Connect Ally 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.

For custom relationship management, the cloud-based Teamleader is a solution for SMBs and larger, or growing companies. As a key feature, we found that Teamleader’s standalone sales automation was particularly beneficial with support, help desks, and web self-service options available. Alongside the provision of a live chat, companies can utilize Teamleader to organize sales contacts and analyze the sales database efficiently. There are three plans here starting at $37.50 per month for the Smart plan.
We value the fact that Teamleader is a customizable solution, meeting the needs of different businesses very well indeed. Additionally, it’s accessible across all platforms for on-the-go access, as well as remote use. With a strong calendar feature, we were pleased to see that appointments, follow-up reminders, ticketing, and employee performance reports are all available. Teamleader is excellent for consulting, media, advertising, legal, and hospitality businesses looking to keep a firm grip on their growth and customer relations.

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.

Designed as a minimalist, yet user-friendly, management platform, Google Tasks offers a clean, intuitive interface for teams. From our experience, Google Tasks is better suited to smaller teams looking for a simple option when editing and viewing documents online. Managers can assign deadlines, priorities, create tasks and mark them as completed.
As this is Google-owned software, it comes free as part of the Gmail account, which is a good option for smaller companies with a limited budget. We’ve found it is a strong option for businesses like this, looking to sync tasks across devices via Google accounts. It’s accessible on desktops and mobile devices alike, and is a lightweight option for simplifying daily workflows. Without too many features, this is an ideal option for those looking to simplify and improve workflow on a tight budget.

As an award-winning project management platform, Monday.com stands out for us within the industry. We really like it for its scalability and flexibility, offering services to teams and businesses of all sizes. Managers on Monday.com can plan, manage, and prioritize a range of projects across marketing, sales, operations, and more. It’s also fully customizable with 200+ templates for a quick start.
Two users are free forever, but larger plans are available and scale up depending on the number of seats required. It has multiple productivity features specifically designed to simplify workflow and improve collaboration across teams. Better still, we really like the fact that it aids in optimizing resource and time management, something that’s essential for most big companies. Monday.com offers real-time communication options, the ability to share files, and the ability to eliminate repetitive tasks. A crowning feature for us is the centralized location for integrating all apps. No matter your company’s needs, Monday.com can aid in the workflow management of simple and complete projects even offering customizable options for specific use-cases.

For companies and businesses at the smaller end of the scale looking for a cloud-based project management solution, we think Airtable is a great option. It’s mostly geared toward data organization and some collaborative tools. To do this, it uses a recognizable spreadsheet format where data can be linked together, for instance inventory items to vendors.
Depending on the plan, there are different prices for Airtable. However, it’s free for 1000 records/base or starts at $20/user/month for 50,000 records/base. For access across multiple devices and operating systems, Airtable is a great solution as we found it’s fully compatible. We liked that the mobile interface simply scales the spreadsheets down to tappable cards for easy access and reading. A key benefit for us in Airtable is the way it can be integrated with other services. Additionally, all tables are sharable, allowing users to track who and what changes have been made. A unique chat tool within documents allows for increased collaboration for efficient task completion rates.

Via the ClickUp project management platform, users can work more collaboratively as a team. ClickUp gives users the ability to assign comments and tasks as well as resolve these within the interface. A key feature we like in ClickUp is the ability for users to create customer statuses, giving autonomy to users. Additionally, we like the option for projects to be viewed in an Agile dashboard.
The Unlimited version of ClickUp starts at $7/user/month and offers no limits on tasks, storage, and charts for smaller teams. We also found that ClickUp is fully scalable and flexible with its Business and Enterprise plans. Better still, everything is displayed in real-time, with stream displays showing created and completed tasks. With configured notifications, users can concentrate on specific items enhancing their workflow and avoiding distractions. We’ve found the feature alerts to be a key benefit for encouraging collaboration and speedy response times. All of this facilitates more integrated work between team members.

From our experience this cloud-based project collaboration and interaction tool makes communication easy across businesses and organizations. Slack is a solution for all industries, offering public channels for team members to begin conversations. Additionally, Slack offers the ability to have direct, private channels ensuring messages arrive exactly where they are meant to.
There are various price plans in place, but these all start at just $6.67/user/month. A key benefit we appreciate is Slack’s unique ability to incorporate social media feeds into the application and ongoing channel conversations. On top of that, Slack has the option to drag and drop images and documents into current chats. With the handy archive feature, we found you can search for conversations, keywords, or documents later on making this a great option for promoting effective team communication.