Over the years, I have used, tested, researched, and worked inside hundreds of platforms while supporting small businesses with their backend technology.
This resource library brings together software and tools across everything from CRMs and email marketing to websites, scheduling, payment processing, automation, course platforms, and business operations.
Some are tools I use personally. Others are platforms I have worked with for clients or researched extensively while helping businesses choose the right software for their needs.
If you are comparing platforms and need help figuring out which option makes the most sense for your business, you can also schedule a Virtual Tech Consulting session for one-on-one guidance.
For software companies: Kopf Consulting does not accept payment in exchange for inclusion on this page. Tools are added based on personal experience, client work, testing, or research.
Affiliate Disclosure: Some links on this page are affiliate links. If you make a purchase or sign up through one of those links, Kopf Consulting may receive compensation at no additional cost to you. Affiliate relationships do not determine which resources are included.
Accounting/Bookkeeping
Affiliate Programs
- Tapfiliate
- ReferralCandy
- First Promoter
- Affiliatly
- Referral Magic
- Post Affiliate Pro
- AffiliateWP
- Refersion
- LeadDyno
- OSI Affiliate
AI Image Generators
AI Text Generators
Book Publishing
Business Email (@yourcompany.com)
Business Essentials
- Hiscox – Business Insurance
- Swyft Filing – Business Formation
- LegalZoom – Legal Help
- Bizee – Business Formation
- Rocket Lawyer – Legal Help
- ZenBusiness – Business Formation
- CoverWallet – Business Insurance
- LegalShield – Legal Help
Client/Project Billing and Management System
Content Creation (Graphic Design)
Customer Relationship Management Systems (CRMs) – Traditional
Customer Relationship Management Systems (CRMs) – 1:1
Customer Support/Help Desk Management System
Domain Registries (Buy a Domain Name)
Ecommerce/Shopping Cart
Email List Cleaner
Email Marketing Service (EMS)
Form Builders
Fully-Hosted Content Management Systems (Websites)
- WordPress.com
- Wix
- Weebly
- Duda
- Squarespace
- Showit
- BigCommerce
- GoDaddy Website Builder
- Network Solutions
Fully-Hosted Membership and/or Course Platforms
Fully-Hosted Online Newsletters or Publishing Platform
Heat Maps and Behavior Tracking/Analysis
Host Services (For Self-Hosted Sites)
Invoice Generator
- Invoice Generator
- Wave Invoicing
- Invoice Simple
- QuickBooks Online Invoicing
- FreshBooks
- Zoho Invoice
- Square Invoices
- FreeInvoiceBuilder
Landing Pages/Conversion Marketing
Quiz Builder/Maker
Payment Processing
PDF Editor
- PDF2Go
- I Love PDF
- PDFEscape
- Soda PDF
- Doc Fly
- PDFChef
- PDF Buddy
- Sejda PDF Editor
- Smallpdf
- Adobe Acrobat Online
PDF Flipbook
Podcast Platforms
Pop-Up Creation
Professional Development
- DigitalMarketer
- Udemy
- HubSpot Academy
- Google Career Certifications
- Coursera
- LinkedIn Learning
- Skillshare
- edX
- Pluralsight
Royalty-Free Images and Stock Video (Free)
- Pixabay
- Unsplash
- Pexels
- Morguefile (not how it sounds).
- Burst
- Stocksnap.io
- Videvo
- Coverr
- Mixkit
- Videezy
Royalty-Free Images and Stock Video (Paid)
Scheduling
- TidyCal
- Acuity Scheduling
- Sign in Scheduling
- YouCanBookMe
- Calendly
- Book Like a Boss
- StartBooking
- Google Calendar
- Doodle
- SetMore
Screen Recorder
- ScreenPal
- Snagit
- Loom
- ScreenRec
- Apowersoft Free Online Screen Recorder
- ClipChamp
- RecordCast
- Online Screen Recorder by Clideo
Secure Password Sharing
Self-Hosted (WordPress Friendly) Membership/Course Platforms
- AccessAlly
- OptimizePress
- WishList Member
- MemberMouse
- LifterLMS
- MemberPress
- Paid Memberships Pro
- LearnDash
- Restrict Content Pro
Self-Hosted Content Management Systems (Websites)
SEO/SEM Optimization
SMS Marketing
Social Media Link Page
Social Media Scheduling and Management
- Socialbee.io
- Hootsuite
- Buffer
- MeetEdgar
- SmarterQueue
- Tailwind
- Later
- CoSchedule
- Planoly
- Sprout Social
Task Management Systems
Time Tracking
Transcripts, Captions, or Subtitle Generation
Video Creation
Virtual Meeting Platforms
Web Design
Webinar Hosting
Workflow and Process Mapping
If there are additional recommendations you would like to see posted, please let us know.
Image by Alexsander-777 from Pixabay
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