The 21 Best Tools and Software for Small Fintech Businesses

Running a fintech or any small business involves team effort and alignment of business goals. Most entrepreneurs face difficulties when it comes to addressing their short and long-term needs. So, what can be done to solve these issues?

As remote work and virtual workplaces are thriving, business software and tools can help you streamline processes and achieve results faster. 

On the importance of fintech & business tools 

To help you achieve your business goals and keep your teams in sync, we have come up with a list of tools. Before we dive into this curated list, let us understand the importance of these tools and look at some of the key benefits. 

• Improved Accountability: While productivity is the need of every business, you need to keep in mind that employees do not respond well to micromanagement. A possible solution for this is to use project management tools to track their performance. 

As a result, you will gain real-time visibility, and your employees will also be aware of their tasks. Furthermore, it will improve the relations between staff and management by removing personal opinions and better handling of issues.

• Reduces manual labor: Using business tools helps your employees expand their skills and enhance human output. This is possible as business tools let you automate repetitive tasks and many new technological inventions like blockchain and crypto are helping reduce these repetitive tasks

This means work will be done faster and without human errors too. Thus, making your workplace happier and improving the firm’s overall morale. 

• Better communication: Poor communication is one of the reasons why people quit jobs. You don’t want your employees to leave your organization. So, what can you do in this regard?

Business tools can help you streamline day-to-day work and ensure your communication is honest and clear to employees.

1. Flock

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What if you could get access to a business collaboration hub that helps you get more done faster? 

Flock is one such tool that can help small businesses streamline team communication. From direct and group messaging to video conferencing and secure file sharing to custom team mailing, Flock does it all!

• Basic: Free
• Pro: $4.50 per user/mo. 

2. Slack

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Slack lets you improve team communication and facilitate collaboration in one place to achieve more and improve your firm’s morale. Wait, there is more to it!

You can even create your to-do lists, update progress on projects by getting the right people, conversations, tools, and information you need together. 

Furthermore, Slack can be installed on any device. Thus, you can stay connected with your team even on the go. 

• Basic: Free
• Standard: $6.67 per user/mo
• Plus: $12.50 per user/mo

3. Zoom

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Zoom is one of the most famous video conferring apps on the market. It lets you host unlimited 1:1 meetings or group meetings and add up to 100 participants with a 40-minute limit.

Moreover, it also lets you add custom-calling meeting IDs and enjoy screen sharing capabilities in HD. Go ahead and connect with your clients and colleagues to have meaningful conversations and get work done.   

• Basic: Free
• Pro: $15 per host/mo
• Business: $20 per host/mo

4. Gmail for G Suite

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Gmail’s counterpart for SMBs, G Suite lets you access Google’s full suite of business products and admin tools. It also helps you consolidate and optimize organizational communication. But, what about storage?

Well, you can always add drive storage for users, purchase vault licenses for users, and leverage upgrades and updates as you scale your business.

• Free 14-day trial, then $6 per month

5. HollaEx

HollaEx Kit image of software box: Source

Are you looking for a way to break into the booming crypto space?

The developer friendly DIY HollaEx white label exchange includes a crypto wallet, popular coins and allows business to create new revenue streams such as markets for users to buy and sell cryptocurrencies and to generate trading fee profits for each trade.

In conclusion, the exchange software is a user-friendly and convenient option for those looking to add a trading platform to their website. With its simple setup and cloud exchange option, hosting is made easy. Additionally, the how-to guide provided makes it easy for users to get started. Overall, the exchange software offers a reliable and efficient solution for website trading.

• An exchange kit freeware version of the software that is made for developers is available on GitHub. (for businesses, a dashboard is available for easier setup)

6. Hubspot

Hubspot’s CRM brings marketing, sales, and customer service under one roof. With features like lead generation, analytics and automation, you can easily run marketing campaigns and get insights on revenue, traffic, and prospecting.

• Basic: Free

7. Asana

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Do you feel that growing business demands can lead to loss of focus?

Well, you can cast aside your worries with Asana. It lets you stay focused on goals, projects, and daily tasks. Asana allows you to track all your projects in a calendar view, list view, or board view.

Asana’s aesthetically pleasing user interface and cutting-edge features are a few reasons that make it one of the well-known project management tools on the market.

• Basic: Free
• Premium: $11 per user/mo
• Business: $25 per user/mo

8. Trello

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Similar to Asana, Trello lets you work more efficiently with boards, cards, and lists. Trello will let you visually organize and prioritize team projects like a pro. 

Many small businesses use Trello a lot, from product planning to budgeting to content strategy. There is a whole lot that Trello can do to improve the way your business works and collaborates.

• Basic: Free
• Business: $10 per user/mo 

9. Google Drive

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One of the most popular cloud-based small business file management and sharing software, Google Drive, is free. 

You can use it to create, share, and store all types of files, from documents to presentations to spreadsheets. Moreover, you can edit them simultaneously in real-time. 

Google Drive lets you sync your files across all your devices and share them publicly or privately with external stakeholders.  

• Basic: Free, 15GB
• G Suite: $6 per month, 30GB
• Google One: $2 per /m, 100GB; $3 /m, 200GB; $10 /m, 2TB

10. Dropbox

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Known for its blazing-fast sync speeds, Dropbox is a known name in the software segment. It is ideal for large and unique types used by developers and designers. 

