Internal processes are distinct from external communications, yet both can impact your business reputation. Clients feel the effects of inefficiencies in the quality and timing of your deliverables, even if they don’t witness the ins and outs of your workflows.
Thus, optimizing how you manage your business behind the scenes is critical to delivering the highest quality client work possible. When you aim to maximize internal efficiency, you support strong client relationships and, ultimately, profitability.
Achieving optimal internal efficiency is largely about keeping project tasks on track, which requires the coordination of many moving parts. To stick to project timelines, your team needs tools that are built for client work. An appropriate tech stack is also important for staying on budget in every phase of a project.
Online task management software can ensure that your project plans and milestones align with project budgets by:
It’s best to think about what the right software for your team might look like — not just the features it includes. User interface can positively or negatively affect your team’s software adoption process.
Consider which type of interface makes the most sense for your business and industry. One that’s too simplistic may make it difficult to find essential tools, while one with advanced features such as customizable dashboards can be overwhelming if you don’t use it to its fullest capacity. Instead of focusing on complexity, it’s best to try out a software platform and follow your instincts about whether it’s intuitive.
Keep this in mind as you review the following categories of activity management software to help your teams more smoothly manage client work activities:
The most straightforward type of activity management software is a task management app that acts as a digital to-do list. Task management software houses individual tasks, task lists and, sometimes, tracks task dependencies. Below are four examples of simple task management software that can work for client-based businesses.
Asana is a web and mobile work management platform designed to help teams organize individual tasks, track and manage projects for various industries and purposes. The platform offers multiple task and project views, including lists, Kanban boards, calendars and timelines (similar to Gantt charts). Asana’s collaboration tools clarify team responsibilities and project hierarchy, while its advanced goal-setting and workflow features can be used to keep tabs on the bigger picture.
Asana offers a free plan, but many professional services businesses will need the Business plan, as it includes features such as goal tracking and advanced workflows.*
READ MORE: Accelo vs. Asana
Basecamp is a project and task management app known for its collaborative tools, including chats, message boards and pings. As the name suggests, it’s a singular place for teams to turn for tasks, notes, files and conversations related to a given project.
Basecamp offers a free trial for up to three users and up to 12 months. Thereafter, access to the platform costs $11 per user per month for full access to every feature, plus unlimited projects and users.*
Teamwork is a project management solution built for client-based businesses, including creative teams, accounting firms and those in a variety of other industries. The software encourages internal and external collaboration with various task organization views and unlimited client access. It offers time tracking and schedule forecasting to help professional services teams balance their workload, plus budget management and profitability tracking tools. Add-ons are available for help desk, video chat, CRM and document management.
Teamwork offers a “Free Forever” plan for up to five users. However, client-based teams that need access to billing and invoicing, team chat, custom reports and sufficient project templates will need to sign up for the more costly Grow or Scale tier.*
Each paid tier has a five-seat minimum.
READ MORE: Accelo vs. Teamwork
Trello is a sister program to Jira, as it’s managed by Atlassian. One of the most well-known and widely used project management tools on the market, Trello integrates with many of the tools you may already use. Its structure is based on the Kanban framework of agile project management. However, it's possible to use Trello with the Scrum framework as well.
Trello has over 200 integrations that bring additional functionality to the platform. Some of these are native integrations, and others are “power-ups,” or apps that can boost features.
While Trello offers a free plan, most service businesses will need to pay for one of the business plans (Premium or Enterprise) to access its most useful features.*
READ MORE: Accelo vs. Trello
Client-facing and non-client-facing teams need to achieve seamless communication to support your revenue and profit goals. Today’s software platforms support real-time collaboration with calendars, chats, document editing and live meeting functions. Let’s look at four tools your team might consider for messaging and scheduling.
Google Calendar is a widely used calendar application that makes integrating your team’s tasks with their schedules straightforward. Because it’s frequently used for both personal and business events and allows for multiple calendars to be shown and shared on one account, Google Calendar is a universally compatible option that can accompany your other work management software platforms — and integrate with many of them.
