146 Our Favorite Web Agency Tools
We have a great round table show with special guest Lee Jackson of the WP Innovator podcast. We talk all about the tools that we use daily to help us run our businesses. We look at a number of different categories from invoicing to project management tools. The panel this week: Lee Jackson https://trailblazer.fm Jackie D'Elia https://jackiedelia.com/ Jonathan Denwood https://www.wp-tonic.com/ Sallie Goetsch https://www.wpfangirl.com/ John Locke Lockedown SEO ====================== Episode 146 Table of contents: 0:00 Podcast intros 1:43 WordPress News Story #1: Elementor Pro – Things Have Changed http://snifflevalve.com/elementor-pro-things-have-changed/ 15:11 Our picks for accounting and invoicing. 24:51 What do we use for writing proposals? 34:49 What are our choices for CRMs? 40:42 What are we using for project management software? 59:00 What do we use for time tracking? What tasks do we actually track time for? ====================== Links Mentioned in WP-Tonic: Episode 146 Visual Builders Elementor https://elementor.com/ Beaver Builder https://www.wpbeaverbuilder.com/ Invoicing and Accounting Free Agent https://www.freeagent.com/ ClearBooks https://www.clearbooks.co.uk/ Harvest https://www.getharvest.com/ WP-Invoice https://wordpress.org/plugins/wp-invoice/ FreshBooks https://www.freshbooks.com/ Zoho https://www.zoho.com/invoice/ QuickBooks Online https://quickbooks.intuit.com/online/ https://www.quicken.com/personal-finance/quicken-home-business-2017 Wave Accounting https://www.waveapps.com/ Sprout Invoices https://sproutapps.co/sprout-invoices/ Contracts and Proposals Contract Killer https://gist.github.com/malarkey/4031110 WP Elevation http://www.wpelevation.com/ UK contracts http://simply-docs.co.uk/Home Forming a LLC http://www.nolo.com/legal-encyclopedia/form-llc-how-to-organize-llc-30287.html CRMs Active Campaign http://www.activecampaign.com/ Agile CRM https://www.agilecrm.com/