You can share documents, photos, videos and all other files with colleagues from any device. It also allows you to edit any of the content even as you are on the move and the content is updated in real time for all involved members to peruse.
Having all the files in one place makes everything available to all concerned people without hundreds of mails being sent back and forth. Slack — Ideal for Businesses of All Size and Scale, Comes with A Free Plan It is common for most of us to have to spend hours looking for a particularly old chat message or wait for remotely located colleagues to respond to a message, and then trying to make sense of multiple concurrent chat sessions with people from HR, your own team, your seniors, maybe vendors and a whole lot more.
In this scenario a unified communication central solution like Slack works wonders. You can even indulge in a number of one-to-one conversations with colleagues through Slack and it even allows you to share files, quote older messages or refer to them, and search for prior conversations easily. It is the age of the customer, and it is he who reigns supreme over everything.
Hence an efficient CRM system or software is imperative for smooth functioning and success of an organization. There are a number of CRM software available in the industry, however, it is Zoho CRM that has gained massive favor and popularity in the recent times. Zoho CRM is known for its efficiency because the software assists you in streamlining the overall sales of your organization, marketing, customer support, and inventory management functions in a single system. Zoho CRM offers a lot to support the requirements of small businesses and the bigger enterprises alike, including features like multi-channel communication, sales productivity, CRM insights, product customization, or even third-party integration.
Twilio — Has a Free Trial and You Pay For What You Use Twilio is a developer platform for communications and offers the software developers the option to add features like voice, video, and text messaging to their applications providing the businesses an opportunity to offer the right communication experiences for their customers.
Twilio allows businesses to reach their customers in their chosen ways and engages them effectively using context related to their interaction. Customer experience is crucial to the success of any business and that is why programmable communication has gained great importance.
The tools is unique in offering multiple functionalities including task management, project planning, collaboration, task delegation, knowledge management, measure progress and offer performance metrics for evaluation, and public and private channel chats making it super-efficient and particularly useful.
The features of this unique SaaS platform that make an impression include the following: The feature set includes multiple features like multiple task management activities, project templates, archiving, drag and drop Kanban boards, file management, customizable tags, and colored labels. Enterprise Messaging The platform has a native chat application with channels and groups, private and direct messaging abilities. The platform also comes with multiple communication features within the app include project chat, drag and drop file attachments, an email bridge for exchanging messages and mentions.
Overview and Analytics This section has multiple features like a full-fledged dashboard, workspace snapshot and filter, interactive calendar, project analytics and health status, burndown charts, and an interactive timeline. Though the project management platform is quite a hit in the niche, there are certain limitations for the platform. Their platform can be a little slow to refresh particularly on the Safari browser, and their iPhone and iPad versions have massive scope for improvement in performance.
It has a rich set of features which includes task management, sales forecasting, marketing automation, social media integration, and more.
The platform is particularly great as their free plan gives you quite a lot in terms of experience. The free plan lets you add up to 12 users and offers you access to almost all the core features of the platform like contact, pipeline, and project management. Apart from this, the platform also has some really useful features like website and online store builder, inventory management, and payment processing and invoicing. The platform also has telephony features like call recording which can be of great help.
The features of this CRM platform that make an impression include the following: Telephony The software comes with a built-in phone that has call recording capabilities and the number of calls that you can record varies for each price bracket.
Other features that fall in the Telephony category include extensions for employees, call transfers, voicemail, call routing, and call source tracking. The platform introduces a phone system in your CRM platform that can be leverages quite effectively for outreach and support.
This one is a favorite among small businesses who are trying to manage their websites from within their CRM. Project Management Bitrix24 has excellent project management features including a Kanban board and Gantt chart that are great for keeping track of tasks and timelines. Apart from this, the platform also has the capability to send out notifications and reminders and help you keep the project on track.
The platform lets you create task dependencies to help you prioritize the tasks that need to be taken care of first. The rating system lets you give quick feedback to the team members. The platform is quite easy to use, but it may take you some time to learn using all the features in the best possible manner. Also, the base plan is a little pricey, particularly if you have only a couple of users.
LibreOffice is free and open source and is built based on OpenOffice codebase which makes it an active successor and great alternative to the erstwhile open source office solution. The platform has a clean user interface and has exceptional feature-rich tools, hence producing neat and professional looking documents of a variety, including letters, theses, brochures, reports, presentations, technical drawings, and diagrams.
