The 5 Best SaaS Tools for 2024:

Boost Your Small Business Success!

Photo by Humphrey Muleba / Unsplash


In today's digital age, small businesses rely heavily on software tools to streamline their operations and improve efficiency. Choosing the right software can make a significant difference in a business's success. 

Top 5 Small Business Software SAAS Tools for 2024

Welcome to another blog from @thedigitalmarketingtoolshed, where we help you evaluate the best SAAS software solutions for your small business growth. In today's digital age, small businesses and entrepreneurs alike rely heavily on software tools to streamline their operations and improve efficiency. When I started my digital marketing business I searched high and low looking for the best tech stack. I found that choosing the right software can make a significant difference in getting out of the red into the green of profitability fast. In my opinion here are the top 5 must-have small business SAAS (Software as a Service) software tools that entrepreneurs should consider in 2024. 

1. Best CRM Software

Customer Relationship Management (CRM) software is essential for managing interactions with customers and prospects. It helps businesses track leads, manage contacts, and streamline sales processes. CRM software also enables businesses to provide personalized customer service, improve customer retention, and analyze data to make informed decisions. This was my most difficult SAAS choice, nevertheless it should be your first tool selection. CRM should be your Hub and all other tools should be your spokes. (bicycle metaphor)


photo of spoke and hub

Photo of Best 5 SAAS Tools of 2024

My recommendation for cost, workflow, and value is : Ontraport

Ontraport provides features like built-in project management software, landing pages, video hosting, learning management systems, multiple payment gateways, customer segmentation, marketing/sequencing automation, membership/customer portals, calendar scheduling, email marketing, invoicing and more.

2. Best SaaS Tool Referral or Testimonial Software

I would be remiss if I did not mention in today's digital marketing age that having customer testimonials stand as a beacon of trust and credibility for small businesses. However, harnessing these powerful endorsements can be challenging without the right SaaS application. This is where dedicated software for capturing testimonials becomes invaluable. This software streamlines the process of collecting, managing, and displaying feedback, making it easier for potential customers to see the real-world benefits of a product or service.

By efficiently gathering positive experiences directly from satisfied clients, small businesses can boost their online presence, enhance their brand reputation, and ultimately, drive sales. In essence, testimonial capture software is not just a tool; it's a strategic asset that can propel a small business towards success in a competitive marketplace. Trust me, once I learned this I was able to double the growth of my digital marketing business in short order. So much so that I was able to create a course called "The Unlimited Referral Growth System" to help most of my coaching clients double their growth using my very system.

My recommendation for overall cost, analytics and features is: Social Juice

Social Juice provides helps you save time collecting testimonials with features like customized brand landing pages, redirect links, widgets with star ratings, pre-approval process, and the ability to import existing testimonials from 15+ platforms.

3. Best SaaS tools for Accounting & Invoicing Software

Accounting software simplifies financial management for small businesses by automating tasks such as invoicing, expense tracking, and financial reporting. It also allows entrepreneurs to stay organized and make informed decisions based on real-time financial data. The most common and popular accounting software SAAS options include QuickBooks Online, Xero, and FreshBooks. While these saas products offer features like invoicing, expense tracking, bank reconciliation, payroll management (in some cases), and tax preparation assistance, they can get pretty expensive for a young start-up. Other popular SaaS products like Salesforce, HubSpot CRM, and Zoho are very comparable CRM alternatives. These tools offer features like contact management, lead tracking, pipeline management, email marketing integration, and reporting capabilities. As a start-up, solopreneur or entrepreneur, having a simple Google Sheet can sometimes get you through your first year. However, it is good to have a tool that could give you a portal to help you with packages or bundles in your early stages.

My recommendation for cost and value is: Rainex

Rainex is a powerful automated recurring billing platform. This saas tool allows you to efficiently manage subscriptions and pricing plans. It also has what most of their competitors do not have and that is automatic tax detection and calculation. It also has a very robust analytics dashboard. they also do not charge any revenue fees or commissions on any sales. 

