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Software/SAAS (w/ logins link)
Client Technology
What technology does the client use for:
Add a link to the secure Google Spreadsheet with the client's logins and passwords
Add new software and tech as needed.
If something is not being used, feel free to “filter” the table below to just include “Active Tech”
Do not keep logins and passwords in Coda
Technology Main Table
Technology Name
Tech Type
Action Status
Completed by
Active Tech?
Added to OKTA
Status
Notes
URL Link
Adobe
Design
it depends...
Ahrefs
Marketing
SEO software
Airtable
Operations
it depends...
amazing database tool
Backblaze
Basecamp
Project Management
all employees
Bidsketch
Bing Ads
Paid Media - SEM/Display
Bing Webmaster Tools
Analytics
Browser Stack
Development
CallRail
Analytics
Call tracking software
Canva
Design
most employees
Coda
all employees
THE app
Creately
Databox
Analytics
most employees
Digital Ocean
Docusign
Drift Chat
Marketing
it depends...
Dropbox
Other
Ebillity
Facebook Ads
Paid Media - Social
Feedly.com
Other
most employees
Subscribe to blogs like a boss.
Float
GoDaddy
Domain/Hosting
admin only
Google (GSuite)
Admin
Google Ads - Search/Display
Paid Media - SEM/Display
Google Ads MCC
Paid Media - SEM/Display
Google Analytics
Analytics
most employees
Google Search Console
Analytics
most employees
Google Tag Manager
Analytics
it depends...
Grammarly
Other
all employees
Hot Jar
Analytics
HubSpot Marketing
Marketing
all employees
HubSpot Sales
Sales
it depends...
iContact
Email
Instagram Ads
Paid Media - Social
Intuit
Accounting
Invision
Design
iStockPhoto
Design
Lathem
Lesspain
LinkedIn Ads
Paid Media - Social
LinkedIn Company Account
Social Media Account
it depends...
Liquid Web
Litmus
Liveplan
Strategy/Planning
it depends...
LucidChart
Strategy/Planning
it depends...
Lucky Orange
it depends...
Microsoft 365
Communication
Moz
Analytics
it depends...
Moz Local
Analytics
it depends...
Myfax
Admin
Network Solutions
Domain/Hosting
OKTA
Admin
all employees
Pocket
Other
most employees
Bookmark stuff like a pro.
Pond5
Premium Beat
Pro-sitemaps
Proposify
Sales
it depends...
Rackspace
Other
admin only
Screaming Frog
Strategy/Planning
it depends...
Technical SEO tool for nerds
SEM Rush
Analytics
it depends...
Sketch
Design
all employees
Slack
Communication
all employees
SlickPlan
Strategy/Planning
most employees
Spotify
Other
? other
SpyFu
Marketing
SvGator
Temi
Time Rescue
Admin
most employees
Time tracking that’s kinda automatic - even the free version is worth it. seriously, check it out.
Trainual
Other
Twitter Ads
Paid Media - Social
Twitter Company Account
Social Media Account
Typeform
Marketing
UpContent
Marketing
Wistia
Marketing
it depends...
WP Engine
Domain/Hosting
it depends...
Yext
Marketing
admin only
Zapier
Other
it depends...
Zip Recruiter
HR
admin only
Zoom
Communication
most employees
There are no rows in this table
Technology Types
Technology Types
???
Accounting
Admin
admin
Analytics
Communication
Design
Development
Domain/Hosting
Email
HR
Marketing
Operations
Other
Paid Media - Display
Paid Media - Other
Paid Media - SEM/Display
Paid Media - Social
Project Management
Sales
Social Media Account
Strategy/Planning
There are no rows in this table
SaaS Action Table
Action
? other
admin only
all employees
it depends...
most employees
sales only
There are no rows in this table
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