What is the best project management tool that allows client access?

By Rich Peterson
In 🤔 Advice
1 Min read
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There are quite a few tools in this space and they all offer access to clients in different ways. To take a step back, your options for communicating on projects with clients are:

  • Email
  • Phone
  • Chat
  • Weekly Reports
  • Branded customer portal
  • Access to your PM tool
  • Access to a live project document
  • Automated emails based on stages

Concentrating on the last four options:

  • a client portal works well for giving updates, notes and giving access to files, all in one place.
  • access to your PM tool is convenient but you do need to factor in permissions of what they can see + training requirements for the client. Interestingly, clients can sometimes stay around for longer if they’ve trained their whole team on using your system.
  • access to a live project document is where you provide an online document that you update during the project. A simple solution if done well.
  • automated update emails is a feature on a handful of PM software tools that is handy for higher-volume project updates.

Happy to give specific software advice in this area if required.

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About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson 12 months ago

About

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.
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