Every business of every size can use the help of organizational tools and platforms online. Even small organizations have issues with managing their team’s workload, inspiring productivity, and making sure that things get delivered on time,

So we’ve created a list of organizational tools for businesses to help you streamline your internal operations and keep everyone on track.

Top organizational tools for business

    1. Best project management tool – Asana

    If your business deals with many concurrent projects and concurrent clients, then Asana is the best choice organizational tool for your business. It offers more workflow functionality than many of its competitors and is our favorite project management tool.

    Its interface is not only very user-friendly but it’s also packed with features for you to choose from depending on your business needs. To make the most of your Asana account, we recommend onboarding your whole team so that they feel comfortable using the different features.

    2. CRM tool – Hubspot CRM

    Hubspot CRM offers many incredible features entirely for free.

    • Store unlimited contacts
    • Watch their website activity such as page visits, form submissions, etc.
    • Run automated actions based on their activity on your virtual environment
    • Integrate with your business’s project management organizational tool (such as asana) to create and automate tasks based on activities.

    The free version of the Hubspot CRM tool is extremely generous, but there is a slight catch. Many of the paid features are visible and accessible on the free version and each time you click on them you are prompted to sign up for their paid options. Though frustrating, it’s a small price to pay considering just how much is completely free.

    3. Online collaboration tool – Slack

    Online collaboration tools such as Microsoft Teams and Slack have skyrocketed in popularity over the past few years. Managing large teams requires some centralized system where you can chat, meet and collaborate.

    For a long time, Slack dominated the space, but since 2016, Microsoft has entered the scene as a strong competitor.
    However, many of Microsoft Teams’ major benefits require you to use Microsoft 365. That’s fine if all of your collaboration is internal and you want to make that commitment, but many clients and freelancers prefer Google Drive, and so do we.

    Slack also has more customization options and, in our opinion, a much more attractive interface.

    4. Cloud storage – Google Drive

    The best cloud storage solution for your business depends on the sensitivity of the data you are storing. In most instances, Google Drive is the perfect organizational tool, especially if you are collaborating with freelancers and external clients.

    Anyone with a Gmail account automatically has access to a Google Drive account. Share spreadsheets, word documents, and presentations as well as forms, maps, and mood boards with 15GB of free storage per Google account.

    Google Drive makes it extremely easy to manage who has access to what, so that you can keep your information locked down. If your data is particularly sensitive, you may prefer to use Dropbox cloud storage which has 256-bit encryption compared to Google’s (still respectable) 128-bit encryption. However, Dropbox only offers a miserly 2GB of free storage.

The importance of user onboarding

Whenever you introduce a new organizational tool or any business tool for that matter, it’s important to make sure that all users are fully onboarded and understand where the new tool fits into their existing workflow.

It isn’t merely enough to just give them a username and password and hope for the best. You need some system in place to help them make the most of the tools and use them effectively.

Depending on the size of your organization and the tool in question, you may be able to get one of their sales representatives to help you onboard your existing workforce. If this isn’t an option you can brief employees in a dedicated meeting, or create a clearly written document detailing how to use the tool step-by-step.

The ideal approach to onboarding for your organization is entirely dependent on the size of your business and the rate of employee uptake.

Unsure about what’s best for your business?

Check out our jd-pROCYCLE methodology. We’ll find the most straightforward and efficient method to optimize your internal systems.

First, we take a look at how you’re currently operating and learn about your business goals and needs. Then we apply our expertise to create the best solution to improve efficiency, reduce friction and minimize company expenditure. Then we’ll help you create the right systems to onboard new and existing employees to make the most out of the new organizational tools you employ as part of your new process.

Get in touch for your free consultation and experience for yourself how jdp creates value for your business.