LibreOffice lets you create, edit, and enhance a variety of documents and an intuitive spreadsheet program. The suite lets you create presentation materials that have media-rich content and has a great equation and formula editor. LibreOffice includes multiple applications including Writer — the word processor, Calc — the spreadsheet program, Impress — the presentation program, Draw — the vector graphics editor, Math — the application for creating and editing mathematical formulae, and Base — the database management program.
The software also has an online office suite edition called LibreOffice Online which lets you use the software through a web browser with the help of canvas element of HTML5.
In addition to these, there are some more useful features in LibreOffice like the ability to use GStreamer multimedia framework in Linux to render multimedia content including videos in Impress. The software, however, is not as feature rich as MS Office, nor does it look as great. Also, Libre Office is not as fast as MS Office and can hang or crash if massive data were to be pasted on to it.
The platform is ideal for bringing the entire team together using the team messenger, whether it is for one on one messaging or for group discussions.
The platform has a great interface that lets you easily find all the information related to any project including messages, files, links etc.
The platform lets you conduct virtual meetings with video and audio calls and talk to remote teams using audio and video calls with screen sharing abilities aiding online team collaboration. It comes with a strong suite of business collaboration tools including Shared To-Dos, Polls, Rich Note Sharing, Reminders to name a few that can help you optimize project management.
If you have a set of favorite apps that you would like to continue using, all you need to do is plug them into Flock! The platform has three broad areas that they cater to — Collaboration, Productivity, and Integrations. Collaboration The platform brings together the entire team and lets them discuss projects, share ideas, and get work done in real time. You can either start a direct chat or a group discussion with anyone or even get on to quick video call with just a click.
The platform is particularly great for sharing all kinds of files and find them with great ease. Productivity The productivity related features on the platform make it easy to enhance the productivity and efficiency with our inbuilt tools. Discussions can easily be converted to tasks instantly by turning them into manageable to-dos for the team and you can add the due dates as well.
The platform has polls, where people can vote anonymously. The Notes feature on the platform lets you quickly write down the ideas and share it with the rest of the team. The people you share the note with, can make edits and changes are then updated across the chats on which the note was shared.
Reminders can be set against any message in a chat which means no one will ever forget about a deadline or miss out on any task. On the platform you can create and share code snippets and Flock would automatically detects code language and syntax so that it becomes easy for everyone to read and review your snippets.
Integration Flock lets you integrate your favorite third-party apps which means there is no need to keep switching the tabs as you moved from one app to the other. Whether you are trying to access your files on Google Drive or trying to manage your meetings through Google Calendar, trying to access your GitHub universe — you can do it all from within Flock!
In spite of all that makes Flock popular, the interface for the platform does seem a little too complicated, which has come across as a con. Also, the platform has a limit of 10k messages. They offer on-premises accounting applications as well as cloud-based versions that are great for accepting business payments, bills payment and management and for payroll functions.
QuickBooks is known as a pretty easy-to-use software which is highly customer oriented. It offers a huge array of insights and organizational capabilities that can help companies keep the accounting data organized like overdue items, payables, accounting notes and more. QuickBooks Online is favored by business owners for multiple reasons like strong reporting, customizable invoices, inventory capabilities, multiple currencies and almost useful integrations.
Additionally, it also offers other features like automatic sales receipts, split transactions, scheduled invoices, and categories based on location and class. All these features are offered on top of the great mobility offered by QuickBooks Online.
Some of the greatest features for QuickBooks are listed hereunder: Automated standard bookkeeping tasks ensures that your books are balanced Built-in sales tax calculator takes into account your location and products Automatic payments, bill tracking with due dates to avoid late fees Custom, professional business reports including balance sheets, cash flow statement and more Invoice creation for customers to pay through credit card, debit card, Apple Pay and more Imports your bank transactions to help faster bank reconciliations Send estimates to prospective customers, once accepted QuickBooks converts them to invoices Progress invoicing lets you bill incrementally and get paid as you progress through the project QuickBooks is great and is quite popular, but it does have its cons as well.
One of the areas where they lack is their audit trail, because there are some situations where financial information can be changed without leaving any documentation.
