Tools and platforms I work with
A full list of the tools and platforms Jenard is experienced with across CRM, admin, social media, and more.
JM Virtual Solutions is tool-agnostic — meaning the focus is on getting the job done using whatever platforms your business already runs on. Below is a list of tools Jenard is experienced with.
CRM & Sales:
- HubSpot — pipeline management, workflows, automation, customer agent setup, knowledge base
- GoHighLevel — CRM, funnels, automation, and client communication
- Microsoft Dynamics 365 — CRM operations, data management, reporting
Communication & Productivity:
- Gmail and Google Workspace — email management, calendar, Drive, Docs, Sheets
- Microsoft Outlook and Microsoft 365 — email, calendar, Teams, OneDrive
- Slack — team communication and async collaboration
- Zoom — client calls, onboarding sessions, team meetings
- Calendly — scheduling and discovery call management
Admin & Project Management:
- Trello — task and project tracking
- Asana — project management and team coordination
- Notion — documentation, SOPs, knowledge bases
- ClickUp — task management and reporting
Social Media:
- Facebook, Instagram, TikTok — content posting, scheduling, community management
- LinkedIn — professional outreach and content
- Buffer / Meta Business Suite — scheduling and analytics
Data & Reporting:
- Microsoft Excel and Google Sheets — data entry, trackers, dashboards, reports
- Microsoft Word and Google Docs — documentation, proposals, templates
Video:
- Video editing tools for client onboarding demos, social media content, and promotional clips
Do not see a tool you use?
If you work with a platform not listed here, reach out. Jenard picks up new tools quickly and is happy to learn whatever your business runs on.
Book a discovery call to discuss your tech stack: https://calendly.com/jerinecua/discovery-call
CRM & Sales:
- HubSpot — pipeline management, workflows, automation, customer agent setup, knowledge base
- GoHighLevel — CRM, funnels, automation, and client communication
- Microsoft Dynamics 365 — CRM operations, data management, reporting
Communication & Productivity:
- Gmail and Google Workspace — email management, calendar, Drive, Docs, Sheets
- Microsoft Outlook and Microsoft 365 — email, calendar, Teams, OneDrive
- Slack — team communication and async collaboration
- Zoom — client calls, onboarding sessions, team meetings
- Calendly — scheduling and discovery call management
Admin & Project Management:
- Trello — task and project tracking
- Asana — project management and team coordination
- Notion — documentation, SOPs, knowledge bases
- ClickUp — task management and reporting
Social Media:
- Facebook, Instagram, TikTok — content posting, scheduling, community management
- LinkedIn — professional outreach and content
- Buffer / Meta Business Suite — scheduling and analytics
Data & Reporting:
- Microsoft Excel and Google Sheets — data entry, trackers, dashboards, reports
- Microsoft Word and Google Docs — documentation, proposals, templates
Video:
- Video editing tools for client onboarding demos, social media content, and promotional clips
Do not see a tool you use?
If you work with a platform not listed here, reach out. Jenard picks up new tools quickly and is happy to learn whatever your business runs on.
Book a discovery call to discuss your tech stack: https://calendly.com/jerinecua/discovery-call