Every small business owner knows that staying organized leads to improved productivity. And as you’ve probably noticed, there’s an endless sea of productivity apps for small business owners from which to choose. Unfortunately, in this sea of apps they all sit on their own little islands, which leaves business owners hopping from app to app and re-entering data into each one.
LifeTopix for iPhone and iPad is different. It comes equipped with 12 topics including Tasks + Projects, Shopping + Gifts, Events + Appointments, Travel + Places, People + Services, Health + Goals, Finances, Home + Assets, Education, Notes + Files, Lists, Media and Bookmarks. All of these topics are naturally connected, which saves the business owner’s precious time.
Six Important Things that Business Owners Manage
Business owners are busy and are always looking for better ways to manage their everyday tasks. A common thread among these business owners is they manage the types of things that we discuss in the following sections. Typically, they need better ways to manage contacts, schedules, things to do, information, finances, assets and services. Below, we illustrate how the LifeTopix app manages these items all in one mobile app.
1. Contacts: Clients, Vendors, Partners and Others
If you’re a business owner, you most likely have a variety of contacts saved in your mobile device, spreadsheet or Rolodex. The People + Services topic of LifeTopix gives you powerful CRM features for keeping track of many aspects of your prospects and clients, while mobile.
With LifeTopix, you can organize contacts into groups; read their Tweets and Facebook posts directly from their contact record; add custom fields to contacts (in-app purchase); use GTD® context tags; and associate appointments, tasks, reminders, files and more with contacts (in-app purchase). In addition, you can communicate via email or text to an entire group of contacts or connect with individuals via phone, text, email or social media directly through their contact record.
On top of that, managing contacts is made easy with the tabular view that LifeTopix provides. For example, if you create custom fields (such as Sale Price as shown below) you can easily view and edit this information for each contact you manage in the LifeTopix app.
2. Schedules: Agenda and Calendars
Many of us know that the calendar app that comes with the iPhone or iPad is somewhat basic and that there are other alternatives for managing busy schedules. LifeTopix comes equipped with a variety of calendar views beyond what’s found in the stock calendar app. It includes a daily agenda that shows what’s coming up today, tomorrow and the next seven days. It also provides daily, monthly, weekly and yearly calendar views. Unlike the stock calendar app, all commitments are displayed in the monthly view at once, as shown below.
3. Things To Do: Email, Projects and Tasks
Keeping on top of things to do, email messages, projects and tasks is a hassle for many business owners. The Tasks + Projects topic of LifeTopix lets you organize, prioritize, and track even the most complex tasks and projects in a streamlined, natural and easy-to-understand way. And if you’re a user of Google, Toodledo® or Asana tasks, you can sync your tasks from those online services or sync LightArrow tasks to those online services.
The power of the Tasks + Projects topic is the association of related information you have already entered into other topics of the app — such as contacts, notes, appointments, etc. You don’t have to re-enter this information in multiple places in separate applications like you would have to with other products. Even better, you can create tasks and projects directly from within the context of those other topics. It is a better way to manage all your activities and a more efficient way to organize them.
LifeTopix also makes managing tasks and information that originates from email easier. With Inboxes, you can easily convert email messages to tasks, products, projects, appointments, events, notes, trips, visitors or inbox items, as shown below.
4. Information: Notes, Checklists, Bookmarks, Passwords and Social Media
Managing various types of information is essential for business owners to stay organized. With LifeTopix, you can create reusable checklists, save bookmarks for websites you frequently visit, record usernames, passwords and other private information, and manage social media. Keep in mind that LifeTopix secret data is secure with military grade 256-bit Advanced Encryption Standard (AES) encryption. The Advanced Encryption Standard (AES) is one of the most commonly used and secure encryption algorithms available today.
LifeTopix also includes powerful features for managing notes and files. You can type notes, but you can also add audio and video, add photos, and hand-write and draw. Printing is also available for notes and drawings.
Context tags, date tags, and Search and Recent Items views help you quickly find your important business notes. Integration with Evernote® or Toodledo® is also available. In addition, you can access online files from Dropbox™, Box™, Google Drive™ and OneDrive™ in the Notes + Files topic.
5. Finances: Payments and Expenses
The Finances topic enables business owners to quickly and easily manage financial information, such as accounts, bill payments, expenses, charitable donations, investments, assets and financial documents. In the Finances topic, you can set up bank accounts with balances, and manage expenses and payments which debit and credit those bank accounts (Note: they are not linked to actual bank accounts online). Repeat schedules are available for recurring payments. Automatic reminders are available through integration with your device’s calendar to ensure you never miss a payment, expense, donation, or other financial item that’s due.
6. Small Business Assets and Services
The Home + Assets topic enables business owners to manage information about their business assets. You can track information such as acquisition date and price, vendor, serial number or vehicle identification number, manufacturer, model number and SKU. This topic also has a touchpoint into People + Services so you can maintain warranty and insurance information for your business assets.
LifeTopix is available at the Apple App Store
Marilyn is the Marketing Director at LightArrow, Inc., the makers of LifeTopix, a complete productivity app and organizer available on the iPhone, iPad, and iPod touch. She is a regular contributor to the Life Blog from LightArrow, which is a blog dedicated to sharing tips and tricks about LightArrow products, personal productivity, time management, organization, and getting things done.