There are three main ways for you to have information flow through into your project management system:
Using the email-in feature to send data to a particular workspace, project or client record
Connect a webform builder like Typeform and have the information emailed in or synced using Zapier
Use the webform feature that comes with some project management software systems
Side note: The main issue that we see clients have is trying to have information flow from a client and then update the existing client project or record in their system. Updating a project or adding a comment through email or a sync is quite common but trying to link the information to a particular client record can be quite difficult.
In terms of project management software that includes the option for webforms, the two main systems that we recommend are:
From these two options, Podio offers more webform styling options and also allows you to have a webform be used to partially complete a client project or client record which can be helpful when you want a client to complete some details and then have staff internally complete the rest of the information.
I had this question recently and want to dive a little deeper into it that the standard list post of DIY online course platforms. Just in case, if you don’t have time to read the deeper why behind choosing an online course hosting platform, go and check out (in this order): Teachable (free plan then $39 …
One reason is because there are more tools available to create online marketplaces. For single-sided marketplaces, people can use Shopify, BigCommerce or WordPress (with plugins). For two-sided marketplaces, people can use Sharetribe, WordPress (with plugins) or hire developers to create their marketplace. Other factors include: The costs are getting lower Shows like Shark Tank & …
It does sound like using a marketplace would work the best for what you’re looking to do. If you’d said that you just wanted somewhere for beekeepers to exchange information then you could have looked at using the free Mighty Networks group or setting up a Facebook group. As you’re looking to create a place …
This is such a huge need for real estate and insurance professionals, to be able to grab a map and pin content onto the map. You might even want to upload an image or map and then mark out areas that display a pop-up when you hover over the image. The software that I’d recommend …
What the best software for creating webforms that send info to my project management software?
There are three main ways for you to have information flow through into your project management system:
In terms of project management software that includes the option for webforms, the two main systems that we recommend are:
From these two options, Podio offers more webform styling options and also allows you to have a webform be used to partially complete a client project or client record which can be helpful when you want a client to complete some details and then have staff internally complete the rest of the information.
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I had this question recently and want to dive a little deeper into it that the standard list post of DIY online course platforms. Just in case, if you don’t have time to read the deeper why behind choosing an online course hosting platform, go and check out (in this order): Teachable (free plan then $39 …
Why are there so many new online marketplaces popping up?
One reason is because there are more tools available to create online marketplaces. For single-sided marketplaces, people can use Shopify, BigCommerce or WordPress (with plugins). For two-sided marketplaces, people can use Sharetribe, WordPress (with plugins) or hire developers to create their marketplace. Other factors include: The costs are getting lower Shows like Shark Tank & …
As a beekeeper…would you use an online marketplace “for beekeepers” to buy/sell products, exchange information with other beekeepers?
It does sound like using a marketplace would work the best for what you’re looking to do. If you’d said that you just wanted somewhere for beekeepers to exchange information then you could have looked at using the free Mighty Networks group or setting up a Facebook group. As you’re looking to create a place …
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