Master Software List

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Recommended Software

(We have heavily evaluated all of the software in this section and use it regularly internally and for clients)

Admin & Accounting

 Harvest  (Invoicing + Time Tracking)
Use "EFFICIENT" at checkout for 50% off first paid month
 Divvy  (Credit Card Replacement)
 QuickBooks Online  (Accounting)


Time Tracking

 Harvest  (Invoicing + Time Tracking)
Use "EFFICIENT" at checkout for 50% off first paid month
Decent API, just less granular for the actual time tracking side of things (more stuff with invoices and creating clients)
 HourStack  (Integrates well with many different task managers within the HourStack interface, e.g. grabbing tasks from external tools into the HourStack interface — actual usable API less robust, can't start/stop via the API)
 Everhour  (Haven't used though integrates well with Asana within the Asana interface)
 Toggl  (Haven't used though has a  decent API at first glance  for searching for time entries based on description)


Communication

 Slack  (What we use internally for all team communication and collaboration | Free tier available)
 Google Chat  (Comes with your G Suite subscription and thread-focused for channels)


CRM (Customer Relationship Management)

 Copper  (Our internally used and only CRM partner)
Pipedrive (If you're using O365 and not Google Workspace)


Database (Excel-Like)

 Airtable  (Far more powerful and structured than Google Sheets - recommended over Sheets in almost all instances | Free tier available)


Document + eSignature

 PandaDoc  (Close partners with PandaDoc,  integrated with Copper , and one of the core solutions that we implement for our clients - We have also built some deep integrations with Copper <> PandaDoc | What we use internally)


Documentation

 Slite  (Great for internal documentation - think Slack but for documentation | Currently what is being used here)
 Coda  (Great for externally shared documentation or collaborating on a project - Google docs mixed with Airtable/Google Sheets)


Email

 Gmail 
 Superhuman  (Minimal email solution built atop G Suite that allows you to triage your email more quickly - Makes sense if you have 20+ emails/day | $30/mo)


Email Drip Sequencing

 Outfunnel  (Current recommended solution)
 Airborne  (Future competitor to Reply and will be replacing it)
 Bloobirds  (Over-priced, but powerful tool, not recommended, just interesting)
 Reply.io  (No longer recommended)


Help Desk & Shared Inbox

 Help Scout  (Good for support tickets & inbound sales requests, think info/sales/support@company but being shared with your entire team | $50 for free with  referral link )


Meeting

 UberConference  (Good consideration especially if you are using Dialpad as your VoIP as it can record your calls - Can even do AI transcription if on the lowest paid tier | Free OR $10/user/mo)


Meeting Recording

 tl;dv  (Works best if you use Google Meet — helps you record and summarize your meeting recordings + transcribes and allows for easy snippeting to help your team work asynchronously | What we use internally)


Password Management

 Dashlane  (Good for personal + business use | What we use internally)


Project Management

 Motion  (Most simple-to-use yet sophisticated focus-time/scheduling/task management software | What we use internally)
Contact us ( contact@efficient.app ) for a referral code to get an extended free trial + $100 credit
 Asana  (Recommend over Trello for project management | Free tier available)
 TickTick  (Good for much smaller teams and individual task management)


Meeting Scheduler

 Motion  (Con: Doesn't currently have an API for integrating)
Contact us ( contact@efficient.app ) for a referral code to get 4 months free


Calendar

 Motion  (Easily view and manage your calendar from anywhere, integrates with Google Workspace + O365 | What we use internally)
Contact us ( contact@efficient.app ) for a referral code to get an extended free trial + $100 credit


SMS (Reviews & Communication)

Podium (Unique partnership with Google - they are invested in Podium - and give special API access for leaving reviews. Customers can actually leave a Google Review via SMS - low friction)


VoIP

 Dialpad  (Gives a lot of functionality for a reasonable price | What we currently use)
 Aircall  (Integrates natively with many different softwares)
 Google Voice  (More minimal and far fewer features than Dialpad, but also more cost effective especially for small teams)


Workflow / Process

 Arc  (Browser & Team Workspace | What we use internally)
 Workona  (New Tab Page + Tab Grouping)


Alternatives

(Not recommended or supported by us as substantial testing has not been done)


Admin & Accounting

 Xero  (Accounting)
 Ramp  (Credit Card Replacement)
 SpenDesk  (Smart Spend Management)


Collaboration

 Miro 


Communication

 Twist  - Alternative to Slack/Google Chat, more thread-focused and feels similar to an email inbox. Makes direct messaging an individual person less up-front to help the dispersing of content/documentation. Handles notifications well for alerting/not alerting on a comment-by-comment/channel/thread/individual basis.
Markdown editor is a bit of a pain to use, doesn't support keyboard shortcuts.


CRM

 AmoCRM  (Messenger/Bot-Focused CRM)


Document + eSignature

 DocuSign  (Native Copper integration though less preferred than PandaDoc)


Documentation



Meeting

 Zoom 


Meeting Recording

 Fireflies.ai  (Invite FireFlies to your conference calls and it will dictate the call and record it | Free Tier Available - Paid tiers allow for automatic call transcription logging to your CRM)
 Gong.io  (Expensive - integrates great with Zoom)


Project Management

(Be mindful that the all-in-one solutions are not typically recommended by us as they do not focus on their core competency and instead try to be all things for all users - e.g. an all-in-one solution also including "CRM" is likely to have a very poorly thought-out CRM component)
 GetPlan  (Alternative to and less bulky than Asana and others, but a bit buggy)
 Taskade  (Minimal project management & communication software)
 ClickUp  (All-In-One Solution w/o CRM)
 Teamwork  (All-In-One Solution)
 Teamwave  (All-In-One Solution - Unlimited users, good for freelancers/subcontractors)
 Clubhouse  (Haven't actually used before)


VoIP

 RingCentral  (Integrates with a lot of software, a bit outdated versus competitors)


Miscellaneous

(Not necessarily useful to clients but specific software that works well for its intended use-case)

API