We started using Xero right when they launched--when they were just in New Zealand. We were actually one of their first Canadian clients. There was a huge gap between Xero and everyone else at that time, and they were well above the curve. Others have caught up a bit, but Xero still has some features that set it apart: It has multi-currency support, it’s extremely easy to use, even when using in-depth, and it has a fantastic ecosystem with even more advanced tools within the system.
We use Google Analytics for our promotional website and internal analytics within our application.
We use LuckyOrange for our promo site. It automatically creates a recording of every visitor, so we can watch visitors navigate visually, and see how they actually experience the site.
AffinityLive is robust and has a ton of functionality. Sometimes this combination can be good and bad because sometimes you want a lot of depth, but sometimes you just want simplicity. But it really covers a lot of what we do, and it’s not just a CRM--it’s integrated with all of our project and time management tools.
MailChimp is ridiculously easy to use. It is also ridiculously well-priced, which is important. It doesn’t have some of the deeper functionality that some marketing automation tools have, but we haven’t needed that level of functionality yet. It does all of the Level 1 requirements that we need.
Trillian is a gorgeous instant messaging tool. It’s not like a Slack or Yammer, but that’s why we like it. It’s a very simple communications tool. We use it for probably 80% of all of our internal communications, and use email for the longer conversations. We’ve never found enough of a reason to move to another tool.
Proposify is a gorgeous tool for proposal creation and management. It’s really hard to find a tool that has the right combination of design and functionality, and Proposify has a good balance of both. It was a breath of fresh air finding Proposify after trying six other tools.
We use InVision for design prototypes and mockups.
We use WebCEO for website analytics and SEO.
Google Docs is the glue that is used throughout the organization to keep things together. It’s great for all of the little day-to-day things and ad hoc workflow activities. We create documents and share them out both internally and externally. The docs might only exist for a couple days, which may be the lifespan of that particular task or project--it’s very flexible. For larger tasks and projects, you’ll want to use something else. But for ad hoc activities, Google Docs is easier to use than other tools and doesn’t get in the way.
We’re only using Smartsheet for a couple projects where we want to specifically expose project views to clients.
The principal tool we use for project management is AffinityLive.