It’s a digital world out there. To survive and thrive, we need to utilize software. Today, I want to take you behind the scenes of my business to show you the software I rely on every day.
Evernote – my second brain. Everything I need to know about anything, and what I think about it, lives here.
Dropbox – all my documents live in Dropbox – both personal and professional. The best part of Dropbox is I can access my documents regardless of what device I am on.
Insightly – my CRM. This is where I keep all my client information so I know who to contact when.
Chrome – usually my first choice for a browser. When it’s not, then I turn to Firefox.
GSuite – essential for email, calendar, and contact management. I recommend this to anyone who wants a professional email with the ease of a Google interface.
QuickBooks Online – this is where I manage my business finances.
MailChimp – my email marketing software, what I use to send my newsletters and mailings.
All of this software is web based, although Evernote and Dropbox also live on my computer. I have a paid account for everything on the list except for MailChimp – their free version is robust enough for my current needs.
How about you? What software is on your ‘can’t live without’ list? Let me know! I’m always looking for new software solutions to explore!
Paper documents and digital documents. You’ll find organizers who specialize in one or the other, but is organizing paper really that different from organizing digital files? When it comes down to it, many of the same principles apply to both formats. After all, you are organizing information, regardless of the form it is in. So what is the same?
Purpose: Airtable has been called a spreadsheet on steroids. It is a hybrid spreadsheet and database tool that provides you a place to store and organize your data. Airtable allows you to make relational databases – pulling information from one database into another without having to open the first. It’s a powerful way to manage your information. People are using Airtable for everything from CRMs to project management to content calendars and more.
Benefits: Entering data in Airtable is as simple as using a spreadsheet, but you can organize your data in a variety of ways – grid, Kanban, form, gallery view, etc. This means you can sort and view your data in a way that works for you. Airtable also integrates with a wide variety of apps, including Zapier. Although you can use Airtable for both numerical data and other information, doing calculations and ‘math stuff’ is more straightforward in a traditional spreadsheet like Excel.
Cost: $0, $10, $20/mo
Opinion: I love Airtable, but don’t actually use it right now! Because I wanted to review it for you, I asked my colleague Kate Bosch of katebosch.org her opinion on the software. She’s a regular user of Airtable and was gracious enough to let us know what she thinks.
“I love a good spreadsheet! When I started my professional organizing business, I set up my information using spreadsheets because that’s the way I’ve always done it throughout my varied careers. I have spreadsheets to track accounting, education, client sessions, social media, and more. I was recently introduced to Airtable and have started to use it to organize my information, both by creating new bases (That’s Airtable’s shorthand for “database.”) and converting some of my old-fashioned spreadsheets to Airtable bases.
What I love about Airtable is that it combines the familiar spreadsheet format with the robust features of a database. I can easily connect information between sheets, add attachments, create fillable forms, and view the information in a variety of formats. There’s a small learning curve and I have yet to explore all the features Airtable has to offer, but it’s easy to set up a base and start using it and then add to it as you learn more.” ~Kate
Interested in learning more about organizing your digital information? Make sure you’re susbscribed to the Ilios Digital newsletter!
Trying to Get Things Done but don’t know where to start? Check over your to-do list for those 2-minute tasks. If you can get it done in two minutes or less, do it now! Then check it off and move on to the next task.
Where did you learn to organize? It isn’t something we’re taught in schools, or by our parents, so how do you know what to do? Who shows you the way? I can help with that! Sorting is the first step in any organizing project – watch the video to learn how!