Hubdoc is a wonderful program that takes all physical documents, scans them, and accumulates it into data that can then be organized and distributed to integrated apps as needed. The era of files, paper contracts, and printed statements is in the past.
This is your CRM mainframe; all client and corresponding company information is stored here, as well as a thread of all contact you’ve had with them including e-mails! The program then takes the information and shows in progressive columns how far each client is in the joining process. This is all customizable depending on your company’s needs, but it gives a smooth-looking transition for each step along the way.
This easy to use time tracking and project budget system makes it easy for your employees to let you know how well they are spending their time. Hours are tracked in buckets specific to what department, project, and task they are working on, so you as a boss can make sure your team is working wisely. Reports can be exported and customized to focus on a certain team member or project. No time wasted here!
Asana takes the arduous task of constantly reminding people about things you’ve asked them to do, upcoming deadlines for bigger projects, and even workflows for basic procedures. You can sort people into teams, with projects subset under those teams. If it a recurring task; steps can be implemented with assignment to the particular member that will be in charge. Whimsical visuals and updates to your members keeps everyone on track with their goals.
E-mailing is already seeming like a thing of the past, except for businesses; but that’s still a lot of correspondence going back and forth. To find details you need to dig through endless threads and you can’t always be sure that the person is actually focusing. Slack has reformed the inter-office communication by elevating basic IMs. Quick direct messages can be sent between two or more people, or specified channels can be set up depending on the topic. This will categorize the conversations and keep people on theme.
These two accounting software moguls are used by most as they encompass nearly all of your accounting and bookkeeping needs. It is also the nucleus to which most supplementary apps feed their information to, making it a great basis for your company. Quickbooks also provides payroll systems, though we have found that it is best used by companies with fewer employees.
For those companies who rely on the agreeance of clients for their business, proposals are key so that all parameters are set before business is done. The use of this proposal software is to customize and directly send a sleek proposal to your clients. This also integrates with HubSpot, so where your proposals are at with the clients gets automatically updated in your tracking system.
Recruitment can be one of the most tedious and important parts of setting up your business for success. As we have mentioned in previous blogs, the cost of turning over an employee is very expensive, so the more time you spend selecting the right person, the better off you will be in terms of cost. Recruitee first off takes your job ads and creates a careers page for your company, it then bottlenecks candidates into pipelines depending on what they applied for while attaching their resume to their profile. You can then set them into stages depending on how far into the hiring process you are; add notes, give ratings, mark if you’ve done any interviews, etc. It gives a pleasant visual to an otherwise slurried setup of options.
While this list should not deter you from exploring other application options, these are the building blocks that we have found most effective for ourselves and a large portion of your clients who need help lifting off the ground. Each company is different, and so these apps may not work as well for you, but they have a good “starter” feel to them that makes them a great jumping off point with little overall cost. Take a look at our Entreflow Appy Hour playlist on Youtube for a more in-depth look at these apps.