Connect 1 EDI Source with Your Project Management Tools Easily

We appreciate Bonsai for its streamlined project management capabilities that are particularly beneficial for freelancers and small teams. Its integration of project management with client management and invoicing tools allows for a seamless workflow, ensuring that all project elements are well-organized and easily accessible. This consolidation helps in improving efficiency and reducing the time spent switching between different tools.

Another reason we find Bonsai appealing is its user-friendly interface that simplifies the management of projects, tasks, and client communication all in one platform. The tool’s ability to automate and customize invoicing and accept payments makes it not just a project management software but a comprehensive business management solution. This is especially useful for professionals who juggle multiple projects and clients, as it helps keep everything organized and accessible.

Have you ever needed a tool that not only keeps your projects on track but also sparks creativity among your team? We find that Milanote might be just what you’re looking for. It’s a visual delight, perfect for teams that thrive on visually organizing their ideas and tasks. The interface is incredibly user-friendly, making it a breeze for anyone to pick up and start using, which is especially great for creative teams like designers and marketers.

What really sets Milanote apart is its flexibility. Whether we’re mapping out a complex project or just jotting down some quick ideas, Milanote adapts to our workflow. It encourages collaboration without the clutter, allowing team members to share insights and feedback in real time. It’s like having a digital whiteboard that everyone can contribute to from anywhere, anytime.

A solid choice for all management needs, Zoho Projects is at the forefront when it comes to automating workflows and increasing team efficiency. Starting at $4/user/month, we’ve found that Zoho Projects is well worth it, offering businesses a vast array of functionalities. It’s a dynamic solution too, offering bespoke features such as industry-specific project templates as and when needed.
In our experience, Zoho Projects is one of the best solutions for launching projects. The interface is simple and intuitive with convenient List Views for simpler navigation. Visuals such as Gantt charts can be created, as can Reports for more detailed analysis. Finally, we found that it is fully integrated with in-house applications for smooth operation. All in all, Zoho Projects is a robust solution for teams in hybrid or remote settings.

This free, open-source, cloud-based project management solution is based on the Ruby on Rails framework. As such, Redmine offers a cross-platform and cross-database interface for managing numerous projects all in one space. Managers can allocate users for different roles with set definitions, including priorities for projects or tasks. While free, there is a Panio-hosted version with a starting price of $25.
We found that the document management system is particularly useful, allowing users to share and collaborate with each other quickly and efficiently via messages. Time tracking functionalities are available, as well as the ability to use databases such as PostgreSQl, SQlite, and MySQL. Businesses looking for a budget-friendly, yet flexible solution should check out Redmine.

Available for businesses of all sizes, Bitrix24 is an online workspace with more than 25 cross-integrated tools. These include Kanban, Gantt charts, messenger, CRM, file storage, and workflow automation. From our experience, we’ve found that turning to Bitrix24 eliminates the need for multiple SaaS solutions as they are all combined in one package. Pricing starts at $61/month and is scalable depending on the business size.
As a client management solution, it’s all about providing the necessary tools to track client and partner interactions with the team. It’s got a wealth of top features we love including personalized invoices, message templates, note capture for client interactions, and so on. Our particular favorite is the sales funnel function, which shows an overview of transactions and their progress across all stages. With a strong sales dashboard, agents can check deals, which clients haven’t received invoices, and any agent ratings for sales, effectively highlighting team strengths and weaknesses for sale-oriented marketing teams.

A smart solution for businesses both large and small, Microsoft Project makes planning and implementing projects very easy. Complex projects can be managed using a variety of tools to meet each user’s needs. For instance, we found project scheduling tools, with dynamic features for assigning tasks and tracking project duration. We also found the interactive dashboards to be an excellent feature for managers looking to view overall status and figure out issues using Power BI visualization.
Microsoft Project’s pricing starts at $10/month, but businesses can opt for a private plan as well. Built on Azure, businesses and freelancers can create automated workflows with flexible platforms. All of this is very secure and allows for improved collaboration across teams. With file sharing, chat, and meeting capabilities, Microsoft Project has proven itself adept at streamlining businesses, particularly those where teams are spread around the globe and not always in the same time zone.

An open-source integrated business app suite, Odoo offers a lot of features all in one place. Primarily consisting of apps, these include CRM, accounting, website builders, eCommerce, marketing, and warehouse management. We were impressed to find that Odoo really does have an app for everything you could think of when managing our business. It’s no surprise though, as Odoo is supported by one of the largest business app stores out there.
The Community edition is free, but for Enterprise options prices start at $20/user/month. Additional apps can be added for custom needs, which we found to be a really useful addition to the platform. Odoo is all about combining its community resources and partner networks for improved output for all. As one of the most installed business apps in the world, Odoo’s unique ecosystem could be just what your business needs.

Agile teams can use Jira as a process management tool in their business. Essentially, it’s a track-and-release software supporting Kanban, Scrum, and hybrid model workflows. We’ve found the ability to create project roadmaps in Jira to be especially functional, allowing teams to map every project and its subsequent progress. The interface includes drag-and-drop functionalities for all project details.
With flexible pricing, Jira can be tailored to businesses of any size. Small teams with fewer than 10 users get it free, while growing team plans start at $7/user/month. We were surprised to find that users can access thousands of business tools here, from productivity to source code apps. As such, Jira’s functionality is ideal for businesses looking to create stories, distribute tasks throughout a team, and even plan sprints.