Using Project Management Tools for Client Management
A big part of project management is managing the client. Sure, you need to get organized, check off tasks, gather resources and manage risk, but in the end, it’s the overall satisfaction of the client that matters most. While online project management tools are traditionally reserved for internal use (to keep the mess behind the scenes), certain aspects can be used to involve the client and keep them in the loop. Not only this, but project management tools can also be used to keep client contact information organized and within easy reach.
With SantexQ, you can keep track of important client contact information such as main contact names, mailing address, email addresses and phone numbers. The Q also has “Custom Information” fields, where you can add in any additional information that you may need for a certain client, including access logins, passwords and related websites. Find more tips and trick for Using SantexQ.
You can allow clients access to the information being stored on your project management tool by adding them as a user and changing the settings to the desired level of accessibility. This way, you can keep your client in the loop but without over complicating their involvement. SantexQ also has a built in file upload feature for easy document sharing between you and your client.
Essentially, an online project management tool is a reliable place for team members and clients to access important information no matter where they are.
Tags: client management