Apr 13, 2016
What's the best multi-client project, task and document management software?
I'm an independent with a growing retainer-based business. I'm looking for a software to help me track projects, to-do lists, document management and sharing, etc. for all my clients.
Right now I'm using Google Docs but the editing tools aren't as great as Box, but Box doesn't have project or client-management ability. Evernote is ok, but it's a little clunky for what I'm looking for and the headers aren't intuitive. I'd like something that is cloud-based and that I can use for document sharing with clients.
Thanks!
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Apr 14, 2015
Hello Kara,
In our company, we are using BIZixx project management system to handle our daily activities. It includes:
1) Clients Management
2) Team Management
3) Projects Management
4) Invoice Management
5) Task management
6) Reporting
7) Announcements
8) Configuration Management
The good thing is you can try BIZixx for free.. If you like you can choose premium package otherwise you can continue with basic package. Check pricing here: http://members.bizixx.com/pricing.php
Apr 15, 2015
We use Basecamp with my agency. I've personally tried out many different online project management systems and I always come back to Basecamp. https://basecamp.com/
Hope that helps.
Apr 16, 2015
Kara,
Some useful information here: eweek.com/cloud/slideshows/10-cloud-based-project-management-tools-to-serve-every-companys-needs and here: softwareadvice.com/project-management/
Good Luck!
Doug