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Software Guides for Professional Services Firms

We look at the top software for service-based business needs — from project management to meetings and everything in between to help you make good choices.


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We Believe the Right Tools Enable Success

Signing up for software isn't going to "fix" areas of your business that are lacking — but it can enable to you to work smarter, work faster, and communicate better. In our software guides, we focus on addressing a few key points that are crucial to making a decision on the right software for your needs.

How should you use it?

We show you how you can use that software specifically in a B2B service-based business to help you grow.

What are the costs?

We try to uncover "hidden" costs that can add up to make an affordable software worthless for your needs.

The Pros & Cons

We take a realistic look at the pros and cons of each software to help you make an informed decision for your business.

CRM — Customer Relationship Management

CRM Software helps you keep track of the relationships that you're building with people. You have access to your relationship history with each contact, from subscribers to customers and every interaction in between.

HubSpot Free CRM Review for B2B Professional Services Firms

Graphics & Video

Your brand's visual assets are important — digital graphics, print graphics, and video. You need to quickly get rich media content created, polished, and published to help connect with your audience.

Canva Review: How to Easily Create Professional Graphics for Your Brand

Meeting Software

Meeting software helps you connect with people digitally — booking meetings, meeting virtually with video, or even simply answering phone calls on your business line while on the go.

Zoom Meetings Review: Video Conferencing for B2B Service Firms

Webinar Software

Webinar software can be used for hosting digital learning experiences. You can give presentations to a group, teach a course, interview guest speakers, or host Q&A sessions with your audience easily.

Zoom Webinars Review for B2B Service Firms

Project Management

Project Management software keeps your to-do list organized. You can use it for your own personal organization needs, to keep your team organized, or even to collaborate with clients on the work you're doing for them.

Trello Review: Project Management for Professional Services Firms

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