toolboxOver the years, I’ve experimented with a lot of tools to organize and streamline my business and work with clients. The ones listed here are my favorites (or ones that come highly recommended by friends).

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Before I break the tools down by category, I have to mention my go-to source for discovering new software tools: AppSumo. In fact, many of the tools listed below I purchased during their “no-brainer” lifetime deal offers.

Organizing & Productivity

  • TidyCal – Calendar booking tool
  • Trello – Manage projects & tasks
  • Slack – Manage projects & teams
  • Plutio – Manage projects, tasks, invoices, and more (my personal favorite!)
  • pCloud – File storage and sharing service (try it out with a generous free plan)
  • Evernote – Organize all your notes in one place
  • ClickUp – Free project, doc, & time management
  • AirTable – Part spreadsheet, part database (good for teams)
  • OneTab – Too many browser tabs open? This free plugin organizes & archives them for you.

Note: If you’d like to have a free PDF chart that shows a comparison of Project Management Tools, simply click here to request it.


Time Management

  • RescueTime – Track your time spent automatically; free & paid plans
  • Forest – Stay focused, plant a tree

CRM System

  • SuiteDash – I’ve tried a lot of CRM systems over the years, and this is the most all-around solution I’ve found so far. It also serves as a client portal where you can share files, track billable time, send proposals or contracts and more.
  • HubSpot – Their free version includes basic tools for sales and marketing, but if you want more you’ll need to upgrade to their paid plan.

Webinars & Virtual Summits

  • WebinarJam – If you’ve been on any of my webinars, you’ve seen this in action!
  • WebinarNinja – Another great webinar option
  • HeySummit – Virtual summit management tool (speakers, sponsors, marketing & more)
  • Eventee – While this started as a basic event app, it’s now evolved into a virtual event hub with session interaction, sponsor tools, matchmaking and more. And if you have a small event (less than 100 attendees), you can try it out for free.
  • Airmeet – A great option if you want your virtual event to combine education sessions, small-group discussions, and exhibits. But it’s the networking ‘tables’ that are my favorite feature! (They also have a free option for public events with less than 100 attendees.)
  • LOVO Studio – Create AI voiceovers or text-to-speech with dozens of realistic-sounding voices in multiple accents & languages.
  • HappyScribe – Create transcripts and/or subtitles for your conference sessions & events, using either AI or professional transcribers. (It’s what I use for Trade Show Insights episode transcripts.)
  • Virtual Event Success Kit – Take advantage of this collection of robust planning tools I created just for you!

Note: If you would like help setting up your virtual events, I can work with you as a virtual event concierge, moderator, or emcee. Please contact me for details.

Virtual Event Success Kit