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Five apps to organize your small business

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August 3, 2012
5 minutes read

This post is written by guest contributor Christophe Primault.

In this economic climate, keeping your small business organized is imperative. If you’re scattered, many tasks can slip through the cracks causing missed opportunities – opportunities you likely cannot afford to squander. Fortunately, you can reduce stress and keep your small business organized by implementing one or more of these useful cloud applications.

1. WORKetc

If you want a fast way to get your whole business on the same page, look no further than WORKetc. You can work with your entire team; contractors, suppliers, and even customers, all in one place. Everything is recorded, from billable hours to helpdesk notes. This is a truly complete system that will improve the way you deal with customer relationship management, projects, billing, helpdesk and more.

2. Dropbox

Collaboration in small businesses is key. Dropbox is the simplest file sharing solution on the market. You can share with a colleague or groups of colleagues at any time. Best of all, Dropbox makes it easy to have one final copy of important documents instead of many alternate versions. When anybody updates a file, it is updated for everyone who has access to it. All of this is done in a secure, encrypted environment so you can feel safe about your work.

3. Freshdesk

Keeping customer support organized, effective and fun at the same time can be a problem for many small businesses, but Freshdesk can help. If you don’t want to spend tons of time training agents for your helpdesk, this app is the best way to keep your agents organized. Freshdesk provides an innovative ticketing system to allow your agents to do what they do best: support customers.

4. OfficeBooks

Need an efficient way to keep physical inventory organized? This app is a great service to invest in. Officebooks allows you to store data, track inventory, manage quotes and sales, create work orders, and purchase orders, all completely in the cloud. You’ll no longer have to wait to get back to the office to update your inventory, you can do it then and there right after the sale.

5. Wave

Feature rich Wave is the app you need if you want to keep your books organized. Wave allows you to directly connect your bank account. This lowers the amount of data entry you need to perform and greatly reduces the chance of human error. You can create reports for your small business, send out personalized invoices to your customers and keep track of your personal finances all in one place.

christophe primault photo

Christophe is the co-founder of GetApp, the #1 Cloud Business Apps Marketplace. As a guest writer he gives his opinion on cloud computing trends and provides tips on how businesses can benefit from cloud-based apps to improve their profit. He likes mountaineering, water sports and long distance triathlons. Christophe can be reached at editor@getapp.com

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Option to accept online payments
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2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0*
per credit card transaction
for first 10 transactions/mo
Unlimited invoices, estimates, bills
Add your logo and brand colors
Automate late payment reminders
with online payments
Wave mobile app
Unlimited bookkeeping records
Dashboard and reports
Auto-import transactions
Auto-merge transactions
Auto-categorize transactions
Add users
Live-person chat and email support
with any paid add-on
Digitally capture unlimited receipts
additional fee
Payroll
additional fee
additional fee
Hire a bookkeeper
additional fee
additional fee
Option to accept online payments
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0*
per credit card transaction
for first 10 transactions/mo
Unlimited invoices, estimates, bills
Add your logo and brand colors
Automate late payment reminders
with online payments
Wave mobile app
Unlimited bookkeeping records
Dashboard and reports
Auto-import transactions
Auto-merge transactions
Auto-categorize transactions
Add users
Live-person chat and email support
with any paid add-on
Digitally capture unlimited receipts
additional fee
Payroll
additional fee
additional fee
Hire a bookkeeper
additional fee
additional fee
starter
Plan
$0
Legacy businesses
New businesses
pro
Plan
$16USD or
$20CAD/mo
starter
Plan
$0
Legacy businesses
New businesses
pro
Plan
$16USD or
$20CAD/mo
Invoicing + payments
Option to accept online payments
(and create unique links with checkouts)
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0*
per credit card transaction
for first 10 transactions/mo

Send invoices, estimates, and other docs:

  • via links or PDFs
  • automatically, via Wave
with online payments
with online payments
Automate late payment reminders
with online payments
with online payments
Add your logo and brand colors
Remove Wave branding from footers
Add attachments to invoices and estimates (NEW!)
Create reusable message templates (NEW!)
Invoice and estimate in the mobile app
Accounting
Unlimited bookkeeping records
Auto-import bank transactions
Auto-merge and categorize transactions
Add users to your business
businesses already auto-importing bank transactions and/or that already have users added to their businesses as of May 1, 2024
Digitally capture unlimited receipts
with receipts add-on
with receipts add-on
Manage accounting transactions in the mobile app and sync with desktop (NEW!)
with receipts add-on
with receipts add-on
Other Wave features
Dashboard and reports
Live-person chat + email support
with any optional add-on
with any optional add-on
Optional add-ons
Receipts
nothing changes
additional fee
included
Payroll
nothing changes
additional fee
additional fee
Advisors
nothing changes
additional fee
additional fee
Invoicing + payments
Option to accept online payments
(and create unique links with checkouts)
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0*
per credit card transaction for first 10 transactions/mo
Send invoices, estimates, and other docs via links or PDFs
Send invoices, estimates, and other docs automatically, via Wave
with online payments
with online payments
Automate late payment reminders
with online payments
with online payments
Add your logo and brand colors
Remove Wave branding from footers
Add attachments to invoices and estimates (NEW!)
Create reusable message templates (coming NEW!)
Invoice and estimate in the mobile app
Accounting
Unlimited bookkeeping records
Auto-import, -merge, and -categorize bank transactions
businesses already auto-importing bank transactions and/or that already have users added to their businesses as of May 1, 2024
Add users to your business
businesses already auto-importing bank transactions and/or that already have users added to their businesses as of May 1, 2024
Digitally capture unlimited receipts
with receipts add-on
with receipts add-on
Manage accounting transactions in the mobile app and sync with desktop (NEW!)
with receipts add-on
with receipts add-on
Other Wave features
Dashboard and reports
Live-person chat + email support
with any optional add-on
with any optional add-on
Optional add-ons
Receipts
nothing changes
additional fee
included
Payroll
nothing changes
additional fee
additional fee
Advisors
nothing changes
additional fee
additional fee

*While subscribed to Wave’s Pro Plan, get 2.9% + $0 (Visa, Mastercard, Discover) and 3.4% + $0 (Amex) per transaction for the first 10 transactions of each month of your subscription, then 2.9% + $0.60 (Visa, Mastercard, Discover) and 3.4% + $0.60 (Amex) per transaction. Discover processing is only available to US customers. See full terms and conditions for the US and Canada. See Wave’s Terms of Service for more information.

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The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.

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