The software is also known for its navigational troubles, a sort of steep learning curve, and painfully long support wait time. Their products are based on the software as a service model and sold by subscription which is decided on the basis of the type and number of companies managed by the user. Some of the advantages that make Xero popular are provisions for unlimited users, multiple integrations, scalability to suit large businesses, offers features like approval level, new-inventory tracking, online quotes, smart lists, fixed assets and double entry accounting.
The features offered by them include invoicing, inventory, dashboard, bank connections, bank reconciliation, expense management, robust information security, bills payment and management, project management, and payroll management. Additionally, you can get professional online quotes, tailor financial reports and budgets, receive payments easily from online payment services including PayPal and Stripe , create purchase orders, work with multiple currencies, store files online for easy access, detailed dashboard for business performance overview, sales tax payments, include fixed assets, and more.
Xero has an impressive feature list and has gained a lot of popularity, however, there are some cons to the platform as well. The platform is notorious for a steep learning curve particularly since the new dashboard organization was introduced. With PandaDoc you can create, track and execute documents, and even add functionality for electronic signatures. The software includes features in a variety of categories like proposals, quotes, team management, content management, branding, tracking, workflow, productivity and more.
One more thing that makes PandaDoc a great choice is its ability to integrate with a number of CRMs, ERPs, payment systems, cloud storage and numerous other systems. This web-based document management solution supports multiple document forms including PDFs, Docs, and other preexisting digital documents and works really well with quotes, contracts, agreements, and other forms of sales collateral.
Using cloud technology, PandaDoc can take care of everything document related, like creating contracts, quotes, proposals, HR documents, legal documents and more. The software has dozens of free templates letting you easily create invoices, receipts, quotes, agreements, plans, proposals or many such other documents related to business which can be customized to suit unique needs.
They also offer cloud-based accounting applications that send invoices to clients. They have a subscription based model which includes a variety of products and services including invoicing, expense tracking, retainers, purchase orders, accounts payable, time tracking, fixed asset depreciation, double-entry accounting, payroll integrations, and industry standard business and management reporting.
For data storage, they have a cloud based single unified ledger which ensures that the users have access to the same set of books irrespective of location or device they may be using. They offer features under multiple heads and have structured them in an easy to understand manner for their clients. Invoicing Under this head, FreshBooks provides useful features like customizable invoices, payment reminders, automatic late fees, credit card payments, recurring invoices, due dates, received invoices, discounts, deposits, multi-language invoices, duplicate invoices, multi-currency billing, previews, discounts, retainers, automatic tax calculation, a simple summary, and more.
Expenses In this category, the advantages of using the software include the ability to attach receipts, tax-friendly categories, multi-currency entries, remembered vendors, easily editable expenses, and an easy to read summary. Estimates and Proposals This category is characterized by rich proposals, e-signatures, easy estimate to invoice conversion, ability to send from anywhere, and the ability to review and accept the estimates from anywhere.
Time Tracking In this category, FreshBooks offers log hours, daily breakdowns, team time tracking, timer, bill for tracked hours, ability to track time against clients as well as projects and even has a Chrome extension. Projects At the project level, with FreshBooks you get to collaborate with the entire team, share files, record project conversations, set project due dates and track them, and get a holistic overview of the project.
Payments FreshBooks simplifies payment with attributes like online credit card payments, an easy setup, automatic payment and expense recording, automatic billing and recurring payments, faster bank deposits, ability to deal with international currencies, send out payment reminders with late fees, deposits, safe and secure handling, and ACH bank transfer for US clients.
In spite of all that is great about the software, FreshBooks still has some areas that need improvement. The platform still lacks enterprise-grade capacity, the invoices from other systems need to be transferred manually and there is no way to get this done automatically. Through the app you can create notes with text, drawings, photos, or even clipped web content.
You can save these notes in different notebooks and even tag, annotate, edit, search through, add attachments, and even export them. Evernote Premium, however, comes with a whole new set of features including the ability to take mobile offline notes, a higher upload capacity, presentation mode, PDF annotation, conceirge support, context and knowledge discovery, account switching, quick image recognition and more.
It was acquired by Microsoft in and discontinued to give way to their product To Do in The new product Microsoft To Do was then a new multi-platform app created by the same team which had the added advantage of a direct integration with Microsoft Office service.
Microsoft To Do has some distinct features which make it pretty powerful as a task management tool. It integrates seamlessly with Microsoft Outlook Tasks, syncs smoothly across multiple platforms and devices with stand-alone mobile apps, offers smart suggestions to prioritization and rescheduling, daily task scheduling in the My Day section, super simple and intuitive interface, and is free!
