Resources


CRM Recommendations

Image34Batchbook
A social CRM that helps small businesses stay in personal touch with their most important customers and most likely prospects.

• Integrates with Gmail, Contacts, and Drive
• Organizes contacts, communications and tasks
• Highly customizable; custom fields and lists
• Integrates with MailChimp, Eventbrite and several other common services.
 
Image35Insightly
The most popular Google Apps CRM and Project Management package. Track leads, proposals, opportunities, projects and manage files, all through an easy to use interface.

• Track leads, proposals, opportunities and projects
• Full history of customer interaction
• Central shared contact list


Online Appointment Setting

Image36Appointlet
Secure appointment using Google Calendar- great for small business
 
 
Image37BookFresh
Online scheduling and appointment booking software


Email Drip Campaigns

Image38MailChimp
Design, send, and share email newsletters.
 
 
Image39Constant Contact
Online marketing company offering email marketing, social media marketing, online survey, event marketing, digital storefronts, and local deals tools, primarily to small businesses, nonprofit organizations, and membership associations.


Time Tracker

Image40Trax Time
Time tracking software program for Windows.