The Hello Bar is a simple notification bar that engages users and communicates a call to action.

Welcome to the Productivity Toolbox!

 

With the list below, you can now easily access all of the services, tools, and resources we’ve collected and screened for you. Take a moment now and bookmark this page so you can come back to it later when you need it!

Remember, we’re here to help with your organizing and productivity challenges. Contact us today for a FREE strategy session!

 

Admin and Office Suites

Google Apps for Your Domain
Easily administer email addresses, shared calendars and docs, and more for your business

Zoho
Comprehensive suite of CRM, project management, invoicing, document sharing, and more

 

Business Resources

Renaissance Entrepreneurship Center
Structured programs, workshops, and support to help launch and grow your business

Small Business Administration
Fantastic (and mostly FREE) classes, workshops, and counseling for starting and growing your business. An essential resource!

 

Business Card Scanning & Data Entry

AssistantMatch
Connects you to virtual assistants who can do your tasks for you

Neat
Desktop and mobile scanners and scanning software to reduce paper clutter (Mac and PC)

Shoeboxed
Scan and organize receipts and business cards

 

Business Services

AssistantMatch
Connects you to virtual assistants who can do your tasks for you

Kristine Carey – Catalyst
Do you feel like something’s out of alignment in your business? Kristine Carey is like a chiropractor for your work life – if you’re not producing the results you’d like to, it’s time for an adjustment. If you are ready for your business to rock, contact Kris.

LegalShield
Affordable legal resources for your business and personal life

Reliable Receptionist
Provides a highly personalized telephone answering service alternative for small business owners looking to enhance their professional image, improve customer service, manage their workload more effectively, and convert callers to clients

TaxPlus Financial
Tax preparation and financial resources for small businesses and individuals

VA Success Secrets
FREE resources and training for aspiring, new, and struggling virtual assistants and executive assistants

 

Cable Management

BlueLounge
Creative, useful, and well-designed docking stations and cable management solutions

Cable-Safe
Great source for cable-management tools to tidy up your computer clutter

Grid-It
Awesome tool for managing your cables while on-the-go

 

Collaboration & Project Management

Azendoo
Task and project management for individuals or teams, integrates with Dropbox, Evernote, and more

Basecamp
Great collaboration and project management tool

Trello
Simple, card-based task management

 

Customer Relationship Managers

Highrise
Simple yet powerful online customer relationship management

Infusionsoft
Powerful customer relationship manager, shopping cart, and marketing automation service combined in one

Nimble
Social-media enhanced customer relationship manager

Salesforce
Comprehensive and well-supported online customer relationship management and database tool

Stitch Labs
Customer relationship and inventory management for small businesses that make, design, and sell products

Zoho
Reasonably-priced CRM and other business management tools

 

Donation Resources

Donation Town
Connects you to local donation resources for your belongings

 

Financial Management

AccountEdge (formerly MYOB)
Accounting software to help manage your business (Mac and PC)

Mint
Online money management for your personal life, from the makers of Quicken

Outright
Accounting, tracking, and reporting for your small business, without tears

Sage (formerly Peachtree)
Online and offline business accounting and financial management

Xero
Online business accounting and financial management

 

Mailing List, Newsletter, and Marketing Services & Tools

Aweber
Complete newsletter marketing tool

Click2Mail
Helpful tool to easily send out direct mail, postcards, and letters to your clients

Constant Contact
Robust and easy-to-use email marketing and newsletter service

MailChimp
Easy-to-use and friendly email newsletter service

Premise
WordPress tool for easily creating landing pages and more

SubmitYourArticle
Distributes your articles to multiple relevant websites for maximum exposure

Vertical Response
Polished and professional newsletter service

 

Multiple Computers & Backup

Crashplan
Simultaneous online and local backup for your computers

Dropbox
Dead-simple online tool to synchronize and backup multiple computers

Mozy
Online backup for your computers, very reasonably priced

SugarSync
Sync your data across multiple computers and your mobile devices, with many features

 

Notes & Tasks

Evernote
Your “external brain” – Lets you keep track of any type of note, web clippings, snapshot and more

 

Nutrition & Wellness

SmartBody from Healthfully Yours
Simple, sound solutions to having a healthy body for life so you can move through your day with ease, enthusiasm, and energy

Gia Wellness
Patented, scientifically validated solutions to long term exposure to electromagnetic radiation and to dehydration to lower stress and raise energy and wellness

 

Organizing & Productivity Resources

Amazon
Great resource for organizing books and periodicals

AppSumo
Great deals on useful tools, downloads and online apps

Online Organizing
Comprehensive resource for all things organizing-related

Organized A to Z
Great source for organizing containers, tools, and gizmos

 

Paper, Receipt, and Document Management

MyFax
Replace your fax line and fax machine for a fraction of the cost – and send and receive faxes from anywhere, anytime

Neat
Desktop and mobile scanners and scanning software to reduce paper clutter (Mac and PC)

Shoeboxed
Scan and organize receipts and business cards

 

Password Management

LastPass
Encrypted online storage for anytime, anywhere access to all your usernames and passwords

Roboform
Desktop-based software to help you securely keep track of your usernames and passwords

 

PDF Document Managers and Editors

NitroPDF Reader
Print, edit, and sign PDFs without ever printing them (PC)

PDFpen
Edit, combine, sign, and manage your PDFs (Mac)

 

Photo Scanning

GoPhoto
Affordable photo scanning

ScanDigital
Scans your photos and albums so you don’t have to

 

Reading Tools

Instapaper
Capture online article for offline reading later

Pocket (formerly ReadItLater)
Capture online articles, videos and more to view offline later

 

Scheduling

Doodle
Online tool to help easily schedule meetings with groups

TimeTrade
Lets other people easily schedule appointments with you without you having to do anything

 

Social Media

Postling
Great tool for centralizing, monitoring, and managing your social media profiles

Sprout Social
Visual tool for monitoring and managing social media

 

Storage

Collectify
Comprehensive software to help keep track of all your belongings

ClutterFreeBox
Offsite storage for your infrequently-used belongings, from one box to a thousand

Purseket
Purse and briefcase organizers to help fight “the black hole”

Vital Records PortaVault
Tool to help centralize your important records and documents

 

Travel

Tripit
Online and mobile tool to organize and monitor your travel plans

WorldMate
Online tool to help keep track of all your business travel plans in one place

 

San Francisco Local Resources

Accounting and Bookkeeping – Eric Erhardt, Stallcup & Voie, LLP
(415) 545-8643
eric@stallcupandvoie.com

Handyman – Tim Jackson
(415) 279-1235
timjackson1@mac.com

Handyman – Paul Woodford Home Services
(415) 282-9522
gpwoodford@comcast.net

 

FTC compliance statement: Company may be compensated for referrals to these businesses.


415-830-6345
310 Townsend Street, #308
San Francisco CA 94107
info@customlivingsolutions.com

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