Marketing software. Any recommendations for software that will manage your workers and clients in one place?

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Guest

Post by Guest »

Consolidate all client passwords, client documentation, resources, and employee tasks and projects. All of our clients are currently in google drive, but I would love to have software that gives an overview, SOPs, passwords, and more for each client with a nice and seamless interface.
Harley

Post by Harley »

We use Keeper for passwords. And Asana for project/client management.
Peter

Post by Peter »

I use roboform, it saves all passwords. I don't know what I would do without it.
Kirsty

Post by Kirsty »

Built my own in Filemaker Pro based on a free template. Several design agencies I know use it too as its Mac based. Asana is quite a good Job bag solution as it’s cloud based.
Jayne

Post by Jayne »

Trello, asana? Access for team and for client so they can transparently see comms between staff about THEIR asset.
Simon

Post by Simon »

Check out Chameleon Mode...
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