I thought it would be interesting to share some of the software we use to complete work, both on and off Fiverr. It might be useful if we describe our main freelancing niche, then cover our main tools and how we use them.
Customer relationship management: Hubspot CRM
This is where I enter every piece of work I receive. It lets me track how I am doing against revenue goals, how much time I have free in current month, and overall how my business is trending.
Task tracking and scheduling: Todoist and Google Calendar
I use Zapier to automatically forward any information I add into Hubspot to Todoist. It’s Todoist where I track everything I have to do in life - work, personal, family, etc. I typically have between 30 and 60 writing projects at any moment in time, so tracking them along with due dates etc is essential! It also integrates with Google Calendar, so I can easily schedule everything in and just look in one place for everything I need to do.
Accounting and invoicing: FreeAgent
FreeAgent is pretty similar to other apps like QuickBooks, Wave Accounting, And.co etc. I started using it about eight years ago in the UK, and I have stuck with it ever since. It’s a good accounting app, and makes financial management and taxes much easier!
Time tracking: Toggl
I use Toggl to track exactly where I am spending time each day. This lets me work out my rates per hour, and helps me to write more efficiently. It also really helps when it comes to working out project and gig pricing
File Storage and Management: Google Drive
Google Drive is great - I tend to do most of my writing in Google Docs, so Google Drive is a natural place to keep all my business documents, spreadsheets, reference materials, and everything else I need.
Writing: Google Docs
I love Google Docs. It’s fast, always backed up, easy to collaborate with, and has lots of add-ons that extend its functionality. Most of my clients use it as well, so I don’t have to worry about creating separate Word docs or run into issues with version control.
Other tools I use include Slack, Google Sheets, Google analytics, and a few other bits and pieces.
Over to you - what are some of your favorite tools and software?