Recommended resources

I am often asked by clients what tools I use to run my business, so I thought I’d share these with you.

Please note that by clicking on a link from this page, you will be sent directly to the product’s website, where we may earn a small affiliate commission for any purchases you make.

Accounting Software

Why? So it’s not the cheapest of software but I am a believer of paying for something that works for you.  I love that I can email receipts and invoices into the system, connect it with my bank and reconcile the transactions and that it is so easy to use. It has a huge number of reports that allow me to assess how my business is doing and where I need to make changes. They also do a 30-day free trial.

Xero logo

Receipt Bank

Why? It’s better than Xero at extracting all the information from my receipts, so I use it to photograph receipts and then it’s connected to Xero and drops all the information in at the click of a button. This is about saving time and the monthly cost is so small, it’s totally worth it for the time it saves me.

Receipt Bank logo

Business Cards

Moo

Companies 1-9 people Try Moo and get 25% off your first order!

Companies 10+ people Try Moo and get an Account Manager, discounts & more

Why? I just love how simple it is to design your cards and the huge variety of printing options, and when they are delivered they come in a gorgeous box with a wax seal and ribbon – what’s not to love.  Don’t use cheap services to make business cards, the quality of your cards needs to reflect the quality of your business and leave a lasting impression.

Moo logo

Booking System

You Can Book Me

Why?  I wanted a simple booking system so people could book a call with me, without me needing to get involved, and I needed it to be linked to my diary so it shows people only available time slots.  I also wanted it branded a little.  You Can Book Me’s basic functions are enough for me to do this, as booking a discovery call is all I need people to be able to do but within the paid for plans, you can add booking reminders and more customised styling but for a small business, this is all I need.

You can book me logo

Call Answering Service

Face for business

Why?  I met Sara and Andy at a conference, and really liked them. A lot can be said by that.  People buy people.  I’d previously had experiences of call answering services and it had not been good.  I have clients who use Face for Business so I have been on both ends of their service and can’t fault it.  Contact me if you’d like an introduction and a 7-day free trial.

Face For Business logo

CRM system

Capsule

Why? I started using this on the free package which is free for up to two users and you can store up to 250 contacts.  I also love that you can bcc the CRM system on emails and it will store them against the contact.  I also love the track system which allows me to set up a set of reminders once I have started working with someone.  I’m currently on the paid for package due to the number of contacts I have in my system, but it’s not expensive.

Capsule logo

Design

Canva

Why? For someone who is not creative the drag and drop designs and thousands of templates are a life saver for me when creating documents and social media images.  It’s great for creatives too if you don’t want to pay out a lot for a design programme when you are starting out.   I pay for Canva For Work as it gives extra tools such as resizing which I use a lot for social media posts and it also allows me to save my brand colours to use in my designs.  They also offer a 30-day free trial.

Canva logo

Document e-signing

Signable

Why? I don’t send a huge number of contracts and Signable offers a pay as you go solution per document that you send.  I also like that you can personalise the message and either use a template or upload a new document each time.  It tracks the signature and time/date stamps it which is a great record.

Signable logo

Email and document management

Google

Why? I just love Google.  For one I use an Android phone so it works seamlessly!  I love all the tools that you get access to with Google. I run my emails through it and can very easily add and remove new accounts, store my documents in GDrive and share them with clients, have conference calls with Google Hangouts, and I also use Google Forms a lot for client surveys and other questionnaires.   I also love the calendar function as that links straight into Google Hangouts if you need it to.

Just for you here’s a promo code to get 20% off your first year of G Suite Basic or G Suite Business!

GSuite Basic UAQPY9DGTQ9WXH7

GSuite Business A3WNQCM3KFEWV9R

Images

Pixabay

Why? This is a brilliant source of free photos, for the donation of the cost of a cup of coffee!  They have a great range of photos and many don’t need to be credited to the photographer, so they are easy to use.

Pixabay logo

Deposit Photos

Why? Sometimes free images don’t quite cut it or you are looking for something a bit different.    Free sites are great but you often get better quality or a greater range if you pay a small amount.

Deposit photos logo

Newsletters

MailChimp

Why? The basic version is free for up to 2,000 subscribers and 12,000 emails per month, and I find it super easy to use. If you want to do more fancy stuff like landing pages and auto-responders, or you’re going to be sending tonnes more emails than this, you’re probably best explore the paid for version.

MailChimp logo

Notes

Evernote

Why?  I use Evernote to collaborate with one of my clients on projects, but I mainly use it to save notes from meetings so I can easily find them again, without having to search through notebooks.  I also love the Chrome extension which allows you to save web pages direct to Evernote.

Evernote logo

Project Management

Teamwork

Why? I wanted to use a system that would allow me to track the time against each project and also allow each of my team to track their time. Teamwork also allows me to give my clients access to the system to see the projects we are working on and how much time has been used on their retainer.  I also use it for my work on my own business, to track my goals and actions.

Teamwork logo

Trello

Why? I used the free Trello system to manage tasks with my clients before I moved to Teamwork.  Trello is really versatile and allows you to set deadlines, track progress, attach documents amongst a million other things.  I also love the easy drag and drop interface which allows me to keep a track of what I am working on.

Trello logo

Quiz Tool

Interact

Why? Quizzes as lead magnets are really popular at the moment and are a great way to get people to sign up for your list. I’ve started using Interact for my quizzes and did my first one within a matter of minutes – they have tonnes of templates you can use, and you can completely personalise everything you do.

Interact logo

Social Media Scheduling

Hootsuite

Why? Quick and simple scheduling of posts to social media. I pay annually for Hootsuite Pro so I can bulk upload posts in one go and have all my social accounts linked, whereas on the free version, you are limited to a set number of posts per month, and can only link 3 profiles.  They also offer a 30-day free trial.

Hootsuite logo

Time Trackers

Toggl

Why? When you charge by the hour, you need to be able to track your time and I didn’t trust myself to write it down.  I liked the Chrome extension too which reminds you to track, incase you forget.  The free plan was great for me as I started growing my team.

Toggle logo

Teamwork

Why? As I began to grow my team, the cost of using other systems became prohibitive and so I decided to move to a system which could not only offer time tracking but also help me to manage my team and projects, and allowed me to give my clients access too.

Teamwork logo