What software do you ladies and gentleman use to run your office?
Account – What do you use?
Scheduling, CRM, Email and such?
I find the office to be a bigger challenge than production. I always worked production and was never an office type.
In general what do you like on the business side of things?
Accounting- I use Wave. Mainly because it’s free and I’m budgeting right now. It’s very capable and handles pretty much everything. Not as many integrations as QuickBooks, so a little more hands on, but I kind of like it that way because I am forced to review everything money wise and make sure nothing gets missed.
Scheduling and almost everything else I use Google Workspace, linked to my WordPress site. Handles email hosting as well as scheduling with a bunch of other apps for a pretty fair price.
Crm- I use plugins from WordPress at the moment, as well as Google Workspace, trying a few out to find what I like best.
All of this is from a home office at the moment, as I am just growing this new business, but have pulled some of it from previous businesses along the way.
email and scheduling (well, a calendar): BetterBird (fork of Thunderbird)
website: wordpress hosted on one of my servers
accounting: I didn’t like anything out there and I’m linux based so I ended up writing my own. Pretty much keeps track of everything I need keeping track of.
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Thanks for the replies
I’m opening a business Jan 1. I did see of example of using Excel spreadsheets for accounting. Some are even downloadable.
Looks like ZarMoney is our front running choice at the moment. I’m going to revisit Wave.
I’ve been trying to set up shop management software for the scheduling of production and nothing seems to impress me out there. I’ve dabble in Asana, ToDoIst and similar but none seem to do what I want the way I want it done. Right now I whiteboard it & know that’s not the way.
I’m running exhausted when I get around to this software & that is not helping. Trying to get a handle on it is a challenge.
I’ve been trying to set up shop management software for the scheduling of production and nothing seems to impress me out there. I’ve dabble in Asana, ToDoIst and similar but none seem to do what I want the way I want it done. Right now I whiteboard it & know that’s not the way.
I use post-its everywhere so a whiteboard is a step up lol. I can’t find anything I like either for that type of thing
This is a white board I built. Ii is about 22″ x 47″ on the face of each panel. So over 1000 Square inches on each of the 6 panels total over 6000 sqin of magical space. Being post-its sticking, dry erase AND !!!! MAGNETIC !!!! make it about as magic as I can get without it being digital. I made it able to close. It’s nice having a good bit of room if brainstorming with a group.
I do prefer computerized methods at some point but I do like to use paper/pencil at first some times. So mapping out a workflow/process is something I’ll do on paper and get at least coherent before anything get’s documented on computer.
I will either use a lot of Excel / MS Office and do thing myself or try to get Click-Up or Zapier to do what I want/need. I see advantage to both. I find it time consuming & hard to shop/research software. Probably being tired when I do is not helping. So many just are vague about what they do. Many accounting programs only let you run so many invoices or have so many customers on the bottom tier plan. It seem I’m always trying to figure what the hidden cost are and what the add up to.
Being a bit skeptical I approach things with distrust, but I spot the red flags pretty quickly.
