Preferred tools and access rights
Preferred Tool | Finance | Implementation | Development | Support | Sales | Marketing | CEO | |
RR | G Sheets
| X | X | |||||
NR | G Sheets
| X | X | X | ||||
NR completion status | G Sheets
| X | X | X | X | |||
Accounting | Xero
| X | ||||||
Project Management | Smartsheets | X | ||||||
CRM | Freshsales
Hubspot | X | X | X | ||||
Marketing Automation | Freshmarketer
Hubspot | X | X | X | ||||
Storage | Google Drive
Sharepoint | X | X | X | X | X | X | X |
Documentation | Confluence
Notion
| X | X | X | X | X | X | X |
Agile | JIRA
| X | X | X | ||||
Support Ticketing | JIRA Service Desk
| X | X | X | X | |||
Passwords | Lastpass
1Password | X | X | X | X | X | X | X |
Expense submission | Pleo
| X | X | X |