RESOURCES

Acuity Scheduling (from Squarespace) makes booking appointments easy for both you and your clients. I like how it lets you customize availability, send automated reminders, and accept payments—all in one place.

Calendly is a simple, user-friendly scheduler that helps you avoid the back-and-forth of booking meetings. Just share your link, and people can pick a time that works based on your calendar.

Dubsado is a flexible, all-in-one client management + business management platform for service-based businesses, freelancers and solopreneurs. It handles lead management, appointment scheduling, contracts, invoicing, workflows, tasks, and scheduling all in one place. It allows you to fully customize every part of your client onboarding and experience, from intake forms to automations and reporting. It also features a client portal where your customers can access all their documents, files and invoices and receipts.

Slack is my go-to for team communication and quick collaboration. It’s like a virtual office where conversations stay organized in channels, making it easy to keep topics separate. You can integrate it with other software tools like Google Drive, Asana, and Zoom. It also encourages collaboration within teams by allowing quick huddles and sharing of audio or video clips.

Google Meet is a solid, no-fuss video conferencing tool—especially if you’re already using Google Workspace. I like how easy it is to hop on a call straight from a calendar invite or email. No downloads, no mess. It works right in your browser and the meeting link is automatically created when you schedule the event on your Google calendar.

Voxer is like a walkie-talkie for your business—it’s a mobile and web app that's great for sending voice messages. It’s especially helpful for working with remote teams or with clients who are always on the go. Plus, messages are saved, so you can replay anything if you need a refresher.

Zoom is a videoconferencing platform, great for more polished, professional meetings and webinars. It’s packed with features like screen sharing, breakout rooms, recordings, virtual backgrounds, etc. that make it great for webinar and client presentations, team meetings, and large events. It is very stable, even with big groups, and gives you more control over how you host and manage your meetings.

AccessAlly is a WordPress-based platform for building online courses and memberships with a lot of flexibility. It’s easy-to-setup, easy-to-use and well-suited for those who need advanced features like progress tracking, gamification, custom learning paths and affiliate programs.

Circle.so is a flexible platform designed to host online communities, courses, and live events all in one place. It’s great for creators who want to build an interactive space with a mix of content, connection and events (live and virtual).

Heartbeat is a community-first platform with built-in features like group chat, events, and course hosting. It works well for businesses that prioritize interaction, with straightforward, simple courses and want their learning space to feel more like an active community hub than a traditional course site.

Kajabi is the all-in-one platform for digital entrepreneurs. You can create and sell online courses, memberships, coaching programs, and even build your entire website. It’s perfect if you want a polished, out-of-the-box solution that handles email marketing, landing pages, and payments—all in one place.

Membership.io (formerly Searchie) was built with video and content in mind. It's an all-in-one membership and community platform that allows you to have all of your content (audio, video, text files, etc.) stored in one place.

ActiveCampaign combines email marketing with advanced automation and built-in CRM features. It’s especially useful for businesses that want to go beyond basic campaigns and create personalized customer journeys based on actions, tags, and engagement. Great for scaling businesses that need more detailed control over their marketing and sales processes.

Constant Contact is an all-in-one marketing tool that’s pretty popular with nonprofits and small service-based businesses. It offers email templates, basic automation, event marketing tools, and even social media scheduling. It’s reliable and easy to use if you want everything in one place.

Drip is built for eCommerce businesses that want to get serious about personalization and automation. It lets you tag, segment, and follow up based on customer behavior like purchases or site visits. If you run an online shop, Drip is a powerful option with strong integrations.

HighLevel is an all-in-one marketing and CRM platform built with agencies, coaches, and service providers in mind. It brings together tools for email and text marketing, sales funnels, appointment booking, automation, and client management so you don’t have to juggle a bunch of different apps. It’s a strong option if you’re looking to run everything, from lead capture to follow-up all in one place.

Keap is a CRM and marketing automation powerhouse. It’s great for service-based businesses that want to automate and track their entire sales pipeline, manage leads and follow-ups and sales all in the same place. It's not as easy-to-use as other CRM software tools (the learning curve is a bit steeper), but it is still a good option if you have experienced tech people in your team and need something more advanced than just an email marketing tool.

