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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. A couple of places where you’ll want to create individual clients folders are: In your email program.

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. Trello was the brainchild of New York software company Glitch in 2011 before launching as its own company in 2014. They can even aid in forecasting future growth. What does Trello offer?

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ClickUp vs. Trello: Which is the best project management software?

BMT Office Administration

That’s not to mention how difficult communication can be if you use email. Before you know it, you’ll have 15 email threads to keep up with, as well as loads of time-tracking spreadsheets for each team member. Trello became an official company in 2014 and was bought by Australian software leaders Atlassian (creators of Jira) in 2017.