{"id":447200,"date":"2025-04-11T05:25:52","date_gmt":"2025-04-11T12:25:52","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=447200"},"modified":"2025-12-05T22:20:58","modified_gmt":"2025-12-06T06:20:58","slug":"smb-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/smb-software\/","title":{"rendered":"Top 10 SMB Software Solutions to Boost Growth in 2026"},"content":{"rendered":"\n<p>Running a small business means wearing many hats\u2014managing invoices, overseeing projects, talking to customers, and keeping an eye on your team. It\u2019s a lot!<\/p>\n\n\n\n<p>The good news is that project management software for small and mid-sized businesses (SMBs) takes the heavy lifting off your plate.<\/p>\n\n\n\n<p>For instance, a project management platform with automation can make workflows more efficient; machine learning can help businesses predict trends, and cloud computing streamlines collaboration. And if you make the right choice, you can find all of the above in a single tool that helps with project management, knowledge management, and real-time communication \ud83d\ude09.<\/p>\n\n\n\n<p>That\u2019s why we\u2019ve put together this list of top SMB software to help you boost business growth and acquire new customers.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-fe16468b-ddee-4ed9-a277-a516b7199df8\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Top 10 SMB Software Solutions to Boost Growth<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#0-top-10-smb-software-solutions-at-a-glance\" style=\"\">Top 10 SMB Software Solutions at a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#1-what-should-you-look-for-in-smb-software\" style=\"\">What Should You Look for In SMB Software?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#2-the-10-best-smb-software\" style=\"\">The 10 Best SMB Software<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#3-1-clickup-best-all-in-one-work-management-software-for-smbs\" style=\"\">1. ClickUp (Best all-in-one work management software for SMBs)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#9-2-intuit-quickbooks-online-best-for-invoicing-and-bookkeeping\" style=\"\">2. Intuit QuickBooks Online (Best for invoicing and bookkeeping)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#15-3-hubspot-crm-best-for-sales-pipeline-management\" style=\"\">3. HubSpot CRM (Best for sales pipeline management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#21-4-trello-best-for-visualizing-projects\" style=\"\">4. Trello (Best for visualizing projects)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#27-5-gusto-best-for-payroll-processing-and-hr-process-management\" style=\"\">5. Gusto (Best for payroll processing and HR process management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#33-6-netsuite-best-for-enterprise-resource-planning\" style=\"\">6. NetSuite (Best for enterprise resource planning)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#39-7-mailchimp-best-for-email-marketing\" style=\"\">7. MailChimp (Best for email marketing)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#45-8-zendesk-best-for-customer-service-management\" style=\"\">8. Zendesk (Best for customer service management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#51-9-wave-best-for-invoicing-and-accepting-payments\" style=\"\">9. Wave (Best for invoicing and accepting payments)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/smb-software\/#57-10-zoho-inventory-best-for-inventory-management\" style=\"\">10. Zoho Inventory (Best for inventory management)<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-top-10-smb-software-solutions-at-a-glance\">Top 10 SMB Software Solutions at a Glance<\/h2>\n\n\n\n<p>Here\u2019s a quick comparison table for the SMB software:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Tool Name<\/strong><\/td><td><strong>Best For<\/strong><\/td><td><strong>Key Features<\/strong><\/td><td><strong>Limitations<\/strong><\/td><td><strong>Pricing<\/strong><\/td><td><strong>Ratings<\/strong><\/td><\/tr><tr><td><strong>ClickUp<\/strong><\/td><td>All-in-one work management software for SMBs<\/td><td>Task tracking, document collaboration, automation, dashboards, AI-powered insights, integrations with tools like Xero and QuickBooks<\/td><td>Requires time for new users to navigate and fully utilize all features<\/td><td>Free forever, Customizations available for enterprises<\/td><td>G2: 4.7\/5 (9,000+ reviews), Capterra: 4.6\/5 (4,000+ reviews)<\/td><\/tr><tr><td><strong>Intuit QuickBooks Online<\/strong><\/td><td>Invoicing and bookkeeping<\/td><td>Automates recurring invoices, bill payments, and reminders; tracks inventory and vendors; detailed financial reports<\/td><td>Regular bugs, lacks strong user management and recognition accuracy in snap receipt feature<\/td><td>Simple Start: $35\/month, Essentials: $65\/month, Plus: $99\/month, Advanced: $235\/month<\/td><td>G2: 4.4\/5 (270+ reviews), Capterra: 4.3\/5 (7,000+ reviews)<\/td><\/tr><tr><td><strong>HubSpot CRM<\/strong><\/td><td>Sales pipeline management<\/td><td>Tracks interactions, automates workflows, shared dashboards, AI-powered insights, over 1,800 integrations<\/td><td>Limited reporting for non-HubSpot data, challenging customization for complex sales processes<\/td><td>Free, Starter: $15\/month per seat, Professional: $800\/month, Enterprise: $3600\/month<\/td><td>G2: 4.4\/5 (12,000+ reviews), Capterra: 4.5\/5 (4,000+ reviews)<\/td><\/tr><tr><td><strong>Trello<\/strong><\/td><td>Visualizing projects<\/td><td>Customizable Kanban boards, timelines, calendars, automation with Butler, integrations with Slack, Google Drive, and more<\/td><td>Relies heavily on third-party integrations, limited customization for unique workflows<\/td><td>Free, Standard: $5\/month, Premium: $10\/month, Enterprise: $17.50\/month for 50 users<\/td><td>G2: 4.4\/5 (13,000+ reviews), Capterra: 4.5\/5 (23,000+ reviews)<\/td><\/tr><tr><td><strong>Gusto<\/strong><\/td><td>Payroll processing and HR process management<\/td><td>Automates payroll and tax management, built-in time tracking, integrates with QuickBooks, Xero, Shopify, and more<\/td><td>Limited customization, lacks break and overtime reminders for labor law compliance<\/td><td>Simple: $49\/month + $6\/person, Plus: $80\/month + $9\/person, Premium: $180\/month + $22\/person<\/td><td>G2: 4.5\/5 (2,000+ reviews), Capterra: 4.6\/5 (4,000+ reviews)<\/td><\/tr><tr><td><strong>NetSuite<\/strong><\/td><td>Enterprise resource planning<\/td><td>Customizable workflows, real-time insights, lead nurturing, marketing automation, supply chain optimization<\/td><td>Lacks flexible reporting options<\/td><td>Custom pricing<\/td><td>G2: 4\/5 (3,000+ reviews), Capterra: 4.2\/5 (1,000+ reviews)<\/td><\/tr><tr><td><strong>MailChimp<\/strong><\/td><td>Email marketing<\/td><td>Automated campaigns, drag-and-drop email editor, GPT-powered email creator, eCommerce tools<\/td><td>Not suitable for affiliate marketing, restrictive list creation<\/td><td>Free, Essentials: $13\/month, Standard: $20\/month, Premium: $350\/month<\/td><td>G2: 4.4\/5 (5,000+ reviews), Capterra: 4.5\/5 (17,000+ reviews)<\/td><\/tr><tr><td><strong>Zendesk<\/strong><\/td><td>Customer service management<\/td><td>Consolidates customer conversations, AI chatbots, live chat, knowledge base, customizable branding<\/td><td>Overwhelming for new agents, challenging for small teams handling high ticket volumes<\/td><td>Support Team: $25\/month\/user, Suite Team: $69\/month\/user, Suite Professional: $149\/month\/user<\/td><td>G2: 4.3\/5 (6,000+ reviews), Capterra: 4.6\/5 (4,000+ reviews)<\/td><\/tr><tr><td><strong>Wave<\/strong><\/td><td>Invoicing and accepting payments<\/td><td>Free invoicing, automated payment reminders, mobile receipt scanning, real-time transaction updates<\/td><td>Paid subscription for advanced features, payroll and tax automation limited to supported states<\/td><td>Starter: Free, Pro: $16\/month<\/td><td>G2: 4.3\/5 (200+ reviews), Capterra: 4.4\/5 (1,000+ reviews)<\/td><\/tr><tr><td><strong>Zoho Inventory<\/strong><\/td><td>Inventory management<\/td><td>Demand forecasting, composite item management, automated shipping, integrates with Amazon, eBay, USPS, FedEx<\/td><td>Limited compatibility with external systems beyond the Zoho suite<\/td><td>Free, Standard: $29\/month, Professional: $79\/month, Premium: $129\/month, Enterprise: $249\/month<\/td><td>G2: 4.3\/5 (90+ reviews), Capterra: 4.5\/5 (400+ reviews)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-smb-software\">What Should You Look for In SMB Software?