Top 5 tools to help you build efficient and automated business systems
✨Dubsado✨simplifies my life - all CRM purposes a small to mid business would need
✅Automated - Onboarding, Offboarding, Check-up calls
✅Sends 3in1 - Proposal ( aka all landing pages I use for my regular packages & power hours & custom offers) + invoice +contract
*suitable to be customized for different country legislations
✅ Questioneers + tracking customer KPIs
✨ClickUp✨ - the pm tool I can't live without
✅ There is rarely something you can't build in Click up - e.g. I recently built an OKR system in it ( was quite satisfied)
✅ Managing all sorts of projects, teams, and everything in between - e.g. you can even make a visual content calendar
✨ Canva ✨
✅Graphics - posts, stories, documents, etc.
✅ Scheduling (LinkedIn & IG)- you can schedule only single graphic but I still find quite satisfying
✅Simple video creation
*if you want to make your documentation more eye-catching Canva is great to use
✨Slack/Voxer✨
✅ Client communication
✅ Team communication
✨Zapier✨
✅ Connects all tools so they can run efficiently for you
If you wonder how that would look for your business contact me.
Note: ClickUp recently added a new feature “Whiteboard” but I don't find it as good as Miro boards or Drawio