4 Best Tools and Templates for Building Your Business


4 Best Tools and Templates for Building Your Business

It’s 2020 and the coronavirus pandemic is making it more difficult for businesses in all industries to stay afloat. However, in these trying times, you may have an idea that could make a difference for the world and your bank account and you’ve decided to start a new business.

If you have a solid business idea but you have no idea what kind of infrastructure to use to get started, we have a few tips for the best tools to use as a foundation for your business. These are the tools that A) we have used and B) have a proven track record with small and large business.

Better Proposals for writing, sending and managing proposals

No matter what type of business you run, you will need to dedicate a large portion of your time to sales. Business proposals are one of the most important sales documents because their sole purpose is to convince potential customers that you’re the right person, agency or company for their business needs.


Better Proposals is a piece of software that automates writing, sending and managing business proposals. Instead of writing them in Word or sending them in PDF, you can create them within the software. Moreover, you can use proposal templates so you can get going within minutes instead of taking hours to write something.

One of the best features is the ability for the clients to sign and pay directly from the proposal, which cuts down the time it takes for the customers to both convert and pay. One more feature that makes it easier to win clients is the dashboard with proposal analytics – you can see who opened your proposal, how long they spent reading, which section they spent the most time on and much more.

Getting paid is super easy because Better Proposals let your clients pay you through one of the many payment integrations. No more chasing invoices – clients can pay using credit cards, Paypal or Stripe.

Poptin for capturing visitors’ emails and data

There’s a running joke that everyone hates popups and that they belong in the past. The truth is, as an addition to your marketing strategy, popups can be very effective. The standard click-through rate for them is around 2%, which is nothing to be scoffed at, especially if you’re getting plenty of visitors to your website.


While there are lots of products in the market that do popups, none of them work as elegantly as Poptin. Using the built-in drag and drop editor, you can create a popup within minutes and with some extra tinkering, you can make some amazing designs. Installing it on your website is a matter of copying and pasting a few lines of code and you’re good to go.

One thing that makes them so effective is not the design but the placement. You can set up advanced display rules so that popups show up at exactly the right time you want. You can use them to engage visitors. From showing upsells to enticing more people to get on your subscriber list, there is a wide range of benefits to using popups for your business. If you don’t know how to get started, there is a wide range of templates in the Poptin library.

Mailchimp for building and managing your email list

Speaking of emails, an email list is a must for any entrepreneur looking to grow their business and earn more from their existing customers. For years now, it’s well-known that email marketing has incredible ROI. Some sources state that it’s 4400%. In other words, for every dollar you spend on email marketing, you’ll get $44 back. There are lots of email marketing tools out there but Mailchimp is one that has been around long enough to become a household name.


One of the major reasons for its popularity is the famous forever free plan. It allows you to have up to 2,000 contacts on your list and it gives you access to its marketing CRM, form and landing page builder, website builder, as well as its creative assistant.

When launching a new business, you may consider Mailchimp precisely because the basic plan is forever free. When you just launch, you will only have a handful of subscribers and this plan will let you grow without forcing you to pay for extra features which are unnecessary. The best part is that you’ll also get their form builder, which you can incorporate directly into your website and start collecting emails 15 minutes after signing up.

Chanty for business communication

Long gone are the days when we communicated internally through email. Not only is it slow, but it’s also impractical, which is why many businesses switched to communication tools such as Slack. With the coronavirus pandemic taking its toll on all of us, we’re working remotely more than ever before and business communication tools are more popular than ever before.


Chanty lets you communicate and collaborate with your team with ease. Besides sending text messages, you can also send voice clips and make audio and video calls. You can also share your screen, which comes in handy for remote teams that need this type of collaboration.

Speaking of which, Chanty even has a project management feature – you can turn messages you send and receive into tasks. You can then assign these tasks to different team members, set deadlines and view them from a single dashboard in a list or Kanban view.

Small teams and fresh startups can especially benefit from Chanty because you can use it completely free with up to 10 team members. And don’t worry if you’re moving there from Slack – data migration is super easy.

Wrapping up

There are lots of tools out there for launching and growing your business but choosing the right ones can be as challenging as finding the right niche and product. The tools we picked are great for absolute beginners, as well as seasoned pros that have a business that performs well but could use the extra revenue.

Petra Odak
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