<\/h2>\n\n\n\n<p>Picking the right <a href=\"https:\/\/clickup.com\/blog\/project-management-for-small-businesses\/\">project management software for small businesses<\/a> can feel overwhelming. There are too many options, too many features, and way too many price tags. So, what actually matters?<\/p>\n\n\n\n<p>The key is to find tools that match your needs now while giving you the flexibility to grow. Here\u2019s what to keep an eye on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Core business capabilities:<\/strong> Using five different tools for billing, <a href=\"https:\/\/clickup.com\/blog\/it-incident-management\/\">incident management<\/a>, and customer support? That\u2019s a mess. The best SMB software rolls customer relationship management (CRM), inventory management, task management, and other core business functions into one neat package<\/li>\n\n\n\n<li><strong>Automation: <\/strong>Go with tools that help automate tasks, such as client follow-up, payroll processing, and order confirmations, to make your job easier<\/li>\n\n\n\n<li><strong>Reporting and analytics: <\/strong>Look for software with advanced reporting and analytics features that give detailed, real-time insights into sales performance, employee availability, project progress, and website traffic and analytics<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/collaboration-tools-small-businesses\/\"><strong>Team collaboration<\/strong><\/a><strong>: <\/strong>If you are working with a team, search for small and medium business software with task assignment, time tracking, and file-sharing options<\/li>\n\n\n\n<li><strong>Simple pricing and scalability:<\/strong> Extra features don\u2019t mean much if the price makes your wallet cry. Look for flexible pricing plans that fit your business size and budget. Bonus points if there\u2019s a free trial so you can test before committing<\/li>\n\n\n\n<li><strong>Easy integration with what you already use:<\/strong> No one wants to switch everything overnight. Your new software should easily integrate with your existing <a href=\"https:\/\/clickup.com\/blog\/it-infrastructure-management\/\">IT infrastructure<\/a>\u2014whether it\u2019s your accounting software, CRM, or email marketing platform<\/li>\n\n\n\n<li><strong>User-friendliness:<\/strong> The best SMB tools are intuitive, so you and your team can get started without hours of training<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-5c041081-7a23-4cca-bc08-3211f485324f\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Did you know?<\/strong> According to the <a href=\"https:\/\/intandem.vcita.com\/blog\/smb-insights\/smb-tech-survey\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">SMB Tech Survey<\/a>, 79% of small business owners are using at least two digital tools to manage their operations, with 13% juggling five or more!<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-10-best-smb-software\">The 10 Best SMB Software<\/h2>\n\n\n\n<p>Let\u2019s look at the top small and medium business software, their best features, pricing and even limitations.&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup-best-all-in-one-work-management-software-for-smbs\">1. ClickUp (Best all-in-one work management software for SMBs)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"907\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-549.png\" alt=\"SMB software: ClickUp\u2019s Project Management Solution\" class=\"wp-image-449014\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-549.png 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-549-300x170.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-549-1400x794.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-549-768x435.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-549-1536x871.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-549-700x397.png 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\"><em>Manage all your projects, documents, and discussions in one place with ClickUp\u2019s Project Management Solution<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>You\u2019re a small business with a passionate team, all eager to get things done. But here\u2019s the catch \u2014everyone has their own way of working. Finances are managed on spreadsheets, the marketing team is using a different platform to manage leads, and operations? That\u2019s on a different platform entirely. Before you know it, you\u2019re spending more time switching between tools than actually getting work done.<br><br>This is where comprehensive project management tools like <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a> make your job easier. ClickUp is the <em>everything app for work<\/em>, that combines project management, knowledge management, and chat\u2014all powered by AI that helps small and medium businesses work faster and smarter.<\/p>\n\n\n\n<p>With the <a href=\"https:\/\/clickup.com\/teams\/project-management\">ClickUp Project Management Solution<\/a>, you can <strong>plan, execute, and monitor your projects in one place<\/strong>. Start by listing the project scope and requirements in <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a>. You can add tables, insert formatting elements, and edit in real time with your team members.&nbsp;&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"1079\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-555.png\" alt=\"ClickUp Docs to manage project requirements\" class=\"wp-image-449018\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-555.png 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-555-300x202.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-555-1400x944.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-555-768x518.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-555-1536x1036.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-555-700x472.png 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\"><em>Manage project scope and requirements in ClickUp Docs<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>Small and medium businesses often have open-ended roles, and it can be difficult to track what everyone is doing. Not with <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a>, though. It helps you <strong>assign clear tasks to each team member<\/strong> for better accountability.