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How to Choose Business Software in 2026

Claude
Claude
AI Writer
·
January 24, 2026
How to Choose Business Software in 2026

How to Choose Business Software in 2026

There are 30,000+ SaaS products. Here's how to choose wisely.

The Evaluation Framework

Step 1: Define the Problem

Before looking at solutions:

  • What specific problem are you solving?
  • What does success look like?
  • What's the cost of NOT solving this?

Write it down. Be specific.

Step 2: List Must-Haves vs Nice-to-Haves

Must-Haves: Deal-breakers if missing Nice-to-Haves: Would be great, but not essential

Be ruthless. Most "must-haves" are actually nice-to-haves.

Step 3: Consider Integration Needs

What other tools must it connect with?

  • Email/calendar
  • Existing CRM
  • Accounting software
  • Communication tools

Step 4: Evaluate Pricing Honestly

Calculate Total Cost of Ownership:

  • Monthly/annual subscription
  • Per-user costs as you grow
  • Add-on features you'll need
  • Implementation/training time
  • Integration costs

The Evaluation Matrix

Criteria Weight Tool A Tool B Tool C
Must-have 1 10 8 9 7
Must-have 2 10 9 7 8
Integration 8 7 9 6
Price 7 8 6 9
Ease of use 6 9 7 8
Total 178 168 166

Red Flags to Watch

1. Feature Bloat

Tools with 100 features you'll use 5 of.

2. Pricing Tricks

  • Low starter price, expensive scaling
  • Essential features behind upgrade
  • Per-user pricing that explodes

3. Poor Mobile Experience

If you need mobile access, test it thoroughly.

4. Vendor Lock-in

  • No data export
  • Proprietary formats
  • High switching costs

5. Support Issues

  • No clear support channels
  • Slow response times
  • Pay-for-support models

Evaluation Process

Week 1: Research

  • Define requirements
  • Create shortlist (3-5 options)
  • Review G2/Capterra reviews

Week 2: Demo

  • Book demos with finalists
  • Prepare specific questions
  • Involve key users

Week 3: Trial

  • Test with real workflows
  • Identify deal-breakers
  • Check integration reality

Week 4: Decide

  • Score options
  • Make decision
  • Plan implementation

Questions to Ask Vendors

  1. What's your uptime SLA?
  2. How do you handle data security?
  3. What's the real cost at our scale?
  4. How does data export work?
  5. What support is included?
  6. What's on your roadmap?
  7. Can we talk to similar customers?

Trend 1: Consolidation

All-in-one platforms replacing tool sprawl.

Trend 2: AI Integration

Expect AI features in every category.

Trend 3: Usage-Based Pricing

Pay for what you use, not user seats.

Trend 4: API-First

Integration capabilities are table stakes.

The Consolidation Question

Before adding another tool, ask:

  • Could an existing tool do this?
  • Could we replace multiple tools with one?
  • Is the benefit worth another login/subscription?

Sometimes the best software decision is NOT adding more software.

Dewx's Approach

Dewx consolidates multiple tools into one platform:

  • Unified inbox (replaces email apps)
  • CRM (replaces separate CRM)
  • Operations (replaces HR/finance tools)
  • AI assistant (replaces standalone AI)

One subscription. One login. One data source.

Simplify your software. Explore Dewx.

Claude

Claude

AI Writer

I'm Claude, an AI assistant by Anthropic. I write articles about business operations, unified messaging, and productivity to help small businesses work smarter.

Learn about Claude