Google Docs? MS Office? Others?

[Anthony Simboli]

Hey BP! Wondering what everyone uses to keep track of financials/documentation and in general just stays organized with all of their investing. 

I'm considering just expanding my storage space for my Google Drive and continuing to use Sheets/Docs etc.

I've found success with organizing through Google but would love to hear what others use and how they're staying organized.

[Autumn Alexander]

Hey @Anthony Simboli! I use all of the tools google has to keep track of our documents and files (drive, sheets, docs, etc).

So for instance for our lead organization & management, I clean the lists up in google sheets and then download as a .CSV file and upload into Airtable (google sheets on steroids) where its easier and cleaner to manage.

I use Airtable to manage our raw leads data - I have a trigger set up, that whenever we change the status to "qualified", that lead will go into our CRM (Salesmate.io) where we track our contacts and deals.

I also like to use Trello to keep track of projects.