Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and …
Question: I’d like to put in place a set amount of systems and software where my VA’s can log in and know how to do the job. For example, one process would be: onboarding a client, sending the intake form automatically, reviewing intake form, a VA develop questions from the intake form, send them to …
Further details of question: I’m looking for a combination of systems that can automate a lot of the administrative mundane tasks needed in a sales/contract cycle. I suspect there would be lots of integrations using apps like Zapier to connect things like-calendar, leads, emails (auto email generation), notes, tasks, invoice, payments etc etc.
If you’ve ever done an internet search for “beautiful project management software”, you’ve probably come across Asana. It’s one of our top 12 project management software systems in terms of design alongside Basecamp, Solo, Airtable, Process St, Roll, Pipefy, ClickUp, Flow, Sunsama, Ora and Roadmap. All beautiful software that your designers, and your eyes, will love. …
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some …