We review productivity tools regularly to see which ones will be most helpful to small businesses and organisations.
Some are free; for other a modest monthly fee is payable.
- KashFlow – for an easy-to-use accounts system
- Really Simple Systems Cloud CRM – for keeping track of your customers
- Huddle – allowing group collaboration
- Dropbox – for online data storage and collaboration
- Shoeboxed – for a better way to deal with receipts
Here are some of our recommendations.
KashFlow and Really Simple Systems (see below) play nicely together (they have a shared API), which means that changes you make in KashFlow are shown in Really Simple Systems.
iPhone and Android apps are available to access KashFlow through your smartphone or tablet.
Using a spreadsheet for your accounts?
If you're using a spreadsheet or a complicated accounts package, STOP! Try KashFlow instead, you'll be surprised at how enjoyable doing accounts can be!
Really Simple Systems Cloud CRM for keeping track of your customers
Keep track of your customers with Really Simple Systems - Cloud CRM
- You can start with a simple Free Edition Sales system.
- You can then upgrade to Premium Edition for more features and storage.
- The Enterprise Edition is for larger companies that want the full suite of Sales, Marketing and Customer Service & Support.
It's free. That's right, you can look after your customers without paying a penny.
Integration with your KashFlow accounts
Really Simple Systems (RSS) integrates with KashFlow (see above) – and it really works!
The free package includes access through your smartphone or tablet.
Add-on extras include mail integration and marketing.
Remember, it's free: you can look after your customers without paying a penny.
What is Huddle?
Huddle is a secure online space where you can connect with people, share information, and work better together.
No matter what you need to share or manage Huddle enables you to work more efficiently as an individual or with groups of people. Create an account and instantly have a secure place to work online.
You can store files, presentations, work videos, sync your calendar, import contacts, host meetings, share desktops and so much more! Invite people into your workspace and share what you have been working so hard on. Work better together.
Get 100% off any new paid packages at Huddle.
Use the following code when you checkout: 1MONTHFREE
Dropbox – for online data storage and collaboration
Dropbox enables you to make backups of your data (documents, photos, music etc.) – without having to think about it.
It works for Mac 10.4+, Linux, Windows, and Mobile.
How does Dropbox work?
In Windows systems, it creates a folder inside (My) Documents called My Dropbox. You can move your current projects etc. into My Dropbox and carry on working as usual. The only difference is that Dropbox then keeps a copy of the files in a secure storage facility so you can restore the files if you have a hard disk crash or cannot access your computer.
Access your files securely through any other computer (or smartphone)
You can set up access to your Dropbox account through any computer with an internet connection. If you have an Android or iPhone (iPad), you can also access your files allowing updating of documents while you're travelling.
Share folders, enabling instant collaboration.
We use it frequently in working with clients on design layout. They place the file into their Dropbox, invite us to share the folder, and we can then both access it. Brilliant!
Get Dropbox now!
(PS If you use this link, you'll get an extra 250Mb free!)
Shoeboxed.com – because there has to be a better way of dealing with receipts!
Shoeboxed is the easiest way to scan receipts and business cards.
It's used by thousands of people – business owners, freelancers, sales reps, travellers, creative professionals, bookkeepers, accountants, and consultants – all looking for ways to save time and money on back-end and admin tasks so they can focus on growing their business.
Shoeboxed scans receipts into usable data for maximizing tax deductions, expense reports, and for savings on bookkeeping. They also scan other paper too, including business cards into digital data importable into Outlook, Salesforce, and more!
Apps available for Android, iPhone and other mobiles so you can scan in your receipts and upload them directly to your account.
Try it free! Manage those receipts now at www.Shoeboxed.com
Please contact us to see how we can help your projects.