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"456\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-544.png\" alt=\"ClickUp Tasks to track task progress\" class=\"wp-image-449008\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-544.png 800w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-544-300x171.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-544-768x438.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-544-700x399.png 700w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><figcaption class=\"wp-element-caption\"><em>Assign task priorities and track progress easily with ClickUp Tasks<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>Want team members to work together? <strong>Set task dependencies so work gets done faster<\/strong>. You can even set task priorities and Custom Task Statuses for easy monitoring.<br><br>If you are on the go and need a quick update on your pending tasks and what your team is working on, <a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a>, ClickUp\u2019s powerful AI assistant, has got you covered!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"1030\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-551.png\" alt=\"Get task updates with ClickUp Brain\" class=\"wp-image-449016\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-551.png 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-551-300x193.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-551-1400x901.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-551-768x494.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-551-1536x989.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-551-700x451.png 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\"><em>Get instant task summaries and insights with ClickUp Brain<\/em><\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp Brain for Free<\/a><\/div>\n\n\n\n<p>ClickUp Brain can provide instant updates on projects and tasks, and even Chat summaries. It acts as a knowledge management tool and retrieves answers from your Docs, Tasks, Wikis, and Chat. That\u2019s not all!<\/p>\n\n\n\n<p>ClickUp Brain also works as a writing assistant. It can&nbsp;craft personalized email campaigns, social media posts, or website copy for clients. Need advanced reasoning skills for data? Forget tab hopping. ClickUp Brain allows you to access multiple LLMS via its interface and can run a real-time web search, too!<br><br>If you are looking for a tool to improve work efficiency, <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> is everything you need. It helps you set trigger-based workflows to get work done faster.&nbsp;With its intelligent Autopilot Agents, you can even automate workflows end-to-end, without ever having to lift a finger!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"694\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1398.png\" alt=\"ClickUp workspace\" class=\"wp-image-485113\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1398.png 990w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1398-300x210.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1398-768x538.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1398-700x491.png 700w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" \/><figcaption class=\"wp-element-caption\">Create custom AI Autopilot Agents to handle complex workflows in your ClickUp workspace<\/figcaption><\/figure><\/div>\n\n\n<p>The best part about ClickUp is that you don\u2019t have to spend money on multiple tools to keep your team members on the same page. Everything is available in one comprehensive platform, including the integrated <a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat!<\/a> That&#8217;s right, no separate app needed to talk to your colleagues. Chat, create channels, conduct video calls and convert conversations into tasks all from one unified app that takes care of all your work needs.<\/p>\n\n\n\n<p>To make business management even smoother, ClickUp offers predesigned templates. For instance, the <a href=\"https:\/\/clickup.com\/templates\/project-management-t-90060018578\"><strong>ClickUp Project Management Template<\/strong><\/a> brings all project tasks in one place. It also helps you view project description, task priority status, and project success metrics.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image2-6.png\" alt=\"ClickUp Project Management Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-90060018578\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Manage complex projects easily with the ClickUp Project Management Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-90060018578\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n\n<p>When you\u2019re running a business, there\u2019s always a lot to handle, and having a clear plan can make all the difference. The <a href=\"https:\/\/clickup.com\/templates\/business-roadmap-t-205392700\"><strong>ClickUp Business Roadmap Template<\/strong><\/a> simplifies strategic planning by turning goals into clear, actionable steps. It helps you align teams, prioritize tasks, and visualize progress\u2014all in one place.<\/p>\n\n\n\n<p>You can even try the <a href=\"https:\/\/clickup.com\/templates\/simple-business-inventory-register-t-205470842\"><strong>ClickUp Business Inventory Register Template<\/strong><\/a> to track all inventory items in one place and the <a href=\"https:\/\/clickup.com\/templates\/monthly-business-status-report-kkmvq-6108744\"><strong>ClickUp Monthly Business Status Report Template<\/strong><\/a> to visualize monthly business performance.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Streamline team communication, convert messages into tasks, and connect tasks and messages with <a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a><\/li>\n\n\n\n<li>Set business goals and break them down into actionable tasks with <a href=\"https:\/\/clickup.com\/features\/goals\">ClickUp Goals<\/a><\/li>\n\n\n\n<li>Brainstorm, plan, and collaborate using sticky notes, charts, and media files to turn ideas into action in <a href=\"https:\/\/clickup.com\/features\/whiteboards\">ClickUp Whiteboards<\/a><\/li>\n\n\n\n<li>Plan projects your way with 15+ customizable <a href=\"https:\/\/clickup.com\/features\/views\">ClickUp Views<\/a>\u2014whether it\u2019s Kanban, Calendar, or Gantt charts<\/li>\n\n\n\n<li>Leverage <a href=\"https:\/\/clickup.com\/integrations\">ClickUp Integrations<\/a> to connect essential tools like Xero, Quickbooks, Zapier, or several others to ensure end-to-end business management from accounting to HR operations&nbsp;<\/li>\n\n\n\n<li>Consolidate sales, customer management, and team collaboration with <a href=\"https:\/\/clickup.com\/accelerated-solutions\/crm\">ClickUp CRM<\/a><\/li>\n\n\n\n<li>Visualize <a href=\"https:\/\/clickup.com\/blog\/incident-management-software\/\">customer incidents<\/a>, task progress, team workloads, and marketing initiatives with <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n<div style=\"border: 3px dashed #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-aea10839-3927-4b90-b70a-b546ea2f4856\">\n<p id=\"ub-styled-box-bordered-content-\">Want to <strong>consolidate tools<\/strong> and <strong>set your small business up for success<\/strong> in 2026? Check out our step by step playbook<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/events\/elevate-your-small-business-in-the-age-of-ai?utm_source=blog&amp;utm_medium=banner&amp;utm_campaign=da-25-11-20-gl-elevate-your-small-business-in-2026\" class=\"cu-button cu-button--purple cu-button--improved\">Get the free playbook<\/a><\/div>\n\n\n\n<p><\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requires time for new users to navigate and fully utilize all features<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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Intuit QuickBooks Online (Best for invoicing and bookkeeping)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1383\" height=\"942\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-547.png\" alt=\"SMB software: QuickBooks\" class=\"wp-image-449013\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-547.png 1383w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-547-300x204.