Resources to Help Your Business Bloom

Resources I Recommend

evernote

A simple, intuitive CRM for keeping client relationships, opportunities, and follow-up organized.

I use Copper to manage contacts, track prospective clients, organize client onboarding, and keep important follow-up from falling through the cracks. I like that it gives me the structure I need without making the process feel overly complicated.

A simple way to capture ideas, organize information, and keep important notes easy to find.

I use Evernote to keep notes, ideas, reference information, and important details organized in one place. I like being able to quickly capture information when I need it and easily find it again later, whether I’m working at my desk or on the go.

A secure and simple way to manage passwords and keep important account information organized.

I like 1Password because it makes managing passwords easier without sacrificing security. It keeps login information organized in one place, helps create strong, unique passwords, and makes it much easier to securely access the accounts and tools I use every day.

A simple, reliable way to organize, store, and share files.

I use Dropbox to keep client files organized and easily accessible. I like that it gives me one central place for documents and makes it simple to securely share files and folders with clients when needed. Dropbox also keeps files synced across devices, so I can access what I need wherever I’m working.