Caldwell Consulting | Carla Caldwell
Firm Insights:
Caldwell Consulting
Team members: 11
Client Size: 200+
Niche: Non Profits and Construction
Growth Goals: Hiring
Watch this tech stack in action!
Internal Tech Stack
Category |
App |
| Client Communication | Karbon/Mailchimp |
| CRM / Proposal Creation | Ignition |
| File Backup | QODBC/QBO Back up |
| File Storage | Dropbox/Google |
| Password Storage | 1password |
| Practice Management | Karbon |
| Review Tool | N/A |
| Social Media Management | Planable |
| Team Communication | Slack/Karbon |
| Website | WordPress |
| Workspace | GSuite |
External Tech Stack
Category |
App |
| Accounting Software | QBO/Xero |
| A/P | QBO |
| A/R | QBO |
| Construction | Buildertrend |
| E-Commerce | WooCommerce |
| Field Service | ServiceTrade |
| HR | Gusto |
| Inventory Management | Dear/Cin7 |
| Payroll | QBO/Gusto/ADP |