Tools & Services

Member Benefits • Resource Library: Videos & Podcasts / Books / Articles / Tools & Services / COVID-19

Recently Added


ACCOUNTING


AGENCY CONSULTANTS


ARTIFICIAL INTELLIGENCE (AI)


Asset Management

  • Box.com: Digital Asset Management

  • Cloudinary: Image and video upload, storage, optimization and CDN

  • Crossbeam: Instant account mapping


Bureau Partners


BUSINESS DEVELOPMENT

  • Business Insights & BI

    • Benchpress: Agency Benchmarking Report (PDF)

    • Business Development University: We are a results-driven sales training, coaching and outsourced sales management firm.

    • Chorus: Bring the power of your story to every conversation

    • Databox: Business analytics platform and KPI dashboards

    • DiscoverOrg: B2B contact data and sales intel

    • Gong: Unfiltered visibility into what's happening with your sales team, your deals, and your market

    • Kabila: a start-up founder matching tool

    • Replayz: Online sales training courses

    • Thermostat: Net Promoter Score (NPS) software and survey

    • Win Without Pitching: Sales Training for Creative Agencies

  • Customer Relationship Management (CRM)

    • Apollo: Sales intelligence and engagement platform

    • Copper: CRM software for Google Suite

    • Highrise & Trello together: Suggested CRM tools

    • Hubspot: A complete CRM platform

    • Insightly: CRM software and marketing platform

    • Meet Hugo: The Smart Way To Make More Sales

    • MembershipWorks: Web-based membership management software

    • Neon Membership: Membership management software made easy

    • OnePageCRM: Simple CRM

    • Pipedrive: Sales CRM and pipeline management

    • Salesmate: Sales CRM software for small businesses

    • Thermostat: Our NPS software uses simple one question surveys to show you exactly where your business is headed.

    • Zoho CRM: Customer relationship management software

  • Proposals

    • Bidsketch: Create proposals in minutes

    • PandaDoc: Create, send, track and eSign proposals, contracts and quotes

    • Proposify: Proposal software for sales teams to create, send and track proposals and contracts


Collaboration Tools

  • Figma: Collaborative interface design tool

  • Full Focus Planner

  • InstantAgencyTools: Agency Productivity Tools

  • Miro: Online whiteboard tool

  • Mural: Online collaboration workspace

  • Reduct: Video search, editing, and collaboration that lets anyone identify, package, and share impactful narratives from conversation.

  • Red Pen: Feedback tool for visual teams

  • Sync: Sync makes it easy to store, share and access your files from just about anywhere.

  • Synology: Cross-Office File Syncing & Sharing

  • Stormboard: Shared sticky notes and whiteboards

  • Volley: Video messaging for remote teams who want to communicate better.

  • Whimsical: Visual workspace with collaborative flowcharts, wireframes, sticky notes and mind maps


COLLABORATIve Workspaces, Wikis & KNOWLEDGE MANAGEMENT

  • Around: Video calls where teamwork is more than just talk

  • Asana for Mac Desktop: Asana for all your screens

  • BusyBox: Work uninterrupted and boost your productivity

  • Butter: Online Workshop Tool

  • ClickUp: All your work in one place: Tasks, docs, chat, goals, & more

  • Clubhouse: Collaborative project management

  • Coffee Roulette: Connecting your employees through great communication

  • Confluence: Team collaboration software from Atlassian

  • Crowdin: Localization management for your team

  • Donut: Connect around the watercooler, anywhere

  • Dropbox Paper: Workspace to create and edit without leaving Dropbox

  • Fathom.video: free AI notetaker for Zoom

  • Google Sites: Free and easy way to create and share webpages

  • Hallway: Bring back office vibes with spontaneous watercooler chats

  • Instant Agency Tools: The free toolset to help you organize your business

  • Jira Work Management: Collaborate and work the way you want

  • Milanote: Easy-to-use tool to organize your ideas and projects into visual boards

  • Monday.com: The Work OS that lets you shape workflows, your way

  • Notion: All-in-one workspace to write, plan, collaborate and get organized

  • Officevibe: A single platform to engage with your team members and cultivate trust.

  • Officely: The only desk booking tool that lives in Slack

  • Ohyay: A powerful design platform that lets anyone create immersive virtual events

  • Outline: A modern team knowledge base for your internal documentation, product specs, support answers, meeting notes, onboarding, & more.

  • Performance Faction: Insights, Strategies, and Tools to build a scalable, results driven organization for Creative, Marketing, and Technology service agencies.

  • Reclaim.ai (AI-enhanced scheduling tool)

  • Slab: Easily create, organize, and discover knowledge for your entire organization, from non-technical to tech-savvy.

  • Sococo: Online workplace for distributed teams

  • Tandem: Connect effortlessly with your distributed team.

  • TeamDynamix: IT Service Management (ITSM) and Project Portfolio Management software for education, the public sector and healthcare

  • Teamwork: Easy-to-use project management software you won't outgrow

  • Tettra: An internal knowledge base that organizes your scattered company knowledge.

