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What is the Best Small Business Management Software?

Published by Muhammad Fayyaz on December 9, 2024
MemberPoint - Memberships & Installment Plans for Businesses
Best Small Business Management Software

When it comes to choosing the best small business management software, the key is finding a solution that meets your unique needs. Whether you are seeking tools for project management, team collaboration, or financial tracking, the right software can simplify operations, boost productivity, and save time.

In this guide, we have curated 7 exceptional options tailored for 2025, focusing on affordability, usability, and features that address common small business challenges.

From managing workflows to enhancing customer relationships, these tools are designed to help your business thrive in a competitive market. Let’s explore the top picks and find the one that fits your goals.

Why Does Your Small Business Need Management Software?

According to the Bureau of Labor Statistics, about 20% of small businesses fail within the first two years. Most of the time, this is because they are poorly managed.

Business management software assists you in defining your business goals and managing them by using hard data and analysis, such as cost per client acquisition, lifetime value of a client, operational expenses, taxes, payroll, and all other routine tasks.

In short, you have no clear means to manage your business without a business management strategy. The software can streamline your everyday processes like invoicing, inventory tracking, and communication, making your business more efficient.

The right management software saves time, improves accuracy, enhances customer satisfaction, and helps you grow your business without becoming overwhelmed.

13 Best Software Solutions for Managing Small Businesses

Managing a small business can be overwhelming, but the right software can make a big difference. Here are 7 of the best small business management software for streamlining your operations and growing your business.

Best Accounting and Finance Software

1. QuickBooks

Quickbooks Software

Rating: ⭐⭐⭐⭐⭐

Price: Free – $32

QuickBooks is one of the most popular accounting software tools used by small businesses, and it was produced by Intuit. It helps manage personal, business, and tax finances with automation features for invoicing, payments, and accounting.

Moreover, QuickBooks is available for Windows, Mac, and online versions. QuickBooks also tracks stock levels and payroll and provides reports for business insights.

Unique Features

  • Easily create and track invoices.
  • Speed up the expense receipt process.
  • PCI-compliant payment processing.
  • Track stock levels, orders, and sales in real-time.
  • Automates billing and payment reminders.
  • Cloud backups for data protection.
ProsThings to Consider
Easy to use for beginnersCan be expensive for small businesses
Secure and reliableLimited customization options
Access from anywhere

2. Xero

XERO Accounting Software

Rating: ⭐⭐⭐⭐⭐

Price: Free – $69

Xero is a cloud-based accounting software used by small businesses to manage finances, invoice invoices, and bank reconciliations. With a real-time dashboard, Xero allows users to track their finances and generate multiple reports simultaneously.

Unique Features

  • Manage your finances with ease, track income, expenses, and manage bank reconciliations automatically.
  • Create and send professional invoices with customizable templates, and track their status in real-time.
  • Process payroll for employees, including tax calculations, pay slips, and compliance with local laws.
  • Automatically import bank transactions and reconcile them against your accounting records, saving time on manual entry.
  • Generate comprehensive financial reports such as profit and loss statements, balance sheets, and cash flow reports.
  • Access your accounting data anywhere, at any time, from any device with an internet connection.

Xero offers an efficient solution for businesses looking to manage their finances in the cloud, with advanced features for bookkeeping, payroll, and reporting.

ProsThings to Consider
User-friendly interfaceCan be expensive
Cloud-based convenienceLimited customization options
Strong security features

3. FreshBooks

FreshBooks Accounting Software

Rating: ⭐⭐⭐⭐

Price: Free – $60

FreshBooks simplifies accounting for small businesses, freelancers, and entrepreneurs. It automates tasks like invoicing, time tracking, and expense management to help businesses maintain financial health.

Unique Features

  • Create and send professional invoices and estimates with ease, including recurring billing options.
  • Track billable hours with built-in time tracking tools, ideal for service-based businesses.
  • Capture and categorize expenses, including automatic receipt scanning and uploading.
  • Generate detailed reports, including profit and loss, tax summaries, and accounts aging.
  • Provide clients with a personalized portal to view invoices, make payments, and communicate with you.
  • Manage projects, collaborate with clients, and track project costs and time to ensure profitability.
ProsThings to Consider
Easy to use with good customer supportLimited features for tracking  inventory
Simplifies invoicing and expense managementCan be expensive for small businesses
Easy Client Management 

Membership Management Software

4. MemberPoint

memberpoint membership software

Rating: ⭐⭐⭐⭐
Price: Custom pricing

MemberPoint is a comprehensive solution for associations and organizations aiming to efficiently manage membership data, track payments, and enhance member engagement. Its robust features simplify communication and streamline operational workflows.

