Recommendations, Software, CRM’s and Memberships

These tools are my recommendations for a productive, efficient, organisation. Most of them I either use every day or have previously used.

This list includes some affiliate links. This means that I may receive a small percentage should you decide to make a purchase. It does not make the product more expensive for you!

Where I have shared prices, they are correct at the time of writing.

Organisations

The Entrepreneurs Circle – so much good stuff for £99/month, and your first month is free and you can cancel at any time – including before your first payment. Loads of online resources, training sessions, free events in person and online. Just sign up! (This is a referral link which offers you a free month and no commitment.)

The Federation of Small Businesses is a not for profit which does good work representing small businesses to the Government. But more relevantly it also provides members with big savings, support and free services. I use a FSB branded bank account with the Co-op (totally free business banking), and their legal hub is brilliant, and comes with free phone calls with an employment, tax oe contract lawyer whenever you need them.

CRM for B2B Businesses

Close – The best CRM for B2B companies, which I have used daily for nearly 10 years. (This is a referral link.) Four pricing plans, pay per user. Fast, easy to use and comes with personal and direct content with the team behind it.

Build Your Own App

If you want to build your own App to run your company on, I can recommend Claris FileMaker Pro. I’ve been using this daily since 1997, and it is super easy to use and yet super powerful. You have various AI options out there now, but I’m told the quality of the code is not sensible for a non coder to risk their business on.

Google Reviews

Grade.us review platform – special pricing arranged by Entrepreneur’s Circle (but I don’t think you have to be an EC member for this one!) Filter out bad reviews before people write them, and display your best ones. £49 on this link, vs $180 direct from the company.

Training videos

Free 42 minute Facebook Ad training from EC.

The full Facebook Ad Accelerator from EC: top quality online video training for £999. But free if you are an EC member, and you get a free month on the link at the top of this page…