As a heavy user of Rainex I have been granted a limited amount of discounts to share with readers of my blog, YouTube channels, and private growth community newsletter. Please request access to an exclusive discount by filling out the following form after you take it out for a 14-Day Free Trial. 

4. Coaching SaaS Solution Software

A dedicated coaching platform can be very valuable in this rapidly evolving landscape of personal and professional development.  To have the ability of leveraging a dedicated SaaS coaching platform offers unparalleled advantages for clients seeking to achieve their goals. Such platforms provide a structured, yet flexible environment where clients can access personalized coaching services tailored to their unique needs. The convenience of accessing these services from anywhere, at any time, breaks down geographical and scheduling barriers, making it easier than ever to commit to self-improvement. Moreover, these platforms often come equipped with a suite of tools for tracking progress, setting goals, and facilitating communication between coach and client. This not only enhances the coaching experience but also empowers clients to take charge of their development journey. The data-driven insights offered by a few of the new SaaS platforms allow for the customization of coaching strategies, ensuring that clients receive the most effective guidance possible. In essence, dedicated SaaS coaching platforms are transforming the client experience by making personalized, professional development support more accessible and impactful than ever before.

My recommendation for cost and value is: UpCoach

UpCoach is a powerful way to manage all of your clients and students in one project management marketing tool. In UpCoach you can have a learning management system, program builder, meetings with agendas, accountability & encouragement. The learning management system helps with to-do's, my favorite "habits", and gives you the ability to create classes and courses. While they do not have a free plan, they do have a 100% no-risk double guarantee. This means that if you don't like UpCoach after using it for 14 days, they will refund your 100% of your purchase. 

5. Top SAAS Business Management / Collaboration Software Tool

Revolutionizing Virtual Collaboration: Meet the Ultimate SaaS Tool

In an era where remote work and virtual meetings have become the norm, there is a SaaS tool that emerges as a game-changer in online communication. Imagine a platform that not only delivers all the functionalities of Zoom but takes your virtual collaboration to unprecedented heights. This all-in-one solution boasts seamless video conferencing, crystal-clear audio, the ability to sync your calendars, take perfectly transcript notes, and the ability to host workshops and webinars.  You can even create an online meeting with a landing page and have their Ai tool write the agenda minutes before the start of said meeting.  Never have I seen a tool that has everything to run a small business.  No more connecting your webinar platform with your calendar and landing page.  It even has interactive polls and Q&A sessions. 

My recommendation for cost and value is: Sessions

Sessions is one of the most power tools available on the the market today.  The software options are too many to name. Scheduling software mixed in with private or public meeting rooms. This is not traditional software it was built from the ground up with small to medium sized business digital growth intentions.

Note on Affordability

While pricing is an important factor to consider, it is vital to evaluate the overall value and return on investment (ROI) offered by these tools. Every tool mentioned above I have either experienced, used in the past, or currently use today.  What I learned is businesses should assess the features, functionalities, customer support, and scalability provided by each tool in relation to their specific needs.

It is also worth considering any potential cost savings or efficiency gains that can be achieved through utilizing these tools. By carefully weighing the affordability alongside other factors, businesses can make an informed decision and select a tool that aligns with their budget while meeting their requirements effectively. Some software tools and management platforms provide multiple solutions in one package, which proves to be an advantage on cost savings, but in some cases effect your ability to scale your business.


I've talked about why excellent software is crucial to small business success and looked at my top 5 SaaS options you might want to consider for 2024. I also took a deep dive into each solution's unique features and benefits, so you can make an informed decision that best fits your company's specific needs.

Closing remarks

As always, I'm here to help guide you along your software selection journey. Remember - the right tools can significantly impact how efficiently your business operates, boosting productivity and profitability in the process. So take some time to explore these options further, because your perfect SaaS software solution could be just a few clicks away! Stay tuned for more insights from @thedigitalmarketingtoolshed.