10 Must-Have Digital Tools For Teams

• How We Use It: My team and I use Slack primarily as an internal communication tool instead of email. From quick updates and questions to scheduling and planning conversations, 90 percent of our communication happens on Slack. 

• Why We Love It: We love that Slack keeps our conversations searchable, organized, and fun. The #channels feature helps us coordinate internally around different topics, like social media or content.

• How We Use It: We use Asana for the internal coordination of our client projects like The Profile Transformer™️ so we can easily keep track of timelines, due dates, and project materials. 

• Why We Love It: We’ve tried out other project management tools but have found Asana to be far and away the most intuitive and adaptable tool for our process. We love that Asana sends reminders to help us manage due dates and lets us split up tasks and responsibilities seamlessly.

• How We Use It: We use Google Drive both for internal documents and for client training and resources. It’s also our de facto archive for content, ideas, and client content. 

• Why We Love It: Google Drive documents are dynamic and allow us to collaborate in real-time. Google Sheets has made The CRROWN Method™️ training with clients incredibly straightforward and accessible.

• How We Use It: We use Kajabi to create custom email campaigns, send our weekly LinkedInsider tips, and provide access to our LinkedIn training and resources, like The Complete LinkedIn Profile Course™️.

• Why We Love It: Kajabi creates clarity around managing multiple subscriber lists and messaging funnels at once. The user interface is clean and straightforward, and we love how the platform automatically captures important performance metrics.

• My Gift to You: The free trial is normally only 14 days, but I have access to a 30-day free trial that you are welcome to swipe!
  
  

Best for Design: 

• How We Use It: We use Canva to create custom graphics for our speaking presentations, LinkedIn checklists, guides, downloadable resources, and clients’ LinkedIn profiles. 

• Why We Love It: Compared to other bulky (and more expensive) design software options, Canva is such a breeze. It’s truly been a game-changer for the business. We love how easy it is to create a custom, beautiful client experience with Canva. 

Pro Tip: Canva’s free version has plenty of great features, but we think the paid version is worth it.

• How We Use It: We use WiseStamp to create custom, branded email signatures. 

• Why We Love It: Creating beautiful email signatures that are clickable can be such a headache. After trying the DIY route, we fell in love with WiseStamp as a way to make emails look professional while still being functional. (On occasion, we've also used it to add fun banners to our email signatures!)
  
  

Best for Time Management & Productivity:

• How We Use It: As much as I love LinkedIn Sales Navigator, nothing beats a 'traditional' CRM to manage prospects and clients.

• Why We Love It: This sophisticated platform is easy to use and allows us to manage our prospects so no one falls through the cracks. We also use it to visually see what is in our pipeline too. (I'm also an Insightly Partner, so you can request a private demo through my link here!)

QuickBooks Online 

• How We Use It: We use QuickBooks Online to manage our P&L, balance sheet, make business payments to vendors, and issue invoices. 

• Why We Love It: There are tons of accounting software options out there, but we’ve found QuickBooks to be the most user-friendly since it allows for easier scaling as your business grows. It’s ideal for busy business owners who wear a lot of hats.

Calendly 

• How We Use It: We use Calendly to make scheduling easier and offer time slots that correspond to specific service offerings. 

• Why We Love It: To save time from endless email exchanges to find a mutually convenient time to meet, Calendly lets our clients and potential clients self-select a time on the calendar that is convenient with their schedule. 

TextExpander 

• How We Use It: TextExpander allows our team to create custom text templates for messages that we use a lot, like certain client emails. Instead of copying and pasting templated text, TextExpander allows us to drop a blurb of text anywhere with a simple keyboard shortcut. 

• Why We Love It: We love that TextExpander is platform-agnostic, meaning it follows us around the internet and works wherever we want it to, whether we’re writing an email or a note to a teammate.
  
  

Finding the right digital tools for your team takes a bit of trial and error, but it’s time well spent if it helps you build a smooth, clear, and productive workflow. If you’re facing a challenge on your team—whether it’s poor communication, missed deadlines, or just general inefficiency—chances are, there’s a tool out there to help. Don’t waste time reinventing the wheel with a custom solution. Instead, see what’s out there and give it a whirl. 

I’m all about saving you time and energy so you can focus on what really matters. Updating your profile is a great place to start with The Ultimate LinkedIn Profile Examples Guide. In it, you’ll find more than 20 pages of inspiration from top-notch LinkedIn profiles. Check it out, and go build deeper connections on LinkedIn.