At Meeting Curator saving time and increasing efficiency is a core value. As a result, we use technology to assist us in saving time and make our day more efficient. We thought it would be good to share with you our top 5 tools that make us more productive!
- Highrise CRM
Everyone needs a good CRM. Highrise is a great CRM as it connects with LinkedIn to give you more information about the person, saving you time in integrating contact information etc… You can also save documents such as proposals, set nice email or text reminders, add notes easily to team members. It also comes with analytics, which look at your pipeline specifically. For the iphone users there is a special app, however the interface works fine as a mobile website for Droid and other devices. Highrise integrates with over 70 different tools to make you more efficient!
- Teamwork PM
We wouldn’t expect anything less from a group of Irish guys! This is a very robust system for managing project flow, assigning tasks, standardizing processes, and analyzing organizational efficiencies through advanced analytics. Teamwork PM also provides cloud storage for specific client documents, and also has direct API’s with Dropbox, and Google Drive. Teamwork PM will assist you in scaling your business!
Diigo has grown from being a simple online bookmarking tool to being a group based collaboration tool, with anywhere access, and easy sharing. Specifically it has great note taking abilities and is differentiated from the Evernotes of this world by its focus on e-reading. If your organization relies on research for any part of operations, then Diigo is a perfect tool for highlighting, noting, and sharing!
- Google Apps for Business
Google Apps for business integrates the entire suite of Google products for business owners. From shared google calendars, reliable email, and shared cloud storage, its all you want. A bonus for businesses requiring less than 10 accounts, its all free! Once you go above 10 users, its $50 per year per person, and it definitely provides that value! Google Drive is a particularly great cloud storage sharing device, and if you have large space requirements, their price per TB is much more affordable than Dropbox.
This is a nifty little tool for standardizing your proposals. Through templates you can create elements of proposals that you use over and over again. In addition, there is a nice pricing table, and it is fully supported with analytics and notification tools. The Analytics tools identify your success rates, open rates etc… Notification tools ping you when the proposal has been opened by the recipient, giving you info on whether the proposal has been looked at or not, so you can schedule your follow up. Quoteroller also facilitates password accessible proposals, PDF proposals, and electronic signature for accepting proposals. No we don’t work for Quoteroller!