I am often asked what sort of tools I use for business and why. Here’s the round-up of a whole bunch of my favorites.

Contactually

Why I Love It: It syncs with everything: your gmail, you phone, texts, calls,  and you can input notes. Basically I keep ALL of my clients, leads, and prospects information in contactually. In ONE place. Sigh of relief.
How I Use It:
On coaching calls, I take notes in Contactually under that client. I know what their homework is, what they said they would do. I review it before our next coaching call. I can review our emails back and forth.
I also use it to put warm or hot leads into “buckets” so I know who to follow up with about what and when. I can know WHO to call, when I called them, what our last communication was. The more prospects you have the more difficult it is to keep track and remember. This way, when I am connecting with someone = everything about them is in one place. I can even take handwritten notes, take a picture of those and upload those notes INTO their contactually profile. It even syncs with their social media. And you can even TAG people in certain categories. And organize by those categories.
Now I am not following up with individuals constantly, but I can also have some consistency, and I know exactly who they are and what we last spoke about. Follow up made SUPER easy.
Example: I have a workshop coming up. I can tag people based on: indicated interest in the workshop, I think they have a need that meets the workshop, they have been to a past workshop. I can indicate that as a tag when I import them in or add them, or I can add them to a “Workshop” Bucket. Then I call them individually. And use my notes to help them see the value in the workshop for them. And based on what they say, I remove the tag, add a different tag, or move them to a different bucket, or keep them in the bucket to follow up later.
Its Limitations:
I wish it synced with my email provider, Satori App (calendar/appointment application), social media direct messages, and text messages.
Price Point:
$35/mo Basic Plan.
Stage of Business I Recommend it For:
More than 30 leads you need to keep track of and follow up with.

ConvertKit*

Why I Love It: 
I started with Mailchimp – which is much less expensive. And I actually would recommend Mailchimp if you are JUST starting out. But Mailchimp had some major limitations: I couldn’t track WHERE my leads were coming from very easily, and I couldn’t offer people different gifts. In ConvertKit, I can create different forms, different sequences, different tags to ORGANIZE my list and my leads, so I can send more customized emails to my list.
How I Use It:
I offer multiple free gifts at different places: on my webpage, different landing pages, my facebook ads and it help me track WHERE leads are coming from (so I can stop leads that aren’t working, and do more of what is), AND I can test/offer different gifts. It also helps me better segment my list so that I can be more specific in who I send what. But all my leads go into my BIG list.
Example: I am doing a “Turn 100 Leads into $20k” Checklist on Facebook Ads. I am promoting in on Social Media. And I have it on my website. In ConvertKit I can create a different form for each. Embed it. And then when someone signs up, I can see on ConvertKit where they came from. So I know which one is working. I also have a video blog post about using visualization to attract your ideal clients, and I have a free visualization you can download to implement the ideas. I use a different form for this. And when someone signs up for this: #1) they can already be on my list and will get the download instantly. #2) I will send them a sequence specific to that download. With Mailchimp, you would have to create a WHOLE new list, and then regularly import those people from that list to the big list. Huge hassle.
Its Limitations:
I still can’t segment as much as I want. For any of you who have received my “response requested” series, unfortunately IF you respond, I cannot turn it off 🙁 Oh, AND. It doesn’t notify me when I get a new subscriber. I make it a point to really receive each lead. Slow down and acknowledge each new person on my list. ConvertKit doesn’t let me do that. Luckily Leadpages does though, so I still see most of them.
Pricing: 
For under 1,000 subscribers, $29/mo.
Stage of Business I Recommend it For:
If you are testing multiple marketing avenues, opt in offers, freebie gifts. Or if you have old free trainings you want to post/share to collect leads/emails. If you just have one opt in offer, you can really easily use Mailchimp for much less cost.

