Important Startup Tools for Communication, Documentation, and CRM

August 5, 2015

11:00 am

The more tools you can find to use, the easier it is going to be to launch your startup and make it a successful one. When it comes to startup tools, some of the most important involve communication, CRM (Customer Relations Management), and documentation. Here are some of the best tools for these purposes that you need to be using for your startup.

Communication

Zopim

This is a great tool to use for live chatting. There are loads of great features, and the price is lower than other options such as SnapEngage. Zopim has recently been purchased by Zendesk, which is already a trusted brand.

Zopim

Asana

This is a task tracking system that is for both web and mobile usage. It will help to get rid of a lot of email clutter, and can be used for creating tasks, assigning tasks, and tracking group projects.

Asana

WhichVoIP

VoIP is quickly becoming the preferred type of phone service for businesses. The trouble is, which provider do you use? To learn more about the various providers, pricing, reviews, etc., visit WhichVoIP.

Whichvoip

Google Hangouts

This is a great way to have company meetings, even if everyone can’t make it to the office. In addition to meetings, this is a great tool for sales, client support calls, an a whole lot more.

Hangouts

Skype

If you are not using Skype, you need to start now. This is one of the best ways to stay in contact with your clients. You can speak with them, share their screens, and even demonstrate the platform, all through Skype. This is a great tool for webinars, sales calls, and much more.

Skype

Documentation

Expensify

This is a wonderful tool to use for tracking receipts that are to be reimbursed. The iOS app will take photos of the receipt, and then document receipt details. Then, it is stored for fast reporting when you need it.

Expensify

Ghost

When you want to release notes, WordPress can be a bit of a hassle. Ghost is a tool that is much easier to use.

Ghost

Google Drive

You can store pretty much all of your business data on Google Drive, including financial information, employee documents, communal spreadsheets, other documents, photos, videos, memorandums, and a whole lot more. This is one of the easiest ways to have everything in the cloud and find it at a snap of your fingers.

Drive

Peak

If you want to know what your employees are working on at any given time, Peak is the way to find out. This will let you know exactly how productive your employees actually are.

Peak

CRM

Zendesk

When you need a tool that will allow you to manage client support requests and tickets, this is the tool you should be using. This is because it offers a full client view as well as two platforms that work well together and help your customer service team be successful. Zendesk is likely to be the wave of the future in this area, and will likely take the place of many other tools.

Zendesk

PipelineDeals

This is a platform that is easy to use and has a really nice interface that you don’t need to waste a lot of time setting up. It works will with MailChimp, and the customer support team is second to none.

Pipeline

Intercom.io

Here is a tool that will let you really communicate with your clients, particularly those who need a lot of support. You will have a full dashboard to all of the activity on the platform, and communication with clients is super-easy. There are automated, action-triggered messages that will change the way you and your customers interact.

Intercom

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Jane Hurst is a freelance writer from San Francisco. She contributes to Lifehack and Thought Catalog.

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