As someone who finds herself working with a variety of clients in varying niches, I rely on a range of tech tools to help me run my business and manage my clients' projects effectively. The right set of tech tools can take your business from a stubborn dog you have to drag down the street to a galloping stallion! In this post, I'd like to share my top picks for essential Online Business Manager (OBM) tech tools that have made a huge difference in my work and why I chose them.
Work Smarter, not Harder
Asana
First on my list is Asana. This task management tool is a lifesaver for organizing and prioritizing tasks, setting deadlines, and collaborating with my team. With Asana, I can create custom fields and templates to track the specific details of each project, and I can also integrate it with my email and calendar to keep everything in one place.
Slack
Slack is another must-have for me. This real-time messaging app makes it easy for my team to communicate and stay up-to-date on the latest developments. I can create custom channels for different projects or teams, and I can also integrate Slack with other tools like Asana and Google Drive.
Dubsado
When it comes to managing my clients' information and contracts, Dubsado is my go-to platform. Dubsado offers customizable client portals, automated workflows, and seamless integration with other tools, which makes it easy to keep track of client details and streamline my business processes.
LastPass
Last but not least, I can't do without LastPass for secure password storage and management. As an OBM, I handle a lot of sensitive data, and LastPass helps me keep everything organized and secure. I can easily share passwords with team members and revoke access as needed, which gives me peace of mind knowing that my clients' information is protected.
In conclusion, these are my essential OBM tech tools that I use on a daily basis.
Whether I'm managing tasks, communicating with my team, or handling client information, these platforms make my work much more efficient and effective. HOWEVER, it's important to note that what works for you may not work for me. I don't necessarily stick to these when working in my other clients' businesses. I also love using Honeybook, Airtable, Teamwork PM and Click Up depending on what the client prefers. After all, the tool doesn't make the business!
Want to see how some of these tools can get your business up and sprinting? Contact me at advancewithada@gmail.com or click "contact me" in the menu above!
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