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How To: Run your offline business efficiently.

by maxrezn
25 replies
These are some tools that I use daily to keep me calm and profitable.

FreshBooks - Online Invoicing, Accounting & Billing Software
Freshbooks is great for invoicing and receipt distribution.

Proposal Software | Bidsketch
Bidsketch lets you create proposals soooo much quicker than how we are used to doing it the old fashioned way.

http://shoeboxed.com/
I hate receipts...with Shoeboxed, I can take a picture with my Iphone, have it uploaded to my account, and have all my transactions in a nice spreadsheet.

Free Online Accounting Software for Small Business - Wave Accounting
Wave integrates with Freshbooks and Shoeboxed to streamline your accounting.

https://www.zoho.com/crm/
Zoho is a great/free CRM tool.

Project management software, online collaboration: Basecamp
Basecamp is great for managing multiple projects with your outsourcers and clients.

Accurate Time Tracking Software | Time Doctor
Time Doctor is one of my favorites. After using it for a couple weeks, you can get a good idea of exactly how you spend your time online. Furthermore, it's great for managing your outsourcers who bill you hourly.

https://signnow.com/
Great for signing documents online.

https://getosmosis.com/#plans
If you're a web designer, client intake can be smoothed out with the use of Osmosis. Very easy way of getting the info you need to begin the project.

Tax Receipts
Educate yourself on tax deductions and save lots of money throughout the life of your business.

This is a pretty lengthy list. Most of these tools have free trials so you can give them a try.
#business #efficiently #offline #run
  • Profile picture of the author kebertt
    Great list, I've been meaning to use Basecamp for months now - I've heard great things
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  • Profile picture of the author Colm Whelan
    We're using Asana instead of Basecamp.
    37 Signals philosophy of business doesn't inspire me to use their products no matter how good.
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    • Profile picture of the author LEIVA
      Originally Posted by Colm Whelan View Post

      We're using Asana instead of Basecamp.
      37 Signals philosophy of business doesn't inspire me to use their products no matter how good.
      You know for some reason it doesn't make me signup to basecamp i don't know what it is but some type of bad feeling with them and from last few days i have been reading about what CRM is good as right now my option can be zoho but now i see Asana and looks nice will look more in Asana not to mention it's free will see.

      @maxrezn i like the way you have setup it all system together to the last one which is the waveaccounting to keep everything organize from start to end
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  • Profile picture of the author Jon Martin
    I've been looking @ BaseCamp as well as Freshbooks as well myself. Thanks - this has potential to be a nice little WF directory for this type of resource.

    Might I suggest one that is still quite helpful yet not talked about much in the subforum anymore?
    http://www.google.com/calendar

    Haha, seriously though - I don't know where I would be without it. Keeps all my callbacks and appointments in check, and I have it synced with all of my devices.

    Thanks for the thread!
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  • Profile picture of the author socialbacklink
    Good list. I've used basecamp for years. Works great. Hardest part is getting your people to actually use it.
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  • Profile picture of the author kimboslice
    Good list. Freshbooks is awesome and well worth the fee.
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  • Profile picture of the author WpDirectoryPlugin
    I have MyBusinessWorks with my barclays business account and quite like it. Only trouble is it's £17 per month!
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  • Profile picture of the author mydream111
    Banned
    thank you very much for sharing such an important list here.i have recently heard about freshbook and it is really good.
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  • Profile picture of the author Niks24
    Good List I will for sure review it.
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  • Profile picture of the author Ninja Ana
    Thank you for this forum, indeed a big help.
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  • Profile picture of the author affilorama-portal
    Clokingit is also a good management tool.
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  • Profile picture of the author SkyeFWP
    Originally Posted by maxrezn View Post

    These are some tools that I use daily to keep me calm and profitable.

    This is a pretty lengthy list. Most of these tools have free trials so you can give them a try.
    Max - What a wonderful trove of resources - thank you so much!

    Did you know you can also integrate Freshbooks and Zoho - No there's an iea
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    • Profile picture of the author maxrezn
      Originally Posted by SkyeFWP View Post

      Max - What a wonderful trove of resources - thank you so much!

      Did you know you can also integrate Freshbooks and Zoho - No there's an iea
      Did not know that...that's pretty cool. I actually integrate Freshbooks to Wave...and Shoeboxed to Wave. Wave is able to accurately track all of my incoming funds and my expenses.
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  • Profile picture of the author bradstern
    Great compilation maxrezn!

    I use Basecamp and Time Doctor! they are both my favorites.
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  • Profile picture of the author offline master
    Thanks for this. I had never heard of a few these and new knowledge is always good
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  • Profile picture of the author mydream111
    Banned
    thank you very much for giving the technics that you have adopted.actually we need to adop different technics for running our business properly.
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  • Profile picture of the author shipwrecked
    I liked the presentation video of Asana. Truly interesting. But a bit expensive for 100 $/month for 30 people. Small business would spend 1,200 $ per year, even if they got like 10 people... hmmm... back to the white boards, papers and e-mails!

    Hey, there are smartphones and paper notebooks
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    • Profile picture of the author LEIVA
      Originally Posted by shipwrecked View Post

      I liked the presentation video of Asana. Truly interesting. But a bit expensive for 100 $/month for 30 people. Small business would spend 1,200 $ per year, even if they got like 10 people... hmmm... back to the white boards, papers and e-mails!

      Hey, there are smartphones and paper notebooks
      Did you read where it said

      Pricing Plans

      Asana is FREE for teams up to 30 members.
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  • Profile picture of the author Daniel007
    Great list. The tools that you have provided will really help a lot to monitor not only how you work but also if you have remote employees who are charging you for hours worked. Effective employee monitoring software like Basecamp and Time Doctor can increase productivity and efficiency a lot.
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  • Profile picture of the author jessiem
    Thanks for the list! I’ve used Time Doctor and Basecamp, they’re both good software especially if you are running an outsourcing business.
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  • Profile picture of the author TheRealKG
    Thank you. Time Doctor is just what I needed.
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  • Profile picture of the author jharri
    Do have any other CRM recommendations?
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  • Profile picture of the author johnpaulgrant
    It's very nice of you to share things like these. Im sure this has been a great help for most visitors. The best thing I love with your post is your slogan "Make a living by earning....make a life by giving." Thumbs up for this. Life is temporary. Should have no time for greed. We should live and give.
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  • Profile picture of the author Carl Fridsjö
    Thank you Max, I've been looking for some tools like this. Extremely helpful - thank you for sharing!
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  • Profile picture of the author sarahjohs
    Hi,

    Thanks for the listing. You can also update another highly recommendable software, Handdy Invoices, where the users are able to make their professional invoicing online in minutes.
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