SatoriApp

Why I Love It: 
It helps you organize your clients and your schedule. You can promote offers, have clients/prospects/colleagues schedule appointments, sign contracts, make payments, and do pre-work (answer questionnaires). It automatically sends them reminders of your appointment and the questionnaire, and also keeps track of how many appointments you have left in your contract.
How I Use It:
I send an easy link to my colleagues and prospects for consultations. And for clients, it is their one stop for working with me.
Its Limitations:
I wish it synced with Contactually 🙂 It also doesn’t do well for clients who renew early, you have to do a workaround. There are some limitations in scheduling as well – I don’t want prospects to be able to book a consult with me 8 weeks out, but I would love for clients to be booking sessions that far in advance. With SatoriApp, you can only do one for everyone. I also don’t trust it to make payments. The invoicing is a bit glitchy and doesn’t let me know if someone is late on a payment. I recommend using manager.paypal.com for automatic payments if someone is on a payment plan.
Price Point:
Starter package of 10 active offers and 20 active agreements is $29/month.
Stage of Business I Recommend it For:
Working with more than 3-5 clients. I find it hard to keep track, and like to stay on top of things, so it depends on your desire to be organized and your stay on top of things without an application like this. Some people can use a spreadsheet. I don’t like that.

PayPal.MeManager.Paypal.Com

Why I Love It: 
With paypal.me you don’t have to create a button anymore. You can set a price and have people pay immediately.
Manager.paypal – you can do recurring payments and you can take credit cards over the phone. Paypal also keeps your clients credit card “on file” without you seeing it.
How I Use It:
I use paypal.me for clients, prospects, even as buttons on my website that I don’t need to track closely (that I can easily manually track).
I use manager.paypal.com for clients who are on payment plans, when I am on a prospect call and a client says yes I take their CC and they can pay instantly (less work for them), and also when a past client wants another service or to renew I just ask: would you like me to run the card on file? Which again is less work for them. And I don’t have to dig through files to find their card # (or even keep it beyond them telling me initially). Which allows me to better protect their security.
Its Limitations:
Its fees? But really I believe it is pretty competitive unless you have a huge volume of transactions.
Price Point:
Manager is about $10/mo + regular paypal fees.
Paypal.me is paypal fees only.
Stage of Business I Recommend it For:
Beginning – you outgrow it and you have so much volume you need to access your credit card processing fees.

Canva/Canva For Work

Why I Love It: 
Before Canva I was trying (read: failing) at picmonkey and pixlr to make graphics for my website, social media, emails, etc. It was ROUGH looking. Canva makes graphic design EASY. If you have good taste, you can design simple, clean looking graphics. They still won’t be designer quality, but SO much better than the amateur attempt at pixlr. And Canva For Work will let you instantly access your brand colors and fonts. Which is a game changer too.
How I Use It:
Facebook ad images, images I want done FAST. I have a VA do my graphics generally now, but when I want something done nice and in a hurry, Canva is my go-to lifesaver.
Its Limitations:
None? Especially Canva for Work. I do remember trying to design an old business card once though that wasn’t high enough quality. I am not sure if that is still a problem.
Price Point:
Canva: Free to us
Some of the upgrade graphics cost $1 each (and I think you can only use them once)
Canva for Work: $9.95/month (when paid annually) or $12.95 monthly
Stage of Business I Recommend it For:
Beginning stages. Once you outgrow it, you can have a graphic designer or VA do your graphics for you.

Boomerang

Why I Love It: 
Reminders on demand. On my timeline.
How I Use It:
If I need to be reminded to book a dentist appointment in 2 months, I boomerang myself a reminder. If there is an email I see but don’t have the time to respond to in the moment, I boomerang it to myself at a time on my calendar that I CAN sit down and think it through. If I want to remind myself to follow up with someone in 3 mo (IF I don’t hear from them FIRST), yep, boomerang can do that. And if I want to remind someone else to do something, or that I need something later, boomerang can do that. I love boomerang so much.
Its Limitations:
None?
Price Point:
The Basic Plan is free but depending on your needs it has pricing options from $4.99 to $49.99 per month.
Stage of Business I Recommend it For:
Beginning  — once your inbox gets unmanageable you may need a more advanced solution.

So….what is YOUR favorite sales tool and how do YOU use it?

*Please note these are affiliate links and I do get commissions. Please read the descriptions for my personal opinion.