Tools and Resources

Tools to help you work smarter, not harder.

Productivity Tools

  • Asana: Create and manage work, projects & tasks for yourself and across your team.
  • Airtable: A tool to create and share databases for storing data like your lead and customer info, but also employee directories, product inventories, project management, streamline financial requests, support budget management, automate reporting, and manage workflows throughout your organization. Easily connects to other tools like Motion, Copper, Slack, QuickBooks online, Xero, PandaDoc, Dialpad or Asana.
  • Fireflies: Transcribe your meetings, track the conversation topics along the way, get summaries of your meeting’s contents, generate text, and search your history.
  • Things: A personal task management app for mac and iOS that is integrated with Siri and will allow you to group tasks, create reminders, and make comments.
  • Reclaim: A time management assistant and time-blocking tool and primarily designed for individual use. It primarily helps people fill their calendar by adding tasks and scheduling other types of recurring meetings. It has basic task management functionality.
  • Motion: automation that helps you plan your day, schedule meetings and manage your to do list. It syncs tasks onto your Google/Microsoft Calendar, and swaps tasks between free and busy depending on priority and deadline of the task at hand.
  • Otter.ai: Automates voice recognition and transcription services. 
  • PandaDoc: A tool that helps you create, edit, send, track, and eSign documents quickly and easily.
  • Zapier: an integration and automation platform that allows you to pass data from one app to another and to automate repetitive tasks. For instance it can move information from emails to spreadsheets, create calendar events from email invites, or add reminders from emails to a task management system.

Collaboration Tools

  • Slack: A great collaboration tool that also can help you by using AI to summarizing new messages, suggesting next steps and creating automatic workflows.
  • Clockwise: Optimize you team’s calendars to manage team meetings and protect everyone’s focus time.
  • Parrot AI: Records and transcribes meetings as well as organize and share knowledge, identify key topics, and extract insights from meetings, conversations, and documents to make collaborating on projects easy.

Customer Service & Support

  • Helpshift: Provides personalized customer support, manage service requests, and automate ticket routing, enabling small businesses to deliver efficient and responsive customer service experiences.
  • Zendesk: Utilizes AI for automating responses, routing tickets, and analyzing customer support data. It allows you to see all of the customer services history and interactions in one place, making it easier for your support team to track, prioritize and address your customer’s questions.
  • Freshdesk: Provides AI-powered chat that can provide instant responses and support on questions, as well as order status, helping clients book appointments, and a knowledge base to provide self-service for your customers.
  • Custify: A tool for customer service teams to help them use customer interaction information to engage customers and provide insight into the customer lifecycle. It gathers information from different systems helps you understand their level of satisfaction, potential for churn, and opportunities to upsell them with relevant offers.
  • Yuma: when you have a lot of customer support requests, this tool can help you process and respond effectively, including drafting suggested responses for queries it has a high confidence it can answer correctly.
  • Tidio: Combines chatbots and live chat with the ability to see who is on your website and what page they are on, and email marketing tools.
  • Caffeinated CX: This tool not only integrates with other platforms, like Intercom and Zendesk, but it also has an adaptive AI customer service response system that learns from your website, knowledge center and past support tickets. It also provides support in more than 30 languages.
  • Repustate: Does sentiment analysis, can analyze text and video content, and helps you gain insight into your customers, employees and patients. Works in multiple languages.

Content Creation

Images
  • Canva: AI-powered design features and templates for creating visual content.
  • DALL-E: create realistic images and art from a text-based description.
  • Midjourney: generates images from descriptive prompts.
  • Adobe Firefly: generates and modifies images, text effects, and creates color palettes based on descriptive prompts.
Text
  • Chatsonic: like ChatGPT, but has Google integration to draw from real-time information and allows you to create images from prompts. It also allows you to drop PDFs, links, blog posts, or videos into the services so you can ask questions, get succinct summaries, and interact with your documents in a conversational manner.
  • Bard: Do research, find inspiration and helps with writing and translations. It is powered by Google and draws on both what it has been trained on an information from other Google services like Gmail, Docs, Drive, Google Maps, YouTube, and Google Flights and hotels.
  • ChatGPT: Do research, find inspiration and helps with writing , including making suggestions about how to make a message longer/shorter or in a different style.
  • Jasper AI: Helps companies create content for blogs, marketing & ad copy, social media, and product descriptions.
  • Copy.ai: Easy to use tool that helps you create short form content like blogs and social media posts.
  • Content at Scale: more expensive but better for longer-form blog content and supports hundreds of languages, written natively in the chosen language.
  • Rytr: Create outlines, write copy, generate ideas, develop SEO meta descriptions, and extract and generate keywords. It has a plagiarism checker and wan write in 30 languages and 20 tones.
  • QuillBot: helps you paraphrase and summarize text, check grammar, generate citations and translate text.
  • Frase.io: in addition to content generation it provides suggestions to improve your writing and optimize for SEO.
  • Hemingway Editor: Provides suggestions to enhance the clarity and readability of your writing. It assigns a readability score based on the grade level required to understand the text.
  • AI Writer: generate full-length articles and tailor it to your specific needs by selecting related keywords. It can also suggest sub-topics, helps you structure your writing and it cites its sources.
  • Writesonic: generate content for marketing, copywriting, and other writing-related tasks including to help you crease a landing page, generate stories, and summarize text.
Video
  • Veed.io: An video editing platform that can help you automate tasks like video transcription, subtitles, and video enhancement.
  • Kapwing: A video editor that can remove background noise from videos, automatically add subtitles, and resize videos for different platforms.
  • Magisto: A video editing platform that allows users to upload raw footage, select a style, and add music and text. It uses AI to help you automatically edit the footage to create professional-looking videos.
  • VideoLeap: A mobile video editing app that uses AI to automatically match video clips to the beat of the music and apply video effects like filters and transitions.
  • Peech: Video generator and helps you repurpose, edit and caption your videos in different languages and different formats.
Other
  • Adobe Sensei: a tool that works with Adobe products like Photoshop, Illustrator, Premiere Pro, and Adobe Experience Cloud to simplify and automate complex tasks, and automating enhancements to improve your work, like automatically tagging photos, removing unwanted objects, matching background audio with video, automatically adjusting the volume of music or dialogue. It can also help you get better insights, predict customer behavior based on segments, and create personalized experiences for your customers.

