What Reddit Says About Client Management Apps

r/SocialMediaMarketing is a place for SMM professionals to share industry-relevant information, discuss best practices, and provide constructive critique. ... I currently have like 12 clients (which isn't a lot for some, but it's a lot for me) and I'm looking for some sort of platform...

However, if you prefer something closer to traditional note-taking apps, Microsoft OneNote might be a good fit, albeit with some limitations in terms of customization and client overview.

I'm in very similar shoes - about 5-7 clients with a couple projects a piece. Grateful for any info! ... Unfortunately no :/ I've just been limping along trying to keep track of things with spreadsheets. I may have to build something, there's a real hole in the market here. ... Haha I...

It works like an extremely basic spreadsheet that then converts into an app like Hevy for the client to use. The pricing is pretty competitive too - $19/mo +$5/mo per client. You can collect payments directly through the website if you don’t feel like creating PayPal invoices. ... If you’re looking ...

48 votes, 82 comments. I have been using Notion to create client portals where they can get access to documents, track the projects, etc. I am on the…

I would say, first of all, to start by finding the software that you will use to manage the whole thing. I'd look at Airtable, or Monday, as those are ocmpletely customizable and you can automate things to keep your workload as low as possible.

Customer relationship management (CRM) is a model for managing a company's interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. ... A place to share, discuss, discover, assi...

Super basic contact management system.

Totally get the feeling of being overwhelmed with managing clients. Good problem to have, but definitely still a problem. We've had good experience with Jobber.

But if you want to do more and maybe setup to manage rest of your business all in one place, we’re building a next gen, All-In-One CRM, PM and Business Management Platform called Loocey.

Any workflow recommendations would be helpful as well! Share ... As a designer your project work is going to be different to your sales related process to invoicing. You can integrate toggl with Trello or any other crm for tone tracking and it can be invoiced directly. Care you discuss this more? I ...

Just started using Qount for practice management. Seems to have like all the items you listed. Client portal and phone app.

... Pandadoc, hubspot (or pipedrive), quickbooks online (or Xero), Notion for a wiki, Slack for quick chat, all the google workspace apps (email, gcal, docs) and then Briefmatic to track and manage all your tasks across all the aforementioned apps.

If I were to recommend one, I would choose Zoho, Trello, or Asana; they are my top task management tools. ... Hey, totally get the pain, I’ve heard the same from so many people.

It’s simple, intuitive, and perfect for sales-driven teams. If you're an agency or a consulting firm, definitely worth checking out hellobonsai.com CRM. Bonsai is built to make your life easier, letting you handle clients, projects and finances all in one spot, so you can save time and get more...