Blog & Newsroom

5 Efficiency Tools You Should Evaluate

by | 7 May | Business - Management, Issues & Concerns, Productivity

Do you ever feel like there aren’t enough hours in the day? Do large, important tasks get waylaid by frequent, trivial disruptions? You’re not alone!

The great thing about the information age is you can get news and information at any5 efficiency tools moment of the day. The bad thing about the information age is you can get news and information at any moment of the day. Frequent disruptions are just a part of the day in a highly connected world. So here are five tools to improve your organization and efficiency:

Trello

What is it?
Trello is a to-do list that can function as a fairly robust project management system. Based on the Kanban philosophy, Trello offers a card-based, visual to-do list that allows you to visually organize your lists.

Why we like it…

Trello is highly visual, easy to set-up and use. It offers the ability to set due dates, assign color codes to cards and tasks can be assigned to others. Trello takes to-do lists to the next level, allowing you to integrate your Trello due dates with your calendar app. Best of all, Trello’s free version is very robust and has many of the tools you need, at no cost!

Less Meeting

What is it?

Less Meeting is a meeting facilitation tool that allows you to schedule meetings and follow-ups, send out notes/follow up items and track action items generated by your meetings.

Why we like it…

Have you ever been in a meeting where you have nothing to add? Ever been in a meeting that was about an entirely different subject than what you thought? Or a recurring meeting where you discuss the same issues over and over with little progress to show for it? Less Meeting is your answer.

Less meeting ensures that participants are prepared for the meeting. It helps keep meetings on task and ensures that action items that arise are captured and assigned. Less Meeting eliminates the “meeting that should have been an email” and long, rambling ones where there appears to be no clear agenda.

Boomerang

What is it?

Boomerang is a powerful and versatile email add-on that allows you to better manage your email activities. It allows you to schedule email sends into the future, and schedule emails to reappear in your inbox so you don’t lose sight of follow-ups.

Why we like it…

Boomerang is a very powerful tool that works great if you want to establish and maintain Inbox Zero. It helps you to stay on top of follow up items by bringing emails back into your inbox and flagging them for follow-up. Best of all, there is a free version that offers good functionality and a free trial of the full version you can try with all the bells and whistles.

Cyfe

What is it?

Cyfe is a dashboard tool that allows you to track all of the important metrics of your business in one place. It offers configurable modules that can be used to build a dashboard where you can see the performance of your organization in a single view.

Why we like it…

Cyfe is flexible and customizable. It allows you to integrate with many common software solutions you may already use such as finance, search engine optimization, social media, advertising, marketing (e.g. QuickBooks, MYOB, Mailchimp, HubSpot, Google Adwords, Analytics, Webmaster tools, Salesforce, Infusionsoft). The great thing is it’s in real-time. so you can manage in a more responsive and nimble manner.

HubSpot CRM

What is it?

HubSpot is one of the most powerful marketing automation tools on the market, and they also offer a FREE Customer Relationship Management (CRM) system. Every organization should be using a CRM system, and HubSpot’s is a powerful platform that’s easy to use. Track your interactions with contacts, new deals and customers. You can also track sales, conversion points and estimate sales volumes.

Why we like it…

HubSpot’s sales platform is free, powerful and cloud-based so it’s always online. The company has put a significant investment into their CRM product and they’ve made it free, even if you don’t use their marketing platform. HubSpot CRM helps your sales team stay organized and provides management with great visibility of sales activities.

Check out these tools and let us know what you think! We hope you find them as useful as we do. Have questions? Feel free to contact us.

{{cta(‘4d798207-47e4-4599-85f3-661efbed7217’)}}

Since 1938, Zinner has counseled individuals and businesses from start-up to succession. At Zinner, we strive to ensure we understand your business and recognize threats that could impact your financial situation.
Important Changes to the Deductibility of Employer-Provided Meals

On Jan. 1, the One Big Beautiful Bill Act (OBBBA) significantly tightened the rules on the tax deductibility of employer-provided meals. If your business has historically relied on deductions for meals and food-related benefits, these changes require immediate...

Trump Accounts: The Future of Tax-Efficient Retirement Savings

Trump Accounts are a new type of tax-advantaged retirement account for minors, established under the One Big Beautiful Bill signed into law on July 4, 2025. With contributions of up to $5,000 per year and a potential $1,000 government seed contribution for eligible...

DOL Proposes New Independent Contractor Rule

What Employers and Workers Should Know The U.S. Department of Labor’s Wage and Hour Division announced a proposed rule intended to clarify when a worker is an employee and when the worker may be classified as an independent contractor under the Fair Labor Standards...

USPS Postmark Changes

A Tax Filing Risk Alert for Taxpayers For decades, many taxpayers have relied on a simple rule of thumb: if it is in the mail by the deadline, you are fine. However, recent U.S. Postal Service (USPS) clarification makes that assumption riskier. On Dec. 24, 2025, the...

Send us your questions and we’ll share our insights with you on our blog!

Share Your Idea For 
A Zinner Blog Article