Free Tools & Resources for Small Businesses
A practical resource center to help you evaluate software, organize your technology, plan budgets, and improve your business systems — without rankings, hype, or invented claims.
Plan your software stack and budget
Hands-on tools to identify what software you may need and how to think about spending across your business.
Small Business Software Stack Builder
Answer a few questions about your business and identify software categories that may be worth evaluating.
Build Your Software StackSoftware Budget Calculator
Organize your software budget around your team, priorities, and technology needs.
Plan Your Software BudgetChecklists, worksheets, and trackers
Downloadable resources to guide your software evaluation and business-systems review.
Small Business Growth Checklist
A practical checklist for reviewing important areas of a growing small business.
Get the Free ChecklistSmall Business Software Stack Builder
Build a practical software stack for your business and organize the tools you may need across sales, marketing, finance, operations, automation and more. New to software categories? Try the Software Finder to identify options first.
Build Your Software StackCRM Evaluation Checklist
Compare CRM platforms using a practical evaluation scorecard covering usability, lead management, automation, reporting, integrations, costs, scalability and more.
Download Free ChecklistAI & Automation Readiness Checklist
Assess whether your processes, data, team and technology are ready for AI and automation. Includes readiness scoring, risk assessment, an automation priority matrix and a practical 30-day action plan.
Download Free ChecklistBusiness Expense Tracker
Track business expenses, vendors, categories, payment methods, receipts and spending in a free Excel spreadsheet.
Get Free Expense TrackerExplore free checklists, templates and interactive tools designed to help small businesses evaluate software, organize operations and make better technology decisions.
Small Business Growth Checklist
A step-by-step checklist covering marketing, operations, and the technology foundations every growing business needs.
- Marketing & visibility foundations
- Sales & CRM setup essentials
- Website & automation quick wins
- A right-sized software budget plan
Browse by category
Dive into the software areas most relevant to your business with guides and platform comparisons.
CRM & Sales
Customer relationship platforms, pipeline tracking, and sales tools that keep deals moving.
ExploreMarketing & SEO
Tools to improve visibility, rank locally, and run campaigns that reach the right audience.
ExploreWebsite & Hosting
Builders, platforms, and hosting for fast, reliable business websites that convert.
ExploreEmail Marketing
Platforms for newsletters, automation sequences, and list growth that nurture customers.
ExploreAI & Automation
Workflow automation and AI assistants that reduce manual work across your operations.
ExploreScheduling & Productivity
Booking, scheduling, and team productivity tools that keep operations running smoothly.
ExploreStart with the Software Stack Builder
If you’re unsure which software categories your business actually needs, answer a few quick questions about your workflow, team, and priorities. You’ll get a prioritized list of categories to evaluate — with no email required to see your results.