Hi All,

I was just wondering what process you follow in terms of how your clients submit tasks to you.

Currently I have my email info@ and nicole@ and generally my longer term clients email me directly to nicole and those who are new email me to info@. This is working ok, but now my client base is really starting to expand, I wanted to create a more streamlined approach.

I was thinking of creating an email account and have all my clients email tasks directly to this, which I think will work well.

But I did want to ask how everyone else does this.

Cheers
Nicole

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Little Miss Useful
www.littlemissuseful.com

This software program was posted in another link. If you install it on your webpage server, you can add a customer portal to your website. You can give your customers a login and password to create tasks. It is easy to install and begin working with.

Project Pier

Robyn

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Wiemer's Business Services LLC

Nicole,

Currently my clients email the items they would like assistance with. However, as my client base continues to grow, I am thinking of moving to a project management system like Basecamp, Clientspot or Central Desktop.

Robyn, Project Pier is actually something that seems pretty neat. I am creating a new business website and wonder if/how I can integrate that with it..my new site is Wordpress based. Thanks for sharing the information.

Darlene

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Darlene Victoria Gonzalez
The Voice & Vision Behind Your Business

When I setup Project Pier on my website, all I did to intergrate is create a hyper link to the login screen. If your customer as a login and password ( setup by you) then they can access this area. I like how it is setup and best of all, it is free.

Robyn

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Wiemer's Business Services LLC

Nice, I can probably add the hyperlink in the sidebar or navigation menu.

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Darlene Victoria Gonzalez
The Voice & Vision Behind Your Business

I like your idea of tasks@. It is simple for them to learn to use and become a habit. I think the Project Pier is a neat program as well. How computer savvy are your clients will be the real answer to your question here

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Action Jackson Virtual Assistant|

Wow - what a timely thread. I was just wondering the same. My first client (only one yet) has been calling me to discuss new projects and then we begin a back and forth to get details and deliverables before I create the agreement.

Although, this has worked ok now, I can see how it could be problematic as my business grows. Of course, I want to still talk to my clients but this method is consuming quite a bit of unpaid time on my part.

I am going to check out Project Pier as I am not sure emails back and forth are going to be the answer either.

Thank you everyone for sharing your ideas and thought - VAF is so great!

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Cindy
www.eoseasy.comThe Chrysalis Plan

Here are three I narrowed down to. All are free. I am currently trying out opengoo. I was trying Officezilla and not thrilled, but its not completely out of the game yet.

Project management/online offices:
http://opengoo.org/about.html
http://www.projectpier.org/
http://www.cynapse.com/products/cyni...munity-edition

As I think someone already mentioned, it depends a lot on the clients buying into the system.

Best of luck to all!

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Tina

Thanks Robyn! Project Pier is something that I've been looking for. I don't have any clients as yet, but I, too, was trying to figure out the best way for clients to submit work. My website is hosted by Godaddy so I hope it works with that.

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Monica West|www.prismvirtual.com
Prism Virtual Business Services

Hi All,

Thanks everyone for all your comments. Robyn that Project Pier is a great idea! I will investigate that, I am sure my clients would get used to it.

I am thinking tasks@ might do to start with as it will ensure everything is delivered to the one spot.

Cheers
Nic

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Little Miss Useful
www.littlemissuseful.com