Unique Features

  • Flexible membership options with installment tracking.
  • Effortlessly manage and access invoices.
  • Automated notifications to address payment issues promptly.
  • Monitor service usage and allotments effectively.
  • Consolidated data handling across multiple locations.
  • Customized communication to reinforce your brand.
  • Gain insights into performance and engagement trends.

Ideal for organizations focused on streamlining operations while enhancing the overall member experience.

ProsThings to Consider
Easy to Use InterfaceThe learning curve for new users
Strong data protection features
Works best for startups

5. Omnify

getomnify membership software

Rating: ⭐⭐⭐⭐⭐

Price: Custom pricing

Omnify is a cloud-based membership management software that allows businesses to manage memberships, bookings, payments, and schedules. It’s ideal for fitness centers, schools, and other membership-based businesses.

Unique Features

  • Customizable membership plans.
  • Booking and scheduling integration.
  • Payment processing and invoicing.
  • Customizable booking pages for branded experiences.
  • Multi-location support for centralized management.
  • Efficient class and event scheduling.
  • Waitlist management to handle overbookings.
ProsThings to Consider
Intuitive user interfaceCustom pricing can be expensive
Integration with payment gatewaysRestricted free plan features may limit usability
Integration with Zoom for virtual sessions
Client self-service portal for easy bookings

6. Wild Apricot

wildapricot membership software

Rating: ⭐⭐⭐⭐

Price: Free – $48/month

Wild Apricot offers a simple solution for managing memberships, events, and donations. This cloud-based software helps you automate your membership renewals and event registration.

Unique Features

  • Manage member databases, renewals, and profiles with ease, including automated membership renewals and reminders.
  • Create, promote, and manage events with online registration, payment processing, and attendee tracking.
  • Build and customize a professional, mobile-friendly website with templates and easy drag-and-drop functionality.
  • Accept payments for memberships, event registrations, and donations securely through integrated payment gateways.
  • Design and send newsletters, announcements, and updates to members with built-in email tools.
  • Provide members with a self-service portal to update profiles, access exclusive content, and register for events.

Wild Apricot is ideal for organizations looking to simplify member management and enhance engagement through a robust, all-in-one platform.

ProsThings to Consider
Easy for admins and members to navigate and useLacks advanced features for larger organizations
Great customer support
Good for small to medium businesses

For more options, check out this list of top membership management Software Solutions

Project Management Software

7. Trello

trello project software

Rating: ⭐⭐⭐⭐

Price: Free – $17.50

Trello is an extremely useful project management tool that allows users to streamline their projects. Its user-friendly interface makes task organization simple and intuitive.

It is a web-based project management application that uses boards, lists, and cards to help teams organize tasks and projects. It’s a user-friendly project management tool that’s highly customizable to fit a wide range of needs.

Unique Features

  • Organize tasks visually with drag-and-drop functionality.
  • Tailor boards, lists, and cards to fit unique project needs.
  • Extend functionality with add-ons like Calendar View, Google Drive, Slack, and more.
  • Automate repetitive tasks with custom rules, commands, and scheduled actions.
  • Assign tasks, comment on cards, and share attachments seamlessly.
  • Pre-designed templates for business, personal, or creative projects.
  • Connect Trello with apps like Jira, Confluence, and Microsoft Teams.
  • Switch between timeline, calendar, table, and workspace views with premium plans.
  • Collaborate with external stakeholders without giving full account access.

Trello’s flexibility makes it suitable for various industries, from startups to enterprise teams, and even for personal task management.

ProsThings to Consider
Easy to use Limited feature in the free version
Integration with other toolsNot ideal for a complex project 
Great for the team project 
Work with many other apps like Google Drive and more.

8. Asana

asana project software

Rating: ⭐⭐⭐⭐⭐

Price: Free – $24.99/month

Asana is a popular project management tool that enables teams to plan, track, and execute projects efficiently. It supports task assignments, deadlines, and collaboration in real-time.

Unique Features

  • Link tasks to ensure proper workflow sequencing and avoid bottlenecks.
  • Adapt workflows to fit your team’s specific needs and processes.
  • Visualize project schedules and adjust timelines with an intuitive Gantt chart.
  • Monitor multiple projects simultaneously to track progress and manage resources effectively.
  • Align projects with organizational objectives and track goal progress in real time.
  • Add unique data fields to tasks for enhanced categorization and tracking.
  • Balance team capacity by visualizing workload distribution across projects.
  • Generate detailed reports and find data quickly with advanced filters.
  • Automate routine tasks to save time and reduce manual effort.
  • Connect Asana with over 200 tools, including Slack, Google Drive, and Microsoft Teams.
  • Manage tasks and projects on the go with fully featured mobile apps.

