If you work somewhere where you need client collaboration, you just know how hard it often can be with geographical barriers and often clients want real-time communication.
In HubXpert, we searched far and wide for some tools to really, really help optimise our work process, and we found some client collaboration tools. Here, we use some of the tools ourselves, and some of the tools are not really for our industry, but we still added them for your help!
So, let’s check them out!
Client communication and collaboration are complicated matters. So, we need tools that can either enable you to do all these complicated things, or make them easier to do overall.
In this section, we will talk about some of our key requirements, and when we talk about the actual tools, we will cross check them one by one.
Any client collaboration tools we use, or at least most of them, should have a real-time communication option.
If the tools allow us to share files, that would be amazing. But this isn’t a massive deal because sharing can be done via Google.
If the tool is a task management tool, it should definitely be able to organise and manage tasks, deadlines, and project progress effectively. If it can track project hours and generate accurate invoices for client billing, that is also a Plus
It should integrate with other tools, especially the other client collaboration tools you will need to use alongside each one.
Now that we are clear about what we want, let’s get going with the tools!
HubSpot is a Customer Relationship Management System that offers a suite of client collaboration tools to help you attract, engage, and delight customers. It's like having an assistant for your marketing, sales, and customer service teams. It is also the integration hub, because almost every Saas on earth has an integration with HubSpot, and it is easy to establish!
HubSpot comes with the following services:
By using HubSpot, you can attract new customers and nurture leads with Marketing Hub, close deals with Sales Hub, provide excellent customer support with Service Hub.
You can improve efficiency, measure and analyse your results with any of these Hubs!
ClickUp is a powerful and customisable project management tool that will definitely and massively help you organise everything under one roof, and it is also scalable for your team if you have a big team. Let’s take a look at the features ClickUp offers as client collaboration tools.
If you use ClickUp, you can increase your productivity, improve the quality and the organisation of your work, and in general, make your client's life a little easier. Tell me, who doesn’t want that?
Kantata is also a project management platform, but the design focus here was for professional services, and providing ALL services under God’s green Earth. Kantata is a superpowered app that can almost work as your ERP as well as your project management platform. Let’s look at the features Kantata provides!
With all features combined, Kantata will give you an improved project visibility, will allow you to use the limited resources you have to your fullest potential, and that will result in your profits getting higher.
Slack is one of the popular communication and client collaboration tools/platforms that goes beyond just messaging. Almost every workspace uses slack now.
Slack works best with teams, small or large. But if you are a solo freelancer, you can simply work with clients on their slack as well!
Key Features:
Slack is the discord of office employees, and it is very much worth every single bit of attention it gets, even if it isn’t really a unique feature.
Figjam is a whiteboard platform. And it is really good at doing its job. You can brainstorm, ideate, and visualise projects alone, with your team, or with your clients using Figjam. Let’s see what Figjam brings to the table:
Key Features:
Figjam is one of the cheapest software to ever use, so it is already not a point of concern for most people. The visualisation you can do with it can help you and your clients save billions of hours in miscommunication, that alone makes Figjam worth it.
Google doesn’t need an introduction. A large number of people think of Google as the internet itself, and it isn’t even a far fetched idea. It is not a unique tool, but Google is, by far, the best there is.
Let’s see what you can get with a Google Workspace subscription:
All these tools are the best at what it does, and that along with the benefits of Google’s services make it worth it. If you are not using Google, you’re probably in a mess and have to use 20 different softwares. Use Google. It will be the best you can find.
PandaDoc is a cloud-based contract management platform that simplifies the creation, negotiation, and signing of contracts. With PandaDoc, you can streamline your workflows, improve efficiency, and reduce the time it takes to close deals.
Key Features:
The e-sign of PandaDoc is the main reason everyone uses it, and they know it themselves. The contract management at PandaDoc is amazing for small businesses. However, if you are a massive business sending thousands of documents around, you should consider larger enterprise solutions.
QuickBooks is a popular accounting software that can help you manage your finances efficiently. With QuickBooks, you can track income and expenses, generate invoices, and manage your payroll. Here are the key features of QuickBooks:
QuickBooks made its way to almost every startup and small business’s tech stack due to the immense accounting benefit it provides. If you are not using any accounting softwares, consider QuickBooks, because it will be an immense time saver at the end of the day!
Assembla is the true developer's dream. This tool was created specifically to Collaborate on software development projects with a seriously impressive feature tool. It is a Source Code Management Platform that supports Perforce, Apache Subversion (SVN), and Git.
With Assembla, you get a bunch of features you aren’t getting with anyone else on the list. So, your dev team will be happy with Assembla, that is for sure. The most obvious alternative to Assembla is GitHub, but if you need project management functionalities as well as coding functionalities, Assembla is kind of your only option.
If you are into agile methodology, and use agile methods like Scrum in your project, chances are you already are using Zoho Sprints. Sprints is an agile project management tool. It is also designed for teams that follow a specialised structure, and it will help you maintain that structure. Let’s see what Zoho Sprints offers as client collaboration tools:
Zoho Sprints is that kind of software, if you don’t need it, you don’t need it. But if you do, you won’t find anything good like Sprints anywhere else. So, give it a shot!
Effective client collaboration is a must to succeed in your business.
Explore the options in this guide, choose any client collaboration tools you need, and achieve your business objectives!
If you need help with your CRM, or your ERP, we will be there for you!
Click the button for a consultation below!