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-547-768x523.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-547-700x477.png 700w\" sizes=\"auto, (max-width: 1383px) 100vw, 1383px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/quickbooks.intuit.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>QuickBooks<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>QuickBooks Online is the solution for small businesses looking to keep their finances in check without the headache. It covers everything from <strong>tracking invoices and expenses to handling payments and bank reconciliation<\/strong>. In fact, you can customize it with hundreds of app integrations.<\/p>\n\n\n\n<p>QuickBooks automatically imports your bank and credit card transactions and then matches them with your records to keep everything accurate. You can even set up banking rules to make reconciliation and categorization effortless. And if you ever get stuck, the built-in AI chatbot is there to help with financial insights and accounting questions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-intuit-quickbooks-online-best-features\">Intuit QuickBooks Online best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automate recurring invoices, bill payments, and payment reminders while keeping your data backed up in the cloud<\/li>\n\n\n\n<li>Send invoices straight from your phone or Gmail, add payment buttons, and convert estimates to invoices with one click<\/li>\n\n\n\n<li>Manage inventory, vendors, and purchase orders with built-in tracking and bundling features<\/li>\n\n\n\n<li>Access detailed financial reports on-demand or set them to run automatically for real-time business insights<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-intuit-quickbooks-online-limitations\">Intuit QuickBooks Online limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Encounters regular bugs that can disrupt workflows<\/li>\n\n\n\n<li>Lacks strong user management and recognition accuracy in the snap receipt feature<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-intuit-quickbooks-online-pricing\">Intuit QuickBooks Online pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Simple Start:<\/strong> $35\/month<\/li>\n\n\n\n<li><strong>Essentials:<\/strong> $65\/month<\/li>\n\n\n\n<li><strong>Plus:<\/strong> $99\/month<\/li>\n\n\n\n<li><strong>Advanced:<\/strong> $235\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-intuit-quickbooks-online-ratings-and-reviews\">Intuit QuickBooks Online ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (270+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.3\/5 (7,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-what-are-real-life-users-saying-about-intuit-quickbooks-online\">What are real-life users saying about Intuit QuickBooks Online?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The ease of logging in and navigating Intuit QuickBooks was my favorite part. I could add a new hire in about 10 minutes and also send them links to enroll in the time clock system. I think the part I disliked the most is the price. It definitely cost the company more to use than our new payroll service. Customer Support wasn&#8217;t the best either. <\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/intuit-quickbooks\/reviews\/intuit-quickbooks-review-10494604\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-f0326e19-e806-4bce-83bf-250e4b55a508\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Did you know? <\/strong>QuickBooks Online lets you securely share your books with your accountant using the <strong>Invite Accountant<\/strong> feature.<\/p>\n\n\n<\/div>\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Create a Project Management Dashboard | Step-by-Step Guide + Real Examples\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/sR_1gUoIPgk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15-3-hubspot-crm-best-for-sales-pipeline-management\">3. HubSpot CRM (Best for sales pipeline management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"813\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-545.png\" alt=\"SMB software: HubSpot\" class=\"wp-image-449010\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-545.png 1280w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-545-300x191.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-545-768x488.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-545-700x445.png 700w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.hubspot.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>HubSpot<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>HubSpot CRM keeps everything you need in one place\u2014marketing, sales, and service, all connected. You can easily <strong>capture leads through web forms, chatbots, or mobile, and track every interaction<\/strong> so you never miss a step in the customer journey. Engage with leads across email, phone, live chat, or social media, and automate follow-ups with personalized workflows.<\/p>\n\n\n\n<p>The native AI helps predict sales, spot growth opportunities, and enrich your data. You can create custom reports, manage tasks, and trigger workflows without a hitch. With over 1,800 integrations, you can tailor it to fit your team\u2019s needs, so the CRM works for you, not the other way around.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-hubspot-crm-best-features\">HubSpot CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track personalized interactions and contact history to streamline follow-ups and relationship management<\/li>\n\n\n\n<li>Create automated workflows for internal tasks, approvals, and notifications, using custom or pre-configured options<\/li>\n\n\n\n<li>Access shared dashboards for real-time insights to align sales and marketing teams<\/li>\n\n\n\n<li>Use smart Breeze Copilot to create and suggest workflows<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-hubspot-crm-limitations\">HubSpot CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited reporting capabilities, especially for data not gathered through HubSpot<\/li>\n\n\n\n<li>Customization can be challenging for complex sales processes, limiting flexibility<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-hubspot-crm-pricing\">HubSpot CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Marketing Hub Starter<\/strong>: $15\/month per seat<\/li>\n\n\n\n<li><strong>Starter Customer Platform: <\/strong>$15\/month per seat<\/li>\n\n\n\n<li><strong>Marketing Hub Professional: <\/strong>$800\/month<\/li>\n\n\n\n<li><strong>Marketing Hub Enterprise: <\/strong>$3600\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-hubspot-crm-ratings-and-reviews\">HubSpot CRM ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (12,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (4,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-what-are-real-life-users-saying-about-hubspot\">What are real-life users saying about HubSpot?