Best team management software to integrate your customers

In an ever-changing working environment, collaboration no longer stops at the company’s borders. Involving customers directly in project management not only improves communication, but also ensures total transparency. Numerous tools facilitate this integration, making collaboration with your customers more fluid and productive. Among these, Trello, Asana, Todoist and Teambook stand out for their functionalities adapted to multi-disciplinary teams and customer integration.

Why integrate your customers into your team management?

By integrating your customers into your internal processes, you gain in efficiency. Not only do you optimize task management, but you also create a more fluid relationship with your customers. By giving them direct access to certain stages of the project, you provide them with an overview, which strengthens their commitment. This transparency improves time management and team collaboration, as customers are kept informed of progress in real time. They can intervene quickly, reduce unnecessary back-and-forth and improve workflow. This avoids misunderstandings and ensures that customer needs are met at every stage. Finally, modern project management tools enable tasks and progress to be tracked via customizable dashboards and automatic notifications, offering greater control for both parties.

Teambook: team management software that integrates your customers with ease

Teambook is a management tool designed not only to facilitate collaboration within teams, but also to integrate customers seamlessly into the process. This project management software helps teams structure their tasks while simplifying communication with external parties. Teambook’s hyper-visual, intuitive planning board lets you allocate tasks to each project by simply pasting and dropping. This schedule can be shared with customers via a URL link, providing a real-time overview of planned resources. Dashboards provide a clear overview, enabling progress to be tracked without extra effort. Teambook also stands out for its time-tracking functions, which enable time sheets based on schedules to be entered at the click of a button, and then passed on to billing systems. Customers, familiar with the schedule, will be reassured to find familiar wording. The software also generates reports on current projects, facilitating communication with customers. Another advantage of Teambook lies in its integrations with popular tools such as Google Workspace, Slack and Microsoft Teams. This makes Teambook particularly suitable for teams already using other software and wishing to centralize their tools in one place. By choosing Teambook, you offer your teams a collaborative workspace where every member, whether internal or external, can track tasks, deadlines and collaborate in real time. An essential asset for efficient project management.

Trello: a visual organization center with kanban board

Trello is renowned for its simplicity and visual kanban-board interface. The cards represent tasks that can be moved from one column to another, facilitating day-to-day task management. This visual organization makes it easy to track workflows and include customers. Trello lets you invite customers to consult boards and interact with tasks in progress. They can leave comments, ask questions or track progress in real time. In this way, the software becomes a true collaboration center, where everyone can see how projects are progressing. With its numerous integrations, Trello connects to tools such as Google Drive, Slack and Jira, offering a complete working ecosystem for all teams. Easy to use, it is particularly appreciated by small and medium-sized teams looking for a project management tool that’s quick to set up.

Asana: a robust management tool for complex workflows

Asana is an ideal project management tool for teams with more complex needs. It lets you create customized workflows, assign tasks and track every step with precision. Asana is designed for larger projects, where every detail needs to be taken into account. This project management software enables specific views to be shared with customers. They can track the progress of tasks relevant to them, and comment directly on items in progress. Asana also offers advanced time management features, enabling workloads to be optimized according to priorities and deadlines. Thanks to its varied integrations, Asana integrates easily into a team’s existing ecosystem, facilitating communication and centralized management. This makes it ideal for teams managing complex projects with multiple stakeholders, including external customers.

Todoist: a simple application for specific needs

For teams looking for a lightweight solution, Todoist is a minimalist task management application that perfectly meets specific needs. Simple to use, it lets you manage priorities, assign tasks and track progress on a daily basis. One of Todoist’s strengths lies in its ability to manage tasks with an intuitive interface. Teams can quickly organize projects into different stages and associate comments to collaborate effectively. Customers can also be invited to follow certain tasks, enabling simplified collaboration without the need for complex learning of the tool. Although more limited in functionality than Teambook or Asana, Todoist remains an effective solution for small teams or freelancers who need fast, effortless project management.

How do you choose the best collaboration tool for your team and your customers?

Each of the software packages presented in this article offers specific advantages for managing teams with customers. Teambook, for example, stands out for its operational planning features and tracking of actual time spent on projects, while Trello offers simple, intuitive visual organization. Asana, on the other hand, is suited to more complex projects requiring rigorous management, while Todoist is ideal for small teams looking for a fast, lightweight solution. To improve collaboration within your team and seamlessly integrate your customers, discover Teambook today. This tool offers comprehensive task management, customizable workflows and key integrations, enabling your teams to work in harmony while involving your customers in every stage of the project. Create your free account and start boosting your productivity today.

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