@scottalanmiller said in Recommend options for project management for freelancer:
@guyinpv said in Recommend options for project management for freelancer:
Is it too much to ask? Probably. A typical "all in one" service generally lacks one or two very important features, or is just ridiculously expensive, like add $10/m for every single person! Yeah, not as a freelancer, I don't have thousands a month to communicate with everybody!
You are asking for a ton of functionality there. Some of that stuff, like CRM alone, often costs more than $10/user/mo. To get that all put together would be incredibly expensive for a vendor to do. Enterprise email alone is $4, enterprise Slack-like functionality is similar, CRM is often $25 and so forth. $10 would be a steal for that.
I'm only talking basic features though. Commercial CRM apps often come with crazy stuff like email marketing and sales funnels and reporting and communications tracking etc etc.
By CRM I really just mean, a place to store info on the client.
For example take Trello, if I use the free version, it's way too open. A person I invite can basically go right in and start deleting boards and cards and wrecking havoc. But even if I use Trello, where would I store the client's contact info? I mean I could just create something like an "info" column and store various cards about this kind of thing. It just feels hacky.
On the other hand, many project management tools will at least give you a basic profile page for each user. But not typically simpler apps like todo or task management apps.
What I'm saying is that the tool, if it has a focus at all on freelancers, needs to store a lot of separate types of data. Client data, private data, project data, tasks, files. I have a preference for wanting this data stored in it's own dedicated area, unlike perhaps Trello, where I have to fit everything in a card, which is the only kind of data it stores.
I also didn't say it has to be free, if it's a quality product that fits the need. I just don't want to have to keep paying more and more every time I get a new client or start a project. I'd like to be able to archive and store and keep all past projects, but not continuing paying for the person it was attached to. Plus the fact that I may do multiple projects for the same client, but the project could be separated by a year from the last project. So I don't want projects/tasks being intermingled with each other. Each project is its own thing. Though a perpetual ongoing project is fine too.
Yes, I want a lot of features, but the features don't have to be intensely complicated. It just has to make sense. A freelancer, with multiple clients and projects, keeping all the information separated and safe, easy to navigate and onboard clients, easy to backup/archive/search.