Top Tools for Consumer Brands to Operate Efficiently (AI + Essentials)

Discover 39 essential tools that can help you run your business. Read the article to transform your approach today!

May 9, 2025

May 9, 2025

May 9, 2025

Natalie Ma

Natalie Ma

Natalie Ma

Natalie Ma

Top Tools for Consumer Brands to Operate Efficiently (AI + Essentials)
Top Tools for Consumer Brands to Operate Efficiently (AI + Essentials)
Top Tools for Consumer Brands to Operate Efficiently (AI + Essentials)

AI Tools for Consumer Brands

As we step into the era of AI advancements, consumer brands will be built differently. We no longer need massive teams to operate efficiently. Instead, growth will be driven by smaller lean teams armed with a powerful suite of tools. Whether you are launching a new product, expanding channels or increasing sales, your operational toolkit will matter more than ever before.

In this post, I’ll share a curated list of battle-tested essentials alongside cutting-edge AI tools that will help you grow your business lean and efficiently. These tolls span across operations, finance, sales, marketing, customer support, strategy and communication. Lastly, this post is specifically for those that just launched their brand and are in their early stages of brand building and expanding distribution.

how AI tools can help consumer brands operate efficiently


Operations and Finance: The Backbone of your Business

Let’s start with the unsung heroes of any company - finance and operations. The backbone that ensures everything runs smoothly behind the scenes.

Spreadsheets

eg. Google Sheet

Spreadsheets still remains one of the most versatile tools for managing your day-to-day, from tracking KPIs to creating financial models. It will be your best friend from beginning to end. Here are some pre-built templates (PO trackers, inventory management etc) you can use to get started.

Spreadsheets is one of the most versatile tools for managing day-to-day operations and keeping work organized

Shipping tools

eg. Shipstation/Shippo

If you’re shipping physical products, shipping platforms help you streamline fulfillment and can integrate seamlessly with systems like Shopify. Invest in a label printer as well!


AI-powered no-code workflow platforms

eg. Zapier

No-code workflow tools can help you automate simple repetitive tasks, like downloading reports and syncing CRM data, without the need of software developers.


AI-powered wholesale order tools

eg. Buddy

As you start to grow your wholesale presence, operational workload for managing vendors start to stack up as well. Lightweight wholesale tools can help you keep up to speed so you can grow wholesale without the need to hire.

Tools can help teams automate processes and make sure no wholesale order fall through the cracks


AI-powered Database and Project Management Tools

eg. Notion/Airtable

As information accumulates, spreadsheets isn't the best place for project management. You can use workspace tools to manage your knowledge bases, meeting notes, KPIs, customer databases and even some lightweight project management.


Accounting Tools

eg. Quickbooks/Zoho Books

Keeping track of your cash flow is the key to building a sustainable business! Quickbooks continues to reign supreme for accounting needs (though their inventory module is not ideal for consumer brands). Zoho Books offers a robust alternative if you prefer an integrated approach.

Accounting for small businesses can be streamlined by using digital tools

Operations and Finance: The Backbone of your Business

Let’s start with the unsung heroes of any company - finance and operations. The backbone that ensures everything runs smoothly behind the scenes.

Spreadsheets

eg. Google Sheet

Spreadsheets still remains one of the most versatile tools for managing your day-to-day, from tracking KPIs to creating financial models. It will be your best friend from beginning to end. Here are some pre-built templates (PO trackers, inventory management etc) you can use to get started.

Spreadsheets is one of the most versatile tools for managing day-to-day operations and keeping work organized

Shipping tools

eg. Shipstation/Shippo

If you’re shipping physical products, shipping platforms help you streamline fulfillment and can integrate seamlessly with systems like Shopify. Invest in a label printer as well!


AI-powered no-code workflow platforms

eg. Zapier

No-code workflow tools can help you automate simple repetitive tasks, like downloading reports and syncing CRM data, without the need of software developers.


AI-powered wholesale order tools

eg. Buddy

As you start to grow your wholesale presence, operational workload for managing vendors start to stack up as well. Lightweight wholesale tools can help you keep up to speed so you can grow wholesale without the need to hire.

Tools can help teams automate processes and make sure no wholesale order fall through the cracks


AI-powered Database and Project Management Tools

eg. Notion/Airtable

As information accumulates, spreadsheets isn't the best place for project management. You can use workspace tools to manage your knowledge bases, meeting notes, KPIs, customer databases and even some lightweight project management.


