Managing Your Wealth as a Small Business Owner - Essential Tools

Managing a small business can be difficult at the best of times. Finding clients, dealing with accounts, actually doing the work all take time. I help to run a small business along with looking after a couple of properties. So finding the right time-management tools and property management software is vital for my business and livelihood.

It can be difficult to ensure that you stay on top of everything. Finding the right tools to ensure that you stay on top of everything is essential. Here are some of the most useful ones I've used:


Teamwork is a project management tool that allows you to set tasks for team members. Tasks can be assigned on a project-by-project basis and each team member receives regular daily task reminders.


Yesaware is a fantastic email tool for anything to do with sales or following-up leads. You can set reminders when to contact a person. The key feature here is that Yesware allows you to see if a person has actually opened up an email. If you are using email templates to email lots of different people it enables you to refine your message if you find you aren't getting the emails opened or any responses.


Trello is a task management tool similar to TeamWorkPM. Trello is becoming a very popular tool so learning how to use this is useful especially when dealing with any freelancers or any staff working off-site.

Weekplan is a simple calander-style app that enables you to put a to-do list for each day of the week. You can see at a glance all the major tasks you need to accomplish.

SS&C Property Management Software

This tool is only really useful if you are dealing with anything to do with property management, however it is a huge time saver.

Are there any other tools that you would recommend? Leave your suggestions below.

Views: 27

Comment by OGEN Infosystem on February 13, 2017 at 4:43am

Nice Post thank you for sharing, Keep sharing


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