5 Online Tools to Help You Stay Organized and Get Sh*t Done
Do you feel like you are juggling a million tasks running your small business? Chances are that you are. It's easy to become a work-a-holic and the lines get blurry with all the administrative tasks, creative ideas, customer service and opportunities ahead. It's exciting but we all could use an extra set of hands sometimes, right?
Here are a few tools to help you reclaim some of your downtime, manage your work a bit more efficiently and be sure you use the resources and ideas you already have in your back pocket.
Trello is incredibly versatile for task and project management. Why do we love it? It’s series of boards and cards gives you a stage by stage feeling of completion as you progress. Think of it as your whiteboard “doing” list and not just a “to-do” list. You can share, edit, and comment on boards with your team. This one is a game changer!
Whatever you do and whatever you can imagine - Airtable is good for that. “Airtable can store information in a spreadsheet that's visually appealing and easy-to-use, but it's also powerful enough to act as a database that businesses can use for customer-relationship management (CRM), task management, project planning, and tracking inventory.” Airtable's API can be used to connect to other web services by which information can be exchanged between external web applications and Airtable. It can connect to over 250 applications and websites. This lets your company build the database system you need, cheaply.
We think Airtable is going to be a big player in the future. “Liu’s cloud-based software has taken hold in 80,000 organizations, from Netflix to small nonprofits. Revenue is on track to jump 400% to $20 million in 2018, mostly on word of mouth.”
Sometimes the simplest things are the best. Most of our ideas or “remember to do thats” don’t come at just the right time, they come when you’re in carpool or cooking dinner. Google Keep allows voice memo, color coded notes you can share, To-Do lists, and recurring reminders. “Order more shipping supplies.” Because let’s face it, we all have more than one job to do.
Tip: Jot your ideas down in a quick and simple way, then plug them into your big calendar later. Notice when themes start to emerge in your ideas by color coding them.
If the thought of money management makes you cringe, this one's for you. Just because you have a business doesn’t mean you are good at the business part of things. A lot of us aren’t. Expensify lets you take a photo of your receipt then automatically (that’s the magic part) files and organizes it along with the merchant, date and amount. It allows you to submit business expenses or collect expense reports. If you travel for work, you can push trips to track your miles and select your own reimbursement rate.
Your inbox is about to get hella organized. Hubspot helps you track emails, create email templates, generate leads, and set reminders. Hello! No more digging and searching wondering, “did I email that person back?”
Here’s an example: You met a possible vendor at a market and picked up a card. You can create a contact for this lead with their website, phone number. You send them an email (that is automatically logged under their company activity) and when they reply saying, “check back with us in one month,” you can set a reminder to alert you to do that from their dashboard. So simple.
Here’s another good one: You send out 10 urgent emails because, oops! something happened and you need to alert your team. Hubspot let’s you know as soon as they open their email. Phew!
Have a favorite organizational tool for your business? Leave it in the comments below!