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

    By Rich Peterson on March 6, 2019

    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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    Posted in 🤔 Advice.
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