Content Management

  • Buffer: Uses AI to schedule posts, analyze engagement metrics, and monitor social media conversations, allowing small businesses to effectively manage their social media presence and engagement strategies.
  • Hootsuite: Uses AI for generating captions and post ideas, social media management, content scheduling, and analytics.
  • Sprout Social: AI assistance and automation technology alleviate the manual work in engagement, publishing, analytics and social listening.

Marketing Research & Analysis

  • SEMrush: Offers SEO and online marketing tools powered by AI for competitive analysis and keyword research.
  • Moz: Provides AI-driven SEO analytics and insights for website optimization.
  • Meltwater: helps you understand your target audience and stay ahead of marketing conversations and trends through the use of real-time news, social media, and other data.
  • Brandwatch Analytics: provides insight into consumers based on a broad base of consumer data, helps track social media spikes in sentiment and conversations on key topics, identify themes and changes to your competitors’ performance, and it can even help you with content creation.
  • TalkWalker: social media search, monitoring and analytics tool that delivers insights on search terms and metrics on owned and earned media performance.
  • Zoho CRM: Provides a broad tool kit supported by AI to get insights into your customer behavior, including predictive sales models, support for sales and support teams, more effective communications tools, and workflow suggestions.

Marketing, Sales and Client Relationship Management (CRM)

  • PandaDoc: Automatically create, send, manage, track and e-sign documents. Useful for proposals, presentations, agreements, and briefs, and it allows you to see when recipients open and complete documents, and will sent automatic reminders for pending documents.
  • Dialpad: A comprehensive suite of tools to support and manage communications across all channels (including voice, text, meetings, WhatsApp, Facebook Messanger). Automatically logs calls & text messages, transcribes meetings, tracks conversations and provides you insights into your customer interactions.
  • Folk: a CRM for small business that allows you to sync contacts and interactions across other apps like LinkedIn, Gmail/Outlook, Instagram or spreadsheets. You can send personalized emails in bulk and manage leads and your pipeline to close more deals.
  • Copper: A CRM that tracks leads, people, companies and opportunities that uses Google Workspace (including Gmail and Google Calendar), great for smaller teams.
  • Pipedrive: a sales-focused CRM for small + medium teams, especially good for Microsoft users. Allows you to send and track email marketing campaigns.
  • Hubspot : A robust CRM that helps you connect your marketing, sales, content management and customer services. Includes an email marketing and automation tool to track interactions with your clients.
  • Kustomer: A CRM that helps you connect with customers wherever they are, across all digital channels. Helps you develop personalized messages, automate interactions, and support your clients more efficiently and quickly.

Accounting and Operations

  • Quickbooks Online: Accounting software that allows you to create invoices as well as take and track payments. Useful for US based businesses as it has regularly updated info about US sales tax laws.
  • Xero: Accounting software that includes payroll, workforce management, expenses and projects. Used in US and internationally based businesses.
  • Indy: Designed for independent professionals, this software helps you create proposals, draft contracts, track your time for billing, negotiate the terms of your contract, store files, send invoices, and get paid.
  • HoneyBook: A CRM plus that allows you to manage everything from inquiry through to invoicing, including project management, booking clients, signing contracts online, sending invoices and handle payments.
  • Webgility: connects all your ecommerce stores and marketplaces, point-of-sale system, shipping platform, and more to QuickBooks. It syncs ecommerce data (shipping, purchasing, inventory, pricing, and more) across your sales channels and downloads accounting data (tax, customer, and order details) to your QuickBooks.
  • Katana: Provides a centralized view of inventory so you can maintain optimal stock levels across all your locations. Tracks products available for sale and helps you manage incoming orders from across your sales channels, and issue purchase orders. Integrates with other e-commerce, accounting, and other business software.

HR Recruiting, Training and Development

  • LinkedIn Talent Solutions: Utilizes AI for job recommendations, candidate matching, and skills assessment.
  • Ideal: identify better candidates faster, reduce screening bias, engaging candidates, making the hiring process and communications more efficient, and analyze and track diversity, equity and inclusion initiatives.
  • HireVue: Offers AI-driven video interviewing and assessment tools for employee recruitment.
  • TalentLMS: over 800 courses covering the skills your teams need for success at work including sales, compliance, cybersecurity, onboarding, project management, hybrid working, working on teams.

Legal Services

  • LegalSifter: Utilizes AI to review and analyze legal documents, contracts, and agreements.
  • Rocket Lawyer: Offers legal guidance and legal document creation support.
  • eBrevia and ContractTracker by DFin: Contract review to help you extract key provisions and data points and help you with contract management.
  • Kira: automatically highlights and extracts contract provisions that are important to you and helps you organize your data for analysis.
  • Lawgeex: Automating contract review and negotiation support especially for NDAs, SLAs, SOWs, framework agreements, and supply agreements.

Cybersecurity

  • Darktrace: AI interrupts in-progress cyber-attacks in seconds, including ransomware, email phishing, and threats to cloud environments.
  • Bitdefender: Threat prevention, detection and response as well as managed security services.

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