TOP TIME SAVING TOOLS: TOOLS COULDN’T LIVE WITHOUT
13th September 2024
Below details the tools I utilise in my business and cannot live without! Some of the links below are affiliate links which means I may receive commission when you purchase them using my links and codes. If you want a demo of any of these tools, then reply to this email.
CLICKUP (PROJECT MANAGEMENT TOOL)
ClickUp is a highly customisable and comprehensive project management tool, streamlining a vast array of business operations and enhancing productivity through built-in automation.
It manages business tasks, operations, marketing strategies, internal projects, content and social media, lead and client management, testimonials, team recruitment, onboarding, and so much more!
Beyond basic task management, ClickUp offers time tracking, collaborative tools, customisable dashboards, seamless integrations with other software, and the convenience of automation to streamline repetitive tasks. Its mobile app and client portals further extend its versatility, ensuring business management is efficient and centralised.
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DUBSADO (CRM TOOL)
Dubsado is a great CRM tool that streamlines the entire client management process from initial lead engagement to offboarding. When correctly configured, it offers an automated, seamless experience that both leads and clients appreciate.
Dubsado’s robust features include customisable proposals, streamlined contract signing linked with invoicing for clear service details and pricing, and a direct connection to payment processors for easy invoicing and payment reminders.
Additionally, it includes a scheduler for booking calls, canned emails for efficiency, a variety of forms (from questionnaires to testimonial forms), and, notably, workflows. Workflows automate the sending of contracts, invoices, forms, emails, and more, making it a favourite feature for enhancing productivity and client satisfaction.
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ZAPIER (INTEGRATION TOOL)
Zapier is a web-based service designed to automate workflows by integrating your applications and services. This automation platform enables you to effortlessly set up workflows that include popular online apps and services through a straightforward trigger and action mechanism, essentially following the principle of “if this, then that.”
Zapier allows for the automation of processes without the need for a developer, facilitating app connections without any coding. It is ideal for contemporary businesses aiming to expand automation efficiently across teams, tools, and processes.
With Zapier, growth is achievable at twice the speed, even without plans for hiring in the current year.
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FLODESK (EMAIL MARKETING TOOL)
Flodesk is a platform tailored for email marketing, aimed at assisting entrepreneurs, businesses, and creative individuals in crafting visually attractive email campaigns. It has an easy-to-use interface, an array of template options, and tools that facilitate online selling, opt-in form publication, and the creation of email automation sequences, all without the need for a website or any programming knowledge.
This platform offers straightforward, user-friendly software solutions designed to support entrepreneurs in expanding their businesses. With Flodesk, users can effortlessly design and dispatch marketing emails that align with their brand, utilise elegant sales pages for online selling coupled with online payment options and immediate product delivery – all consolidated within a single platform.
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TIMELY (TIME TRACKING TOOL)
Timely stands out as an exceptional time tracking tool designed to boost efficiency and productivity by automating the process of recording time spent on various tasks. By eliminating the need for manual input, timers, and note-taking, it offers a comprehensive view of one’s workday, capturing every minute spent in meetings, emails, documents, and more, without any effort from the user.
With features like real-time monitoring of budgets, hours, and team activities, along with the ability to capture every billable detail, Timely streamlines workflow, increases productivity, and saves companies significant time on timesheet administration.
Its seamless integration with existing digital tools further simplifies time tracking, making it an indispensable resource for improving project rates, budgets, and overall company efficiency.
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https://timelyapp.com/?utm_source=sam-daly&utm_medium=affiliate
RECLAIM (CALENDAR MANAGEMENT TOOL)
Reclaim revolutionises time management and enhances productivity through its comprehensive suite of features, making it the smartest calendar app for optimising time. It defends flexible time for both work and personal routines, integrates projects to ensure tasks are completed timely, and facilitates more efficient meeting scheduling across teams.
Moreover, it prevents scheduling conflicts with Calendar Sync and keeps users informed with real-time updates through Slack Status Sync. With rich analytics, automated colour-coding, and connections to a wide array of platforms like Slack, Asana, Jira, and more, Reclaim not only improves focus and work-life balance but also empowers users to make data-driven decisions for better prioritisation and productivity.
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https://go.reclaim.ai/61yxfm1yxzh8
EVERYONE IS DIFFERENT
Every business is different, so these tools may not be best suited to you and your specific business needs. In particular are the CRM and email marketing tools. There are some other great CRM and email marketing tools that I can also recommend, such as HubSpot and Pipedrive for CRMs, and ConvertKit and ActiveCampaign for email marketing tools.
We make sure we understand your business needs before we recommend the right tools for both you and your business.
Looking forward to revolutionising your business!
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