Business Operations | CX Resources

Business Operations

Project management, contracts, invoicing, CRM, communication, time tracking, and finance tools to run the agency professionally.

Project Management4

ClickUpTasks, docs, goals, and time tracking in one tool. Best for agencies.clickup.comFreemium NotionDocs, wikis, databases, and client portals | very flexiblenotion.soFreemium LinearFast, clean issue tracking | great for dev sprintslinear.appFreemium TrelloSimple Kanban boards | good for client-facing project viewstrello.comFreemium

Contracts & E-Signatures3

BonsaiContracts, proposals, invoices, and time tracking | all-in-one for agenciesbonsai.ioFreemium PandaDocE-signatures, contract templates, and document trackingpandadoc.comFreemium DocuSignIndustry-standard e-signature | widely trusted by large clientsdocusign.comPaid

Invoicing & Finance5

WaveFree invoicing, accounting, and receipt scanning. Perfect starting point.wave.comFree FreshBooksInvoicing, time tracking, and expenses for freelancers/agenciesfreshbooks.comPaid StripeAccept card payments online | link in invoices or proposalsstripe.comPay per transaction PayPal BusinessCaribbean-trusted payments | good for local clients who know PayPalpaypal.comPay per transaction Wise BusinessReceive international payments at real exchange rate | low feeswise.comFreemium

Communication & Meetings4

SlackTeam and client communication channels | keeps everything out of emailslack.comFreemium LoomRecord quick video updates for clients instead of long email threadsloom.comFreemium Cal.comOpen-source booking link | self-hostable, no subscription neededcal.comFreemium ZoomClient calls and discovery meetings | universally recognisedzoom.usFreemium

Time Tracking3

ClockifyCompletely free time tracking | unlimited users and projectsclockify.meFree Toggl TrackSimple one-click time tracking with reportstoggl.comFreemium HarvestTime tracking with invoicing and budget alertsharvestapp.comFreemium

CRM | Client Management3

HubSpot CRMFree CRM | track leads, deals, and client communicationhubspot.com/crmFree Notion CRMBuild a simple CRM in Notion using free templatesnotion.soFreemium PipedriveVisual sales pipeline | great when you scale uppipedrive.comPaid