HoneybookEasy invoicing and proposal tool
This is one of my favorite products for managing client projects, sending invoices and sharing proposals. It allows me to streamline all of my templates and has a user-friendly interface from the client’s perspective.
+ Create templates for all invoicing, proposals, contracts, etc.
+ Manage client projects through smart automations
+ Streamline projects and easily share documents via a client portal
CapsuleThe Best CRM tool
I have been using Capsule CRM for years now and it truly is one of my favorite CRM’s that I have ever used. It allows me to track all of my leads, create templated “tracks” for each phase of my project management and so much more!
+ Manage leads and contacts through each phase of their client journey
+ Create templated to-do lists for project management
+ Forecast your sales pipeline and future project values
Avela CreativeSquarespace Templates
Avela Creative makes the most gorgeous Squarespace templates that are easy to edit and integrate into the platform seamlessly. If you favor a neutral aesthetic like I do, you will love their options!
+ Beautiful and user-friendly website templates
+ Easy integration and management
+ Fantastic customer support