Kit (formerly Convertkit) is designed with creators in mind (bloggers, influencers, coaches, and digital product sellers). It’s very simple to use, especially when it comes to creating automated email sequences and segmenting your audience based on behavior. It also provides opt-in forms, landing pages, lead nurturing and e-commerce capabilities.

Mailchimp is one of the most beginner-friendly email marketing tools out there. It’s great for getting started with newsletters, workflows and automations, and simple audience segmentation. It provides a drag-and-drop builder makes designing emails easy, and it also offers basic CRM features and landing pages.

Ontraport is a robust all-in-one platform designed for businesses that need more than just email marketing. It includes CRM, automation, landing pages, payments, and even a platform for memberships or online courses. Ideal for service providers and online business owners who want to streamline their backend operations in one system.

HelpScout is a friendly help desk platform designed to manage customer support tickets without losing that personal email feel. It’s ideal for teams that want to deliver fast, organized, and human support through shared inboxes and easy collaboration.

Canva is an easy-to-use design platform for creating everything from logos and social media graphics to slide decks, flyers, videos and reels, and workbooks. It's great for non-designers who want to create polished visuals quickly, and for teams that need templates, brand kits, and collaborative design tools all in one place.

Scribe automatically captures your step-by-step processes as you perform them and turns them into clear, shareable guides. It’s a handy tool for creating onboarding docs, standard operating procedures (SOPs), or tutorials without the usual hassle of manual writing and screenshots.

SamCart is a streamlined tool designed to help you sell products or services with a beautiful, conversion-optimized checkout experience. It’s especially useful for creators, coaches, and course sellers who don’t need a full e-commerce site but still want features like upsells, payment plans, and digital delivery.

Shopify is a powerful platform for building and managing an online store, even if you’re not tech-savvy. From product listings to checkout to shipping, it handles everything in one place. It's very customizable with themes and apps, and it’s especially helpful for businesses that want a clean, professional storefront with room to scale.

ThriveCart is a high-converting checkout tool that’s great for digital products, online courses, and subscriptions. It’s super focused on increasing sales with features like sales pages, upsells, order bumps, and customizable checkout pages. I like how easy it is to set up and how it integrates with email platforms, membership sites, and payment processors.

WooCommerce is a flexible e-commerce plugin for WordPress that turns your site into a fully functioning store. It’s great if you already use WordPress and want full control over how your store looks and works. With the right extensions, you can customize everything from product options to payment gateways.

Dropbox is a reliable tool for storing and sharing files, especially when working with larger files or teams using different systems. I like how it keeps your folders organized and synced across devices, and provides file recovery options. It’s a solid option for businesses that want a clean, professional way to manage digital assets.

Google Drive is my go-to for organizing and sharing files, especially when I’m collaborating with others. It works seamlessly with other Google apps (Docs, Sheets, Slides, etc.) and makes it super easy to keep everything in one place and accessible from anywhere. It provides a simple way to control permissions, leave comments, and stay in sync across devices.

JotForm is a versatile form builder that lets you create everything from simple contact forms to complex surveys with ease. It offers tons of templates and integrations, making it a go-to for collecting and managing data efficiently.

Ninja Forms is a WordPress plugin that makes building customizable forms straightforward. With Ninja Forms, you can set up and include contact forms, lead capture forms, or surveys on your website without using any coding.

SurveyMonkey is a popular survey platform that helps you create detailed questionnaires and analyze responses. It’s useful for gathering customer feedback, market research, or team insights with intuitive reporting features.

Leadpages is a straightforward tool for building high-converting landing pages without needing any coding skills. It comes with lots of customizable templates and easy drag-and-drop editing, so you can quickly create pages that capture leads or promote offers. It’s perfect for businesses looking to grow their email list or to run simple campaigns.

1Password makes it easy to keep all your logins, credit cards, and secure notes in one place. You can create vaults for personal, team or family use, and the interface is clean and easy to navigate. It also has strong security features like two-factor authentication and password generation.

Dashlane combines password management with added features like a built-in VPN and dark web monitoring. It’s great if you’re looking for an all-in-one security tool. It can generate strong passwords, monitor security health, and provides syncing across multiple devices seamlessly.

LastPass is a user-friendly password manager that helps you store and autofill passwords across your devices. It’s great for individuals and small teams who want to save time and stay secure. Its browser extension is easy-to-use and you can securely share access to others without revealing your actual passwords.

