I review my tech spend each month as I wrap up last month's P/L, always looking through the list to see what I'm not using / shouldn't be using...
Recently dropped:
- Tweethunter.io - Twitter is not a focus for me, although I'd like to think I can do both LinkedIn / Twitter... Any time I spend on Twitter is time I'm not spending on building my LinkedIn
- LeadDelta - I really liked this one for a while, gives the ability to manage your LinkedIn connections in a table-like format, add tags, notes, message... just had stopped using it though
- Monday.com - Tried using this for my task management, moved on
- Wealthbox - I was hoping Wealthbox could be my main CRM, but also moved on :)
- CustomGPT - This is really fun, I created a KitcesGPT that was based on everything on Kitces.com and you could ask it questions
What I am using:
- Attio.com - trying this for task management, contact management, pipeline management - love the UI, contact enrichment
- Skool - run all my communities on here, it will be the next big social media
- Beehiiv - email newsletters - ProAdvisorSuite & Conneqtor
- Superhuman - email overlay for all my Gsuite, Outlook, Gmail addresses, very FAST
- Zoom - video calls and webinars
- Closely - LinkedIn outreach automation
- Less Annoying CRM - just using the calendar, but I really like it
- Calendly - booking appointments
- Hunter.io - looking up email addresses
- NeverBounce - verifying email addresses
- Brain.fm - focus music
What I'm considering:
- Apollo.io - Enrich, Prospect, Engage, Close - the ultimate sales pipeline tool (maybe, I'll find out)
- Heet.ai - Ok, not really, its $1600/mo and it leaves 500-1000 comments per day for you on LinkedIn, but the idea is possibly ground-breaking. If you comment on 500 of your target niche's posts, it will generate a lot of profile views and possibly meetings