Tools & Software

Below are some of the topics and systems we covered.

Emailing / CRM

• Mailchimp
• Salesforce
• Active Campaign
• Infusion Soft (Keap)
• ConvertKit

Practice Management

• Thomson Reuters, Elite

Bid Management

• Microsoft Sharepoint

Data Analytics

• Microsoft PowerBI

Automation

• Microsoft Power Automate
• Zapier

Task/Project Management

• Asana
• Microsoft Planner

Webinar

• Teams
• Zoom
• Webinar Jam
• On24
• Google Meet