We have a great round table show with special guest Lee Jackson of the WP Innovator podcast. We talk all about the tools that we use daily to help us run our businesses. We look at a number of different categories from invoicing to project management tools.

The panel this week:

Lee Jackson https://trailblazer.fm

Jackie D'Elia https://jackiedelia.com/

Jonathan Denwood https://www.wp-tonic.com/

Sallie Goetsch https://www.wpfangirl.com/

John Locke Lockedown SEO

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Episode 146 Table of contents:

0:00 Podcast intros

1:43 WordPress News Story #1: Elementor Pro – Things Have Changed

http://snifflevalve.com/elementor-pro-things-have-changed/

15:11 Our picks for accounting and invoicing.

24:51 What do we use for writing proposals?

34:49 What are our choices for CRMs?

40:42 What are we using for project management software?

59:00 What do we use for time tracking? What tasks do we actually track time for?

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Links Mentioned in WP-Tonic: Episode 146

Visual Builders

Elementor

https://elementor.com/

Beaver Builder

https://www.wpbeaverbuilder.com/

Invoicing and Accounting

Free Agent

https://www.freeagent.com/

ClearBooks

https://www.clearbooks.co.uk/

Harvest

https://www.getharvest.com/

WP-Invoice

https://wordpress.org/plugins/wp-invoice/

FreshBooks

https://www.freshbooks.com/

Zoho

https://www.zoho.com/invoice/

QuickBooks Online

https://quickbooks.intuit.com/online/

https://www.quicken.com/personal-finance/quicken-home-business-2017

Wave Accounting

https://www.waveapps.com/

Sprout Invoices

https://sproutapps.co/sprout-invoices/

Contracts and Proposals

Contract Killer

https://gist.github.com/malarkey/4031110

WP Elevation

http://www.wpelevation.com/

UK contracts

http://simply-docs.co.uk/Home

Forming a LLC

http://www.nolo.com/legal-encyclopedia/form-llc-how-to-organize-llc-30287.html

CRMs

Active Campaign

http://www.activecampaign.com/

Agile CRM

https://www.agilecrm.com/