7 Tools to Organize Your Business

The tools listed below are the same ones we use on a daily basis to manage our BPO office and our supervised teams. We recommend them not only because of their reputation, but also because we’ve seen firsthand how they can transform the operations of an SME.

If you feel like your information is scattered and you manage an in-person or remote team, these digital team management tools could be a great fit for your business.

Table of Contents

Business management tools:

1. The CRM: GoHighLevel

A business without CRM is a business that loses money. GoHighLevel isn’t just a database; it’s an all-in-one platform for managing leads and closing sales. At BBS, we use it to centralize WhatsApp conversations, emails, and social media interactions into a single sales funnel, as well as to manage our sales and customer management systems.

2. Communication: Slack

The number one mistake is mixing personal and work-related communication. Slack lets you create channels for specific projects. That’s where we keep all our teams’ instant and organized communication. Best of all, you can customize your notifications so they don’t overwhelm you throughout the day.

3. Accounting: QuickBooks

Your business’s health depends on your numbers. QuickBooks lets you keep professional track of your income and expenses, automating financial reports so you always know where you stand.

4. Project management: Monday, ClickUp, or Todoist

“Who is doing what and by when?”—these are the dashboards for your operations. They let you visualize workflows and assign responsibilities so nothing falls through the cracks. They also include graphical views and performance metrics for teams and projects. Here are a few we’ve tried: Monday, ClickUp, Trello, and Todoist

5. Meetings: Zoom

For meetings with clients and remote teams, Zoom remains the gold standard thanks to its reliability. It’s essential for training and collaborative work, thanks to its screen-sharing capabilities, recording features, and interactive tools.

6. Google Workspace Infrastructure and Cloud

Google Workspace is our hub for real-time collaboration. It’s where we manage our documents and calendars. It lets us work together on a project and edit simultaneously without losing any changes.

HIDDEN TIP: Google Calendar offers a free “Booking Calendar” feature. You can send a link to your clients so they can schedule meetings based on your availability, eliminating the back-and-forth of emails.
The key is to keep everything stored on your Drive account rather than your colleagues’ accounts, which will ensure confidentiality and data protection.

7. Time Management: Hubstaff

This is an essential tool for our internal operations. We use Hubstaff to manage our remote virtual assistants, which allows us to track the time spent on each task with precision. For our clients, this means complete transparency, ensuring that every hour billed is backed by actual work and detailed reports.

Why should the tool adapt to the business, and not the other way around?

At Biz Boost Services, we always emphasize one key point: what matters is that the tool adapts to your business, not the other way around. Don’t fall into the trap of changing your core processes just because an app works a certain way. The true “superpower” of technology emerges when you test these options and choose the one that best fits your culture and current needs.

What about you? Which one of these are you going to try today to see if it fits your vision?