At Click Business Solutions there are many tools that help us day to day. In this blog post we will be looking at software and tools we use to help make our job that little bit easier and some of the platforms we’ve used in the past and moved on from. We’ll be looking at everything from Social Media Schedulers, Email Marketing help, Organisation Tools and ways to communicate with your team better. Scroll down to see the 20 Powerful must have tools for your business.
For a long time in the office we used to use Google Hangouts. This was a quick way of messaging each other whilst also being able to look at our emails at the same time. If you didn’t know Google hangouts provides the feature to instant message, send pictures, links, voice call and even video call your clients or colleagues. It is a great app to have on your phone, making it easier to communicate on the go too.
Teamwork Chat is exactly what it says. A great way to work with your team to get projects done. Teamwork is part of a larger program such as Teamwork Desk and dashboard where your company’s projects are added. Teamwork Chat allows for around the clock access to communication so that everyone in your team knows where a project is up to. You can send files and info through Teamwork chat and also create groups. Teamwork chat integrates with Teamwork Projects adding and creating tasks without having to leave the chat window. There is also an app you can download on your computer to help chat if you prefer to keep chat and projects in a separate window.
We used Hootsuite for a long time and have only just switched Social Media Schedulers. Hootsuite is a much cheaper alternative to your other more powerful platforms. Hootsuite however does provide you with a basic scheduling auto post system for multiple social accounts that you may have. It also supports Facebook, Twitter, Instagram, Google+, Youtube, Foursquare and LinkedIn. Hootsuite also allows you to monitor your post growth which is always a handy tool.
Meet Edgar is a new found discovery of ours that we love because it saves us so much time! Meet Edgar is all about content, which is why there is a whole library tab that you can upload all your content such as tips/facts, blogs, news, quotes and they will be saved and posted automatically and then recycled to the back of the queue again (if you want it to) so there will always be something posted. You can also add your blog RSS feeds which saves a lot of time opening up links and saving images.
This is our current project management platform. All our new clients and websites are listed here, with lots of separate categories to help us break up the information provided by our clients. With all this information categorised and organised this helps the project to run more smoothly. The beauty of teamwork Projects is that it links and works with Teamwork Chat, helping you to communicate your ideas and work easily with your team. You can have up to 10 projects on the go, where you can switch between them all easily. You can assign tasks to your team members and set deadlines to keep on top of things.
Asana is another task management software that helps teams track their work. It helps improve team collaboration. Asana allows you to create a workspace which then also contains projects, containing tasks. Inside the task area the team members can post notes, comments, attachments, comments as well as seeing the progress status of the project.
Another tool that helps gather all your client an project information all in one place. AgileCRM looks at nurturing leads, building campaigns and organising clients and information. It also provides you with helpful data such as how many emails have been opened, how many campaigns sent, task progress and scheduling tools. AgileCRM is great at combining sales and marketing all into one platform.
Another great tool for maximising the communication and work flow within your team on all of the projects you are working on. This platform gives you an in depth real time view of the projects you are working on, with all files and details you need all in one place. Plan each stage and watch the progress as the project goes on. Each category is helpful in giving you everything you need to get on with your work including a category called inspiration where you can keep your creative ideas topped up!
This platform does exactly what it suggests. It’s a program that helps you manage all your To do lists. Great for quick notes and adding quick tasks. Todoist can also be used as part of a team by assigning tasks to your colleagues to keep on top of small jobs. With a feature to set tasks with a deadline, you’ll never miss a task ever again!
We rely on Google Mail to organise our emails and to communicate with clients. We find Gmail runs smoothly and efficiently and always delivers. It offers the ability to categorise your emails, highlight important emails and customise them too by adding your own email signature. Gmail also works with google hangouts which is handy when you see your team online and need to send them a quick message.
For a long time MailChimp was our go to software for our email marketing campaigns. We still use MailChimp for some of our customers, but for Click we have moved away from MailChimp and have upgraded. MailChimp still delivers an amazing customised email campaign experience. It is so user friendly and perfect for small businesses looking for a program to help them with their campaigns. You can customise absolutely everything to create that perfect email.
A new addition to our program list and a new favourite. In summary Infusionsoft is a email marketing and sales platform for small businesses. It helps you to capture more leads, improve conversion rates and overall and most importantly – save time. Anything that helps reduce process times is high on our list. The Email Marketing feature on this software is much more client friendly and really helps you plan out your campaigns. You can also add your clients to Infusionsoft with all their contact details to keep your business organised.
A great tool for jotting down your notes, writing content and planning. Such an easy and user friendly tool to get the hang of quickly. Just log in and pick up where you left of, with the autosave function. Use the search function to find any of your notes, add reminders to your notes and add photos to any of your work.
Another easy to use tool, which makes adding notes and writing even more simple than evernote. Click on a board to add notes, lists, images, memos anything you need for a project or for client info. I think this is a great tool for gathering all the information you need for a client. You can add all their branding, fonts, colours, slogans, logo etc.
If you don’t have a graphic designer in your team, consider signing up to Canva. You can create so many things from social media posts, to posters, business cards .. the list goes on! It is so easy to use and fully customiseable with so many free features as well as the option to buy add ons.
As mentioned earlier if you don’t currently have a graphic designer in your team but need content creating like infographics you can try this tool that is dedicated solely to creating infographics. Again so easy to use anyone could use it. Just get all your information together and add them to the pre designed templates.
We use Google Drive as our online storage as a lot of the team is in different locations and we all need to be able to access the same files. You are allowed up to 15GB of free space on Google Drive.
Dropbox is another great tool for uploading content to the cloud. Dropbox makes it easily accessible to your clients and makes it easy to share it too. Dropbox provides 2GB of free space.
Google Slides is one of our favourite tools for so many reasons. Create high quality, customised documents and presentations with the user friendly program. Think Microsoft Word but with so much more customisation. They also have so many amazing template documents that you can use and edit.
Google Docs is great alternative if you do not own Microsoft word. It provides all of the same basic tools that you would need in Word. The beauty of Google docs is that it is all online meaning that it is saved frequently and automatically. You can also work on a document with a team just share the document with them.
Here at Click Business Solutions we’re always trying to stay up to date with the most important software and we’re always on the look out for platforms that help make our lives that little bit easier! What are your favourite tools for your business? Use one we didn’t mention? – comment below and we’ll check it out!