprehensive CRM solution that is perfect for small businesses that need to manage their customer relationships and sales. The software allows you to track leads, manage contacts, create sales reports, and automate your sales processes. It also offers collaboration features, so you can work with your team on sales activities. Salesforce CRM integrates with other tools, such as Gmail and Outlook.
9. Kashoo Accounting
Kashoo Accounting is a cloud-based accounting software that is perfect for small businesses that need a simple solution. The software allows you to track sales and expenses, manage accounts payable and receivable, and reconcile bank accounts. It also offers invoicing and receipt scanning. Kashoo Accounting has a mobile app, so you can manage your business on the go.
10. Pipedrive CRM
Pipedrive CRM is a popular choice for small businesses that need a simple and effective sales pipeline management tool. The software allows you to track deals and leads, manage your sales pipeline, and automate your sales processes. It also offers email tracking and templates, so you can easily follow up with leads and customers. Pipedrive CRM integrates with other tools, such as Gmail and Outlook.
Conclusion
Choosing the right CRM and accounting software is essential for small businesses that need to manage customer relationships and finances. With the right software, you can simplify your tasks, save time, and stay on top of your game. The options listed here are some of the best CRM and accounting software options available for small businesses in 2021. Decide which one suits your business needs the best and start using it today!