Occasionally, all of us could use a little help staying on the ball while we juggle meetings, handle employee or colleague demands, and navigate the morass of administrative details that pop up to disturb life’s current. Who better to ask about such productivity concerns than someone who owns a business? Here are expert recommendations from Rebecca Reeve, the founder of Rsquared Communication, a boutique tech PR agency based in San Francisco.
PipelineDeals
PipelineDeals came strongly recommended to me by startup guru Dan Martell after I conducted an extensive search for a tool to help me manage my business’ capacity. As the manager of a boutique agency, I have to keep projects and workloads running smoothly. I also use PipelineDeals as a lightweight customer relationship management (CRM) system to track how I gain, and keep, business. Although I use Google Docs to organize and host most other content for my business, it wasn't a good choice for evaluating customer relationships and project information because I had too many variables to put in a spreadsheet on one screen. PipelineDeals does a much better job of keeping me up-to-date with daily email reminders and visual representations of business won, lost, and in progress. Pipeline Deals costs $10 a month.
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