Tagairtable

Setting up workflows in an online spreadsheet

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Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, Google Docs, and Skype. The current...

I need a database created for field inspections

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Further details of question I’m thinking of creating a Microsoft Access Data Base to record site records for field inspections. Is this the best option? Each Field Site item with have: Location description Location details Provide for linking to site maps Allow for 100 sites Each site item will have: A drop down Description A drop down Condition A date of inspection GPS Location Allow for...

People love Asana: Is it right for your business?

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If you’ve ever done an internet search for “beautiful project management software”, you’ve probably come across Asana. It’s one of our top 12 project management software systems in terms of design alongside Basecamp, Solo, Airtable, Process St, Roll, Pipefy, ClickUp, Flow, Sunsama, Ora and Roadmap. All beautiful software that your designers, and your eyes, will love...

I need a custom CRM web app and database

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Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the database. We will need a web user interface to perform create/read/update/delete...

What software should I use to build an online property development database?

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Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version history, edit user permissions, etc. We currently manage our data in...

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For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.