Running your own business can require a lot of support. Project management, internal communications, and meeting planners OH MY! It’s easy to get bogged down with potential software options to help organize and manage your business to offer the smoothest and most efficient customer experience. Luckily, we have a list of a few favorite software platforms to help you get your biz running in all the right directions. Take a look at these management tools and see if these may be a solution for your company’s organization dilemmas!
We have a team of 10 and over 100 different clients with active projects. It’s important to keep our tasks in order. We trust Hive to help us keep our actions in order. It provides an organized timeline of what is new, active, and under way. Hive allows for teams of all different sizes to collaborate on tasks, connect documents from your drives, request approvals and provide dynamic feedback on actions and profiles. We highly recommend HIVE for teams of over 3 to use for project management and task tracking.
Think group text messages but organized by topic and content. Slack is the perfect way to communicate with your team whether you’re in the same building or working from different time zones. With specific channels created to match the topic of conversations, you can invite specific people into your chats and discuss pertinent ideas and actions that pertain to their workload. You can also create threads off of specific messages, keeping everything organized and easily extractable.
Get anxiety trying to schedule a meeting for your team and clients? Do you have a hard time syncing the calendar invites to everyone’s individual Google calendars? This makes it hard to prove who’s available and who’s not. Calendly is your time management solution. Calendly syncs with all members on the platforms’ Google calendars, ensuring that the time slots you provide for your clients to schedule meetings are truly available and everyone who is to attend the meeting can. With easy-to-share meeting links and built-in reminders for your clients, Calendly is a no-brainer. Not only is this crucial for project management, but it also allows for greater client communication and trust building with potential customers.
Managing accounts means we have to ensure everyone’s credentials are secure and out of harm’s way. Internet hackers are everywhere, trying to find ways to reach accounts and their logins. Luckily, we found Keeper, a secure web encryption site that keeps login profiles secure and inaccessible to hackers. We ensure our clients‘ information is safe with us, and with Keeper, it’s a promise we can surely keep.
Scheduling posts to multiple platforms for each individual client can be a daunting task. It is especially hard when you need to prepare different posts and formats for each platform. Social Pilot is our one stop shop for queuing and sending social media posts across multiple pages including Google Business, Facebook, Instagram, Pinterest, and more.