If you’re looking for simple visual PM software that includes Kanban and Gantt chart views, you’ll want to check out using Trello with the GoodGantt power-up. Also includes staff availability tracking, dependencies, stats and progress filtering.
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
Question: We need advice on how to best organize and manage tasks and workflow for our fitness brand. We are looking for a coach who can help fine tune our systems, make sure tasks are completed by our team, and assist in sales funnel development. We are a fitness brand with just under 500k following …
Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of …
Further Details of Question How do I create a client portal so they can access invoices/quotes/raise support tickets? We’re currently getting a website developed, however, I don’t know how to create a client facing portal, where users can login, raise support tickets, and access key documents including contracts, invoices ect. Answer There are a few …
What can I use as a simple project management software with Gantt charts?
If you’re looking for simple visual PM software that includes Kanban and Gantt chart views, you’ll want to check out using Trello with the GoodGantt power-up. Also includes staff availability tracking, dependencies, stats and progress filtering.
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Simple CRM for surfboard manufacturer
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
We need business management help for our fitness brand
Question: We need advice on how to best organize and manage tasks and workflow for our fitness brand. We are looking for a coach who can help fine tune our systems, make sure tasks are completed by our team, and assist in sales funnel development. We are a fitness brand with just under 500k following …
Setting up email automations
Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of …
We need help building a client portal
Further Details of Question How do I create a client portal so they can access invoices/quotes/raise support tickets? We’re currently getting a website developed, however, I don’t know how to create a client facing portal, where users can login, raise support tickets, and access key documents including contracts, invoices ect. Answer There are a few …