software
In today’s digital age, the right software can streamline operations and enhance productivity. This section highlights essential tools and applications for small businesses and nonprofits, from project management and accounting software to marketing solutions. Discover the best software to help you optimize your workflow and achieve your goals.

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1Password

1Password is a password manager that securely stores and generates strong passwords, enhancing online security. It helps users manage multiple accounts with unique, complex passwords, protecting against breaches and unauthorized access.

Productivity
Utilities

99designs

99designs connects clients with designers for custom logos, websites, and branding through contests and projects.

Productivity
Remote Workers
Design

BILL

The intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow—all on one platform.

Finance
Productivity

Beambox

The easiest way to provide guest WiFi that grows loyalty. Connect, capture, and keep more customers with an all-in-one WiFi marketing platform.

Operations

Blue Crew Jobs

Job searching? Bluecrew connects you with on-demand workers looking for part-time and full-time work, particularly in the warehousing and restaurant space.

HR & People

Bonsai

Bonsai CRM is a customer relationship management tool designed specifically for freelancers and small businesses. It helps users manage their client interactions, streamline workflows, and automate various tasks to enhance productivity.

Practice Management
CRM

Brex

Brex is a financial platform offering corporate cards and expense management tailored for startups and businesses. It provides flexible credit limits based on cash flow and spending patterns, allowing companies to manage expenses efficiently.

Finance
Productivity

Calendly

Calendly is a scheduling tool that simplifies meeting planning by allowing users to share their availability and let others book appointments easily.

Productivity
Scheduling

Canva

Canva is a versatile design platform that allows users to create stunning graphics, presentations, and social media posts with ease. It offers a user-friendly interface and a wide range of templates and design elements, making it accessible for both beginners and professionals.

Design

ClickUp

A comprehensive project management platform that streamlines task tracking, team collaboration, goal setting, and workflow customization, all in one place for maximum productivity.

Project Management
Productivity

Dropbox

A cloud storage platform that simplifies file sharing, syncing, and collaboration, allowing users to securely access their files anytime, anywhere, across devices.

E-Signature
Productivity

Elfsight

A no-code platform offering customizable widgets to enhance websites with features like reviews, forms, social feeds, and more—boosting engagement and functionality effortlessly.

Web Tools

Fathom

An AI-powered tool that automatically transcribes, summarizes, and highlights key moments from video calls, making it easy to capture insights and share actionable outcomes.

Meetings
Productivity

Fellow

A meeting management and productivity tool that helps teams collaborate on agendas, take notes, assign action items, and provide feedback, fostering efficient and productive meetings.

Meetings
Productivity

Google Workspace

A suite of cloud-based productivity tools, including Gmail, Docs, Drive, Calendar, and Meet, designed to enhance collaboration, communication, and workflow efficiency for teams and businesses.

Office Suite
Productivity

Grammarly

An AI-powered writing assistant that enhances grammar, spelling, clarity, and style, Grammarly provides suggestions to create polished and effective communication across various platforms.

Productivity

Guideline 401(k)

A retirement savings platform designed for small businesses, Guideline 401(k) simplifies plan management with automated administration, low fees, and seamless integration with payroll systems.

HR & People
Benefits Administration

Gusto

A comprehensive HR platform, Gusto streamlines payroll, benefits, and compliance for small businesses, while offering tools for onboarding, time tracking, and employee management.

HR & People
Payroll
Scheduling
Benefits Administration

Harvest

A time tracking and invoicing tool, Harvest helps businesses track billable hours, manage projects, and generate insightful reports to streamline workflows and improve productivity.

Time Tracking
Invoicing

Jotform

A versatile online form builder, Jotform enables users to create custom forms, surveys, and workflows with ease, offering integrations, templates, and automation to streamline data collection and management.

Forms
E-Signature

Lattice

A people management platform, Lattice helps businesses improve employee engagement, performance, and development through tools for goal setting, performance reviews, feedback, and employee recognition.

HR & People

LivePlan

LivePlan is a business planning software that helps entrepreneurs and small businesses create, manage, and forecast business plans. It offers tools for financial modeling, performance tracking, and pitch presentations, making it ideal for strategic planning and securing funding.

Business Planning
Finance

Loom

Loom is a video messaging tool that allows users to quickly record and share videos of their screen, voice, and face. It's ideal for asynchronous communication, enabling teams to collaborate and share updates without needing live meetings.

Productivity
Training

Mailstrom

Mailstrom is an email management tool that helps users declutter and organize their inboxes. It groups emails by sender, subject, or other criteria, allowing bulk actions like deleting, archiving, or filing, making it easier to achieve and maintain inbox zero.

Email Productivity
Utilities

Make

Make is a no-code automation platform that allows users to connect apps and automate workflows. With its visual editor, users can design complex integrations and automate repetitive tasks across various tools and services.

