We have a great round table show with special guest Lee Jackson of the WP Innovator podcast. We talk all about the tools that we use daily to help us run our businesses. We look at a number of different categories from invoicing to project management tools.

The panel this week:

Lee Jackson https://trailblazer.fm

Jackie D'Elia https://jackiedelia.com/

Jonathan Denwood https://www.wp-tonic.com/

Sallie Goetsch https://www.wpfangirl.com/

John Locke Lockedown SEO

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Episode 146 Table of contents:

0:00 Podcast intros

1:43 WordPress News Story #1: Elementor Pro – Things Have Changed

http://snifflevalve.com/elementor-pro-things-have-changed/

15:11 Our picks for accounting and invoicing.

24:51 What do we use for writing proposals?

34:49 What are our choices for CRMs?

40:42 What are we using for project management software?

59:00 What do we use for time tracking? What tasks do we actually track time for?

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Links Mentioned in WP-Tonic: Episode 146

Visual Builders

Elementor

https://elementor.com/

Beaver Builder

https://www.wpbeaverbuilder.com/

Invoicing and Accounting

Free Agent

https://www.freeagent.com/

ClearBooks

https://www.clearbooks.co.uk/

Harvest

https://www.getharvest.com/

WP-Invoice

https://wordpress.org/plugins/wp-invoice/

FreshBooks

https://www.freshbooks.com/

Zoho

https://www.zoho.com/invoice/

QuickBooks Online

https://quickbooks.intuit.com/online/

https://www.quicken.com/personal-finance/quicken-home-business-2017

Wave Accounting

https://www.waveapps.com/

Sprout Invoices

https://sproutapps.co/sprout-invoices/

Contracts and Proposals

Contract Killer

https://gist.github.com/malarkey/4031110

WP Elevation

http://www.wpelevation.com/

UK contracts

http://simply-docs.co.uk/Home

Forming a LLC

http://www.nolo.com/legal-encyclopedia/form-llc-how-to-organize-llc-30287.html

CRMs

Active Campaign

http://www.activecampaign.com/

Agile CRM

https://www.agilecrm.com/

Contactually

http://www.contactually.com/

Project Management and team communication

iTask 3

https://www.itaskx.com/en/index.aspx

Freedcamp

https://freedcamp.com/

Teamwork

https://www.teamwork.com/

https://www.teamworkdesk.com/

Asana

https://asana.com/

Google Apps for Work (G Suite)

https://gsuite.google.com/index.html

Basecamp

https://basecamp.com/

Slack

https://slack.com/

Trello

https://trello.com/

Wunderlist

https://www.wunderlist.com/

Zoom

https://zoom.us/

Time Tracking

Toggl

https://toggl.com/

Social Media Management

Edgar

https://meetedgar.com

SociPress

http://socipress.com/

Client Research

Charlie App

https://charlieapp.com/

Mailshake

https://mailshake.com/

Hunter.io

https://hunter.io/search

SEO / Keyword research

app.KWfinder.com

https://app.kwfinder.com/

SERPs keyword rank checker

https://serps.com/tools/rank-checker/

Ahrefs

https://ahrefs.com/

Content Creation/Proofreading

Grammarly

https://www.grammarly.com/

Bear APP

https://itunes.apple.com/us/app/bear-beautiful-writing-app/id1091189122?mt=12

http://www.bear-writer.com/

Client website management

CMS Commander

https://cmscommander.com/wp

Manage WP

https://managewp.com/

Main WP

https://mainwp.com/

Website backups

BlogVault

https://blogvault.net/

Duplicator

https://wordpress.org/plugins/duplicator/

WordPress theme development

ACF

http://www.advancedcustomfields.com/

Migrate DB Pro

https://deliciousbrains.com/wp-migrate-db-pro/

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Find bonus content for this episode on the WP-Tonic website:

https://www.wp-tonic.com/podcast/146-web-agency-tools/

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Subscribe to WP-Tonic on iTunes

https://itunes.apple.com/us/podcast/wordpress-wp-tonic-jonathan/id893083124

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WP-Tonic is the publisher of a twice weekly WordPress podcast where we talk with some of the most successful people in WordPress development, business, and online marketing.