PayPal is one of the most recognized and easy-to-use payment processors out there. Whether you’re sending invoices, accepting payments online, or just need a quick way to get paid, it’s reliable and widely trusted by customers worldwide. Plus, it supports everything from one-time payments to subscriptions.

Spiffy Checkout is a smart payment platform designed with automotive businesses in mind but flexible enough for others. It streamlines online payments, financing options, and service scheduling, making the checkout process smoother for customers and businesses alike.

Square is a versatile payment system that works great both online and as a point-of-sale system for in-person sales. It combines point-of-sale hardware with an easy-to-use app, making it a favorite for small businesses and retailers. Square also offers invoicing, payroll, and inventory management tools.

Stripe is a developer-friendly payment platform. It’s great for those who want customizable checkout experiences, support for a wide range of payment methods, and a tool that offers both flexibility and powerful integrations.

PopupAlly is a simple tool that helps you generate and capture leads from your website. This tool is a WordPress plugin that helps you create effective popups, slide-ins, and opt-in forms to grow your email list, improve user experience and boost conversions. It’s easy to customize and integrates with most email marketing platforms.

Google Workspace bundles Gmail, Docs, Drive, Calendar, and more into one integrated platform. It’s ideal for teams and businesses who want reliable tools for communication, collaboration, and file management—all accessible from anywhere.

Loom lets you quickly record your computer or mobile screen and share video messages—perfect for explaining ideas, giving feedback, or walking through systems and processes without a meeting. It’s an easy way to add clarity and personality to remote communication.

Notion is a flexible all-in-one workspace where you can organize notes, tasks, databases, and projects in one place. It’s great for both businesses, teams, and individuals who want to organize all their assets in one place, customize their workflows and collaborate seamlessly without switching between multiple apps.

Toggl Track is a simple yet powerful time-tracking tool that helps you see exactly where your time goes. It’s great for freelancers, teams, or anyone who wants to boost productivity and manage billing or project hours with ease.

ClickUp is like a one-stop shop for managing multiple projects—tasks, docs, notes, files, chats, and goals all in one place. It’s super flexible and customizable, and offers a lot of advanced features, including screen capture recording, ClickApps, automations and AI tools. It is ideal for teams who want everything in one place.

Asana is a project management tool that very easy to use. It provides you a clear view of daily tasks, deadlines, and project goals in different formats — list, board, calendar, timeline views, Gantt, etc. You can do a lot and successfully manage teams and projects just the free version of Asana, but upgrading to one of their paid plans is pretty powerful too. It opens up a lot of awesome features such as automated workflows and AI-powered tools.

Jira is the go-to tool for project teams using Agile methodology. It’s perfect for managing sprints, tracking tasks, and squashing bugs with customizable Scrum and Kanban boards. Its strength lies when you need to plan and manage backlogs, sprints, and workflows.

Teamwork PM is built for client service teams and agencies, making it easy to manage projects, track time, and even handle billing. It’s got all the tools you need for smooth project delivery and documenatation and works well with apps like Slack and Google Drive.

Trello keeps things simple and visual with its card-based, Kanban-style boards. It’s great for straightforward task tracking and updates, and you can boost its power with "Power-Ups" like calendar views or integrations.

Taskade combines task management with real-time collaboration and AI assistance. It offers multiple views—list, board, mind map, calendar—and features like customizable templates and integrated chat and video calls.

Vimeo offers professional video hosting with high-quality playback, customizable players, and privacy controls. It’s ideal for course creators and businesses that want to showcase videos without ads and with advanced features like analytics and collaboration.

DreamHost offers reliable and affordable web hosting with easy setup and strong customer support. Whether you’re launching a blog, business site, or online store, it provides solid performance and scalability to grow with your needs.

SiteGround provides fast, secure, and user-friendly web hosting for small to medium-sized websites that want excellent uptime, helpful support, and features like automatic backups and free SSL certificates.

Technomancer is a software house that offers customized solutions, software packages, and full-spectrum web services for entrepreneurs, small businesses, and organizations. Their team blends thoughtful design with clean code to build intuitive digital tools—whether it’s a custom app, a new website, or behind-the-scenes automation. They also offer web design, hosting, maintenance, and tech support, making them a one-stop shop for turning big ideas into reliable, user-friendly solutions.