Business Tools
Of course your strategy is the driver, but any of these tools will be great vehicles. If you need help choosing your “car”, I’d be happy to offer assistance in making the right decision for you.
Any new application purchase comes with a free one hour setup call.
Customer Relationship Management Applications (CRM)
tools to manage your business relationships and opportunities
Keap
Keap is a tool for Servie Providers to easily adapt to a new CRM. If you’d like minimal upfront set-up time and a solution that will start working for you organizing and automating your business, Keap would be the right tool for you.
Pipedrive
Pipedrive is a deal-driven customer relationship management CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. One capability that might be especially attractive to most small to midsized businesses is Pipedrive's ability to visualize the sales process from start to finish.
ActiveCampaign
ActiveCampaign is an all-in-one marketing platform that facilitates growth for small to mid-size businesses. ActiveCampaign provides tools that businesses can use for managing and nurturing existing contacts, keeping tabs on clients throughout the sales process, and obtaining new customers.
Fulfillment Applications
Tools for PRINT ON-DEMAND AND SHIPPING Products
Printful
Design and sell custom products online with print-on-demand dropshipping. This saves you the investment of printing items and storing them before an order is even placed. You can list your designs for sale and they will be created and shipped to order.
Shipstation
ShipStation is a shipping platform that allows you to manage all your small parcel shipping needs in one place. When integrated with your CRM, this software can be really powerfully automated.
Acutrak
Website Building Applications
Tools for creating a business website
WPEngine
Popup Ally
Social Media & Content Management
Tools for creating and sharing content
MeetEdgar
MeetEdgar automatically pulls posts from your content library to keep your social fresh every day, on repeat.
Phone & SMS Applications
Tools for sending text messages and making phone calls
CallLoop
SMS Marketing software Call Loop makes it easy to send voice broadcasts and deliver text message marketing campaigns in just a few clicks.
Online Course & Membership Platform Applications (LMS)
Tools for your online portal for your customers to access content
CustomerHub
CustomerHub was built as a Keap and Infusionsoft integration from the ground up so the heavy lifting is already done for you. Automate your end-to-end membership process.
Memberium
AccessAlly
AccessAlly is the leading user experience focused membership plugin and LMS for WordPress course creators who want deep marketing automation.
Forms, Document & Signing Applications
Capture information, create documents and collect signatures
DocuSign
FormStack
Form Lift
Email Deliverability Plug-ins
Tools to optimize email reputation and email list hygiene
Deliverability Dashboard
Klean13
Klean13 turns your old, underperforming dirty email list into a new, squeaky clean list made up of ONLY valid and engaged users that keeps your account in good standing with your Email Service Provider.
ListCleaner.io
Appointment Scheduling Software
tools to schedule appointments directly into your calendar
OnceHub
Appointmentcore
Automate your Appointment Setting Process for Your Keap, Infusionsoft, Google, and Outlook Calendars,
E-Commerce Solutions
Tools to facilitate and optimize how you are making sales online
Fomo
Fomo displays recent orders, product reviews, and any other customer behaviors on your storefront. It creates the online equivalent of a busy restaurant, showing prospective shoppers that other people trust your business.
InvoiceSync
The easiest and most cost effective way to connect Keap or Infusionsoft to your accounting platform.
FortaPay
Fortapay is a simple customer billing portal. It's an easy way for your customers to pay an invoice online, update their credit card and billing info for auto-charges, manage their subscriptions, and and access their billing history. Fortapay is also an easy way for you to create automatic follow-up on unpaid invoices.
Planning & Project Management Solutions
Tools for managing client projects & tickets
Funnelytics
FuseDesk
FuseDesk is your integrated customer support help desk and messaging platform for Keap, Infusionsoft, and ActiveCampaign empowering your team to delight.
Disclaimer: These are all tools that I love and would recommend. Some I have affiliate relationships with, some I do not. Please let me know about your experiences with any of them.
Data & Reporting
How to store, manage and make sense of your data
HotJar
See how visitors are really using your website, collect user feedback and turn more visitors into customers.
Segmetrics
Get clarity on where your leads come from & how much your marketing is really worth. Optimize your marketing funnels, and understand what turns your visitors into customers.
JustUno
Justuno leverages first-party data for the maximum possible return on ad spend (ROAS) while creating smoother, personalized experiences for your subscribers.
Keap Enhancement Tools
Applications that will help you get the most out of your use of the Keap CRM software
PlusThis
Novak Solutions