Shane Barker
November 28, 2018

5 Top Automation Tools For Small and Medium-Sized Businesses (SMB)

Small and medium-sized businesses (SMB) need all the help they can get from automation tools for them to grow quicker and keep up with the competition. Truthfully, they need help from tools just to survive.

It’s vital to use the right software or tools to expand your business, especially if you don’t want your startup to be stuck in a wild goose chase after unattainable KPIs. However, it can be quite challenging to select an appropriate SaaS tool for your startup, considering there are so many of them nowadays.

Furthermore, SaaS platforms could easily eat away at your budget if you don’t choose wisely, so it’s essential to understand if a tool really makes sense for your company.

This post will give you a list of SaaS tools particularly suited for small and medium-sized startup businesses. Any SMB, regardless of their industry, can use these tools to grow and expand their business quickly.

So, let’s get started with the list:

1. Salesmate

Salesmate is a popular CRM tool, best suited for small and medium-sized startup businesses. It enables your sales team to capture leads, manage them efficiently, and close deals faster. Your sales managers can also track new leads and conversions, allocate leads to salespersons, and assign follow-ups.

Salesmate also offers tools to create and capture new leads and it automatically pushes it to sales pipeline. It saves a lot of effort and time of your sales team and reduces the chances of doubling data entry.

Salesmate also offers your sales team an intelligence tool. This can help you analyze sales data, generate important insights, and resolve pain points. One of the best features of Salesmate is it allows the sales team to communicate with their customers via multi-channels. This means your customers can reach you via social media, email, phone, and/or notes.

2. MailChimp

For any business, email marketing needs to be one of their key marketing strategies. And if you are a small or medium-sized startup business, then MailChimp is the best solution for your email marketing. Access to the tool is free for the first 2,000 subscribers.

It allows you to send up to 12K free emails to your 2K subscribers. And it enables you to customize your content with just one click and create beautiful templates. It is one of the best solutions for your marketing teams when they need to send out email responses to sign-ups. And with MailChimp, you can automate the process.

This tool also has a geolocation feature. It allows you to record the location of your subscribers and segment them accordingly to improve your email marketing effectiveness.

3. Patch Manager Plus

Patch Manager Plus is cloud-based patch management software developed by ManageEngine. This cloud-based software is suited for small and medium-sized startup businesses. It caters to industries like IT, healthcare, media, education etc. The primary feature of this patch management software is to track, deploy, test, compliance check, and report patches.

This patch software can automate the patch updates for Mac, Linux, Windows, and third-party apps. It enables businesses to discover missing software patches, and test and deploy them. It can also generate detailed compliance and audit reports.

This patch management software is available via subscription and businesses can buy a one-time license. For any assistance, you can contact the support team via phone or email.

4. Trello

It important for businesses to track and manage their projects to increase their efficiency and deliver better output. Trello is one of the simplest and easiest-to-use project management tools that small and medium-sized startup businesses can use.

It has an intuitive interface that allows drag-and-drop for its users. It also offers a digital board to prioritize and organize your tasks. You can define the workflow your team, assign tasks to them, track the progress, and add deadlines.

The Trello card feature enables its users to partner with each other. They can attach new documents, add comments, or even add new members.

Any small or medium-sized business can subscribe to Trello for free. The software also integrates with other online apps like Google Drive, Slack, JIRA Cloud, GitHub, and Bitbucket Cloud.

5. ConnectWise Automate

ConnectWise Automate is an on-prem and cloud-based IT automation software that helps startup SMBs to manage and track their IT assets from one location. This software allows businesses to detect issues remotely and they can work on more than one system at the same time. And it won’t interrupt the end user.

The content management feature of this software enables businesses to share and publish content on their websites. This feature can also discover and fix errors and bugs which helps to cut the downtime of websites.

One of the best features of this software is the remote monitoring function. This enables businesses to manage laptops and desktops on their network and monitor the performance of devices using an integrated dashboard.

The security module of this software enables SMBs to manage email protection, antivirus, patch deployments, anti-malware, passwords, and encryption all in one solution. You can contact their support team via mail or phone for further information or queries.

Which Tools Are You Using?

There you go. These are some of the top tools which any sort of small or medium-sized startup businesses can use to grow.

Which one is your favorite? And if you know of other useful tools that are not been listed above, feel free to comment below.


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Shane Barker

Digital Marketing Consultant at Shane Barker Consulting
Shane Barker is a digital marketing consultant who specializes in influencer marketing, content marketing, and SEO. He is the Co-Founder of Attrock, a digital marketing agency. He has consulted with Fortune 500 companies, influencers with digital products, and a number of A-List celebrities.