Today I’m continuing this blog series based on Marie Kondo and her hit Netflix show ‘Tidying Up With Marie Kondo’. As a professional organizer and tidying expert, her KonMari Method has inspired millions of people to ditch the clutter and embrace organization in their homes, in order to inspire a life of minimalism and joy.
This same series has inspired me to create a blog series on how to embrace the popular #KonMari methods, in order to better organize your business. In this blog series, I will cover: Reducing Clutter, Organization, Productivity, How to #KonMari Your Inbox, Documentation, and Automation.
So far, I’ve talked about Reducing Clutter in your business. So here is part two in this blog series, and it’s all about Organization.
Keep your business organized to save time and money, with project management and collaboration tools. There are many FREE or almost free tools available in the market these days that can help with organizing not only your business, but also projects within your business, and client projects as well. There are a ton of these tools on the market, but here are just a few that I’ve personally researched and found to be some of the best in their league:
Trello (PM tool)- Trello has received a lot of rave reviews from small business owners in various industries. It’s popular because of its simplicity, because it has a FREE version, because you can add and also because it’s a more visual project management tool.
I personally use this tool in my own business for my social media management, as well as (more recently) product launches. There is also a (FREE) Google plug-in for Trello called Elegantt, which is a more robust project management tool that allows you to create Gantt charts within Trello, to keep even more organized when managing more complex projects. I’ve just started using Trello fairly recently, but so far, I like it!
Get started with Trello for FREE here.
Asana (PM tool)- Another very popular (FREE) PM tool. While it has many of the features of Trello, it is less of a “visual” tool, and seems to have less flexibility in its features.
Zoho Projects (PM tool)- This is another PM tool, made popular by the branded Zoho suite of business products. While I haven’t used this specific Zoho product, I have used a few others, and I would have to agree with many of the reviews that say it is not as easy to use as some other PM tools…there is a bit of a learning curve with Zoho products. That said, for those who are already using and loving Zoho products, Zoho Projects provides a PM tool that can seamlessly integrate with the other Zoho products your business might currently be using.
MeisterTask- Also a less “visual” PM tool, but has many similar features to the other PM tools I’ve mentioned.
Some other (FREE) Project Management tools you might like to check out:
Other critical activities to stay on top of to keep your business organized, are your leads management, as well as your customer/client interactions and any services provided. There are many CRM (Customer Relationship Management) tools on the market these days that can help you keep track of all your customer interactions and purchases (so you can ditch those crazy spreadsheets!).
To help you with your leads management activities and customer/client communications, here are just a few of the most popular CRM tools available today:
HubSpot (FREE)- This CRM is simple to use, yet with plenty of functionality to improve small business processes and organization, at no cost. It also has a lot of great training resources in its online library for small business owners, including learning guides, invoice template generators, email signature generators, and marketing plan template generators.
SalesForce (Small Business Edition)- An already popular CRM tool for large enterprises, SalesForce’s Small Business Edition lets entrepreneurs and small business owner’s enjoy many of SalesForce’s robust set of CRM tools and resources at a more affordable price.
SalesForce’s platform is pretty easy to use, and offers features like lead generation, contact and opportunity management, workflow automation, sales forecasting, and much more.
Zoho CRM- A simple CRM solution, that integrates easily with a plethora of other Zoho small business products.
What are some ways that you keep organized in your own biz?
I'm a mom, wife, MBA student, and student of life...serial entrepreneur, dreamer, and goal-setter. My mission is to empower moms to start their own businesses from home.