02 Dec, 2023
Are you ready to make your life easier? Well, you're in luck because today we're diving into a treasure trove of tools that will reduce hours of work, make your clients happier, and allow your business soar to new heights. As a web design expert, I've tested countless tools, and I'm excited to share my personal favorites with you. So, get ready to discover my favorite and essential stress-free business tools for entrepreneurs! *This post contains affiliate links. Tools for Client Communication or CRM: 1- Moxie First on the lineup is Moxie (affiliate link) – simply the BEST customer relationship management tool that will help you stay in touch with your clients, manage leads, and streamline your projects like never before. It's like having your very own virtual assistant who never takes a coffee break! And the reason it’s #1 on my list is because it was specifically designed to not overwhelm you with setup like Dubsado, or over-complicate task management like Asana, Monday and similar. Their website says it and it’s true. Stupid good tools for freelancers, and I second that headline all the way! Main features I love: Ditch calendly, built in scheduling Ditch all your apps for forms, built in forms that can be connected to your website Ditch Notion, Asana or Trello, you can build your client projects inside Ditch Hello Sign and similar, you can sign your contracts here Ditch a checkout software, you can charge subscriptions, send invoices and recurring invoices here Time tracking Create email templates and replicate Dubsado workflows with a breeze Automations, streamline your client onboarding from form, to contracts, to payments with a built in visual automation editor way more friendly to look at than with Dubsado Mobile App, your business on the go Customizable client portal Visualize your lead pipeline and never miss out on following up I could go on, but this blog was supposed to be about other tools too, but seriously give Moxie a try I promise it’ll be worth your time and you’ll be cancelling at least 3 app subscriptions quickly! Thank me later ;) !