Accounting Tools

eg. Quickbooks/Zoho Books

Keeping track of your cash flow is the key to building a sustainable business! Quickbooks continues to reign supreme for accounting needs (though their inventory module is not ideal for consumer brands). Zoho Books offers a robust alternative if you prefer an integrated approach.

Accounting for small businesses can be streamlined by using digital tools


Sales: Tools amplify Customer Relationship

Fostering long-term relationships, especially for wholesale, remains key to driving sales. Sales teams can leverage AI tools to improve their sales process, enhancing efficiency and effectiveness in engaging prospects and closing deals.


Sales CRM

eg. Hubspot/Attio

A strong CRM is the foundation of any sales operations. It can help you track conversations and understand sales performance all on one platform. Hubspot remains a favorite for its intuitive interface and automation capabilities, while Attio offers a modern take to CRM with an “Airtable-like” experience and flexibility.

Sales engagement platforms can further enhance sales teams' workflows by integrating email and call automation, chatbot features, and drip email campaigns, significantly streamlining the sales process and improving lead conversion rates.

Women in sales building relationship with potential customers


Networking Tool

eg. Linkedin Premium

Linkedin is a great place to nurture leads effectively by engaging and posting content. We personally saw much more success with their premium plan compared to LinkedIn Sales Navigator.


E-Commerce Platform

eg. Shopify

Whether you’re selling retail or DTC, having an online presence boosts credibility in this digital age. If you’re selling a physical product, we recommend using Shopify. It has alot of supporting apps and seamlessly integrates with many other marketplaces and tools to create a cohesive selling experience.

Lady shopping on an online clothing store, showing the importance for consumer brands to be online to establish credibility


Subscription Management Tools

eg. Recharge/Loop

If you are not selling an “impulse buy” product, subscription is the best way to retain customers and increase customer lifetime value (LTV).


Amazon Keyword Optimization tool

eg. Helium 10

Amazon is a beast to manage and is a pay-to-play channel. If you’re not careful, thousands of dollars can be poured into advertising without the return of investment (ROI). If Amazon is part of your channel mix, we recommend using a tool for keyword research and competitor analysis. It will give you the edge needed to dominate rankings and get on the first page.

Amazon as one of the main places where people shop online, highlighting the importance for brands to be omnichannel


Wholesale Marketplace

eg. Faire/ Mable/ Airgoods/ RepRally

For brands expanding into wholesale, leveraging wholesale marketplaces can help you increase exposure and get you in front of more retailers and resellers. These tools can also help you simplify your order management processes rather than having to deal with each retailer separately.


Marketing: Creativity Meets AI

As marketers, you live in the intersection of creativity and analytics. The great thing is, there are tools to empower both sides of the equation. AI marketing tools can significantly enhance marketing efforts by automating processes, personalizing messaging and providing actionable insights.

AI marketing tools can significantly enhance marketing efforts by automating processes, personalizing messaging and providing actionable insights


Design tools

eg. Adobe Express/Canva

A must to create amazing visuals without needing to hire a designer. Tools allow you to drag and drop core elements and offer professional templates for social media posts, one pagers, presentations, email flows and much more.


AI-powered Packaging Rendering

eg. Pacdora

We used to outsource product rendering to designers for 100s of dollars. With modern tools, you simply design on the portal or upload your dielines and let the magic happen.


Shopify Store Enhancements

eg. Section Store

Hiring developers can be expensive, but generic Shopify templates are not good enough for most brands. Furthermore, content and design is constantly evolving. With Shopify apps, you can buy customizable sections, dynamic galleries and interactive elements at a low cost that keep shoppers engaged.

With no-code solutions, small businesses no longer have to hire developers to help set up their online website.


Analytics platform

eg. Google Analytics 4/Clarity

As third party cookies phase out, GA4 becomes crucial for you to understand user behavior across different devices and touchpoints. For deeper insights, you can pair it with Microsoft’s free heatmap and session replay tool to identify friction points, so you can optimize your website accordingly. These tools are essential for campaign optimization, helping you enhance advertising efficiency and effectiveness.


AI-powered chatbot

eg. Claude/ChatGPT

AI tools are transforming the way we create content. They can help you draft emails, generate ad copy, brainstorm campaign ideas and craft blog posts more efficiently than ever before.

