Our Favorite Tools & Resources for Small Businesses
AI Favorites

Your AI chatbot for everyday use. Chat with the most advanced AI to explore ideas, solve problems, and learn faster.

A next generation AI assistant built by Anthropic and trained to be safe, accurate, and secure to help you do your best work.

The voice-to-text AI that turns speech into clear, polished writing in every app.

A free AI-powered answer engine that provides accurate, trusted, and real-time answers to any question.
CRM

Track all pipeline data in one place. Auto-score leads and send follow-ups. Generate marketing campaigns. Boost productivity and turn more leads into sales.

CRM and sales pipeline management tool to organize leads and close deals faster.

All-in-one suite for CRM, email, accounting, project management, and business operations.
Email Marketing

Go beyond marketing automation with an autonomous marketing platform.

Email, SMS, and marketing automation platform for businesses of all sizes.

Digital and email marketing platform with tools for email, social media, and AI writing assistance.

Easy-to-use email marketing platform with beautiful templates.
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Powerful email marketing software that can also sell digital products.

Advanced email and SMS marketing tool for eCommerce and service businesses.

Create email newsletters, websites, landing pages, pop-ups, automations & more—all without coding.
Headshots & Brand Photos

Get Studio Quality AI professional headshots, without a photographer or a studio shoot.

Professional headshots and brand photography for business owners in Northern California.

AI-powered image editor that can create good AI headshots.
Use COUPON CODE: CLIENT10

User-friendly photo editing
software for quick design
tweaks.
Meeting Recording

AI-powered meeting recorder that creates searchable summaries and transcripts.

Get live transcripts, automated
summaries, action items, advanced AI templates, and use AI Chat to get answers from your meetings.

AI copilot that transforms meetings, emails, and messages into summaries, insights, and instant answers on every device, wherever you work.
Operations & Admin
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Your professional email, document storage, calendar, and more. HIPAA- compliant with the right settings.
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All-in-one workspace for notes, project management, task tracking, and collaboration.
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Instantly document processes with step-by-step guides based on your screen actions. Perfect for SOP creation.
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A subscription-based service offering access to 240+ productivity and utility apps for Mac.
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Create shareable visual workflows just by clicking through a process.
Phone System

Secure phone system for calls, texting, and voicemails, often used for HIPAA- compliant communication.

Business phone system with call, text, and team features.

HIPAA-compliant, robust communication platform for clinics. Texting, phone calls, telehealth, team messaging, and more.
Website Forms

Online scheduling software that lets clients book appointments and pay in advance. HIPAA-compliant options.

Turn your website into a HIPAA-compliant platform for lead collection and secure data transmission.

Create online forms, surveys, and quizzes with ease. HIPAA-compliant options.

Smart scheduling tool to automate your meeting bookings. HIPAA-compliant options.

Create interactive forms and surveys with a beautiful interface.

Powerful, feature-rich form builder that lets you create fully styled, responsive, and accessible forms (for WordPress websites only).













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