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The best thing about HubSpot Sales Hub is the features to connect back with clients or even remind your team internally. It is amazing the reports it can generate when the right information is put in. Easy to use, implement, and integrate if your team is willing to learn. There is a learning curve your team needs to be open to doing. The online resources are great for learning. If your team is signed on and using it, it is easy to frequently use.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-4ffb9896-6e18-4d06-8fae-b6fc13633ce0\">\n<p id=\"ub-styled-box-bordered-content-\">\u2728 <strong>Fun Fact:<\/strong> Before HubSpot even had a product, its founders, Dharmesh Shah and Brian Halligan, launched a blog to promote the idea of inbound marketing. They built an audience and positioned their software as the go-to solution\u2014before it even existed!<\/p>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-0860ec32-07b5-46ff-ab72-ce0ceebe50fc\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcd6 Read More: <\/strong>Employ <a href=\"https:\/\/clickup.com\/blog\/issue-tracking-templates\/\">issue tracking templates<\/a> to keep tabs on customer feedback or identify and resolve bugs quickly<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"21-4-trello-best-for-visualizing-projects\">4. Trello (Best for visualizing projects)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"936\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-552.png\" alt=\"SMB software: Trello\" class=\"wp-image-449020\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-552.png 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-552-300x176.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-552-1400x819.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-552-768x449.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-552-1536x899.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-552-700x410.png 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/trello.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Trello<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Trello helps you <strong>visualize marketing campaigns, content creation, sales tracking<\/strong>, and HR tasks with ease. You can create cards for tasks, sort them into lists, and add details like due dates, labels, and priorities. Need to drop in notes, files, or checklists? No problem \u2014 it\u2019s all right there on the card.<\/p>\n\n\n\n<p>Trello enables you to tag teammates, leave comments, and get real-time notifications to promote accountability. While it\u2019s not built for budgeting or invoicing, you can still attach those docs if needed. With Power-Ups for time tracking, Gantt charts, and analytics, you can customize Trello to fit the way you work.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-trello-best-features\">Trello best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customize workflows with color-coded labels, backgrounds, templates, and stickers to match team needs and preferences<\/li>\n\n\n\n<li>Manage and measure your marketing efforts with multiple views, including Kanban boards, timelines, calendars, and table views<\/li>\n\n\n\n<li>Automate repetitive workflows using Butler and create triggers, rule-based actions, and custom buttons<\/li>\n\n\n\n<li>Boost efficiency through <a href=\"https:\/\/clickup.com\/blog\/cloud-collaboration\/\">cloud collaboration<\/a> and integrations like Slack, Google Drive, Jira, Asana, Dropbox, and hundreds of other apps<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-trello-limitations\">Trello limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Relies heavily on third-party integrations, adding potential costs and compatibility issues<\/li>\n\n\n\n<li>Limited customization options make it less adaptable for unique workflows<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-trello-pricing\">Trello pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Standard:<\/strong> $5\/month<\/li>\n\n\n\n<li><strong>Premium:<\/strong> $10\/month<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $17.50\/month for 50 users<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-trello-ratings-and-reviews\">Trello ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (13,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (23,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-what-are-real-life-users-saying-about-trello\">What are real-life users saying about Trello?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Trello has been a wonderful tool for maintaining organization and progress, and I&#8217;ve found it to be quite effective. Its seamless integration with other tools such as Google Drive and Slack simplifies the management of various tasks in a centralized location. While the free version is great, some useful features are only available in the premium version. It would be nice to have a few more options in the free plan.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/trello\/reviews\/trello-review-10792597\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-6562d7d4-2909-4ae3-8a73-0b24b96ec6c9\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight:\u00a0<\/strong>Low-performing teams are\u00a0<a href=\"https:\/\/clickup.com\/blog\/work-week\/\" target=\"_blank\" rel=\"noreferrer noopener\">4 times more likely to juggle 15+ tools<\/a>, while high-performing teams maintain efficiency by limiting their toolkit to 9 or fewer platforms. But how about using one platform?\u00a0<\/p>\n\n\n\n<p>As the everything app for work,\u00a0<a href=\"https:\/\/clickup.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp\u00a0<\/a>brings your tasks, projects, docs, wikis, chat, and calls under a single platform, complete with AI-powered workflows. Ready to work smarter? ClickUp works for every team, makes work visible, and allows you to focus on what matters while AI handles the rest.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp for Free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"27-5-gusto-best-for-payroll-processing-and-hr-process-management\">5. Gusto (Best for payroll processing and HR process management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"390\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-542.png\" alt=\"SMB software: Gusto\" class=\"wp-image-449007\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-542.png 624w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-542-300x188.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/gusto.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Gusto<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Gusto makes it easy to pay full-time, part-time, and contract workers\u2014without the usual complications. You can <strong>add new hires in just a few clicks<\/strong>, and since Gusto charges a flat monthly fee, you can run payroll as often as you need without extra costs.<\/p>\n\n\n\n<p>It also comes with Gusto Wallet, which helps employees manage their money with built-in budgeting tools. Gusto offers 11 types of reports covering everything from payroll to HR insights. Aside from fixed reports like tax documents, you can customize reports for any timeframe and even set them to run automatically\u2014daily, weekly, or whenever you need them.