10 Tech Stack Tools to Help You Streamline Your Business

Cassandra Comeau
Cassandra Comeau

Certified OBM, Systems Junkie, Movie Enthusiast, Coffee Lover

Top 10 Tech Stack Tools to Help You Streamline Your Business - CMC Blog Team looking at tech smiling

One thing that all business owners have to run their business is a tech stack tools list of some sort. These are the tools and resources that aid them not only in the day-to-day management of their business but also allow them to scale and grow a team to better support each evolution in their growth.


Suppose you feel like you might be missing a certain tool or feel like you are doing too much manually? This might be your sign that you need to review what you have in place in your business to help you and give you back a little time. With each of the tech stack tools below, there is a brief overview of what they bring to the table so that you can implement them or just replace them in your own tech stack, depending on the business’s goals.


Doing these, essentially, audits of your own tech stack tools helps you as the business owner when you are looking for ways to streamline your business and save yourself some valuable time.  With that in mind, I thought I would take a moment and give you a quick list of 10 tools that will help you maximize your time. Keep in mind that streamlining your business operations involves creating processes, procedures, and workflows for recurring business tasks, which are things that all of these great tools can help you with.


**Please note that some of the below links do have affiliate links. This is a no-charge link for you – but allows some commissions if they are used when you sign up for a program or service**


Here are the top 10 types of tech stack tools you need to think about introducing in your own business:

1. Project Management System


Every business needs a project management system, and you need it set up in a way that will work for your business. Some of the best project management tools are ClickUp, Monday, Asana, Trello, and Teamwork.


No matter what tool you choose, you need to utilize all the features to maximize your productivity. Creating workflows and templates while mapping out your projects is essential.


2. CRM System


Dealing with clients and customers can be overwhelming, but with the help of tools like Dubsado and HoneyBook, your entire client or customer relationship can be automated and customized.


3. Time Tracking Tools


Understanding where our time is going right now is crucial to making the necessary changes. There are many time tracking tools to help you improve your time management, such as RescueTime, Toggl, or Harvest. Some project management tools (ClickUp and Teamwork) also have an internal time tracking – these would be beneficial if you have a team that is paid hourly vs. retainer to have them use these to ease the reporting on projects).


4. Standard Operating Procedures


If you’re building a team or bringing on subcontractors, having your processes mapped out is essential for keeping your team and business running smoothly. You can create a database or hub of all of your SOPs so your team members can easily access everything they need to do their job efficiently. Once you have these mapped out (or have your handy OBM do this for you – that’s me!), then I would suggest having them housed in a “Backoffice” project in your project management software for quick reference and the ability to allow your team to have repetitive tasks to make sure they are up to date. Though not a ‘tech stack’ piece of software – this is essential to a business’s day-to-day operations.


5. Zapier/Integrately


Zapier is the go-to automation tool. It allows you to connect multiple systems and tools generally that typically wouldn’t integrate. The possibilities are endless with Zapier to streamline your business and processes. Coming up as an alternative is Integrately. They are an affordable and powerful alternative option.


6. Email Marketing Providers


Email marketing is one of the best ways to build your audience and keep in touch with your clients, customers, and leads. Utilizing your email marketing provider with automation, segments, sequences, and tagging structures, is key for nurturing your email subscribers in the best way possible. Some of my favorites are ActiveCampaign, ConvertKit, or FloDesk.


7. Membership Tools


Running a membership involves a lot of moving pieces and processes. You can streamline some of this using a more comprehensive membership tool, such as Membervault, Ontraport, ThriveCart, Kajabi, AccessAlly, etc.


8. Course Creation Tools


Creating courses is a great way to showcase your expertise and reach more people. There are many course creation tools and platforms available that can make managing your digital courses a little easier, such as Membervault, Kajabi, Thinkific, Podia, Kartra, LearnDash, New Zenler.


9. Zoom


Zoom is the top option for running online meetings with your team or with clients. You can easily set up recurring meetings and connect Zoom with your Google Calendar to keep things organized, too.


10. Loom


The best way to quickly share a video with a team member or client? Loom! Make sure you download and install the Loom chrome extension to save yourself some time, too.


If you want to know the software I use in my business, I have it for all to read on my website – these are my go-to apps for client-facing work, my own back-end systems, and programs I have worked with in the past. Is there one there that might help you?


After learning about these different pieces of software, and you think that you need help with your business systems, tech stack, and possibly help to implement the recommendations, I have a couple of options available.

  • Option 1: If you are looking for a deep dive into your systems, with questions detailing the types of documentation, processes, and other aspects of your business – then the Systems Assessment is your best option.
  • Option 2: Need help strategizing your next business move? With an overview of the tech stack, you have in place and what you might need to reach those goals? A Breakthrough Strategy Session would be your best opportunity to get that roadmap.


I hope that these tech stack tools help you get a little time back in your business – at the end of the day, that is why we make these investments. Did I miss any essential tools that I need to add to my own tech stack tool list? I would love to hear about that in the comments below!



See you on the other side of the screen,

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