Coming up with a revolutionary business idea is one thing, but launching a business and staying in it takes a lot of organizational and management efforts. Various online organization management tools work as a strong support system for business owners to manage the daily chaos of work life.
Multiple tasks like managing the administrative stuff, client meetings, general client relationship management, collaborating with in-house teams, scheduling the activities and task loads for the month/year, keeping track of sales funnels, etc are all very important aspects of business management.
You could take up an organization management program but real time scenarios are often different.
Hiring employees or a team of administrative staff can help keep things in line. However, they are often not enough. Additionally, the expenses required to hire a full- time team for management is often not feasible for young entrepreneurs and new business owners.
If that’s your challenge as an entrepreneur who’s struggling to keep things sorted, using some of the below- mentioned organization management tools could be very useful.
A regular google search will show you multiple organization management tools that are used by business owners across the world. The suitability of a tool varies with respect to the business type, and the goals that are being considered.
Here’s our list of top 7 online business organization management tools that will come in handy if your work scenarios leave you too overwhelmed.
1. Process Street
Process Street is a wonderful tool when you need to manage, document as well as keep track of your business processes. It helps you document tasks that can be easily viewed for future reference, thereby saving time.
Tasks are recorded in templates which are essentially “to do” lists that keep track of the activities to be done and the order in which to take them up. Features like rich text, videos, files, etc can be added to the list.
It helps deliver to the team members a detailed process of work as well as the instructions to complete it. Each template can be used to track the progress of a process.
Other features like overviewing all checklists through “template overview tab”, adding new checklists make it a powerful process management software.
Linking it to other handy organization management software like Zapier adds great value to the tool.
Dubsado is one of the most powerful customer relationship management tools for young entrepreneurs. With powerful features like capturing business leads, sending brochures and other documents to the leads captured, preparing proposals, it is your one stop solution for business management.
You can now plan your client meetings, create and send timely invoices without worrying about missing on important dates. Features like automation workflows, calendar sync, client portals, etc are extremely helpful in every day business management works.
What’s more, you can easily customize everything on the software to fit your organization!
Dubsado as an organizational management tool is extremely simple to use and offers wonderful customer service and support. There are various videos available on the net for newbies to learn its use.
The tool, of course, is not free like some other organization management tools available online, but its advantages and features more than balance the charges paid. Additionally, its simple pricing mechanism is something that most customers love.
3. Google Calendar
While various online calendar versions are available, Google Calendar is truly unmatched. It is possibly one of the best organization management tools for managing business schedules and daily chaos.
The calendar is super convenient to use. You can set your business schedules way in advance and keep a check on how your time is distributed within your business plans.
The design is easy to understand and you can set it for daily/weekly/monthly or annual views. Additionally, you can cross work with multiple calendars at the same time.
Sharing your calendar with your business team or even clients is an added advantage. And while you do so, you can completely keep some components of the calendar set to “privacy” mode.
To get a bird’s eye view of the events planned, options like color coding are available. Other features like e-mail reminder setting, etc are also an extremely necessary feature of this wonderful organization management tool.
When it comes to choosing an efficient, visual as well as flexible organization management tool, Trello is often a very popular choice amongst young entrepreneurs. This free resource is extremely user-friendly and super easy to use for keeping track of multiple business aspects.
Trello helps you showcase the “to do” list along with tracking the progress on each. Using the board within a team makes up for a wonderful way for members to collaborate and interact.
Some other great features include easy file sharing process, board customization options, integration with Google docs, etc. Additionally, it is possible to invite outside members like clients, prospective customers, etc to the board.
Trello is completely iPhone/Android friendly which makes it possible to keep track of your business happenings through your mobile phone.
The uploading limit for attachments, however, is set at 10MB. For entrepreneurs needing more, upgrading to “Business class” and “Trello Gold” is possible as a paid service.
Loom is the required business organization management tool for startups that rely on multiple video recordings.
Loom is integrated with Chrome, so creating all you need is a single click to create screen capture videos for multiple needs like staff training, tutorials, etc. This feature makes it a very efficient tool in terms of time management. Business owners/entrepreneurs can now send in their welcome videos, standard guideline videos, etc to staff and clients without the need to plan a physical meeting every time.
You can also easily organize your videos within online folders for future use.
6. Google Drive
Managing multiple versions of documents and emails that are exchanged on a daily basis within an organization is almost impossible. In all likelihood, you either end up losing some important information or losing your precious time keeping track of stuff.
Google Drive is your quick answer when you need an organization management tool that helps you keep your precious documents sorted and safe. So when you’re set to work on Google Drive, the need for external hard drives for data storage can be completely eliminated. And you can also get over your fear of sudden data loss!
Google Drive provides a smooth platform to collaborate amongst team members wherein documents can be shared with multiple readers.
Finally, Google Drive is easy to link with various other organization management tools like Trello. All you need is a stable internet connection and you’re sorted.
Zapier is a very popular organization management tool among entrepreneurs. It is essentially a task management program. It works by connecting multiple apps like Gmail, Google Drive, Process Street, etc. The tool helps to connect tasks to workflow and hence manages the work status between multiple project management applications.
The tool is super easy to learn and comes with a simple user interface. Tracking the day to day activities in a business can be done through Zapier.
Conclusion: Well documented processes save time. And in the business world, time is money. As an entrepreneur, it can often be overwhelming to keep track of your sales figures and key business aspects along with managing the day to day administrative and documentation stuff.
The organization management tools mentioned in the article help you manage your business schedules in a more efficient and consistent method. Handling a good chunk of your boring work load is now possible with the use of these friendly tools.