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

  •  Hangouts Meet 
  •  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

  •  Notion 


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

  •  Postman