Marketing software. Any recommendations for software that will manage your workers and clients in one place?
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.
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.
Trello, asana? Access for team and for client so they can transparently see comms between staff about THEIR asset.
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