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Annie201

: Project planning and customer tracking system First off, sorry if this is the wrong 'stack' site, but it seemed like a good place to start. I'm happy to report that my services as a web developer

@Annie201

Posted in: #Crm #LookingForAScript

First off, sorry if this is the wrong 'stack' site, but it seemed like a good place to start.

I'm happy to report that my services as a web developer are starting to be in quite a lot of demand, and I have a few existing and potentially new customers all lining up - but I'm finding it very hard to keep track of everything.

What I'm hoping for is some (preferably web-based) system which I can use to keep track of who my customers are, the various projects that I've got going on for them, and (if possible) the individual sub-tasks that make up each project.

What would be even better is if the relevant customer was able to log into the site, and see the process of their projects.

I do hope you know what I'm talking about, and that you'll be able to offer some suggestions of either web-base sites that offer something along these lines, or of some open source solution or something like that?

Thank you

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@Rivera981

If you are searching a simple tool for your tasks, you should have a look at kanbanflow.com. I use this tool also very often and it's free.

I would use Outlook's Journal feature for keeping track of all costumer actions. I am working on a tool which can do all things you mention in one, but it's only a very early a

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@Hamaas447

If you're still on the hunt, I found teamlab to be good. This article may help too.

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@Fox8124981

I like Jira. Its great for developer and manager alike.

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@Looi9037786

Try do.com. I use their older software called ManyMoon and it does a good job of tracking projects and tasks.

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