  • Time Block Planner: Deep Work Approach

  • TikiWiki: Free, open source Wiki-based CMS

  • Wrike: One platform to streamline all workflows


COMPLIANCE, HIPAA/HITRUST & PRIVACY


Culture, Team ENGAGEMENT & Recognition

  • Company Playbook Examples

  • Culture, Employee Engagement & Recognition Tools

    • 15Five: Continuous performance management platform for OKRs, check-ins, 1:1s, recognition and reviews

    • Bonusly: Recognition and rewards platform to improve engagement and culture

    • Culture Amp: Culture and engagement platform for retention, diversity and inclusion, mergers and acquisitions, etc.

    • Disco: Employee engagement tool to celebrate company culture and values

    • Envoy: Workplace Health & Safety

    • Hey Taco: Team-building tool for peer recognition, rewards and pulse surveys

    • High5: Slack recognition tool

    • Know Your Team: Software to become a better manager

    • Lattice: People performance and engagement software

    • Lighthouse: One-on-one meeting software, goal setting and reviews

    • MahaloHR: Employee recognition and rewards tool

    • OfficeVibe: Employee engagement software

    • Project Include: Our mission is to give everyone a fair chance to succeed in tech.

    • The Canoe Project: Coaching Services

    • TINYpulse: Increase communication and transparency, improve and measure your culture, and reduce your company turnover

  • Employee Assessment Tools

    • DiSC: Assessment tool to determine personality and behavior

    • Emotional Quotient Inventory (EQ-i 2.0): Assessment tool used for assessing emotional and social intelligence

    • MCORE: Assessment tool that identifies motivation

    • Mettl: Online assessment software to measure skill, personality and ability

    • Predictive Index: Measure of behavioral tendencies in the workplace

    • Thinking Wavelength: Assessment tool to evaluate personality and areas of contribution


DESIGN COMMUNITY


Diversity, Equity, and Inclusion


Entrepreneurial Operating System (EOS)


EVENT MANAGEMENT TOOLS


HEALTH & WELLNESS


Hiring & Resouring


HR, PayrolL & Benefits

  • 401(K) Providers

    • Guideline: Integrate payroll and HR with your 401(k)

    • Tradewinds: Financial advisors to assist with company-sponsored retirement plans (i.e., SIMPLE, SEP and 401(k) plans)

  • HR Software

    • BambooHR: HR software for small and medium businesses

    • Ceridian: Human Capital Management, HCM Cloud Software

    • Deel: Hire and pay your global team

    • Engagedly: A People enablement platform for the digital generation.

    • Gusto: People platform for payroll, benefits and more

    • Humi: HR Software for Canadian Small Businesses

    • KinHR: HR software to build engaged, meaningful workplaces

    • Officevibe: A single platform to engage with your team members and cultivate trust

    • Paychex: Payroll and HR solutions

    • Performly: Helps you streamline, manage and automate all of your HR processes and workflows

    • Pilot: Payroll, benefits, and compliance for remote teams

    • Pvisio: HR, People and Culture

    • Rippling: Online payroll, benefits, HR and IT services

    • Vacation Tracker: Manage employee absences, set leave policies, and streamline your leave tracking process

    • Wise: Moving and living abroad just got simpler. Receive your salary, pension, and more.

  • Professional Employer Organizations (PEO)

    1. TriNet: Full-service HR

    2. Xenium: HR consulting, training and payroll services in Portland, Oregon

  • Student Loan Repayment


INSURANCE

  • biBERK: Part of Warren Buffett's Berkshire Hathaway Insurance Group, offers workers’ comp, E&O, general liability, etc.

  • Chubb: Insurance for U.S. businesses in sectors including professional services firms

  • CNA: Customized business insurance

  • Hiscox: America’s #1 online small business insurance

  • Layr: A modern tech-enabled insurance agency with a new commercial insurance distribution model

  • StateFarm: Insurance options for various industries including professional services

  • Sunstone Insurance Agency: Local family-owned agency servicing all of Connecticut

  • TechGuard: Technology E&O and cyber liability

  • The Hartford: Commercial or business insurance trusted by many in the Bureau community

  • Travelers: Business insurance products and solutions across multiple industries and sizes

  • USI: Insurance brokerage and consulting


LEGAL AGREEMENTS


Marketing & Social Media


Music Members are Listening To


NEWSLETTERS SHARED BY THE COMMUNITY


OFFICE Equipment


Password Managers

  • 1password: Password manager, digital vault, form filler and secure digital wallet

  • Keeper: Keeper protects you, your family and business from password-related data breaches and cyberthreats

  • LastPass: Password manage and vault app


Phone Systems

  • Dialpad: Business VoIP provider—cloud phone system

  • Grasshopper: Virtual phone system

  • OpenPhone: OpenPhone adds a work phone number to your existing devices.

  • Zoom Phone: Cloud phone system


Podcast & Video Production


Product Fulfillment


PROCESS MAPPING TOOLS

  • BPMN 2.0 Web Modeler: BPMN 2.0 rendering toolkit and web modeler

  • Camunda: Open source platform for BPMN workflow and DMN decision automation


REMOTE WORKING


SHOPIFY THEMES


Taxes


TRANSCRIPTION SERVICES


VERSION CONTROL & FILE SHARING


Virtual Assistants


VIRTUAL MEETINGS & ONLINE CONFERENCING


WEBINARS


WEbsite & App project Tools

Manage Account | Log Out

Need help or want to cancel your membership? Send us a note. We’re happy to help.