Best Simple CRM for Small Business in 2026: 5 Practical Options
Compare five practical CRM options for freelancers and small service businesses, including their best uses, trade-offs, and when a spreadsheet is enough.
Category Small Business Systems
Simple business systems for organizing invoices, expenses, clients, files, receipts, and everyday admin work. Practical workflows and tools for freelancers, small businesses, and small teams.
Google Sheets Profit and Loss Template for Small Business (+ Free Copy)
Record income and expenses in a simple profit and loss template, review category totals for each month, and see annual profit in Google Sheets or Excel.
Client Intake Form Template for Small Business (+ Free Template)
Use a free client intake form to collect contact details, scope, budget, dates, and the next action before accepting a new request. Includes Excel and Google Sheets versions.
How to Create a Reusable Excel Template for Your Business
Learn how to make a reusable Excel template with clear inputs, formulas, dropdowns, a clean .xltx master, and separate working files.
How to Open an XLSX File in Google Sheets Without Breaking Formatting
Open an XLSX file in Google Sheets, choose whether to convert it, and check formulas, dates, dropdowns and formatting against the original.
Customer Data Management Software for Small Business: 5 Practical Options (2026)
Compare 5 customer data management software options for small businesses, including free plans, pricing, key uses, and when a spreadsheet is still enough.
Excel Task Tracker and To-Do List Template for Small Teams (+ Free Download)
Download a free Excel task tracker and to-do list template for small teams with owners, priorities, status, due dates, deadline flags, progress tracking, and a dashboard.
Best Workflow Apps for Small Businesses in 2026: 6 Tools Compared
Compare 6 workflow apps for small businesses in 2026, including pricing, free plans, approval features, limits, and the best fit for each workflow.
Record-Keeping Template for Small Business (+ Free Spreadsheet)
Download a free small-business record-keeping spreadsheet to index invoices, receipts, contracts, bank records, file locations, owners, review dates, and missing support.
Sales Tracker in Google Sheets for Small Business (+ Free Template)
Copy a free Google Sheets sales tracker for small business with deal stages, pipeline value, weighted value, close dates, won revenue, and a sales dashboard.