As fellow small business owners, we understand the daily challenges of managing a growing team while serving our clients efficiently. Over the years, we’ve relied on various software tools to streamline our operations and enhance productivity. We thought we’d share some of these tools with you, in case you’re seeking solutions to simplify your business management tasks.
Social Media Management:
To keep our clients’ social media presence organized and thriving, we use Metricool for scheduling posts and generating insightful reports. This tool has significantly improved our team collaboration and client satisfaction.
CRM & Email Marketing:
After testing numerous options, we found ActiveCampaign to be the perfect fit for managing contacts, email marketing campaigns, and automations. Stay tuned for an upcoming email where we’ll delve into the automations that have transformed our small business operations.
Invoicing & Bookkeeping:
While many prefer QuickBooks, we’ve found FreshBooks to be more intuitive and efficient for handling invoicing and bookkeeping tasks. It’s been instrumental in maintaining our financial records accurately.
Workspace & Email Management:
Managing multiple client accounts can be cumbersome, which is why we rely on Shift to streamline our workspace and email management. It simplifies the process of accessing different apps and accounts, saving us valuable time and effort.
Automatic Calendar Scheduling:
To simplify the scheduling of our digital marketing strategy sessions, we utilize Tidycal, an automatic scheduling tool. It seamlessly integrates with our calendar, allowing clients to book appointments based on our availability.
We hope these insights into our preferred tools will be beneficial for optimizing your own business operations. Are there any other solutions you could use a recommendation for? Feel free to reach out if you have any questions or need further digital assistance!
