Page 1 of 2 12 LastLast
Results 1 to 10 of 14
  1. #1
    Join Date
    Jul 2012
    Location
    Charlotte NC
    Posts
    252
    Thanks
    23
    Thanked 38 Times

    Client/account management software?

    I'm always looking for better ways to manage ongoing client projects. I've used WorkETC, Mavenlink, Basecamp, and even Salesforce. I'm currently using a spreadsheet for clients' G+L optimization.

    While the spreadsheet is working for me, I'm wanting to move to a web-based platform where I can have a "single source of truth"- where all the project notes, dates, tasks are housed.

    I'm curious to know what other agencies use for client management. Do you recommend building a custom project template on Basecamp? Or something else similar?
    Chris Ratchford
    Prodentite
    Dental SEO & Websites

  2. Members who thanked Chris Ratchford for this post:

    Amber Robinson (03-26-2013)

  3. #2
    Join Date
    Jun 2012
    Location
    SoCal
    Posts
    8,847
    Thanks
    1,064
    Thanked 2,021 Times

    Re: Client/account management software?

    Thanks for asking a REALLY good question Chris.

    I don't have an answer, but will Tweet this now and see if we can get some feedback!
    Linda Buquet :: Google Local Specialist

    Offering
    White Label Local SEO & Consulting on Tough Cases for SEOs & Agencies

    ADVANCED Google+ Local Training AND Local On-site SEO Training (with automated template)

  4. #3
    Join Date
    Oct 2012
    Posts
    12
    Thanks
    0
    Thanked 3 Times

    Re: Client/account management software?

    Hey Chris,

    We've used Basecamp before and actually ended up building our own project management system from scratch. We went full circle and ended up doing a ton of research again to settle on a system called Apollo. We've been very happy with the features and it's actually very enjoyable to work with. It has everything you mentioned as well as built in time tracking. It really blows away Basecamp. What's unique is that it also includes lead and sales management which we desperately needed. So far we love it.

    If you'd like to read more I actually did a review of the system on my site. Good luck! If you have questions feel free to ask!

    Online Project Management and CRM Software System Review - Christopher Auman

    Christopher Auman
    President & Senior Strategist
    Last edited by Linda Buquet; 01-23-2013 at 12:32 PM. Reason: HUGE manual signature removed. Need to add into sig section and can't be 12 lines long.

  5. Members who thanked chrisauman for this post:

    Chris Ratchford (01-23-2013)

  6. #4
    Join Date
    Jul 2012
    Location
    Charlotte NC
    Posts
    252
    Thanks
    23
    Thanked 38 Times

    Re: Client/account management software?

    Thanks for your input! I'll be sure to check it out over the weekend.
    Chris Ratchford
    Prodentite
    Dental SEO & Websites

  7. #5
    Join Date
    Aug 2012
    Location
    Ottawa, Canada
    Posts
    36
    Thanks
    3
    Thanked 2 Times

    Re: Client/account management software?

    I started using Basecamp but learned to hate it as things quickly got disorganized. With clients / partners participating via email, we quickly had several discussion threads for a single topic. It was VERY frustrating.

    At the time (and still?), BC didn't offer any quick way of adding standard to-do lists, either. So to recreate a to-do list for each project was very time consuming.

    Anyway... I eventually moved onto shared Google spreadsheets for storing and sharing info with the team and using Podio to communicate tasks. I like to have a quick eagle-eye view of tasks given and completed, but need the spreadsheets to important information and coding for various tasks.

    Someone suggested zoho sheets as an alternative for privacy reasons. I'll be exploring that option, but for now, Google spreadsheets are great and easy to scale.

  8. #6
    Join Date
    Jul 2012
    Location
    Charlotte NC
    Posts
    252
    Thanks
    23
    Thanked 38 Times

    Re: Client/account management software?

    @chrisauman

    I've signed up for ApolloHQ and messed around with the dashboard, read the FAQs, and tried to watch the video tutorials.

    Seems like a steep learning curve. Do you experience with their support?

    I'm curious to know how strong their support is.
    Chris Ratchford
    Prodentite
    Dental SEO & Websites

  9. #7
    Join Date
    Jul 2012
    Location
    Jacksonville, FL
    Posts
    29
    Thanks
    1
    Thanked 2 Times

    Re: Client/account management software?

    I recently demo'd Bringshare (bringshare.com). Didn't sign up but was impressed. Worth a look. We'll probably start with them in Feb.

  10. #8
    Join Date
    Jul 2012
    Location
    Charlotte NC
    Posts
    252
    Thanks
    23
    Thanked 38 Times

    Re: Client/account management software?

    Carlton,

    It looks like Bringshare is a reporting tool, right? I see that their pricing is $19/mo.

    While that may sound like a good deal if you have one site, but if you manage dozens of clients, that could really add up.

    I see that they offer an agency version, but I'd be curious to know the price.

    As for traditional project management, it doesn't look like Bringshare is in that category (unless I'm missing something).
    Chris Ratchford
    Prodentite
    Dental SEO & Websites

  11. #9
    Join Date
    Jul 2012
    Location
    Jacksonville, FL
    Posts
    29
    Thanks
    1
    Thanked 2 Times

    Re: Client/account management software?

    It has some blended project management built in. It's not Basecamp, but for SEO really seemed to fit the bill for what is lacking in client communication. OK, that said, I just re-read your post and for some reason was thinking that you wanted a client-facing application. For ongoing tasks, Bringshare isn't going to do it. Apologies - but still worth a look. Revealed some opportunities for us

  12. #10
    Join Date
    Jul 2012
    Location
    Charlotte NC
    Posts
    252
    Thanks
    23
    Thanked 38 Times

    Re: Client/account management software?

    Just an update... I've played around with ApolloHQ and I'm not feeling it.

    Do ever have that feeling that you're looking for something that doesn't exist? Which means that either I'm way ahead of everyone else, or I'm not thinking the right way. I'm guessing it's the latter

    For the agencies and consultants out there, how do you keep all your client documentation organized in one place?

    I'd like to be able to have a single source of truth for:
    • notes
    • updates
    • project management
    • Google+ logins, URLS, etc.
    • tasks
    • calendar


    This seems like more than just project management... and I find it hard to believe that there's not enough demand for this.
    Chris Ratchford
    Prodentite
    Dental SEO & Websites

  13. Members who thanked Chris Ratchford for this post:

    Amber Robinson (03-26-2013)

Similar Threads

  1. How To Charge for PPC Management?
    By Travis Van Slooten in forum Consultant's Corner
    Replies: 6
    Last Post: 01-16-2013, 05:07 AM
  2. Change of management - setup new Places listing?
    By DTO Jerbs in forum Google Places Help & Support
    Replies: 1
    Last Post: 09-27-2012, 04:06 PM
  3. Replies: 5
    Last Post: 08-22-2012, 07:54 AM
  4. client G + account signed up incorrectly under my own account
    By Marc in forum Google Places Help & Support
    Replies: 3
    Last Post: 08-09-2012, 01:12 PM

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •