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.
There are a few options for installing a notification bar on the top of your site: WP Notifications Bar WPFront Notification Bar HashBar Sitewide Notice WP HelloBar
Question: I am running an Airbnb business, since I need a team work software, I tried Asana. But it will be more helpful if it can automatically generate cleaning tasks from Airbnb calendar. Since we need to inform cleaners to do cleaning every time when the guests check out. Do you know any other software …
Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired …
Question: I am looking for some help with my social media strategy process. I run a relatively new web design and e-commerce consulting business and need help getting more interactions and engagement on my social media accounts that convert to paying clients. I am currently posting 3 times a week, Monday Thursday and Sunday, but …
What is the best project management tool that allows client access?
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:
Concentrating on the last four options:
Happy to give specific software advice in this area if required.
Related Posts
I’d like to install a WordPress notification bar at the top of my site
There are a few options for installing a notification bar on the top of your site: WP Notifications Bar WPFront Notification Bar HashBar Sitewide Notice WP HelloBar
An Airbnb workflow
Question: I am running an Airbnb business, since I need a team work software, I tried Asana. But it will be more helpful if it can automatically generate cleaning tasks from Airbnb calendar. Since we need to inform cleaners to do cleaning every time when the guests check out. Do you know any other software …
Basecamp for Digital Media Remote Agency?
Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired …
Creating a Social Media Strategy Process for my Web Design business
Question: I am looking for some help with my social media strategy process. I run a relatively new web design and e-commerce consulting business and need help getting more interactions and engagement on my social media accounts that convert to paying clients. I am currently posting 3 times a week, Monday Thursday and Sunday, but …