Tag Archives: project management

 
best client portal software

Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so …

 
podcasting project management for vas

Further details of question: First, I’ll let you know a little more about our company. Have you ever wondered how online ads are targeted to your tastes and interests, or how much money companies spend on online campaigns? From the most important online placements in the market like Facebook, Google and YouTube, to premium websites …

 
business automation consultant

Further details of question: Our new online business is booming and we need help from a professional in business automation to find the right business automation software. We are a graphic design business selling digital products and we need help with automating the following: project management (each of our designs has a theme and matching …

 
furniture manufacturing software

Further details of question: I’ve been looking for an expert in a *cloud based* project management software (Trello, Monday.com, or equivalent) to build out a workflow for me and my team.  We build and sell furniture and we want a workflow that can set internal deadlines, increase accountability, and keep things running smoothly. What type of …

 
modelling agency software advice

Further Details: I am starting a model/talent agency business and need a software to manage everything. Organize agenda, Calendar Talent bookings Send models package (pictures and videos) Accounting (invoices, billing) Website integrated (I am in the process of building a website) Here are some examples : https://www.mainboard.com/ https://www.mediaslide.com/ https://managerfashion.com/ I am a Mac user. I …

 
infusionsoft alternative advice

Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process.  When prospects send the documents it will notify me.  I have list of documents required, and I select the documents that are required from …

 
construction industry software asana

Further Details: I’ve been considering using Asana in my building business but I’m open to suggestions. Ideally I would like the following: To be able to track hours everyday for my 5 workers and on what jobs they work on. We have 5-6 jobs going at anytime. I currently use a spreadsheet for every job …

 
school photography software

Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in …

 
online webform

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 …