"I'm Brenda Bowen, owner of Peace of Mind Accounting. My favorite tools of AllProWebTools is using the CRM, which lets me put notes for clients and all the details there. My assistants can see what notes I put on there, and I can see their notes, which helps in communication so we don't have to do it all through email where things get lost. Things are connected to the clients. Also, from there, I can task projects and delegate to my assistants, and we do our time tracking through there and our invoicing. I also have moved my website over to AllProWebTools and found their customer service to be great during that whole transition. I needed to come up with other systems and processes so I could communicate and have tools to use with the employees that were working for me. I know when my assistants have been logging in and doing something, and if I don't see, if I'm the only one who's showing up on the workflow, I know my assistants are not doing what they need to do at the time they need to do it." What about the password manager? "Love the password manager! I use it every day, and so being able to put all those passwords into the part of AllProWebTools where they're secure, and I can get into there and also set security ratings so that my assistants also can get into passwords that they are allowed to get into. So it's great to have one place to find all those instead of finding the sticky note, the piece of paper, the file that has that information. It kind of molds together because the CRM we are in every day with our clients, but with that is project management of assigning tasks to the clients so they -- there are certain tools in there that work together, and that's why I like it because there's one place, one dashboard where everything is instead of having to log in and have multiple softwares trying to do the same thing. AllProWebTools to me, as a bookkeeper, I am trying to get my service based businesses so people who are in business for themselves, who are entrepreneurs, to use AllProWebTools, one for their CRM, but also for their invoicing because if they can invoice their clients through AllProWebTools, then they keep that accounts receivable part on AllProWebTools, which I can log in and see. But I can use Quickbooks in a more simple way for them and not have to worry about knowing which deposit or payment was made for a certain client. That is all in AllProWebTools, and the combination of using Quickbooks in AllProWebTools to me is an ideal situation for a virtual bookkeeper or anybody else that's going to be doing bookkeeping for you to be able to have both items at the same time. Last year, I grew my business - double - and AllProWebTools has helped me enormously. I'm one of their biggest fans and will continue to be a cheerleader for them. Now I just use AllProWebTools and my email, that's the only two...and Quickbooks. I love AllProWebTools!"
Bowen, Greeley CO
Replaced all our spreadsheets!
"I'm Angel Tuccy. I am a talk show host on the radio. I came in, an AllProWebTools user, but I knew I wasn't using all the elements that it had to offer, so there were little pieces and I was kind of piece mailing it together. So Dave just gave me a comprehensive look at all the different things we could be doing, some hidden secrets, things I didn't even know were there and then how to use what I've already been using even better. So we checked out the competition. It was way too complicated. It was just, the learning curve was way too hard. AllProWebTools is pretty much click and go. I was using Excel spreadsheets. Even I could do this. I don't do programming, I don't do web design. I could teach it to my staff. Other than all the extra pieces we didn't know, everything that we've been able to learn, once you learn it, it's so easy to implement. I would say to another business owner who is using Excel spreadsheets, using lots of different software tools, kind of old school, to get it all under one roof, one umbrella, one tool that implements everything in one place. It's easy; you can find it on the go. You can take it to your staff. You can outsource it. You can go on vacation. It's everywhere you want to be, and your business is going to grow, so you might as well have the right tool that'sgoing to grow with you."
The Experience Pros Radio Show, Denver CO
Does everything and more than I could have thought of!
"AllProWebTools helps us in our business in a couple of different ways. From an employer perspective, it helps to manage all of my day-to-day business operations, so coming from a service-based business perspective, AllProWebTools does everything and more than I could have thought of operationally. We manage that not only through the contact management system but the task management system, being able to see a list of all of our vendors and have notes about those vendors, being able to invoice our customers through one platform."