Asana’s versatility and scalability make it an excellent choice for teams of all sizes across industries looking to improve collaboration and project execution.

ProsThings to Consider
Excellent for team collaborationLimited offline functionality
Intuitive and user-friendly interfaceCan feel overwhelming for small teams or new users
Task dependencies for streamlined workflows.
Real-time notifications keep teams updated.

Customer Relationship Management (CRM) Software

9. HubSpot

hubspot customer relationship software

Rating: ⭐⭐⭐⭐⭐

Price: Free – $3600/year

HubSpot is known for its powerful CRM solution for individuals, small businesses, and enterprises. Although it mainly specializes in email marketing software, HubSpot also offers a collection of marketing, sales, customer service, and operation tools, from email workflows to a custom website builder, to manage your entire business in one place.

Since it provides an all-in-one solution, all of your teams can work from HubSpot’s database and collaborate on projects, campaigns, and tasks together.

Unique Features

  • Centralized platform to manage and track customer interactions, leads, and deals.
  • Automate email campaigns, lead nurturing, and workflows for better efficiency.
  • Track email engagement and use customizable templates to streamline communication.
  • Real-time engagement with website visitors, powered by live chat and automated chatbots.
  • Automatically rank leads based on their likelihood to convert, optimizing sales efforts.
  • In-depth reporting tools to track performance across marketing, sales, and customer service.

These features make HubSpot a powerful all-in-one solution for businesses aiming to improve their customer relationship management and streamline workflows.

ProsThings to Consider
Easy to use Limited feature in the free version
Integration with other toolsNot ideal for a complex project 
Great for the team project 
Work with many other apps like Google Drive and more.

10. Salesforce

salesforce customer projects software

Rating: ⭐⭐⭐⭐⭐

Price: Custom pricing

Salesforce is a powerful CRM used by businesses of all sizes. It offers comprehensive customer data management, marketing automation, and AI-powered insights.

Unique Features

  • A suite of tools to manage leads, contacts, opportunities, and forecasts, helping sales teams close deals faster.
  • Automate and optimize marketing campaigns across email, social media, and digital ads for personalized customer experiences.
  • Streamline customer service with case management, live chat, and support automation.
  • Create detailed, customizable reports and dashboards to monitor key performance metrics and make data-driven decisions.
  • Leverage AI-powered insights for smarter decision-making, personalized recommendations, and automated workflows.
  • Access thousands of third-party apps and integrations for added functionality, including productivity, analytics, and more.
  • Salesforce’s mobile app allows teams to manage accounts, contacts, and deals from anywhere, at any time.

Salesforce is designed for businesses of all sizes, offering a highly scalable and customizable CRM solution that adapts to a company’s unique needs.

ProsThings to Consider
Highly CustomizableThe UI can feel cluttered or unintuitive at times.
Robust reporting and analytics
Extensive integrations

11. Zoho CRM

zoho customer relationship software

Rating: ⭐⭐⭐⭐

Price: Free – $20/user/month

Zoho CRM offers a suite of tools for managing customer relationships and sales pipelines. It includes sales automation, lead generation, and data management features.

Unique Features

  • Capture, track, and nurture leads efficiently through their lifecycle with automated workflows and scoring.
  • Automate repetitive sales tasks, including follow-ups, data entry, and deal progression, to boost productivity.
  • Visualize key performance metrics and generate detailed, actionable insights with customizable reporting tools.
  • Manage customer interactions across email, phone, social media, and live chat from a single platform.
  • Leverage AI-powered insights for lead prediction, anomaly detection, and sales forecasting.
  • Connect seamlessly with other Zoho tools and popular apps like Google Workspace, Microsoft 365, and Slack.

Zoho CRM is a versatile and cost-effective solution for businesses aiming to improve customer relationships and streamline operations.

ProsThings to Consider
Cost-effective pricing plansLimited customization in lower plans
Highly Customizable with adaptable workflows, reports, and dashboardsCan be slow with large data sets
Easy-to-use Interface
Suitable for businesses of all sizes, from startups to enterprises.

