Hey there! We’ve compiled a list of must-have tools you can use for running your business online, virtually, or with a team! These are our faves and we just wanted to share.
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!
ScheduleOnce- Make more connections with an integrated scheduling platform. SchedulOnce is a field-proven solution for powering online scheduling with your customers and prospects. We use this for client meetings. 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.
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.
Sip – Have you ever wondered what color an image was? With Sip, you can figure it out easily. Sip will help you discern between blue #24BCFF and blue #0C7EFF.
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 will instantly connect 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.
Voice Record Pro- This audio recording software allows you to easily record voice memos and on-site sounds at unlimited length with great quality. Voice Record Pro also allows you to easily bring audio files into Screenflow or any other editing software and is my favorite audio recording tool when making videos.
Animoto – Easily create stunning, professional videos with a few clicks. You can showcase your service or product with video, slides, and graphics. Animoto is easy to edit and doesn’t take a professional with years of experience to make videos that look professional and are easily shared. with your customers.