Key Organizational Tools for a Successful Business

Key Organizational Tools for a Successful Business
Updated May 11, 2023
Julie Bawden-Davis
Written byJulie Bawden-Davis
Alexis Konovodoff
Edited byAlexis Konovodoff
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It’s easier for a business to succeed when you prioritize organizational habits. Having everything in order can create a calm and productive environment and avoid the added stress of frantically trying to find a missing piece of information. An organized workspace also promotes positive communication, collaboration, and time management. 

Thankfully, many organizational tools are available for entrepreneurs and small business owners. We researched for you and found the best platforms to help you seamlessly prioritize and track your company projects. 


Asana is a widely used project management software that helps employees collaborate and communicate on projects. Teams of any size can take advantage of this tool by using its fully customizable free or paid plans.

If your company is juggling several tasks at once, Asana provides a bird’s eye view of all current projects to keep everyone updated. You and your employees can easily access the platform through the desktop or mobile app and check on a project's status. You can also comment on individual projects, note any delays, and view the remaining required tasks.


Basecamp features a suite of built-in collaboration tools that help you plan out tasks for you and your employees. As its name suggests, it’s a simple project management system that allows you to organize company and client projects all in one place. It also includes team schedules, message boards, and group chats.

You can stay ultra-organized with Basecamp by creating to-do lists and timelines for each project. If a task is incomplete after its deadline, the app will automatically send a notification to all team members. You can check on project progress, send chats to relevant teams, and even set up custom access settings for your clients. 


Notes are essential to every aspect of running and managing your business. However, scratch paper with scribbled information tends to be misplaced. From simple to-do lists to brainstorming ideas for new products, it’s helpful to have a handy way to take notes at any time. 

Evernote is transforming notetaking through its desktop and mobile apps. You can now capture, organize, and store your notes all in one place. The app allows you to save notes in any format, including text, audio, videos, photos, or document scans. Your data will automatically sync across different devices as you add, update, or delete your notes. 


It’s beneficial to have your receipts handy to track spending and expenses when tax season arrives. If you’re stuck trying to locate receipts around your home or office, you could lose deductions and waste time. 

Expensify is a mobile app that allows you to scan and track receipts for your accounting records. All you have to do is photograph each receipt with your phone. Expensify will automatically upload the information to a spreadsheet, keeping it organized and prepared for tax filing.

Google Docs

Google Docs is a valuable tool for document sharing. This online word processing program enables you to create, edit, and organize documents straight from your browser. The program also facilitates collaboration by allowing multiple people to work on a document at the same time.

Google Docs helps ensure that everyone is on the same page — literally. Team members can chat within a shared document as they work, add comments, and assign tasks. The platform seamlessly integrates into Google Drive cloud storage, keeping all of your documents in one secure place and accessible from any desktop or mobile device. As you create new documents, you retain control over who has access and permission to view, edit, or comment.

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Google Drive

As an extension of Google Docs, Google Drive automatically stores your files in the cloud and synchronizes them across your desktop and mobile devices. All of your files are fully accessible from anywhere, and you can easily share them with clients or team members. This cloud storage service connects seamlessly with other Google products, including Google Docs, Google Sheets, and Google Slides, and can also integrate with other productivity tools, such as Asana. 


Many business owners struggle to find time to dedicate to their company’s social media. Hootsuite is a social media management platform where you can easily manage your social media accounts from one location. The platform supports social network integrations for Facebook, Instagram, Twitter, LinkedIn, and YouTube.

Hootsuite features a dedicated dashboard where you can keep track of all your social media efforts, saving you time and effort. You can quickly strategize, schedule, and organize your social media content and marketing. The system also offers free classes to get comfortable with the software and learn more about social media tactics.


When it comes to brainstorming and developing new ideas, it can be helpful to view information visually. MindMeister is a cloud-based mind mapping tool that helps you organize, store, and share ideas with employees. With different layouts, styles, and modes, it’s easy to showcase your ideas and start a discussion among team members. The mindmap editor also allows you to create project lists, organizational charts, and additional notes. 


Disorganized inventory is a logistical nightmare that can cost you hours of productivity. Business owners should adopt an inventory management system to stay organized and successfully fulfill product orders. 

OrderHive is a multi-channel eCommerce inventory management software that automates operational tasks across your devices. You can easily track and manage inventory to ensure that you fulfill orders on time. The tool also facilitates receiving and sending orders, stock updates, accepting payments, and buying shipping labels.

Time Doctor

A critical ingredient for running an organized and successful company is time management. Time Doctor is an employee monitoring tool that analyzes how you and your employees spend your time. This app lets you check efficiency on specific tasks and projects and whether they are on track for deadlines. By analyzing this information, you can find where the weak links are in your company’s productivity. You can then make specific adjustments and provide the tools you need to improve and succeed.


Zapier is a powerful organizational tool that promotes process automation by connecting multiple systems. The app essentially forms a web with all of your company tools and integrates them for you and your employees to access from one location. For instance, if there is a file you want to save in Google Drive, you can first upload it to Zapier. The app will then save the document to Google Drive and other apps with document sharing capabilities. By starting with Zapier, you can keep your business as organized as possible from one set location.


Now that you’ve got the tools to organize your business from top to bottom, you can get on the fast track to success. If you want to learn more valuable tips and tricks, check out our guide on 15 Free Online Entrepreneur Classes to Upgrade Your Small Business Skills.

Originally published on October 21, 2022, and last edited on May 11, 2023.

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