Small Business Training Planner · Free checklist
Free Small Business Software Stack Checklist
The tools a small business actually needs for accounting, CRM, compliance, operations and communication — what to look for in each category, what to skip, and how to make sure they work together.
Get the free checklistPDF · instant download · no cost
Read this if any of these are true
- You are paying for three tools that do the same thing and none of them talk to each other.
- Invoices, contacts and contracts live in spreadsheets, inboxes and someone's phone.
- You are not sure whether your website and email practices meet privacy requirements.
- Every new hire has to be given eight logins and nobody remembers them all.
What is inside
One checklist, organised by software category, with the questions to ask before you pick a tool.
Accounting & invoicing
The must-have features for a small business ledger, invoicing and payroll connection — and the integrations that save the most time.
CRM & sales pipeline
What a CRM needs to do for a team of one to twenty, and the signs you are buying more than you will use.
Privacy & compliance tools
Cookie consent, privacy policy generation, data requests and record-keeping — the categories, not the brands.
Operations, documents & communication
Shared docs, task tracking, scheduling and team chat — and how to keep the count small.
The integration check
A one-page grid to confirm every tool on your list connects to the others before you sign up.
Onboarding & access
A simple access list so every new hire gets the right logins on day one and loses them on their last.
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This checklist describes software categories and selection criteria only. Small Business Training Planner is not affiliated with, endorsed by or a reseller of any software vendor. No spam — unsubscribe anytime.
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