Web Tools
Developers
AI Tools

MarketMan

MarketMan is a cloud-based inventory and supplier management platform designed for restaurants and foodservice businesses. It helps streamline operations by offering tools for inventory tracking, purchase orders, supplier management, and cost control, ultimately improving efficiency and profitability.

Restaurants
Food Ordering

Notion

Notion is a powerful and inexpensive all-in-one productivity tool that combines note-taking, task management, and database organization. With customizable workspaces and real-time collaboration, it helps teams and individuals streamline workflows, organize information, and stay efficient. We recommend Notion primarily as a place to house documentation such as Standard Operating Procedures.

Documentation
Productivity

Nutshell CRM

Nutshell CRM is a customer relationship management platform designed for small to medium-sized businesses. It offers tools for sales automation, lead tracking, pipeline management, and reporting. With its user-friendly interface and integrations, Nutshell helps teams streamline their sales processes and improve customer engagement.

CRM
Marketing

PandaDoc

PandaDoc is a document automation platform for creating, sending, tracking, and eSigning proposals, contracts, and other business documents.

E-Signature

Pipedrive

Pipedrive is a sales CRM that helps businesses manage leads, automate tasks, and track pipelines to close deals efficiently.

CRM

Poe

Poe is a platform that allows users to interact with various AI chatbots, enabling seamless conversations and answers across multiple models.

AI Tools
Utilities

Printify

Printify is a print-on-demand platform that helps businesses design and sell custom products, like apparel and accessories, without managing inventory.

Print-on-Demand
Merch

Quickbooks (QBO)

QuickBooks Online is a cloud-based accounting software that helps businesses manage finances, track expenses, send invoices, and generate reports.

Finance
Accounting
Bookkeeping

Relume

Relume is a design platform that provides pre-built Webflow components and design systems, helping teams build websites faster and more efficiently.

Web Tools
AI Tools

Rize

Rize is a time-tracking app that helps users improve productivity by analyzing work habits, providing insights, and promoting focused work sessions.

Utilities
Time Tracking
Productivity

Shift

Shift is a desktop app that streamlines workflows by managing multiple email accounts, apps, and tools in one unified and organized workspace.

Utilities
Email Productivity

Simple Practice

SimplePractice is a practice management software designed for health and wellness professionals. It offers features like client scheduling, billing, telehealth, and secure documentation to streamline administrative tasks.

CRM
Electronic Health Records

Smashing Logo

SmashingLogo is an online logo design tool that allows users to create professional and customizable logos quickly. It provides various design templates, fonts, and color options to suit different branding needs.

Design
AI Tools

Square

Square is a financial services and mobile payment platform that provides tools for businesses to accept payments, manage point-of-sale (POS) systems, track inventory, and access business loans. It is widely used by small to medium-sized businesses for both in-person and online transactions.

Restaurants
Finance
Web Design

Thatch

Thatch is an ICHRA platform that allows employers to set budgets for healthcare, giving employees flexible spending options for their needs. Thatch is our go-to recommendation for companies who do not want a group plan, but do want pre-tax reimbursements for their employees.

Benefits Administration
HR & People

Toast

Square is a financial services and mobile payment platform that provides tools for businesses to accept payments, manage point-of-sale (POS) systems, track inventory, and access business loans. It is widely used by small to medium-sized businesses for both in-person and online transactions.

Restaurants

Todoist

Todoist is a task management and to-do list app that helps users organize, prioritize, and track tasks and projects. It offers features like due dates, reminders, labels, recurring tasks, and collaboration tools, making it ideal for personal and professional productivity.

Project Management
Productivity

Trainual

Trainual is a cloud-based training and onboarding platform designed to help businesses document processes, policies, and workflows. It enables teams to create, organize, and share training materials, ensuring consistency and efficiency in employee onboarding and ongoing training.

HR & People
Training

Typeform

Typeform is a platform for creating interactive forms, surveys, and quizzes with sleek designs, a conversational feel, and easy integrations.

Forms

Wave

Wave Accounting is a free, user-friendly bookkeeping software tailored for small businesses, freelancers, and entrepreneurs. It offers features like expense tracking, invoicing, receipt scanning, and financial reporting. Wave also provides optional paid services such as payroll and payment processing. Its intuitive interface and seamless integration with bank accounts make it a popular choice for businesses looking to streamline financial management without incurring high costs.

Bookkeeping
Accounting

Webflow

Webflow is a no-code platform for designing, building, and hosting responsive websites. It combines design tools, CMS, and e-commerce functionality.

Web Tools
Web Design
Design

When I Work

When I Work is an employee scheduling and time-tracking platform that simplifies shift management, communication, and payroll integration for businesses.

Scheduling
HR & People

Zapier

Zapier is an automation platform that connects apps and services, enabling users to create workflows (Zaps) to automate repetitive tasks without coding.

Web Tools
Developers

Zoom

Zoom is a video conferencing platform that offers virtual meetings, webinars, screen sharing, and collaboration tools for seamless communication.

Meetings
Productivity