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 project management software systems
Side note: The main issue that we see clients have is trying to have information flow from a client and then update the existing client project or record in their system. Updating a project or adding a comment through email or a sync is quite common but trying to link the information to a particular client record can be quite difficult.
In terms of project management software that includes the option for webforms, the two main systems that we recommend are:
From these two options, Podio offers more webform styling options and also allows you to have a webform be used to partially complete a client project or client record which can be helpful when you want a client to complete some details and then have staff internally complete the rest of the information.
Question: I run an e-commerce store on Squarespace and need to manage my accounting more efficiently. Should I use QuickBooks, FreshBooks, or Xero, and how do I integrate it with my store? When you’re managing an online store, keeping track of your finances can quickly become overwhelming. You may be using spreadsheets or manually tracking invoices, …
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
I love that you’re open to viewing the work you do through the eyes of your customer! It is truly rare and I’ll explain why it’s rare before answering your question. Consider my local medical centre. You walk in the front door, past a hand-washing station (is that for me?) and you’re greeted by a …
What the best software for creating webforms that send info to my project management software?
There are three main ways for you to have information flow through into your project management system:
In terms of project management software that includes the option for webforms, the two main systems that we recommend are:
From these two options, Podio offers more webform styling options and also allows you to have a webform be used to partially complete a client project or client record which can be helpful when you want a client to complete some details and then have staff internally complete the rest of the information.
Related Posts
Best Accounting Software for Your Squarespace Store: QuickBooks, FreshBooks, or Xero?
Question: I run an e-commerce store on Squarespace and need to manage my accounting more efficiently. Should I use QuickBooks, FreshBooks, or Xero, and how do I integrate it with my store? When you’re managing an online store, keeping track of your finances can quickly become overwhelming. You may be using spreadsheets or manually tracking invoices, …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
Should I map out my customer experience in a diagram or on a whiteboard for our team?
I love that you’re open to viewing the work you do through the eyes of your customer! It is truly rare and I’ll explain why it’s rare before answering your question. Consider my local medical centre. You walk in the front door, past a hand-washing station (is that for me?) and you’re greeted by a …