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What Are You Doing For Project Management

by mrmatt
14 replies
Hello All,

What are you doing to manage your clients, their projects and results?

Software you use and recommend?
Programs to track keyword rankings?
Tracking to make sure things are getting done that you outsource?

I am getting to the point with the number of clients that I need to get some of this stuff in place and wanted to see what you are recommend and what you are doing.

Thanks
Matt
#management #project
  • Profile picture of the author ryank
    I'm using this web based project management software named BaseCampHQ - You can search it on Google.

    What I love from this tools compare with others is the ability to invite client to the project and communicate with them on the site.
    You can track the conversation to them and they can reply by email. They also can see the progress for their project.

    The best part is... you know when you wait for an information from the client, in some time, they are the one who will ask you for a progress. Sure you don't want to be the one who got blamed. With this tool, you can tell them that you are waiting for the information from them.

    That's what I use. (sorry for my english)
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  • Profile picture of the author mrmatt
    I've been looking at bascamp looks like a great program.

    What about tracking progress with rankings?

    I have been using rank checker. Good enough or is there something better?
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  • Profile picture of the author michaelallen
    For what you do, you should look into something that integrates more of what you need into one system instead of resorting to multiple apps that don't integrate naturally (and if they're SaaS- this is costly).

    WORKetc is an integrated project management/CRM/billing tool that you could use to manage virtually everything your business does. Contacts, leads, projects, to-dos, events, even things on the financial end.

    You would have one web based, integrated solution for everything instead of a list of services that aren't integration friendly, which has drastic differences on workflows and overall efficiency/ease of mind.
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  • Profile picture of the author Doug McIsaac
    I use Basecamphq for project management

    For tracking rankings I've used Market Samurai and Internet Business Promoter, but am reviewing Raven tools. I want something that is web based and automatically generates the reports.

    For tracking that work has actually been done I have them give me spreadsheets with links and I have another staff member review that the links are live. Then occasionally I spot check those as well.
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    • Profile picture of the author seanster
      Originally Posted by Doug McIsaac View Post

      I use Basecamphq for project management

      For tracking rankings I've used Market Samurai and Internet Business Promoter, but am reviewing Raven tools. I want something that is web based and automatically generates the reports.

      For tracking that work has actually been done I have them give me spreadsheets with links and I have another staff member review that the links are live. Then occasionally I spot check those as well.
      Hello guys, Doug, I actually been down this road of research. Don' t bother with Raven tools. They are too expensive and only update it infrequently and want to charge for Yahoo, like their different then Bing now.

      Use webposition.com or rank checker free plugin from SEO book. There is another company that actually I had a terrible time with and cussed me out, that I will write about later because it really was a bad experience.
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  • Profile picture of the author Quentin
    I just use google docs with a spreadsheet and google analytics.

    I tried different project management programs but spent to much time trying to get my staff to understand them.

    With the spreadsheet I can just add what I want and customize it to my needs.

    Then link it all up with google calendar which sends emails when I need them to contact me or attend a meeting on skype.

    Q
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  • Profile picture of the author mancmusicman
    I use ZOHO CRM which is a customer relationship management. I keep track of all my leads / accounts etc. everytime i action anything i can input it in there . also has calender and email functionality

    the great thing is its free for upto 3 users on 1 account
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    • Profile picture of the author falco
      I use Google calendar (SMS reminders works great for me), as well as word/excel to make various schemes
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  • Profile picture of the author maricelu
    I use Startock Fences on my desktop to keep my clients' files arranged.
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    • Profile picture of the author fitz10
      For project management I use Zoho Projects. It's free and versatile.
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  • Profile picture of the author ProEFI
    I've been a freelance consultant for a few years now (mostly developing wordpress membership sites). I ended up developing my own wordpress based project management system. I've been using it for the past few months and I've been so happy with it that I've decided to release it in the next few weeks as a WSO.
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    • Profile picture of the author Jason Dittberner
      I tried a bunch of CRM solutions and never could find one that worked for me. I use spreadsheets, Evernote, and Dropbox (for VA/outsourcing). I keep it simple and it works for me.

      +1 for Stardock Fences. Not sure about using it for client stuff, but a cool Windows program for when I have to be on a PC (says the Mac user).
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  • Profile picture of the author Rocketguy
    Basecamp all the way!
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  • Profile picture of the author jondabach
    I use the free zoho.com/crm and integrate it with google calendar. Great import/export and very customizeable. Also has some great other features depending on how you intend to use it. For simple things I use google spreadsheets.
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