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Business

Business Management Tools 3rd Party CRM, Project Management

It's not easy to run a business, and when working with several people it's important to stay well organized and connected. Would everyone please add their favorite tools to use for managing their business needs

FORMAT: Tool Name - What this tool solves

11 Answers

Highrise CRM - Managing client information and Tracking Leads from first contact to sales to long term promotions, even referrals (easy integration with Zapier)

Zapier - simple API integration with little to no programming

Freshbooks - Accounting Invoicing and Expense Reporting

Basecamp Project Management - Easy Integration, Simple way to manage projects, Multiple user collaboration, Dashboard for easily seeing current status of open projects.

Google Hangouts - Video Conferencing and screen shares

Mindjet - Getting all your thoughts out easily and being able to take a step back and see the bigger picture (Mind Mapping)

MindMiester - This is also good for easy mind mapping

Duncan Hann
Duncan Hann
3,427 Points

Podio (https://podio.com/site) - Collaboration tool for project management. Customisable with apps to tailor to how you work.

Dynamics CRM- great CRM tool that is seamlessly integrated with MS Office Suite (it's a MS product) SugarCRM- least favorite CRM product.

Jason Lee
Jason Lee
11,513 Points

I am using BASE CRM getbase.com this is really simple and nice! Iphone apps are wonderful.

justinw
justinw
14,517 Points

Freshbooks - for accounting / invoicing Visual Studio TFS - maintaining tasks with my developers and status updates Trello - for my to-do lists Zendesk - maintaining User feedback