Hey there! Here’s THE list of must-have tools you can use for running your business. These are our faves and we just wanted to share.
Keap (Infusionsoft) – Powerful sales and marketing software integrates with thousands of apps to get you more organized, deliver personalized service, and close more sales. This is the main tool we use to automate sales and marketing with our clients. Our favorite tool, for sure!
Full featured text messaging for business. Use a keyword-driven automated conversation to open the door to texting with your Infusionsoft contacts. As you capture contact information, you also open their mind to understand your business responds to text messages. All the opportunity is in live texting! Don’t let anyone fool you. If you want to dramatically increase sales, start having 2 way conversations with prospects and customers via text message. You can get your $1 trial here.
Add over 60 tools to your marketing automation. We especially love the add-to calendar tool. And so many more… Check it out here.
ScheduleOnce- Make more connections with an integrated scheduling platform. ScheduleOnce is a field-proven solution for powering online
scheduling with your customers and prospects. We use this for clientmeetings. It integrates with our Google Calendar and automatically sends reminders.
We use Google G Suite for email, file sharing, and more. And if you want to move your WordPress site to your own dedicated server, you can find out more about Google Cloud Hosting here. We moved our site over a while back – love the speed, the free SSL cert, and ease of use.
Zoom is our fave for meetings, webinars, and screen sharing. It has a secure, easy cloud platform for use with mobile, desktop, and room systems.
ScreenFlow – Looking to make video recording and editing easier? ScreenFlow is the perfect tool! This is our favorite for making client videos and editing webinars – it’s easy to add logos and annotations, too.
Loom- Quick videos everywhere you need them. You and your team already collaborate on documents, project planners, CRM’s, and learning management systems. With Loom, any video you record can be watched directly where it is shared.
FuseDesk – Anyone with customers knows that there are always questions. FuseDesk is the best customer support management system on the market today. It seamlessly integrates with Infusionsoft and will help you keep you on task with clients and customers.
Asana – Manage all of your projects and team members in one place. Asana is a task management system that will help your company be more productive. Delegate and assign tasks, add new team members, make notes, have conversations about tasks, and more with Asana.
Teamwork is an all-encompassing project management software that combines some of the most powerful such as project management, board view and live chat into one easy to use, yet powerful platform. I have friends who use Teamwork and love it. And I hear that you can integrate Keap and Teamwork to each other using Zapier.
Harvest – Time tracking made oh, so simple. Harvest is the best time tracking software on the market. Track your time and your team members’ time as well, easily invoice clients, create reports with a few clicks, and manage your team directly from Harvest. Great for solopreneurs or large companies.
Slack – If you’re looking for a top-rate communication tool for your team, look no further than Slack. And never mind the name, this tool will make your company more productive. You can file share, put everything in one place, get notifications, and use their phone app.
LastPass – Do you want to securely share passwords with your coworkers? Using LastPass is a fast and easy way to share passwords back and forth with other people. It’s secure via encryption and it’s one of the easiest and most trusted password-sharing platforms online today. It’s the Last Password you’ll ever need.
Canva – Don’t have Photoshop? Want to create great-looking images on the fly? Canva is one of the best and simplest ways to create stunning images online with ease.
Beacon – If you want a no-hassle, fast, and easy way to create awesome lead pages then Beacon is for you. Whether you’re promoting your opt-in, e-book, easily publish your content anywhere, on several platforms, in just minutes with Beacon. We use it when we need a quick checklist to go with a video or blog post but don’t want to do a full Indesign project. Works great.
Grammarly – Are you an English major? I’m not! Grammarly is a browser plugin that will keep an eye out for misspellings and bad grammar as you write it.
PureChat – WordPress plugin that instantly connects you with your customers through live chat. Capture new leads, give instant answers to customer questions, take chats on-the-go with the mobile app, and seamlessly integrate with other software.
Iubenda – Let them help with the legal requirements, so you can focus on the business. Attorney-level solutions to make your websites and apps compliant with the law across multiple countries and legislations.
Klean13 – Klean 13 is list hygiene software that gets you increased inbox placement, better conversion rates, and better email delivery.
Sprout Social – social media management with excellent metrics.
– Create dozens of posts with a single click, curate the hottest content in your niche