Reliable CRM Strategy Tools For Your Business: Basecamp

Reliable CRM Strategy Tools For Your Business: Basecamp

Previously this blog has covered a few lightweight project management apps, and a full featured Customer Relationship Management (CRM) app, but for those looking for more features and more functionality, stay tuned. Here, we will be going over Basecamp, a very powerful tool for companies working to improve their CRM. Basecamp is a fully featured project management software, great for managing productivity, communication, and ensuring on-time projects.

Basecamp

Price

Another popular suite, this program actually has quite a few ways to ensure that you get a great deal on your service. For starters, there is an option for students and teachers that is completely free, they offer 10% off for non-profit organizations, and are only $99/mo and $999/year for any size business. There is no cap on the number of users and no limit on features included because all plans have the same features across the board.

Project Development

Basecamp is an excellent tool for running project development. It has a host of communication features, which are great for ensuring accurate project planning and task allocation, as well as a ton of specific task and project features. Communication features include Message Boards, Campfires, and Check-Ins.

Message Boards are basically Slack-like communication hubs. Organize boards by topic (client, type of work, general, etc.), and have all communication recorded about that topic in one central place. This feature is especially useful if you don’t want to use Slack and another project management solution.

Campfires allow users to create a thread for each individual project, so that all communication for each specific task that needs to be completed on a project is recorded in one place. Users have the ability to share with as few or as many project members as needed, and attach code or files within the threads.

Check-Ins allow users to send a message to see what the team is working on, either that week, that day, or that hour, and then formats it into a report-style message for the user to read. This allows effective management and cuts down on communication time.

Managing Reports

For specific projects and tasks, some helpful management features include reports, to-dos, and scheduling options.

Reports are awesome because they allow users to view all of their tasks and due dates that are overdue, and helps to determine where to focus your business. The feature will also show data relating to what has been assigned to specific users, which projects have the most tasks, and more.

To-Do’s are the heart of this project management software, and they cover all the bases. Assigning tasks, due dates, categorizing tasks, assigning to-do’s within specific projects, and more. This option works well with the reports function for additional project management.

Another feature that functions side-by-side with to-do’s is the scheduling feature. Users can assign a date that a project needs to be completed by, allowing users to set milestones and ensure progress. This function also offers the ability to create due dates for specific tasks and to-do lists, in addition to creating calendar events for birthdays, pay-days, scheduled changes, and other company information.

If you would like more information about programs and tactics that can improve your CRM, contact tekRESCUE, located in San Marcos, TX.

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