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-gusto-best-features\">Gusto best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Split pay automatically using the paycheck splitter to divide earnings between multiple accounts<\/li>\n\n\n\n<li>Track time easily with built-in clock-in, clock-out, and shift history features<\/li>\n\n\n\n<li>Automate payroll and tax management for hassle-free calculations, withholdings, and IRS payments<\/li>\n\n\n\n<li>Integrate with 46+ business, accounting, HR, and communication apps, including QuickBooks, Xero, Shopify, Google Workspace, Slack, and Microsoft 365<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-gusto-limitations\">Gusto limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited customization options can make the platform less flexible<\/li>\n\n\n\n<li>Lacks break and overtime reminders for labor law compliance<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-gusto-pricing\">Gusto pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Simple:<\/strong> $49\/month (plus $6\/month per person)<\/li>\n\n\n\n<li><strong>Plus:<\/strong> $80\/month (plus $9\/month per person)<\/li>\n\n\n\n<li><strong>Premium:<\/strong> $180\/month (plus $22\/month per person)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-gusto-ratings-and-reviews\">Gusto ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.5\/5 (2,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.6\/5 (4,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-what-are-real-life-users-saying-about-gusto\">What are real-life users saying about Gusto?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Navigating through Gusto is straightforward. I can easily and quickly locate the tasks I need to complete. All the necessary information, such as pay stubs, taxes, contributions, and benefits, is readily accessible. Their customer service is excellent, and they are highly responsive. Navigating through Gusto is straightforward. One downside is that some features may take a little time to get used to, especially for new users, and certain options can feel a bit buried within the platform.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/gusto\/reviews\/gusto-review-10836673\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-59af04b4-4941-4036-b07d-4fdb1babd87a\">\n<p id=\"ub-styled-box-bordered-content-\">\u2728 <strong>Fun Fact:<\/strong> With Gusto Wallet, you can set spending limits for essentials like rent and groceries and track your progress each month.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"33-6-netsuite-best-for-enterprise-resource-planning\">6. NetSuite (Best for enterprise resource planning)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"723\" height=\"424\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-546.png\" alt=\"SMB software: NetSuite\" class=\"wp-image-449011\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-546.png 723w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-546-300x176.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-546-700x411.png 700w\" sizes=\"auto, (max-width: 723px) 100vw, 723px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.netsuite.com\/portal\/in\/home.shtml\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>NetSuite<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>NetSuite connects everything \u2014 financials, inventory, CRM, HR, and more \u2014 into one unified system. Its real-time visibility and a single source of truth help you make smarter, faster decisions without the guesswork. And if your business has unique requirements? You can build onto your current setup with flexible features that grow with you. Over <strong>thirty modules and countless add-ons let you customize a system tailored to your exact needs<\/strong>.&nbsp;<\/p>\n\n\n\n<p>NetSuite\u2019s cloud-based design keeps everything accessible from anywhere. It enables you to track inventory, automate workflows, and gain accurate insights without juggling multiple platforms.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-netsuite-best-features\">NetSuite best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customize workflows, forms, and integrations to match unique business needs<\/li>\n\n\n\n<li>Gain real-time insights through customizable dashboards and predictive analytics<\/li>\n\n\n\n<li>Employ built-in tools for lead nurturing, marketing automation, and supply chain optimization<\/li>\n\n\n\n<li>Manage and update pricing centrally to maximize profits and create special offers that drive sales<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-netsuite-limitations\">NetSuite limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lacks flexible reporting options, making it difficult to generate clear summaries and readable outputs<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-netsuite-pricing\">NetSuite pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-netsuite-ratings-and-reviews\">NetSuite ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4\/5 (3,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.2\/5 (1,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-what-are-real-life-users-saying-about-netsuite\">What are real-life users saying about NetSuite?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>I think NetSuite is a great tool for businesses to use for a multitude of different things. From inventory management to accounts receivable this site allows us to somewhat easily manage and track a variety of statistical information about our company, inventory, and accounts.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/netsuite\/reviews\/netsuite-review-10936968\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"39-7-mailchimp-best-for-email-marketing\">7. MailChimp (Best for email marketing)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"689\" height=\"445\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-543.png\" alt=\"SMB software: MailChimp\" class=\"wp-image-449009\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-543.png 689w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-543-300x194.png 300w\" sizes=\"auto, (max-width: 689px) 100vw, 689px\" \/><figcaption class=\"wp-element-caption\"><em>via <a href=\"https:\/\/mailchimp.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">MailChimp<\/a><\/em><\/figcaption><\/figure><\/div>\n\n\n<p>If you\u2019re sending emails to clients, customers, or subscribers, MailChimp helps you do it more efficiently. You can <strong>design branded newsletters, automate campaigns, and track performance<\/strong> with detailed analytics.<\/p>\n\n\n\n<p>It offers two intuitive editors with essential content blocks and modern drag-and-drop <a href=\"https:\/\/clickup.com\/blog\/small-business-templates\/\">small business templates<\/a> that make designing professional emails effortless. MailChimp also integrates with over 500 apps, including WordPress, Facebook, and Google, for easy customization and audience growth.