Small Business Tools

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Small Business Tools

Small Business Tools

Whether you are a new business just starting out or have been in business for over 20 years, looking to make your business run more smoothly. These are all of the tools I use to run my business costing me just under $100 in overhead office expenses.

Google Suite

Google isn’t going anywhere so I use them to run my entire business. This is the most inexpensive “running your business in the cloud” option out there.  I even set up my professional email address example@leaveittolindsay.com) with them. See how you can use Google for business here.

  • Google Drive is how I run my business “in the cloud” and is what I use to create documents, share documents with clients, and manage all of my information in the cloud so I can #workfromwherever. This also eliminates the need for purchasing Microsoft Office.
  • Google Voice my phone answering system. This is a MUST, especially for my fellow female entrepreneurs, that don’t want to give their cellphone number out.

Constant Contact

Constant Contact – my former employer. Not only are they publicly traded (NASDAQ: CTCT) but they invented those pretty emails that over 600,000 small businesses and non-profit organizations use around the WORLD.

They are known for inventing email marketing in the 90s, but they have other products too including:

  • Send email newsletters to stay in touch with your customers
  • Manage events (i.e., golf tournaments, charity functions)
  • Send a survey
  • Automatic birthday email or anniversary email to your customers
  • Social media marketing
  • Collect donations every month for your non-profit or charity you support

Try it out and see for yourself here. Already using Constant Contact and looking to have someone manage it for you? Get in touch to learn more about Leave it to Lindsay’s Constant Contact services here.


Quickbooks Online
A lot of my clients ask me what I use to do all of my bookkeeping and use for online invoicing.  Even if your business already hasQuickbooks, click here to try Quickbooks Online to see how the online version automates most of those tedious bookkeeping tasks. Even better, they have Quickbooks phone support: 1-800-488-7330. I also LOVE this new integration that integrates my Quickbooks contacts into Constant Contact.

Toggl is time tracking software that offers online time tracking and reporting services. This is what I use to figure out how much time I’m spending on a particular client account. There are free and paid versions available.


My BFF & personal assistant, Charlie! Charlie looks at my calendar and sends me a brief on new clients before my meeting with them saving hours of time on research.


Ever need to put your signature on something but don’t have a printer available? I use the online signature software HelloSign. It’s the easiest way to sign & send documents.


Do they even sell fax machines still? HellofAX makes it easy for you to fax online right from your computer – free!


Need to scan something in real quick? This iphone app is what I use to have a backup copy of my license and credit cards and what I use to scan documents with for work.


It’s like a popup on steroids for your website! Making that first step to ask for more information through a company website is always the hardest, and most people don’t submit their information through that contact form. For that reason, I use VCita for new clients to look at my calendar and schedule an appointment with me on their time.See how VCita helped one of my clients capture 15 new leads in 2 weeks.


Snipping Tool

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LIFESAVER! It allows you to quick take screenshots on your computer. Available to download on Windows and helped saved one of my clients 20 hours per week!











This works great with my email with Google. It shows you your contact’s Linkedin profile and also allows you to connect with them, without leaving your inbox. It’s a very small world and you never know who you may be emailing back & forth, who they know, and if you have anything in common with them.

Sidekick by Hubspot

I no longer have to call or email and ask clients “Did you get my email?” Sidekick by Hubspots tells me when and where my emails are opened.


I use Salesforce to record all client notes, phone calls, and emails.

Salesforce was the CRM system I had used at many of the marketing agencies where I worked. However, I always knew it was expensive and way out of my budget for my agency. But one day, I stumbled across one of their smaller business plans for only $160/year so I immediately signed up.

What tools do you use for your business? Have you used any of these tools above?

Let me know in the comments below!



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