Posts Tagged ‘shoeboxed’

Cool Apps: Organize Business Receipts From Your iPhone with Shoeboxed

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For most people, the end of the year means holiday shopping, decorating, parties and eating. But for real estate agents who are independent contractors, the end of the year also means there are some scary bookkeeping chores coming up quickly.

One of the oldest tips in the book is to track your expenses and receipts throughout the year for easier end-of-year reconciliation and tax time drama avoidance. But it’s one of those things we all know is easier said than done. When the going gets tough throughout the year, business gets busy and we have to let things go – all this record-keeping can easily get assigned to a shoebox (as in, we simply shove it in a shoebox and figure we’ll deal with it later).

That’s why I like the Shoeboxed receipt tracker and reader. It’s an app available for iPhone and iPad that puts a lot more organization into your receipt-tracking efforts without much work required from you. You can test it out for free with five documents (receipts) scanned per month, and sign on to a monthly plan that matches your volume needs if you like it.

It’s fairly simple to use the app: Just snap a picture of your receipt and it will extract the data and store it into a searchable online archive one day later.

What can you do with this data? You can export it to any type of file you may have for tracking your expenses: PDF, XLS, CSV. You can generate expense reports if you need to be reimbursed for anything. The app also integrates with Freshbooks, Evernote, Salesforce and many other tools for easy plug-in to organizational systems and apps you may already be using.

Check out Shoeboxed’s monthly rates at this link. And check out the free app and free trial period by downloading the app from the app store.

Tax time will be here before you know it. Make this the year you get it together ahead of time without sacrificing precious time in the process.


Cool Apps: Don’t Be Blue, Get BatchBook!

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Each and every day, it seems that there’s a new social media channel on which we need to keep tabs. Whether it’s making professional connections on LinkedIn, managing our personal Facebook profiles, our “fan” pages, Twitter feeds, FourSquare checkins, not to mention email, and the things we use to make sure we’re meeting the needs of our clients, there’s an endless stream of, well…streams to monitor.

How can we do it without sacrificing our work ethic or our commitment to providing the highest quality work to our customers and clients?

BatchBook may just be your answer.

BatchBook, developed by the big thinkers over at BatchBlue Software, features contact management, social media monitoring, email forwarding, communications tracking, to-do lists, the ability to create lists, reports, and Web forms, and integrates seamlessly with Google Contacts, Freshbooks, MailChimp, Shoeboxed, and Zendesk. These features, combined with some of BatchBook’s unique offerings, might make it the most powerful social monitoring/CRM tool around.

First and foremost, BatchBook is a contact management powerhouse. It makes it possible for you to track your business, personal, and social media contacts and share them, if you like, with team members or coworkers. You can create a database from the ground up, or import your contacts from any of several different existing systems. BatchBook has a great feature, which they call “SuperTagging”, which you can use to create custom fields that’ll let you monitor the information that’s important to you, not just those that conform to the software.

Its social media monitoring helps keep the lines between personal and business contacts on social media channels clear. For each of your contacts, you can see their most recent tweets, blog posts, as well as their LinkedIn profile.

Another cool feature is the ability to track communications. If you want to know the last time one of your team members contacted a client, you can see it in BatchBook, whether it was an email or phone call, you’ll have a complete record of all of your communications with your clients. And with BatchBox, your emails can get forwarded directly to BatchBook and attach them to your contact, so you’ll know exactly where you stand at all times.

BatchBook gives you the ability to collect information about your clients and other business-specific information. Not only does it do that, but it gives you an easy-to-use system with customer support that’s second-to-none.

Got the contact management blues? Get BatchBook.