Small Business Technology Essentials
What You Actually Need to Run a Savvy Business
What’s a Tech Stack, Anyway?
Your tech stack is the collection of tools, software, and systems you use to run your business. Think of it like your business’s digital toolbox—it includes everything from your internet and email to how you take calls, store files, protect data, and manage customers. The right stack keeps things running smoothly, saves you time, and helps your team do more with less.
A Starter Tech Stack includes…
Productivity & Collaboration
Business VoIP or phone system
Unified Communications
Project and task management
Cloud document storage
Invoicing and payment platforms
Bookkeeping and financial software
Customer Experience & Marketing Tools
CRM (Customer Relationship Management)
Website and live chat
Email and text automation
Social media scheduling & reputation management
Customer review platforms
Loyalty programs and lead funnels
Security Essentials
Endpoint protection
Multi-factor authentication (MFA)
Data backups and disaster recovery
Secure Wi-Fi and network monitoring
Compliance guidance (HIPAA, NIST, etc.)
Our recommended Essential Tech Stack
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Professional Email
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Customer Relationship Management (CRM)
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Password Management
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Cybersecurity
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Internet
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Backup & Recovery
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Phone
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Domain
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Website
What Should You Budget for Your Tech Stack?
Every business is a little different, but if you're a team of 1–5 people looking to get started or build a solid foundation, we typically recommend budgeting $175-$750 per month for your essential tech stack.
Partnering with Us vs. Going Direct
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One Partner for Now & as You Grow
The providers listed above are a starting point. Our role is to help you find the best-fit solution.
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Cost Optimization & Strategic Negotiation
Maximizing value while reducing costs. We know how to get the most out of your tech stack.
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Seamless Integration & Lifecycle Support
We help you maximize value while ensuring smooth transitions and long-term success.
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