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Tools I Use to Manage My Business

February 18, 2019

Simplicity is a vital ingredient for the success of an online business.  



Whether you are a long-term small business owner or a new entrepreneur, it is important to select the right tools to manage and organize your business.


Food for thought.


These tools have helped me automate processes and create smooth workflows for my business and have made life a lot easier.  Let’s jump in and review.


Business Operations


G-suite - Get a professional email address with your domain name and a suite of tools that allow you to get work done anywhere.  Click here to get started: https://goo.gl/JKzPhM


Dubsado - This cloud-based CRM helps you manage clients, track leads, automate your workflows, get paid, and much more! It’s simple to use and cost-effective.  Click here to get started: http://bit.ly/2CBKh3A


Zoom - Zoom lets you host video-conferences for FREE! You can have unlimited 1:1 and can host meetings for up to 100 participants - for free!  Click here to get started: https://www.zoom.us/?utm_source=zoom.com


Grammarly - This tool is a must-have for those of us who are challenged with grammar!   Click here to get started: https://evernote.com/


Check out this Loom video to view how I use Grammarly when posting to social media http://bit.ly/2GKWAy8 


Mailchimp - The world’s leading email marketing platform lets you create professional looking newsletters! The free version allows you 2,000 subscribers and 12, 0000 emails per month!  Click here to get started: http://bit.ly/2R5NEF5


Lastpass - Lastpass allows me to share login credentials with my clients and team.  The tool also guides me in creating unique passwords so your accounts can't be hacked.  Click here to get started: https://www.lastpass.com/


Loom - This screen recording tool is a must! I use it to record feedback and instructional videos for my clients and team members.  I also use it to post instructional videos on social media.  Click here to get started: https://www.useloom.com/


Check out how I use Loom videos to communicate vital information to my community: http://bit.ly/2QetpcU


Finance Tools


Wave - This free accounting software makes it easy for entrepreneurs and small business owners to track expenses and revenue.  Click here to get started: http://bit.ly/2Tg0Ade


PayPal -  Send and receive payments for a low cost.  Click here to get started: https://www.paypal.com


Stripe - Receive payments from online purchases at a low cost.  Click here to get started: https://stripe.com/


Project Management


Airtable - If you like spreadsheets, then you’ll love Airtable.  This desktop and mobile app make it easy to create a database with the look and feel of a spreadsheet that you can share with your team!  Click here to get started: http://bit.ly/2sI7xYZ


Trello - This project management tool makes is easy to store, organize, and track individual or team projects.  Click here to get started: http://bit.ly/2MnWE7X


Check out this video to see how I use Trello to set-up a simple task management process : http://bit.ly/2PG7i9S


Evernote - This notetaking app helps you organize ideas, keeps your information secure, and allows you to share it with your team.  Click here to get started: https://evernote.com/




Wix - Want a low-cost, professional looking website?  Then Wix is your answer! Click here to get started: https://www.wix.com/


Social Media Marketing


Coschedule - Want to manage all your marketing needs in one place?  Then consider Coschedule.  Click here to get started: http://bit.ly/2RKKpZ0


Planoly - This is my absolute favorite tool for managing my Instagram account.  Click here to get started: http://bit.ly/2DseDXM


Tailwind - Pinterest is great for generating leads!  Tailwind makes it easier to schedule pins and to engage with your tribe.  Click here to get started: https://www.tailwindapp.com/


Design Tools & Photography


Canva - Create great-looking graphics you can use in your social media, newsletter, workbooks, and opt-ins.  Click here to get started: https://www.canva.com/


Adobe Spark - This app allows you to create professional-looking graphics and logos.  Click here to get started: https://spark.adobe.com


Picsart - This photo editing app give you the ability to create engaging images on your desktop or on a mobile device. The FREE options give you many quality features.  Click here to learn more: https://picsart.com/


Rawpixels - This is my favorite site for FREE stock photos that I can use online and in print materials.  Click here to learn more: http://bit.ly/2RIr76A


You can learn more about additional tools to help you in your business by reading, "Free Resources for Small Business."  If you'd like to know what a Virtual Assistant is and how one can help you in your business, then read, "What is a Virtual Assistant and Why Do I Need One?"  Then read 5 Tips to Hire a Quality Virtual Assistant 

This post may contain affiliate links, which means that if you click on or purchase through one of the product links, I’ll receive a small commission at no cost to you.



 Thank you for reading this blog post! I hope you've found it informational.   

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