Valuable Small Business Resources
Below you will find some of our absolute favorite companies that provide services to small business owners and agencies. We use them all and have enjoyed working with them for a long time, so we know they provide top-notch services and care deeply about their customers. In short, we trust them enough to recommend them to our customers.
A quick disclaimer: Some of the links on this page are affiliate links and we may receive a small commission when you make a purchase using our link. This does not impact our reviews and you will not pay more by clicking our links. (You might pay less!) Each testimonial below is truly about how our experience with the company has been. We would never recommend a company we don't use and love.
We have used Infusionsoft by Keap as our primary CRM for many years and we absolutely love it. Our company is constantly growing and changing to match the ever-transforming social media landscape, and Keap has helped us continue to do that at the pace we need to stick with.
One of our favorite features within Keap is the massive customization with custom fields, which allow us to tailor our profile questionnaire for hyper-targeting our customers' needs. We also love the highly-customizable forms to help us track people using our website, from leads to customer feedback and so much more. The email and drip campaign functionalities allow us to easily assign accounts to our Content Specialists so our team relax a bit more.
As far as CRMs come, Infusionsoft by Keap is truly one of the best. It is highly recommended by our team!
As we have continued to grow, we found that we needed a reliable project management tool that was as fluid and customizable as we are. Coda has proven to be just that tool.
We have used Coda to create our employee training programs, employee hubs, working documents for organization, streamline our quality control process, and so much more. It has even helped us replace Google Docs, Google Sheets, and much of Google Drive for storing resources and information.
Our favorite feature is easily the tables, which are a massive improvement over Google Sheets. Not only does Coda have it's own formula base to help with calculations, but tables can be cloned and then transformed into beautiful charts, cards, and much more.
Our team loves Coda so much that we have even converted some employees to using it as their to-do list app.