The one major limitation that we noticed on the app is that it lacks the ability to share tasks with colleagues or family members as it lacks collaboration as feature. In addition to this, it does not have the ability to tag tasks for evolved organization, labeling tasks is tough, lacks the ability to integrate with any other third-party apps, and lacks the ability to attach files.
The messages that are categorized as important stay in your inbox, while the unimportant ones are pushed off to a separate folder for later reference at leisure. The factors taken into consideration by the algorithm include the sender, subject line, and the timestamp. Another unique filtering in the software involves deleting incoming emails from certain senders which is akin to unsubscribing from lists. Some other features that are pretty useful in t software include snoozing or deferring emails, integration with Dropbox to move the attachments of a particular size directly into the Dropbox while furnishing a Dropbox link to replace it.
Sanebox uses artificial intelligence for cleaning up your email and to sort through all the emails before determining which emails are important to you and which are not. With Sanebox you can see which of your emails received a reply so that you know who to expect replies from!
Moving on to the limitations, Sanebox is not compatible with every other email overhaul program so you may not be able to use it with your favorite one. It is also notorious for sending far too many of your emails to your spam folder, though you can use it to retrieve them back, but still there is a chance of missing out on important communication. It is a software-as-a-service which is aimed at improving team collaboration and work management.
Using Asana it is possible to create projects, assign tasks, set deadlines, and communicate about them easily within the application. Asana is popular for many reasons and the first one among them maybe the fact that it offers a free plan as well. Asana is popular among all business niches as it is really customizable making subtask organization pretty easy.
The software lets you set recurring tasks, limit the number of emails needed for communication regarding the project, and calendar syncing. Asana is also preferred for its fabulous User Experience and the intelligent interface design making sure that it only takes a couple of clicks to get anything done. In spite of all that is great and brilliant about Asana, it clearly does have some limitations of its own.
As there is a lot of flexibility and options for customization it is only natural that the projects would get a little complex and sometimes tough to keep a track of. Asana is heavily text based which increases the likelihood of accidentally breaking structure, removing a task, or changing the naming. Time tracking and estimate functionality is also missing but it can be taken care of by getting the Everhour add-on that lets you track hours and furnish the estimated duration of tasks.
Fleep calls itself a network which means that all the users can talk to each other and communication is not limited to just the one team for every account. One feature that makes Fleep different is email interoperability which lets it combine email communication and chat in one tool. Fleep has other key features like task management and information sharing in a wiki-like fashion which set it apart from the others.
Fleep stands out from the crowd of products due to its open approach towards the way you can bring people in on it. There is no need to register, sign-up, download, install and learn how a certain program is to be used. You can easily integrate people outside the app with just their emails! Scheduling Schedule client and staff appointments in the OfficeTools Calendar system.
It allows tracking of project details including: Scanning The paperless office is more than simply scanning physical documents into a repository.
It also means collating every kind of digital and scanned documents to one place that is easily accessible, tagable, and searchable. Workflow The Ultimate Workflow From the who, what, where and when about tax work, accounting and consulting to how much time was used and how much billing was achieved.
All is easily tracked with our Workflow System. Launch calls directly from the application, and get prompts to log time when you have completed the call.
Invoice Flat Fees or Detailed Billings Any Time No matter how you bill, from time card entry to billing and invoice creation, delivery and payment processing receipt OfficeTools makes it easy to realize every billing opportunity. Stay in Control Be in control of your schedule — view your appointments directly on your phone with three different views, allowing you to use the view that works for you.
Appointment details include, attendees, and notes associated with the appointment. Create and log time from anywhere. The mobile app will allow you to launch a call directly from the application, and prompt you to log your time when you have completed the call.
Ditch the laptop, use the app instead!
Zoho Workplace While Microsoft Office continues to dominate the world of office productivity suites, some users and businesses may be put off by the idea of monthly fees. Additionally, over the years a number of other companies have launched their own versions of office software, covering documents, spreadsheets, and email, to rival Microsoft's flagship service. Some of these alternatives come at a more competitive price - but even better, some are free to use. This will almost certainly be of interest to those consumers and businesses looking to minimize costs while retaining the ability to work with office files. However, not all office suites are created the same, and come with limitations, especially in free versions that come with a paid-for upgrade to unlock features.