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Studio Business Boilerplate

A boiler plate for a small design studio, one to three employees. This includes my prefered choices for a CRM, invoicing, accounting, time tracking, etc.

Eventually I will expand this to web presence, which will include ecommerce solutions and social media pressence.

This is the stack that we use at Quite Type

Table of contents

Method of Selection

Each section follows the following formula:

  • Selected solution
  • Cost
  • Explanation & drawbacks
  • Other solutions in order of alternatives

Accounting & Invoicing

Quick Books

Price:
$13.00 / MONTH

Why:
The bottom line is Quickbooks has all the features I AND my rarely used accountant need. It also isn't very expensive and could scale affordably. I would like to use a free service like Wave — but it doesn't have all the features I need, even as a small studio.

Alternatives:

CRM

Hub Spot

Price:
FREE

Why:
Hub Spot is free and all the features I really need are to track client emails and relationships.

Alternatives:

Messaging

Slack

Price:
FREE

Why:
Honestly Slack isn't the only messaging software we use. We use Hangouts, Skype, ScreenHero, Facebook, whatever works for whoever is collaberating with us.. but it is nice to have an in house messaging platform and Slack fills that role.

Alternatives:
I don't even know of any others.

Project Management

Asana

Price:
FREE up to 15 users

Why:
I like how Asana is organized. It feels more goal orientated. It has all the features that basecamp has plus the new design is great.

Alternatives:

Time Tracking

Toggl

Price:
FREE up to 5 users

Why:
Toggl is free and integrates into Asana. It records time. End of story.

Alternatives:

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A business software boiler plate for a small design studio

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