CRM
InfusionSoft
– We’ve been using InfusionSoft for about 3 years, but this is the first year that we really started getting our money’s worth.
– We use the business card scanner to automatically add people to our database, AND trigger email campaigns. This has been super awesome for growing our real estate group. We scan the cards, and send an auto email that says – it was great to meet you, if you’d like to attend out of our real estate meetings for free click this link… So cool!
– InfusionSoft could have also been added to the Automation, and Mobile sections below, it’s that good!
Podio
– If you have multiple people on your team, and it’s important that you communicate and manage leads well, Podio is amazing!
– Podio is like a Facebook for your business. You can see what others are working on, and work on projects together.
– This is not nearly as powerful as InfusionSoft due to it’s lack of email automation, but is actually better for managing clients.
Automation
Zapier
– This tool is the boss of connecting applications. If you want your apps to play nice with each other you’ve got to try Zapier! The great thing is you can try Zapier for free!
– We are starting to use this to integrate Stripe and InfusionSoft. Can you say “automation”? 🙂
Leads
LeadPages
– It has been almost a full year that we’ve been using LeadPages as our main website & Facebook lead generator.
– The pop ups, opt-in pages, and sales pages are beautiful, and super easy to use.
– This is a tool that I believe everyone on the internet should be using!
Mobile
Mailbox app
– I use the app on my iPhone, and it’s made by the same company that runs Dropbox.
– The speed and easy of use with this mail app surpasses any other mail app that I’ve used on my phone.
– Mailboxes coolest feature is the ability to hid emails from your inbox for a designated period of time. This is GREAT for getting to inbox zero fast.
Security
1Password
– I recommend that EVERYONE use this app. It works on your computer and phone/tablet.
– It keeps all of your passwords safe, and creates extra hard password that are virtually hacker proof.
– It also autofills your passwords so you save time when logging into websites. Super cool!
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