We use FreshBooks for invoicing, and to allow clients to make payments to us online. I like to use all the new software, so when FreshBooks came out, I wanted to use it, and it has worked out very well for us.
When we started growing, we had to find somewhere to hold our information in a centralized place, and we came across Salesforce first, and stuck with them. They were one of the earlier players in the CRM space, and they’ve been reliable. They’re also always developing and enhancing their products, so they can grow with us.
We chose them because they have always been very reliable, and they’ve been around for a long time. They have also done a good job evolving and changing with the industry. We chose them over MailChimp because it is easy to use, we saw them first and we got accustomed to what they were doing--long before we ever saw MailChimp.
We use Dropbox to share files internally and with clients. It was an easy choice because lots of our clients were already using Dropbox. We chose Dropbox originally because it came on the scene faster than others. It’s reliable, and it has grown with us; we easily upgraded from Dropbox Personal to Dropbox for Business.
For marketing, we use Jurnid to find the best writers to write the correct articles for us. We chose them because it’s extremely efficient, really easy to use, and there’s really nothing else like it out there right now.
We like to use new software, and we always try to use other startups. When it came time to select a payroll tool, we chose ZenPayroll because it was more automated than competitors, and it’s always evolving. For example, they will start offering health benefits and workers’ compensation insurance by the end of the year, so we will roll our health benefits and workers’ comp insurance into ZenPayroll by the end of the year. They’ve done a really good job growing with us.
We use Evernote for internal team project management. Each team member has their own Evernote account to keep track of their projects, clients and campaigns.
We use Google Drive for organizing and sharing documents. For example, when we have a new client, we’ll create a new folder for that client in Google Drive. Then every conversation about a campaign for that client goes into that client’s folder. Google Drive also makes it very easy to send documents to clients for review and approval.