Moreover, it offers a solid user experience and a plethora of add-ons. These include watermarking, tiered-admin roles, and advanced file recovery options. 

• Individual Plus: $10 per month, 2TB
• Individual Pro: $17 per month, 3TB
• Teams Standard: $12.50 user/m., 5TBTeams Adv: $20 user/m., Unlimited

11. Todoist

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Looking for a tool that helps you organize your workday? Well, Todoist is one such tool that lets you get a clear overview of your workday and your schedule. It also enables you to prioritize projects and make sure you can manage them with ease. 

• Basic: Free
• Premium: $3 per user/mo

12. Evernote

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One of the most popular note-taking tools, Evernote has been around forever and has helped businesses of all sizes. 

Be it saving web pages, bookmarking articles, or adding clip PDfs to the app, Evernote does it all. It also offers several pre-made templates to create customized business plans and research reports. 

• Basic: Free
• Premium: $8 per month
• Business: $15 per user/mo

13. Shift

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Are you someone who wants to get things done more efficiently?

Well, Shift can be your pick. It is the ideal workstation for super productive teams. 

It lets you manage all of your apps, social media accounts, extensions, and email accounts in one beautiful desktop application.

Shift keeps everything in front of you so that you never miss out on a deadline and ace your business goals. Go ahead and take the plunge by investing in Shift!

• Basic: Free
• Advanced: $99 per year

14. Station

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Station or more popularly known as “Smart Dock,” is the next-generation dashboard that rules all of your apps, tabs, and webpages. You can switch contexts and multitask across different accounts faster. 

Moreover, it also comes with a focus feature that lets you turn off notifications. Thus, helping you concentrate on getting things done. 

• Individual: Free
• Teams: Quote-based 

15. CallHippo

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CallHippo is a leading virtual phone system that has helped. 500+ startups and businesses buy instant local support numbers. Not only is it easy to set up and use, but you can set up a virtual call center in less than 3 minutes with CallHippo.  

Leverage the power of flexible telephone and say goodbye to clunky desk phones and complex processes of setting up a support center!

• Bronze: $14/per user/month
• Silver: $24/per user/month
• Platinum: $35/per user/month

16. Vault

Vault crypto wallet for business: Source

The king of crypto wallets, bitHolla's Vault is ideal for setting up your own crypto infrastructure and is perfect if you require control of the private keys.

Build any crypto business with Vault and generate crypto deposit address for your users. Supports multiple coins and blockchains. Monitors the blockchain for you for incoming deposits and witdrawals. Safe guard your crypto with Vault wallet software in a HSM IBM machine and other similar HSM systems.

• Basic: free
• Enterprise: Consultation required

17. RescueTime

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As per a study, only 10% of people feel in control of how they spend their workday. 

Focussing on a task for a long period of time can help you gain a competitive advantage. RescueTime lets you identify how you spend your time and when you are most likely to perform your best work. 

Say goodbye to missed deadlines and achieve peak productivity with RescueTime. 

• Basic: Free
• Premium: 14-day trial, then $6 per month

18. Zapier

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Zapier is a best-in-class process automation software for high-performing teams. Moreover, it lets you connect with 1,500+ of your favorite business apps and tools. Thus, helping you focus on the most important work.  

Zapier automatically moves important information between applications with a central command. 

Say goodbye to redundant tasks and automate them with Zapier!

• Basic: Free
• Starter: $20 per month
• Pro: $50 per month

19. Automate.io

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Automate.io is an easy-to-use & affordable solution for integrating cloud apps & services. You can use it to create simple one-to-one integrations or simplify complex workflows.

Moreover, it can come in handy when it comes to automating sales, marketing, and business processes. 

The most interesting part? 

You don’t require any IT help, and you can integrate its apps without coding through a drag-and-drop interface.

• Basic: Free
• Startup: $49/mo
• Growth: $99/mo

20. Calendly

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Calendly helps small businesses schedule meetings without the hassle of emails. You can easily integrate with Google, Outlook, Office 365, and iCloud calendars. 

Use Calendar to set buffer times between meetings and leverage time detection to make sure everyone is on the same page. 

• Basic: Free
• Premium: $8 per user/mo
• Pro: $12 per user/mo

21. HollaEx Crypto Exchange

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Need a hassle free way to buy and sell crypto? Want to get in on the latest coin but don’t want to go through long sign up processes? Try HollaEx the open crypto exchange.

All that is needed is an email and some USDT or other popular crypto to deposit and you can trade 24/7. The unique thing about HollaEx is that it is open-souce meaning you can take the code and deploy your very own crypto exchange just like HollaEx or go with a cloud exchange. Just rebrand it and provide your own crypto service to your userbase. You can learn more about creating your own crypto exchange in walkthrough guides.

• Level 1 trading fees: 0.1% and withdrawal of $3,000 every 24h
• Level 2 trading fees: 0.1% and withdrawal of $5,000 every 24h
• Level 3 trading fees: 0.09% and withdrawal of $10,000 every 24h

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Bonus tools: Titan

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Are you looking for a modern business tool that lets you nail your business goals?

Titan is a modern business email tool that lets you fulfill your email marketing needs without having to pay extra money for a bundle of add-ons. Go ahead and build your brand and your business with Titan! 

• Free 30-day trial, then $1.50 per user/mo