Your Go-To Toolkit for Retail Success

Discover the Best Tools and Resources to Help Your Store Thrive!

Retail business resources for brick and mortar store owners.

Marketing & Communication

Connect with customers and promote your business using email software, marketing platforms, and phone services. These tools make it easy to create campaigns, engage your audience, and offer reliable support.

EMAIL:
Flodesk

Easy to use beginner-friendly email marketing platform that’s visually appealing for store owners.
(Kathy uses Flodesk)

EMAIL:
Klaviyo

Powerful, advanced email marketing platform ideal for omnichannel retailers and experienced marketers.

CHATBOT:
Manychat

Automate messaging and connect with customers through chatbots, making marketing faster and more efficient.

PRINTING: Vistaprint

Easily order custom marketing materials like business cards, flyers, and signage to promote your business.

PHONE: OpenPhone

Manage business calls and texts from an app, keeping communication organized and professional. (Kathy used OpenPhone at her store)

LIVE SELLING: Selmo

Boost sales and reach during Live streams. No more post-Live chaos. Manage orders easily, quickly, and effectively. Ideal for Shopify & Instagram users.

Learn More

Inventory

Keep your store stocked and organized!

Faire Wholesale

Faire Wholesale

An online marketplace where store owners can buy wholesale products for their shops. Get up to $20k in terms for opening stores.
(Kathy has a Faire account)

Pink Hulken rolling tote bag with black handles.

Hulken

Hulken bags are sturdy, rolling totes that help store owners move inventory quickly and easily. Get 5% off with coupon code: SAVVYSHOPKEEPER
(Kathy has multiple Hulken bags)

Financial Management

Manage payroll, accounting, and banking with ease. These tools streamline payments, track expenses, and ensure your business stays financially organized and compliant.

Wave Accounting

Looking for bookkeeping software that offers a good starter plan for free? Wave is it! Their Pro Plan is a deal at $16/mo.
(Kathy has used Wave for 10 years)

Xero

Another option for small businesses to manage finances, track expenses, and generate detailed reports.

QuickBooks

Most recommended by bookkeepers and also the more advanced and priciest of the bookkeeping options. for store owners. Get 30% off for 6 months.

Gusto Payroll

A user-friendly payroll platform that simplifies paying employees and handling taxes. Earn a $100 gift card after your first payroll. (Kathy uses Gusto Payroll)

Relay Banking

An online banking platform designed for small businesses, making it easy to manage finances and implement Profit First.

[Coming soon]

Another helpful financial resource is coming soon!

On its way

POS, Ecommerce & Shipping

Manage sales and orders efficiently with tools like POS systems and shipping software. These streamline checkout, integrate online and in-store sales, and ensure timely delivery, saving time and enhancing the customer experience.

Square logo in black.

Square

The most used POS/Ecommerce software in the Savvy Shopkeeper community. Square’s strength is the Point of Sale System but it also offers built-in features you can add, like email marketing, loyalty. and payroll to name a few.

Shopify logo with a green shopping bag.

Shopify

The #2 platform overall in our community, known for being the best in e-commerce. It also has a strong point-of-sale system for in-store sales, with hundreds of apps available to add extra features.

Shippo logo with a black hippo silhouette.

Shippo

A shipping platform that helps store owners compare rates, print labels, and fulfill online orders. It offers discounted rates from multiple carriers and integrates seamlessly with e-commerce platforms.

Store Operations & Productivity

A curated list of tools to help you streamline daily operations, stay productive, and run your store more efficiently.

Circular Boutiqly logo with the tagline Retail Made Simple.
Boutiqly

Operations Software

Boutiqly is your all-in-one solution for managing customers, staff, and day-to-day operations—so you can focus on what matters most: growing your business. Co-founded by a Master Shopkeepers Group Member.

Trello logo in blue.
Trello

Project Management

Currently Kathy’s favorite tool for project management! Trello is a visual collaboration tool that helps you organize, prioritize, and track tasks and workflows seamlessly.

LastPass logo with three white dots inside a red circle.
LastPass

Password Security

LastPass keeps your passwords safe and organized, so you don’t have to remember them all. Plus, you can share logins with your team without actually sharing the passwords.

Canva logo in a blue, teal, and purple gradient circle.
Canva

Design Software

Kathy’s favorite design tool! Canva is a super easy design tool that helps you make things like social media posts, flyers, and signage in minutes. It’s perfect for store owners who want professional-looking designs without the hassle!

SMS Storetraffic logo in red.
SMS Store Traffic

Foot Traffic Counter

Traffic Counters and software. Easy-to-install sensors for foot traffic and software for conversion metrics. Realtime reports on foot traffic, conversion and occupancy. Get 10% off – use coupon: savvyshopkeeper2025 through 12/31/25

Digital Planning Tools

If you’re interested in our digital planner, here are some tools to help you get prepared for digital planning. Also, be sure to download the GoodNotes app if you’re an Apple products user or Samsung Notes for Android users.

Paperlike screen protector packaging beside an iPad and stylus.

Paperlike

Kathy tried other iPad screen protectors but prefers this one

Front and back of a rose-gold iPad with an orange, pink, and blue screen.

iPad

Kathy has the iPad 10 but choose what works for you!

Hand writing in a digital Shop Planner on an iPad with a white stylus.

Apple Pencil

Kathy has the 1st gen pencil but the 2nd gen is better

Get on our waitlist to find out when our
2027 Store Planners become available!

Disclosure: Some links or codes I share are affiliate links. Meaning I may earn a small commission at no extra cost to you. I only recommend products I genuinely believe in and find valuable for store owners. Please purchase only if it aligns with your goals and needs.