What tools do you use to run your business? (for invoicing, custom management, project management)

by D37
30 replies
So what tools do you use to run your online and offline business. What CRM, invoicing, project management, etc.. tools do you use and like?

I'm currently using:
  • Invoicing - Paypal
  • CRM - KarmaCRM
  • Project management - haven't found a solution yet..
#business #custom #invoicing #management #project #run #tools
  • Profile picture of the author Norfolk
    I just found this app for invoicing: invoiceapp.com

    It's free, it's online, it's easy to use. And gives you an edge of personal touch over paypal.
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    • Profile picture of the author DoubleOhDave
      Originally Posted by Norfolk View Post

      I just found this app for invoicing: invoiceapp.com

      It's free, it's online, it's easy to use. And gives you an edge of personal touch over paypal.
      Just signed up for these... very helpful post, thanks

      Grest and easy to use service - and ya gotta love *free* !
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  • Profile picture of the author D37
    [DELETED]
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  • Profile picture of the author modwilli
    Invoicing -- Freshbooks
    Accounting -- Kashoo (don't really use that much, want to get quickbooks soon)
    Project Management -- Write Aid (AWESOME project management tool specifically for writers)
    CRM -- SLOWLY migrating to ZohoCRM
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    • Profile picture of the author D37
      Originally Posted by modwilli View Post

      Invoicing -- Freshbooks
      Accounting -- Kashoo (don't really use that much, want to get quickbooks soon)
      Project Management -- Write Aid (AWESOME project management tool specifically for writers)
      CRM -- SLOWLY migrating to ZohoCRM
      I used ZohoCRM before, but never really liked it.
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  • I use vTiger CRM for invoicing, CRM, project management, customer service, etc. It's highly customizable, and has everything I need to manage my team (VA's, Sales, Interns, Programmer's, etc.). We can even chat with each other through vTiger...
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  • Profile picture of the author madison_avenue
    Use Trello for project management it is free and awesome.

    https://trello.com/
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    • Profile picture of the author D37
      Originally Posted by madison_avenue View Post

      Use Trello for project management it is free and awesome.

      https://trello.com/
      Trello looks great. Will have to check it out.
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      Thank you to everyone on WF for all the great information, help, support, and kindness you have all shared!

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      • Profile picture of the author michaelallen
        What I'm noticing a lot of throughout these posts is combinations of software being used to achieve a workflow. The problem here is, when you're using multiple apps to manage everything your business does, it creates an inefficient, counter-productive workflow and is pretty discouraging to use. Your data's spread throughout multiple apps, you're paying multiple subscriptions, and you don't get any of the benefits you would from keeping all data central.

        There's apps that combine CRM, project management, billing, time tracking, and other tools into one app. WORKetc is a great example, combining all of what i've listed above with Google Apps integration, mobile apps for iPhone and Android, and numerous other features (email marketing, calendars, dashboards, business wide reporting, etc).

        With WORKetc you can manage the entire lifecycle of your clients in one system; bring in leads, manage your sales pipeline, then convert any won lead directly into a project. Collaborate with clients using the client portal, track time, manage a list of tasks, and then all billable items you create (i.e. timesheets, expenses, products, milestones) can be pushed through to billing directly, and you can put all these on an invoice for your client. Everything you do with a client then shows up on that client's history page. There's numerous other benefits as well, I'd recommend looking into a consolidated business management tool if you want to save some time and cash!
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  • Profile picture of the author Michael Mayhew
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  • Profile picture of the author wushumaro
    Wow! I'm surprised no one uses Basecamp for project management.

    I use:

    Excel Sheet
    CSV Sheet
    and Google Docs.

    Used to use Basecamp, but haven't in a while. Just out of not wanting to pay or use their free version. haha.
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  • Profile picture of the author IMentreprenette
    Trello was nice and fun but I find Asana more organized, clean, and more task-focused
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  • Profile picture of the author tapont71
    I want to say thanks to all for these suggestions. I have been struggling in keeping things organized and was looking online to see what options were out there...decided to come back in here to see if possibly was any discussions...WALLA!!

    Will be checking out a few mentioned here.

    Thanks again.
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  • Profile picture of the author Antivirus94
    I have also tried invoiceapp and it works pretty well you should try it out.
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  • Profile picture of the author tapont71
    I was noticing invoiceapp seems to be just for invoicing. Is that correct? Also those that use Bunkerapps, can you integrate a payment link..I'm assuming so since it creates a pdf?
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    • Profile picture of the author melanied
      I use Google Docs extensively, and one more vote for Quickbooks!
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  • Profile picture of the author tapont71
    I have quickbooks but its such a pain to manage. Way too much on there...IMHO
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  • Profile picture of the author brett701
    It seems as if no one knows the answer to this. Some project management software is free, but it seems to go approximately 25-100 dollars per month for a few users.

    I like evertyhing to sync with google, be able to have an APP, and be easy and quick to use. A lot of project management software is too old fashioned and designed for being the head of a large corporation. Tasks these days are smaller and more frequent. Therefore a project management solution that fits this is appropriate.


    The best that i can find is liquidplanner, Wrike, and clarizen. I believe clarizen is the only one with an app and it is relatively slow. However, some of these may work well as a mobile website, but this typically burns through battery and system resources much quicker as well as works slower.

    I am still Figuring out the 3.

    We perform SEO, web design, we manage social media and much more. There is some outsourcing and many variables coming together.

    Clarizen has some good billing options built into the software that i believe integrates with quickbooks. Im still looking and it seems like quite the challenge to find the correct software.
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    • Profile picture of the author Zane236
      In my end we use Latitude business management for all those modules. It's a CRM and PIM application, it can do job costing, timesheets, quotes, invoices and reports. Pretty neat and it is easy to maintain.
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      “You affect the world by what you browse.”
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  • Profile picture of the author Teez
    I know a start up Graphic Designer who uses Free Online Invoice Software - Invoiceable

    and likes it a lot.
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  • Profile picture of the author nirdeshpuri
    I tried fetchflow . They offer full featured invoicing solution for free. It is OS independent as it is web based. You can create Unlimited PDF [Adobe PDF] branded invoices, estimates & PO's. There are many cool features like paypal integrated invoice payments,MS-Excel template based invoicing,Integrated stock & catalog invoicing etc.And many useful add-on,s are also available.
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  • Profile picture of the author Hubstaff
    Hi. I'm Charlie with Hubstaff. Have you tried Hubstaff yet? It's got:

    * Time tracking with screenshots
    * Project management
    * Invoicing.
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    Employees wasting time? Take Screenshots of your virtual team's workstations. Integrates with basecamp and Google apps. 100% Free Account

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  • Profile picture of the author digitalsapien
    We use Google Docs, WebCollab, Teamviewer...
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  • Profile picture of the author harryvent
    I use Apptivo software to run the business, this software provides all services in a single platform. Services are Invoice, CRM, Project management, Expense management etc. It's easy to use, online payment gateway also available to transfer money through online, now they launch the new version in Invoice and CRM both are pretty good.
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  • Profile picture of the author Vilcoms
    We use Bitrix24 and it's excellent. All in one solution. Much better than having to use many different tools.
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  • Profile picture of the author aditit
    Our company uses QuickBooks for invoicing & other accounting features and Trello for project management.
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  • Profile picture of the author JasmineIPassmore
    I run my whole online business currently with one laptop plus...

    Excel & Google docs
    Get Response email marketing
    Syncd Live Timer

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