Favorite Business Tools of 2022
Each morning during my busy work week, I jump on my laptop and sign in to a few important applications that help me stay organized and on top of things. Yes, I'm a business owner and a mom, and my brain gets full just like the rest of us. I lean on these tools to get me going and keep me organized day after day.
Let's get started, shall we?
Bonsai
Bonsai is a client management software that handles all of my leads, client information, invoicing, quotes, and accounting.
Why I love it:
Client Portal with invoices, quotes, and contracts all in one place
Bookkeeping
Time Tracking
Connects with Gmail
Digital signatures for quotes and contracts
Clients can pay for invoices and payment plans available to set up
Detailed Quotes and Invoicing
Shift App
Most days, I have a million tabs open in Chrome, and Shift's workstation helps me organize the important ones. It keeps my email addresses and all the applications I use daily in one place. I can switch between them and see new notifications at a glance. My current workstation includes Asana, Upwork, Facebook, and Facebook Messenger, Yahoo, Slack, Toggl, and Everhour.
Why I love it:
It clears up my Chrome browser so I can use it for research and designing.
It has hundreds of apps integrated, and they add more all the time.
View new app notifications super quick
Great if you use lots of apps throughout the day.
Asana
Asana keeps my business on track like no other. I seriously recommend it to everyone. It's basically one giant to-do list. You can set up different teams and list projects under each team. For example, I have a few clients that I share my Asana lists with, we can assign tasks back and forth, make comments, and share files. I mostly use it to keep me on task with clients, set due dates for myself, and organize smaller files.
I also have a "New Website" workflow template that I duplicate every time I get a new web client. This workflow keeps me on task and ensures I don't forget the little things, like invoicing my clients. ;) Did I mention the best part? It's FREE! Yes, it has a free plan. This is the plan I currently use, but I could see how using their paid plan would also be really beneficial.
I hope this post can help you in one way or another. And as always, let me know if you have any questions or comments. Or let me know if you use any of these and what you like about them and why?
