All of these tools have helped keep me organized and more productive. So here goes:
This website allows you sign up for the “Harvest” online application (software as service). It is an AMAZING time tracking, billing and reports system. From collecting retainers to tracking project progress and business income, this tool is very easy to use and convenient. It also comes with all sorts of integrations with other technologies. Starting price for 1 user and unlimited clients is $12/mth
This website also offers a software as service solution, for finances this time. I connects with your online banking portal and extracts data. The end result is a self-generated visual report on Profit/Loss as well as the ability to easily categorize all your income and expenses… leading to a self-calculated amount of taxes due (quarterly or yearly). This tool can also be used to connect with your harvest account, but I personally prefer connecting it directly to my business bank account. Starting price is $10/mth.
Google apps for business is just about the most affordable, reliable and flexible solution for business email, calendars, documents and a whole bunch more. From using Gmail for you @mydomain.com account to collaborating in real time on the writing of a document, it’s a priceless resource for tech-savvy business owners. I couldn’t live without it (or my android phone for that sake). Single user is free… business solutions start at $50/yr/user.
Another software as service solution (like all above), this time for CRM and project management. There are two things I really like about this app. The first is that it offers, without the complication of something heavy like salesforce, a ton of functionalities that would normally be obtained by using several, non integrated solutions. Opportunity tracking, project tracking, email and attachments archiving, to do task lists (with the ability to create task sets and pipelines) and client database. It allows you to track all these things as well as all sorts of meta data to easily search through them. The other thing that I just LOVE about this app, is that it integrates SO WELL with Gmail and Google calendar. You can literally do your project management within Gmail. You get an email referral and just click the “save opportunity” button and enter the estimated price, chance of winning, close date etc right there and then. Same for tasks. Basic plan is free.
An alternative to Insightly, Manymoon is more project management focused, so it offers a narrower business solution, but what it does, it does smoothly. It’s like basecamp but way nicer. It also integrates pretty darn well with Gmail. Basic plan is free.
I don’t even know where to start to describe the awesomeness of this web application I just discovered.
It is by far the most intuitive and fast application I have ever used in a browser. Though it has the limitations due to lack of maturity, what it brings to the table in terms of project organization and collaboration is revolutionary. You can literally click and drag cards through a pipeline, like swiping on your iThing.
Perfect for sales pipelines, large scope project management and much more. A gem to follow.