What technology do I need to start my business?

You don’t need loads of fancy tools to get started — just a few smart choices that grow with you.

At a minimum, most small businesses benefit from one of these:

🟠 A simple CRM to keep track of clients, leads, and conversations

🟠 A task or project management tool like Trello, ClickUp or Monday.com

🟠 Cloud-based storage (like Google Drive or Dropbox) to keep your files organised and shareable

🟠 Basic finance tools like Xero or QuickBooks for invoicing and expenses

🟠 A scheduling tool if you do bookings (like Calendly)

The key is not to overcomplicate it. The best setup is one that works for you — not one that looks impressive but never gets used.

Want help figuring out what you actually need?

We're working on a few new ways to support this, but in the meantime — book a free discovery session or drop me a note if you're drowning in tools that don’t talk to each other.