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-mailchimp-best-features\">MailChimp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Run inbound campaigns with built-in forms, landing pages, and automated drip sequences<\/li>\n\n\n\n<li>Use appointment booking with an integrated scheduling tool that supports online payments<\/li>\n\n\n\n<li>Sell products and manage marketing with the native eCommerce tools<\/li>\n\n\n\n<li>Automate content generation with MailChimp GPT-powered email creator<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-mailchimp-limitations\">MailChimp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Not suitable for affiliate marketing, as strict policies can lead to account cancellation<\/li>\n\n\n\n<li>Restricts list creation, making contact management more challenging<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-mailchimp-pricing\">MailChimp pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Essentials:<\/strong> $13\/month<\/li>\n\n\n\n<li><strong>Standard: <\/strong>$20\/month<\/li>\n\n\n\n<li><strong>Premium:<\/strong> $350\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-mailchimp-ratings-and-reviews\">MailChimp ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (5,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (17,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-what-are-real-life-users-saying-about-mailchimp\">What are real-life users saying about MailChimp?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Mailchimp is pretty solid for email marketing, especially if you&#8217;re just starting out. The drag and drop editor makes designing emails easy, and the automation tools save a ton of time with things like welcome emails and reminders. The price increase is a little steep. As your email list grows, it gets expensive fast, and the free plan\u2019s customer support is basically nonexistent.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/intuit-mailchimp-all-in-one-marketing-platform\/reviews\/intuit-mailchimp-all-in-one-marketing-platform-review-10346807\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-c0e8cd4d-2600-4462-925f-50a2cf680e91\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Did you know?<\/strong> Mailchimp has more than 14 million active users, with nearly <a href=\"https:\/\/www.emailtooltester.com\/en\/blog\/mailchimp-market-share\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">14,000 new sign-ups<\/a> every day!<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"45-8-zendesk-best-for-customer-service-management\">8. Zendesk (Best for customer service management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-553.png\" alt=\"SMB software: Zendesk\" class=\"wp-image-449019\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-553.png 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-553-300x164.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-553-768x419.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-553-700x382.png 700w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.zendesk.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Zendesk<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Zendesk is a well-known <a href=\"https:\/\/clickup.com\/blog\/problem-management-software\/\">problem management software<\/a>. It makes customer support effortless by bringing all your conversations\u2014email, chat, phone, and social\u2014into one spot. Need instant replies? AI chatbots have you covered. Want real-time messaging? Live chat is built right in. Plus, a knowledge base helps customers help themselves.<\/p>\n\n\n\n<p>Zendesk also integrates easily with Slack, Teams, and over 1,200 apps, so everything stays connected. <strong>Built-in analytics let you track response times and analyze customer satisfaction,<\/strong> and you can customize branding, themes, and widgets to fit your business.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-zendesk-best-features\">Zendesk best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track visitor behavior and analytics to gain insights and improve customer engagement<\/li>\n\n\n\n<li>Gather your customer data together, from purchases to preferences with Zendesk Sunshine<\/li>\n\n\n\n<li>Customize chat widgets to match branding, website design, and functionality needs<\/li>\n\n\n\n<li>Monitor key support metrics to optimize response times and customer satisfaction<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-zendesk-limitations\">Zendesk limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New agents may find the platform overwhelming due to too many tools and options<\/li>\n\n\n\n<li>Handling high ticket volumes can be tough for small teams without clear processes<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-zendesk-pricing\">Zendesk pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Support Team: <\/strong>$25\/month per user<\/li>\n\n\n\n<li><strong>Suite Team:<\/strong> $69\/month per user<\/li>\n\n\n\n<li><strong>Suite Professional:<\/strong> $149\/month per user<\/li>\n\n\n\n<li><strong>Suite Enterprise:<\/strong> Custom Pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-zendesk-ratings-and-reviews\">Zendesk ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (6,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.6\/5 (4,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-what-are-real-life-users-saying-about-zendesk\">What are real-life users saying about Zendesk?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The user experience is really simple; it consolidates all communications with customers in one place, whether through email, live chat, or phone conversations. The ability to automate workflow tasks such as ticket assignment, response sending, and interaction tracking is quite remarkable. It took a long time to set things up from the beginning, but the system is powerful and needs some changes before it can be turned on and used to its full potential.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/zendesk-support-suite\/reviews\/zendesk-support-suite-review-10831426\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a>\u00a0<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-702c9f48-9888-4860-910d-4ed7afaba927\">\n<p id=\"ub-styled-box-bordered-content-\">\u2728 <strong>Fun Fact:<\/strong> Zendesk offers a <a href=\"https:\/\/www.zendesk.com\/in\/startups\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Startups program<\/a> through which early-stage startups can get Zendesk <strong>credit free for six months<\/strong>!<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"51-9-wave-best-for-invoicing-and-accepting-payments\">9. Wave (Best for invoicing and accepting payments)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1384\" height=\"1025\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-550.png\" alt=\"Wave_SMB software\" class=\"wp-image-449015\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-550.png 1384w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-550-300x222.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-550-768x569.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-550-700x518.png 700w\" sizes=\"auto, (max-width: 1384px) 100vw, 1384px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.waveapps.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Wave<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Wave makes accounting simple\u2014without the hefty price tag. This free, cloud-based software lets you track income and expenses, reconcile bank transactions, and send professional invoices. It also allows <strong>extensive invoice customization and sets up automated payment reminders<\/strong>, so you\u2019re not constantly chasing payments.<\/p>\n\n\n\n<p>You can organize receipts with mobile receipt scanning for automated bill capture and batch imports. For payroll, Wave generates tax reports to keep things hassle-free. It\u2019s an easy, budget-friendly way to stay on top of your finances.