As a virtual staffing company that helps businesses and non-profits streamline their processes and improve efficiency, we’ve had the opportunity to try out many different office productivity tools for ourselves and our clients. What follows are some of our favorites. Check them out and let us know if you have any others you think we should add to our toolbox.
Customer Relationship Management (CRM)
Designed to cut out the busywork, Dubsado efficiently allows users to build relationships, schedule appointments, and create workflows.
Top Capabilities:
- Create workflows
- Schedule appointments
- Invoicing
- Build & maintain relationships
- Automation of processes with branded personalization
Why We Use Dubsado:
- Very user friendly
- Complete automation with personalization
- Superior customer service
Task Management
Completely customizable, ClickUp is great for fluidity of planning, organizing, and collaboration within teams.
Top Capabilities:
- Customizable view of spaces, you choose how much you want to see
- Team accountability using time, project and goal tracking for team members
- Complete customization for each individual on your team
- Over 1,000 program integrations
- Automation of processes with branded personalization
Why We Use ClickUp:
- Replaces multiple applications
- Offers documents, reminders, goals, calendar, scheduling, and even an inbox
- Comes with 24/7 live assistance
Scheduling
Calendly is a simple, easy-to-use, yet powerful scheduling software that saves time, accelerates sales, and improves service quality.
Top Capabilities:
- Can connect up to six calendars
- Automatically checks availability with integrated calendars
- Hold various types of meetings
- Time-intelligence
- Customization, branding, and integration with other software programs
Why We Use Calendly:
- Simplifies the scheduling process
- Protects our time
- Offers buffers, calendar integration, and scheduling notice
Graphic Design
Canva allows anyone to create social media graphics, presentations, flyers, letters, and more without having any prior experience in graphic design.
Top Capabilities:
- 60,000+ free templates
- Create various brand identities including logos, colors, and fonts
- Hundreds of free photos and graphics
- Upload your own fonts and logos
Why We Use Canva:
- Templates save us time
- Anyone on our team is able to create on-brand collateral pieces and graphics
- No formal training required
Email Marketing
Flodesk is an intuitive email builder that allows the user to create impactful, on-brand email marketing campaigns with easy-to-use templates.
Top Capabilities:
- Convert leads with forms designed to match your brand
- Forms are compatible with any device
- Human and timely dashboards
- Marketing automations
- Intuitive email building
Why We Use Flodesk:
- Unlimited subscribers for small businesses (at a discounted price!)
- User-friendly interface
- Aesthetically pleasing designs
Email Tracking
Mailtrack conveniently notifies the user when emails are opened.
Top Capabilities:
- Software is privacy compliant
- Data is never shared with third parties
- Notifications are in real-time
- Seamless integration with Gmail, and Chrome extension is available
- Simple to install and use
Why We Use Mailtrack:
- It’s free (and has affordable paid options)
- No more guessing, we know when to follow up with leads and clients
Using the right office productivity tools improves communication, collaboration, efficiency, and most importantly, saves time. Contact us and let us know which tools you’ll be implementing in your business in 2021!
