As an Executive Assistant, organising is my jam. Handling data, managing CRM systems, and navigating team changes—it’s what I do best.
In the dynamic world of business support, discovering and integrating new tools that simplify organisations is not just a task for me but a passion. It lights me up.
Over the course of my career, I’ve explored many tools designed to enhance efficiency and streamline workflows. From coordinating schedules with Calendly to financial management with Xero, and orchestrating team collaboration with Asana, to name a few.
So, I wanted to share some of my favourite, indispensable tools with you.
Calendly – Making call scheduling effortless:
Calendly is a game-changer when it comes to coordinating schedules. Its intuitive interface makes setting up meetings a breeze, eliminating the back-and-forth email dance or a complicated set-up with somethnig like Dubsado.
Simplifying the scheduling process not only saves time but also ensures everyone is on the same page.
Xero – For better financial management:
For meticulous financial management, Xero is your best option in my personal opinion. Its user-friendly features facilitate seamless accounting and financial tracking. As an Executive Assistant, ensuring the financial gears of a business run smoothly is a crucial aspect of my role, and Xero has proven to be invaluable with this.
Breathe HR – Navigating team admin with ease:
Team dynamics are ever-evolving, especially for growing businesses. Breathe HR gives structure to navigate these changes. From onboarding new members to managing leave requests, Breathe HR streamlines HR processes, allowing businesses to adapt and grow seamlessly. It’s a really great system.
Asana – The best project management tool out there:
As mentioned in my last blog [LINK], Asana stands out as a versatile project management tool; the best out there in my opinion. Its strategic task management, collaboration features, and user-friendly interface make it an essential tool for keeping projects on track and ensuring everyone is working cohesively towards common goals. Plus, it’s pretty cost effective too.
Panda Doc – Send and sign documents:
With everything online these days and the need for speedy onboarding processes, it’s important to have a tool that allows for sending and signing documents. Whether this would be contracts, proposals, or any other document, Panda Doc handles it with ease. Super user friendly and is a fast and effective e-signing platform for your clients to use.
Conclusion:
So, there you have it – a glimpse into some of my favourite tools that have become indispensable in my business and with the businesses that I support.
What do you think of this selection? Are there any I need to add to the list?
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