Project & Task Management
Trusted by millions, Basecamp puts everything you need to get work done in one place. It’s the calm, organized way to manage projects, work with clients, and communicate company-wide.
Freshdesk is the latest in cloud based support tech that comes with everything you need to track and manage projects. Freshdesk offers an array of features like issue tracking, SLA management, smart automations, SEO ready FAQ section, Knowledge base and customizable Self Service Portals, which helps increase agent productivity and reduce burnout
Whether you’re between meetings or in line for a latte, use Asana to quickly capture tasks, to-dos, reminders, and ideas. Get updates from coworkers, organize tasks and projects for work, or manage your to-do list for the day.
Trello gives you perspective over all your projects, at work and at home. Whether it’s managing a team, writing an epic screenplay, or just making a grocery list, Trello is your sidekick for getting things done and staying organized. With Trello you can: • Create boards to organize anything you’re working on.
Leading IT Business Management software provider. Autotask combines RMM, service desk, CRM, projects, time and billing and reporting into one unified platform.
WHAT WE USE: AUTOTASK
File Storage & Sharing
Dropbox is a creative collaboration space designed to reduce busywork, bring your files together in one central place, and safely sync them across all your devices—so you can access them anytime, anywhere. And sending large files is easy, even to people who don’t have a Dropbox account.
Google Drive is a safe place for all your files and puts them within reach from any smartphone, tablet, or computer. Files in Drive – like your videos, photos, and documents – are backed up safely so you can’t lose them. Once there, you can easily invite others to view, edit, or leave comments on any of your files or folders.
SharePoint is a web-based, collaborative platform that integrates with Microsoft Office. SharePoint is a leading tool used by 78% of Fortune 500 companies to develop their online and offline capabilities.
WHAT WE USE: SHAREPOINT
CRM & Email Marketing
MailChimp provides marketing automation for e-commerce businesses. Send beautiful emails, connect your e-commerce store, advertise, and build your brand.
Infusionsoft is a private company that offers an e-mail marketing and sales platform for small businesses, including products to streamline the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce.
HubSpot CRM: HubSpot CRM is a platform that allows sales teams to get started quickly without making much of a change in their existing workflow. It is a ideal solution for companies that are still starting to recognize the value of CRM and want to try it out or for enterprises that are not using their existing CRM systems to their fullest potential. Its a smart and easy option that carries all basic features and is a solution that will suit to all niches and businesses. A simple platform that will help to organize each detail from customer’s communication which will provide context to team about client’s needs, current state and future expectations. At the same time, the system helps develop successful lead generation strategies. There’s an abundance opportunity to engage new potential customers and effectively track and monitor company’s interaction with new individual prospects. With one central place, team can easily gain insights of business and customer journey, and effectively assign, track leads and customer across long cycle.
Salesforce CRM: Salesforce is a customizable CRM that will match and grow with business. As a CRM, Salesforce helps to track all customer information and interactions in one location to follow more leads. It helps to track deals, capture competitive information that efficiently helps to close more deals and grow business. To get more leads, it automates the whole process to provide quality leads and allows you to create a systematic pipeline from lead to conversion. On top of it, it accelerates productivity.
Zoho: The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. It automates daily sales tasks, converts web visitors into hot leads, imports prospects from external sources. Not only helps to track sales and engage customers in different platforms, but also allows to manage customer accounts, forecast revenues, identify team performances. In addition, it helps to make relationship streamlined and make profitable business decision.
Pipedrive: A solution that is capable of efficiently managing company’s sales pipeline. It provides an organised system for managing relationships with customers that will assist business to have efficient and user-friendly overview of the sales pipeline. It is fully customisable and easy, and intuitive CRM for any business. Pipedrive streamlines every action involved in converting a potential deal into a successful sale which helps to build strong, lasting relationships with customers.
WHAT WE USE: HUBSPOT
Can you tell us which of these systems works best for you? Or have we missed any that you'd like us review and include? Just leave a comment below. Here at CROFTi we research and test all the systems we implement to ensure we provide only the best of the best systems for our customers.