AI tools are transforming the way we do work.


Email marketing

eg. Klaviyo

Email marketing isn’t dead - it’s evolving. Klaviyo excels at personalization and segmentation, helping you deliver hyper-relevant messages that resonate with your audience. You can use it to nurture leads, announce product launches and drive repeat purchases.


Loyalty programs

eg. Smile.io

Loyalty program is a proven way to drive repeat purchases and gamify the buying experience, so you can increase your customer lifetime value. Tools like Smile can simplify the process of designing a rewards system that will resonate with your audience.


Landing page builders

eg. Carrd/Squarespace

Website builders makes it super easy to build beautiful responsive pages in minutes without the need for coding experience. It’s perfect to test new product launches, A/B test marketing language or capturing leads.

No-code website builders can be used to generate beautiful landing pages with a goal to convert shoppers into customers.

Customer Support: Turning Service Into Engagement Strategy

Exceptional customer support isn’t a cost center. When done right, it builds trust, loyalty and word-of-mouth referrals, turning your operations into a competitive advantage.


AI-powered Helpdesk Platforms

eg. Willdesk/ Gorgias

Customer support platforms can help you manage support tickets, automate responses and provide agents with context-rich customer profiles, helping teams enhance customer experience and customer engagement.

They help your customers reach your team at multiple touchpoints, ensuring faster resolutions and happier customers, all while streamlining your team’s workflow.

AI can help small businesses boost support by automating messages and redirecting customers to the right place.


Survey Tools

eg. Tally/Typeform

Part of running a consumer brands is to understand your ideal customer profile. You can do it by collecting feedback, gather customer information at events or running surveys. Tools like Tally and Typeform offer beautifully designed templates with customization options and integrations, making it simple for you to turn data into actionable insights.


Video Communication Tools

eg. Loom

Video explanations beat lengthy emails or support documents any day. Loom lets you record quick videos to clarify issues or even welcome your customers to your community. It’s a simple yet powerful way to add a personal touch to your brand.

Video communication tools to help brands with onboarding or support documents to save time and improve engagement

Strategy + Communication: Aligning Vision with Action

AI Research Assistant

eg. ChatGPT/Claude/Perplexity

Beyond content generation, AI assistants excel at brainstorming strategic initiatives, summarizing reports and drafting presentations. By feeding it ample context, these tools can you shape your strategy by combining insights from credible sources, customer data and real-time conversations.


Team Communication Tools

eg. Slack

To establish team alignment, a communication tool with channels, integrations and file-sharing capabilities is a must-have for large or small teams. These tools also enhance customer engagement by offering support. You can also utilize gChat if you want a free option.

Team communication tools to improve team communication and enhance customer experience.

Build Smart, Grow Strong

The brands that will thrive in 2025 won’t just be those that acquire customers most efficiently, but those that can build and scale sustainably and effectively. Operations isn’t just “keeping the lights on”; it’s about building the infrastructure for lasting success.

By blending cutting-edge AI tools with tried-and-true essentials, you can streamline business processes, operate smarter and deliver better outcomes for your customers. So take stock of your current toolkit—are you set up for sustainable growth?

Building a rocketship requires thoughtful implementation of tools to help companies scale efficiently.


FAQ

1. What are the best AI tools for early-stage consumer brands?

Early-stage consumer brands can benefit from AI tools like ChatGPT and Claude for content, Zapier for data pulling and Buddy for order processing. These tools streamline operations, marketing, and sales without large teams.

2. How can AI be used for small businesses?

AI improves operations by automating repetitive tasks, organizing data, managing orders, and enhancing customer support. This reduces manual work and increases team efficiency, ultimately augmenting your employees' work and reducing headcount needs.

3. How much does AI cost for businesses?

AI can cost anywhere from $0 to a few hundred dollars per month depending on the tools you use. Many startups get started with free or low-cost options like ChatGPT and Canva, and only upgrade as they grow.

4. What is a no-code automation?

No-code automation means automating tasks without writing any code. You do not need a developer to connect apps and create operational workflows for your business.

5. What tools help consumer brands scale wholesale and retail channels?

To scale wholesale and retail, brands should use Faire, Mable, or RepRally for marketplace exposure and Hubspot or Attio for CRM. Pair these with automation tools to ensure smooth order management and stronger B2B relationships.

How much impact can Buddy have on your growth?

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