haabeDeveloper @ Snopp Designbyrå

What is the best tool for customer/client management and project management?

We're a small design bureau and we currently use a diversity of tools to keep the boat afloat. Mainly Timelyapp for time tracking, Asana for project management and Gmail for email. Even though we are small, we're afraid that communication gets lost along the way, and we're looking for the ultimate tool that works perfectly, feels good and looks awesome. I've sneak peeked at some CRM tools like Insightly and Pipedrive, but I don't quite feel they'll suite us and our nitpicky demands. So I therefore ask you, nice hunters, for advice.
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8 recommended
  1. 4
    Basecamp

    Keeps people on the same page

    Lisa Dziuba3FlawlessApp.io Founder · Written
    Basecamp is pretty good for project management when you have many small projects your team a working on.
    CommentsShare
    • Great and helpful app! I use Basecamp integration with TMetric in all my projects, for me this is the most convenient way to track my time for any activity in Basecamp

    • Agustin EsperonCo-Founder & Head of UX/Design at Wideo

      I'm a big fan not only of BaseCamp, but also their founders' books (Rework, Remote, Getting Real) and blog posts. Their work philosophy is amazing and it's reflected on the clean and concrete software.

      I really enjoy managing all aspects of my company with BaseCamp

  2. 3
    Freshdesk

    Everything you need to deliver exceptional customer support.

    Kesava Mandiga14Curious cat. Writer. Explorer. · Written
    Freshdesk offers a great core CRM tool with add-ons that help manage projects, tasks and more.
    CommentsShare
    • It's the best software for customer support that I have ever used. Also, I like its integration with TMetric, it allows me to track how much time was spent on the overall activity in Freshdesk.

    • My teams been using this for over a month and they love it. It's increased visibility on production and helped us get a handle on customer satisfaction per ticket.

  3. 2
    Flock

    Real-time team messenger tool

    Kesava Mandiga14Curious cat. Writer. Explorer. · Written
    Flock is a team communication and collaboration platform that integrates with almost everything under the sun. Gmail, Google Drive, Asana, Zendesk and more - you can use various tools and bring it all together in one system that keeps your communication chain short and simple, and easy. Try it out! Disclaimer: I work at Flock, so I might be a little biased but it's a great platform for teams big and small!
    CommentsShare
    • RJ Lewis DigitalRJ Lewis, Digital Consultant

      I love that flock is stable, easy to use and has a good base of application integrations. I typically miss flowdock, but the overall collaborative experience is better than slack. Been using a little over 6 mos.- couldn't pick that though

  4. 2
    monday.com

    Simplify the way your team works

    Kesava Mandiga14Curious cat. Writer. Explorer. · Written
    A visual project management tool, dapulse makes it easy to document and track your projects across teams.
    CommentsShare
    • Matt Pliszkadiscovering SaaS apps at pickSaaS.com

      Really great and complex project management app for more demanding customers.

    • John CalzarettaChief Rev Guy - Identity Card

      So much more than just a project management tool. Our team uses DaPulse almost exclusively for all facets of communication and collaboration.

  5. 2
    Flow

    Beautiful team chat with tightly integrated task management

    Kesava Mandiga14Curious cat. Writer. Explorer. · Written
    Flow is an awesome project management tool that lets you collaborate with clients in real-time.
    CommentsShare
    • Alex HeetonProduct & Technology consultant

      My team switch to Flow a few months ago and we've been really enjoying it. Coming from Trello after it got a little bloated with all our process on top of the simple lists, this was just enough organisation on top to get things going again. I really recommend it for small teams.

    • Julian DormonFounder of Proofpix.com and

      Can't live without this product. Managing my project and people has never been easier.

  6. Kesava Mandiga14Curious cat. Writer. Explorer. · Written
    ProofHub says that it is the one place for all your projects, teams and communications. This is the only one that I've not used, yet, but it looks promising. :)
    CommentsShare
  7. 2
    Scoro

    Manage time, sales, finances and reporting in one platform

    haabeDeveloper @ Snopp Designbyrå · Written
    Like ProofHub, it seem to meet many of our demands. Haven't tested it yet, looks promising though.
    CommentsShare
  8. 1
    Drag Pro

    Transform Gmail into organized To Do lists (like Trello)

    Nick TimmsDrag is live today (12th July)! · Written
    Nick Timms made this product
    You could try Drag boards. They stay inside Gmail (and look like Pipedrive!)
    CommentsShare
    • Alexandra BalkovaMD @Wise Guys, Dealflow @WannaBiz

      Testing for 2 months already, downloaded in December. Despite the bugs, I can not stop using it, cause for now I can't imagine my inbox not being perfectly organized as it was before. I see product is definitely improving, so I believe the team will deal with all the bugs & conflicts with other extensions. Cause Drag helps me a lot. Thanks for the product.

    • Peter BanerjeaCo-Founder, SuccessIsWhat

      Extremely useful for anyone who spends a lot of time communicating outside the company - salespeople, support folks, PR people, procurement guys, etc. What I love most is the simplicity of it - which makes it very easy to get your people to adopt it!