While Google Calendar is free for anyone with a Google account, its advanced features are reserved for those who pay to use all Google Workspace features. Plans start at $6 per user per month.*
Microsoft Teams is a popular team collaboration software featuring audio and video meeting tools, one-to-one and group chat, document collaboration and more. Teams natively integrates with other Microsoft products, including Microsoft 365, making it easy to expand its collaborative functionality without using third-party platforms.
Microsoft teams integrates seamlessly with other Microsoft products, in addition to a host of third-party platforms, including:
Microsoft Teams features are available in an Essentials pricing tier and are bundled with Microsoft 365 features in two additional tiers:*
Outlook Calendar is part of Microsoft Outlook’s suite of productivity tools. Events sync between email inboxes and calendars, and coworkers can see one another’s availability for booking meetings. A unified search tool makes it easy to discover reminders, calendar events and more in one place.
Pricing for Outlook Calendar is integrated with business pricing plans for all Microsoft Outlook. Plans start at $6 per user per month.*
Slack is a messaging app used by all types of businesses. With private messaging and group chat features, the platform makes internal communication simple. It integrates with many popular tools, allowing users to be notified about documents and events. Slack is a great complement to other project management tools.
Slack offers a free version with limited features and three additional pricing tiers:*
As it’s the stage in which your team generates tangible client work, project management is at the heart of your business. To be viable for a service business, an activity management platform should have robust project tools.
Accelo is known for taking project management to the next level — it helps professional services firms connect project work with every other stage of client work. The platform expands visibility and supports increased profits with a full suite of sales, project management, ticketing, retainer management and billing tools in one single platform.
Accelo offers all the solutions you need to plan projects, track results and deliver client work. Schedule a demo to tour the platform, learn how Accelo will help your business and determine what pricing tier best fits your needs.
Trial Accelo to preview its full suite of client work functions.
BigTime is a professional services automation (PSA) software that offers project management, time tracking, billing and more for accounting and consulting firms, creative agencies, IT providers and other professional services businesses. This platform was built to connect teams and offer company-wide visibility and detailed reporting in a modern user interface.
BigTime also acquired Projector PSA, now called Projector by BigTime which the business claims will expand its consultative services and lead to more frequent functional improvements on both platforms.
Businesses that primarily need time tracking can go with BigTime’s Express pricing tier, while more robust features such as invoicing and project budgeting require a Pro plan. Resource allocation and analysis is available only for Premier users.*
Projector by BigTime offers custom quotes for two tiers:*
READ MORE: Accelo vs. BigTime
monday.com is a cloud-based software platform that allows businesses to build custom work management systems using a variety of apps and integrations. Teams can collaborate in monday.com’s Work OS and its four core apps to manage projects and workflows, follow up with sales leads, track bugs and more. Because monday.com is a strong project portfolio management software, it’s popular for planning, organizing and tracking projects, processes and teamwork across a broad range of industries and is designed to be used by a wide range of businesses.
monday.com offers a free plan with limited features, but most professional services businesses will need a more premium plan:*
READ MORE: Accelo vs. monday.com
Wrike is a work management tool that consolidates internal and external communication for teams of all sizes. The interface provides at-a-glance project progress and tracks goal progress for multiple teams within an organization.
Wrike offers a 14-day free trial and five pricing plans:*
READ NEXT: Project Task Tracking Software: Vetting and Feature Considerations
The activity management software that works best for a client-based business is one that can be customized to your needs. It should allow your team to build automated workflows and easily manage resources. Furthermore, each task should be connected to a project or client record to make it easy to track billable work and generate invoices based on said work.
Thus, the best activity management software is an end-to-end client work management platform. Let’s review how Accelo fits the bill.
Accelo is an intuitive solution built for professional services firms looking to maximize efficiency and improve collaboration. The powerful platform provides your entire team with the efficiency-maximizing tools they need to complete every stage of client work. Expand visibility and increase profits with a full suite of sales, project management, ticketing, retainer management and billing tools in one single platform.
Accelo offers all the solutions you need to plan projects, track results and deliver client work. Schedule a demo to tour the platform, learn how Accelo will help your business and determine what pricing tier best fits your needs.
Start a free trial or schedule a demo to see how Accelo could help your team be their most efficient and productive.
*Pricing details are accurate as of January 2023.