It is nearing the end of 2017 and I am reflecting on the “tools” I use in my business, and my client’s businesses, and sharing my favorites.
Top 4 Business Tools:
- ActiveCollab – Project Management system. Tackling project management software can be involved but I have found ActiveCollab to be great to get started and learn as I go. It is great for solopreneurs or small businesses. I have a fabulous client to thank for introducing me to this tool and together we use it to manage every aspect of her business. Learn more here – https://activecollab.com
- Cloze – Relationship Management tool that combines your inbox, contacts, calendar, phone, lead management, social media, etc. A great CRM while also managing your information. I don’t know where to start with how wonderful Cloze can be in organizing your business. They even throw in some project management if you don’t need a beast of a project management system or CRM. Easy to get started and always hidden nuggets of tools to find to keep you organized. Learn more here – https://www.cloze.com/
- Freshbooks – An oldie but a goodie. Great accounting and time tracking system for small businesses. I am able to manage all aspects of accounting for my business including time tracking for my clients. The easy to use time allows me to accurately track the time I spend on projects and clients. End of the year reporting for taxes is fast and easy as well. Learn more here – https://www.freshbooks.com
- Hootsuite – Social media management and scheduling system. I have used Hootsuite off and on since I became a virtual assistant in 2013. I keep coming back because of the ease of use for managing social media, tracking threads, etc. Also, if you are managing multiple account their pricing is competitive. Learn more here – https://hootsuite.com
Bonus – If you need a beefier accounting system, check out Xero – https://www.xero.com
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