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-wave-best-features\">Wave best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assign user roles like Admin, Editor, Payroll Manager, Viewer, and H&amp;R Block Advisor<\/li>\n\n\n\n<li>Export financial reports in CSV and PDF formats and transactions in Excel and CSV<\/li>\n\n\n\n<li>View real-time transaction updates on dashboards<\/li>\n\n\n\n<li>Manage multiple companies under one subscription<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"53-wave-limitations\">Wave limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requires a paid subscription for mobile receipts and automated bill capture<\/li>\n\n\n\n<li>Payroll and tax automation are only available in supported states<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-wave-pricing\">Wave pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter:<\/strong> Free<\/li>\n\n\n\n<li><strong>Pro:<\/strong> $16\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-wave-ratings-and-reviews\">Wave ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (200+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.4\/5 (1,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-what-are-real-life-users-saying-about-wave\">What are real-life users saying about Wave?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Their invoicing system is very easy to use and customer friendly. They also charge a reasonable amount for credit card processing for small companies. Bank integration for bill payment tracking can get a little confusing.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/wave\/reviews\/wave-review-9787946\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"57-10-zoho-inventory-best-for-inventory-management\">10. Zoho Inventory (Best for inventory management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"992\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-554.png\" alt=\"Zoho Inventory\" class=\"wp-image-449021\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-554.png 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-554-300x186.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-554-1400x868.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-554-768x476.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-554-1536x952.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-554-700x434.png 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.zoho.com\/in\/inventory\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Zoho Inventory<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Zoho Inventory makes inventory management easy by connecting with Amazon, eBay, and more. You can <strong>track every item with serial numbers, bundle products effortlessly, and set automatic reorder<\/strong> points to prevent stockouts.<\/p>\n\n\n\n<p>It also works with USPS, FedEx, PayPal, and Stripe to streamline shipping and payments. Want more? Zoho Books and Zoho CRM help with accounting and customer data. With powerful reports to guide your decisions, staying on top of inventory has never been simpler.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"58-zoho-inventory-best-features\">Zoho Inventory best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create and track purchase orders with insights into pending and completed orders<\/li>\n\n\n\n<li>Predict inventory needs using demand forecasting based on sales trends<\/li>\n\n\n\n<li>Group multiple components into a single unit with composite item management for easier handling<\/li>\n\n\n\n<li>Automate shipping with carrier integrations, label printing, and tracking<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"59-zoho-inventory-limitations\">Zoho Inventory limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Offers limited compatibility with external systems beyond the Zoho suite<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"60-zoho-inventory-pricing\">Zoho Inventory pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Standard:<\/strong> $29\/month, billed annually<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $79\/month, billed annually<\/li>\n\n\n\n<li><strong>Premium:<\/strong> $129\/month, billed annually<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $249\/month, billed annually<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"61-zoho-inventory-ratings-and-reviews\">Zoho Inventory ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (90+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (400+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"62-what-are-real-life-users-saying-about-zoho-inventory\">What are real-life users saying about Zoho Inventory?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Even though Zoho inventory covers all the required aspects of the traditional business model, I needed some customised reports for my business. And the Zoho team was with me every step of the way and provided me with all the custom reports I have asked for even before I upgraded to paid plan. I would highly recommend Zoho to everyone. They could improve the software to focus on the B2B side as well.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/zoho-inventory\/reviews\/zoho-inventory-review-9164743\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"63-try-clickup-the-ultimate-smb-software-for-maximum-productivity\">Try ClickUp: The Ultimate SMB Software for Maximum Productivity<\/h2>\n\n\n\n<p>Running a successful small business is all about using the right tools for the job. <\/p>\n\n\n\n<p>From project management to financial tracking and team collaboration, the best software can drive growth and sustainability. The tools we\u2019ve covered are essential for businesses looking to level up without compromising their budget.<\/p>\n\n\n\n<p>If you need a tool that brings everything together, ClickUp is the perfect solution. It combines project management, task tracking, time management, and team collaboration all in one platform, making it easier than ever to stay on top of everything.<\/p>\n\n\n\n<p>Ready to streamline your processes and boost productivity? <a href=\"https:\/\/clickup.com\/signup\">Sign up for ClickUp<\/a> today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Running a small business means wearing many hats\u2014managing invoices, overseeing projects, talking to customers, and keeping an eye on your team. It\u2019s a lot! The good news is that project management software for small and mid-sized businesses (SMBs) takes the heavy lifting off your plate. For instance, a project management platform with automation can make [&hellip;]<\/p>\n","protected":false},"author":117,"featured_media":447231,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[312],"tags":[],"class_list":["post-447200","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/SMB-Software-Solutions-Blog-Feature.png","author_info":{"display_name":"Garima Behal","author_link":"https:\/\/clickup.com\/blog\/author\/gbehalclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Top 10 SMB Software Solutions to Boost Growth in 2026 | ClickUp<\/title>\n<meta name=\"description\" content=\"Looking for the best SMB software to automate business operations? Read this blog to know about the top SMB software in the market.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/smb-software\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Top 10 SMB Software Solutions to Boost Growth in 2026 | ClickUp\" \/>\n<meta property=\"og:description\" content=\"Looking for the best SMB software to automate business operations? 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