Successwise

TOOLS TO HELP LEVEL UP YOUR BUSINESS

THESE ARE THE TRIED AND TRUSTED TOOLS WE’VE USED TO CONSISTENTLY GROW OUR STELLAR IN-HOUSE TEAM AS WELL AS THE TEAMS OF OUR COACHING CLIENTS. WE HIGHLY RECOMMEND THEM.

CALL FORWARDING

Ring Central

Virtual phone system. RingCentral, Inc. (NYSE: RNG) is a global provider of cloud enterprise unified communications and collaboration solutions. More flexible and cost-effective than legacy on-premise systems, RingCentral empowers today’s mobile and distributed workforces to be connected anywhere and on any device through voice, video, team messaging, collaboration, SMS, conferencing, online meetings, contact center, and fax.

CMS – MARKETING CRM

Active Campaign

Competitor to Ontraport. Another great marketing CRM. ActiveCampaign helps any business connect and engage with their contacts through powerful, easy-to-use email marketing and contact management.

ConvertKit

Marketing CRM for very simple digital-only products. ConvertKit is email marketing software for online creators. With ConvertKit, it’s easy to customize and embed forms on your website to turn casual readers into subscribers.

Ontraport

Our favorite markeing CRM. Great for B2B and more sophisticated marketing automation. Create and launch your automated marketing campaigns and all your promotional pieces — from emails to pages to pop-up forms — right inside of Ontraport so it's all seamlessly connected.

Heat map tool

Hotjar

Hotjar is a powerful tool that reveals the online behavior and voice of your users. By combining both Analysis and Feedback tools, Hotjar gives you the 'big picture' of how to improve your site's user experience and performance/conversion rates.

Team Productivity

Slack

Like WhatsApp for business, an absolute essential for remote teams. Slack is a collaboration hub that can replace email to help you and your team work together seamlessly.

G Suite

Office productivity. G Suite is a collection of enterprise-based products—like Gmail, Drive, Docs, Sheets, and so on—offered by Google via a monthly subscription.

Trello

Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process.

Tracking staff productivity and contractor hours

Clockify.me

Allows staff to track time spent (live or backdated) on projects with reports and invoice creation.

Video Editing. Social videos/transcription

ClipScribe

ClipScribe creates sub-captions for your videos automatically while providing you a platform to easily create attention-commanding social media videos in minutes, not hours.

Telestream

ScreenFlow is a perfect tool to help marketers create and edit promotional videos. Record your video, and combine with screen recorded content or Keynote/PowerPoint presentations.

Sales CRM

Hubspot

HubSpot is an inbound marketing and sales software that helps companies attract visitors, convert leads, and close customers.

CHAT BOT

Drift

Our favorite chat bot. Drift is the first conversational marketing platform and is the new way businesses buy from businesses. A Drift chatbot is a powerful tool that can ask your qualification questions and create leads in your CRM.

CMS – WEBSITE

WordPress

Website content managment. WordPress is an online, open source website creation tool written in PHP. But in non-geek speak, it's probably the easiest and most powerful blogging and website content management system (or CMS) in existence today. WordPress is the world’s most popular tool for creating websites. WordPress is capable of creating any style of website, from a simple blog to a full-featured business website. You can even use WordPress to create an online store.

EMAIL SCRUBBING

Validity

BriteVerify is the industry's longest standing and most complete email and contact verification solution. Our technology allows you to gather real contact data at the point of collection paired with the ability to check your data at any time – protecting customer experience and your email reputation. Affiliate link: Business Standard Plan: E6DF4RVK6HXAHDG

WEBINARS

Go To Webinar

GoToWebinar provides a speaker/audience format perfect for presentations and seminar types of gatherings.

Demio

Web-based webinars, great marketing features. Recorded video quality not great. "Demio is the easy way for marketing and customer-education teams to effectively scale their efforts through live video in less time than ever before Demio is a smart webinar platform designed to enable users to engage, communicate, and build relationships with their prospects and customers."

Zoom Webinar

Zoom webinar provides access for up to 100 panelists and up to 10,000 attendees, depending on the size of the license.

Group Communication Tool

Asana

Project management tool. Asana is a web and mobile application designed to help teams organize, track, and manage their work.

Sales CRM

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals.

Transcription

Rev

Online audio transcription and video caption services. For business, legal, academic and personal needs. Transcribe audio to text, create captions and subtitles.

Descrpit

Online audio transcription and video caption services. For business, legal, academic and personal needs. Transcribe audio to text, create captions and subtitles.

Virtual Meeting

Go To Meeting

GoToMeeting is fast becoming a favorite tool for teleconferencing, online meetings, and even sales demonstrations.

Zoom

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars

CMS – LANDING PAGES

Click Funnels

Great building landing pages. Create simple funnels that quickly capture your visitors’ contact information, so you can generate new leads to follow-up with again and again, even after they leave your page!

Leadpages

Leadpages helps small businesses connect with an audience, collect leads, and close sales. Easily build websites, landing pages, pop-ups, alert bars, and beyond.

DIGITAL PAYMENTS

PayPal

Accept and send payments via PayPal. Good addition to Stripe. PayPal is a service that enables you to pay, send money, and accept payments. Register your credit card or debit card with your PayPal account.

Stripe

Takes credit cards. Stripe is a technology company that builds economic infrastructure for the internet. Businesses of every size—from new startups to public companies—use our software to accept payments and manage their businesses online.

Follow up tool

Follow Up Then

FollowUpThen is a simple, flexible email address that can be used for scheduling follow-ups and reminders.

Respond to multiple emails

Mix Max

Templated emails for Gmail. Mixmax is professional productivity tool for Gmail and Google Inbox. Mixmax enables sales professionals turn e-mail from a static and plain experience into a more interactive one by boosting Gmail features.

Scheduling

Calendly

Calendly offers a powerful and versatile set of features that allow you to schedule one-on-one appointments, group events and team meetings.

Send Postcards

Post Pilot

Integrates with Shopify/Klavio; works for all businesses.

Send Jim

Great for trades. SendJim is a subscription based software developed for service businesses that provides a direct mail marketing tool to its users.

Hand-written

Category: Handwritten Notes. Handwritten direct mail service.

Videos for your team / follow up videos

Loom

Easy and free screen recorder for Mac, Windows, and Chromebooks. Record your camera and screen with audio directly from your Chrome browser and share.

Click Send

Send Postcards. For all other business types.

Learn more about our tried and trusted toolbox here.