Inventory Management Software

12. TradeGecko (Now QuickBooks Commerce)

Rating: ⭐⭐⭐⭐⭐

Price: Custom pricing

TradeGecko, now rebranded as QuickBooks Commerce, is an inventory and order management software designed for small to medium-sized businesses. It helps businesses streamline inventory, sales, and supply chain operations with advanced tools.

Unique Features

  • Track stock levels in real-time, manage multiple warehouses and set automatic reorder points.
  • Centralize and streamline order processing from multiple sales channels, including eCommerce platforms.
  • Create and manage a branded B2B storefront to provide wholesale customers with a seamless purchasing experience.
  • Integrate with platforms like Shopify, WooCommerce, Amazon, and eBay for unified sales tracking.
  • Generate insights on sales performance, inventory turnover, and customer behavior to make informed business decisions.
  • Access inventory, orders, and customer data on the go with a dedicated mobile application.

TradeGecko is ideal for businesses seeking an all-in-one solution for inventory and order management with powerful integrations and reporting tools.

ProsThings to Consider
Great for e-commerce businessesPremium features can be expensive for small businesses
User-friendly interfaceLimited reporting features
Easy Mobile Accessibility
Customizable, branded portal for wholesale customers

13. Zoho Inventory

zoho inventory software

Rating: ⭐⭐⭐⭐

Price: Free – $99/month

Zoho Inventory is a cloud-based inventory management software that helps small businesses manage stock, orders, and shipments. It integrates well with other Zoho apps.

Unique Features

  • Integrates with platforms like Amazon, eBay, Shopify, and Etsy, enabling businesses to manage sales across multiple channels.
  • Real-time tracking of stock levels, batch numbers, and expiration dates for efficient inventory management.
  • Centralized system for creating, processing, and tracking sales and purchase orders.
  • Partnered with major shipping carriers like FedEx, UPS, and USPS for streamlined shipping and tracking.
  • Generate detailed inventory reports, including sales trends, inventory valuation, and order summaries.
  • Manage inventory across multiple warehouses with location-specific stock tracking and transfers.

Zoho Inventory is an excellent solution for businesses of all sizes, especially those looking to integrate with eCommerce platforms and optimize inventory operations.

ProsThings to Consider
Affordable pricingAdvanced features may require time to understand and configure
Easy to use for small businesses
Works well with eCommerce platforms, payment gateways, and other Zoho apps

How to Choose the Right Software for Your Small Business?

The right software for your small business is essential to improving efficiency and managing tasks better.

  •  First, identify your business needs; they involve managing finances, tracking sales, or organizing projects. 
  • Set a budget and look for software that fits within it but also offers good value.
  • Make sure the software is easy to use and offers good customer support.
  •  It should also be scalable so it can grow with your business. 
  • Check compatibility with tools you already use, and read reviews to understand how it works for others.
  • Lastly, consider security and data protection, as your business will handle sensitive information. 

FAQs

Is Small Business Management Software Expensive?

The cost depends on the software and the features you need. Some tools offer free plans with minimal features, and paid plans vary depending on the size of your team and the features required.

Is it Possible to Integrate Small Business Management Software with Other Tools?

Yes, most small business management software integrates with other popular tools such as email marketing, accounting, and social media management. This helps create a seamless workflow and make sure that all aspects of your business are connected.

Can Small Business Management Software Help with Team Collaboration?

Many management software options Provide collaboration tools such as shared calendars, task assignments, file sharing, and real-time communication to help teams work together efficiently.

Is my Business Data Safe with Management Software?

Most reputable software providers use encryption, secure cloud storage, and adhere to privacy laws to protect your business data. Always check the security features and terms of service before choosing software.

How Long Does it Take to Implement Small Business Management Software?

Implementation time depends on the software’s complexity and your business’s size. Small businesses typically take a few days to a couple of weeks to set up and begin using the software effectively.

Final Words

Choosing the best small business management software is equally essential for streamlining operations and ensuring long-term growth. The right tool can save time, improve efficiency, and boost productivity.

Whether you prioritize project management, accounting, or team collaboration, options such as QuickBooks, Trello, and MemberPoint offer tailored solutions for various business needs.

Take advantage of free trials to evaluate features that align with your goals. Remember, the best software adapts to your business and supports its growth. Start exploring these top picks today and empower your small business for success.

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Muhammad Fayyaz
Muhammad Fayyaz
Fayyaz is a seasoned digital marketing expert passionate about driving growth through strategic content. With a proven track record in scaling businesses through innovative digital marketing techniques, he is dedicated to creating content that engages and delivers measurable results.

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