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
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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?
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Links Mentioned in WP-Tonic: Episode 146
Visual Builders
Elementor
Beaver Builder
https://www.wpbeaverbuilder.com/
Invoicing and Accounting
Free Agent
ClearBooks
Harvest
WP-Invoice
https://wordpress.org/plugins/wp-invoice/
FreshBooks
Zoho
QuickBooks Online
https://quickbooks.intuit.com/online/
https://www.quicken.com/personal-finance/quicken-home-business-2017
Wave Accounting
Sprout Invoices
https://sproutapps.co/sprout-invoices/
Contracts and Proposals
Contract Killer
https://gist.github.com/malarkey/4031110
WP Elevation
UK contracts
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
Contactually
Project Management and team communication
iTask 3
