You Oughta Know…
WOTW’s vetted apps and software
to help make your life easier as an entrepreneur/agency/growing business…
At WOTW we are consistently analyzing and implementing new tech apps and software to integrate not only with our client websites, but also with our own.
So we’ve done the research for you. From CRMs to Accounting, we’ve worked with a lot of different software over the last 10+ years. While we believe every individual business has very individual needs, here’s a short list along of what we see most often, including the ones we use ourselves.
Project Management Solutions
Asana remains a strong contender with its intuitive interface and powerful workflow capabilities. Its timeline view offers excellent visibility for complex projects with dependencies.
ClickUp has emerged as a leader with its all-in-one platform that combines project management, document creation, and goal tracking. Its customizable workflows and robust automation capabilities make it particularly valuable for agencies juggling multiple clients.
Monday.com excels with its visual approach to project management and highly customizable boards that adapt to various agency workflows.
Client Management & CRM
Pipedrive offers a streamlined approach focused specifically on sales pipeline management, making it ideal for agencies with straightforward client acquisition processes.
HubSpot continues to dominate the CRM space with its comprehensive suite that extends beyond client management to marketing, sales, and service automation.
Zoho CRM provides excellent value with robust features at competitive pricing, including social media integration and AI-powered analytics.
Time Tracking & Resource Management
Harvest combines intuitive time tracking with expense monitoring and invoicing capabilities, creating a seamless workflow from billable hours to payment.
Toggl stands out for its simplicity and cross-platform functionality, making it easy for team members to track time across projects.
Resource Guru specializes in resource allocation and scheduling, helping agencies optimize team availability and prevent bottlenecks.
Financial Management
Xero offers robust accounting features with outstanding third-party integrations, making it highly adaptable to various agency structures.
QuickBooks Online remains the industry standard for accounting software, offering comprehensive financial management specifically tailored for service businesses.
FreshBooks provides a more streamlined approach to invoicing and expense tracking with excellent client portal capabilities.
Communication & Collaboration
Slack continues to lead team communication with its channel-based approach and extensive integration capabilities.
Microsoft Teams provides a comprehensive collaboration environment that seamlessly integrates with the Microsoft 365 suite.
Notion combines notes, documents, and project management in a highly flexible workspace that adapts to each agency's unique needs.