5 tools I use to run my web design business (or any business)

by | business, online tools & resources

In the last tens years of running my own business there are certain tools/applications that are a must have to keep things running smoothly, so I know what I’m doing when and have peace of mind that everything is accessible 24/7 and is backed up!

I use quite a few apps to run my business and automate certain tasks so I can get more done, however the 5 applications in this post provide the foundation to how my business functions behind the scenes.

I believe your business needs to have in place a good file storage, backup system; robust website backup and security; a business tasks/project management system to keep you organised, a client management system to keep their personal information safe and everything in one place. Finally, an easy to use email marketing platform to tell your audience how you can help them.


These are my tools* of choice for these key areas of my business:

* Disclosure: Some of the links in this post are affiliate links and if you go through them to make a purchase I may earn a commission. With that said I never recommend anything that I don’t use myself in my own business or with my clients.

File storage, backup & sharing: Dropbox

1. File storage, backup & sharing: Dropbox

I have been using Dropbox for years. I store evrything in Dropbox, as it’s cloud based, I can access my files from any device, anywhere. It’s easy to set up and with the desktop app I can stay focused on my work without having to open a browser. I can littery drag and drop files off my desktop and into Dropbox. They have a great free plan, I have used the Plus plan and I’m currently on the Professional plan for the additional storage and so I can have more control when sharing folders with clients.


2. Website backup & security: BlogVault

I love BlogVault, I couldn’t sleep soundly with out this app! It automatically and stores it in the cloud so I can access and restore my website anytime, anywhere. It is a paid service but worth every penny.

I use BlogVault with all my clients who are on my monthly Peace of Mind plan, so I know whatever happens their website is safe and sound.

See if BlogVault is right for you: https://blogvault.net

 Website backup & security: Blogvault

3. Business tasks & project management: ClickUp

This is one app to rule them all! ClickUp is huge and there is no way I use or need all it can do, but I love it for keep all my business info and stats to hand. I use it for client projects so both me and the client can see where we are up to. I also use it as my daily task/todo list. Their free plan has all you need to get started.

Take a peak at ClickUp: https://clickup.com

4. Client Management: Dubsado

Dubsado was definitely a game changer for me. It enables me to send clients proposals, contracts (which they can sign online), invoices and capture leads through my contact form. It gives each client a portal so they have access to contracts etc. I even have it linked to Xero (my accounting software) so clients can pay invoices online. What’s not to love!

Sign up and get 20% off your first month: https://www.dubsado.com

Flodesk email marketing platform

5. Email marketing: Flodesk

As a designer I love Flodesk for it’s clean, uncluttered aesthetic and beautiful templates designed to convert. It makes me want to use it, which makes a huge difference!

It is so easy to use and you can literally create an email and send it out to your subscribers in 10mins with it’s ‘Click and Drag’ email builder. The one thing which is a huge plus, and unique to flodesk at time of writing this, is that there are no pricing tiers. You pay one monthly price no matter how many subscribers you have or how many emails you send each month – brilliant!

You can use this link to take a look at Flodesk and get 50% off for life: https://flodesk.com/c/7XRYTH

There are hundreds of apps out there that can help streamline and organise your business, whether your service or product based. It’s important to find what works for you. Let me know if you found this useful and what you use in your business that really helps keep things ticking along.

Sarah x