beegee

Verified purchaser

Deals bought: 72Member since: Apr 2019
5 stars
5 stars
Oct 21, 2021

Nice tool for managing consulting client projects

Bought this to manage various client projects by using boards and automation. (We're in the consulting field, not software development).

Really impressed.

As mentioned by others, there's a nice screenshot walkthrough as soon as you open the account which explains things quickly.

The boards are easy to set up and same goes for setting up automations. As tasks and projects are completed or changed, automated emails will get sent to clients or to internal team members. We'll also use automations to send progress reports to ourselves and to clients to keep us on track. We'll test it a little to find the ideal cadence for sending updates so maybe it will be daily, weekly, or something else depending on what clients prefer but it's easy to do. I think clients are really going to enjoy the regular, transparent updates.

Bought 3 codes to get the CNAME so now it all sits neatly on our own website as a subdomain.

The dashboard snapshot is a handy extra for a quick overview too.

Plenty more to use but very happy with my purchase.

Founder Team
Supreet_Anywhere

Supreet_Anywhere

May 9, 2024

Hi beegee,
Thank you very much for that detailed feedback. We really appreciate it :)

We created automation (and specially automated emails) to do exactly the same. We had a number of clients we are working with & sending them manual daily status reports was eating up a lot of our team's time, this is where the idea of being able to setup an automated email came from. You set it up once, it takes minutes & does the job forever, which starts saving time to everyone involved.

We are bringing in some more changes that will make multi client management even more wonderful experience for you & for the clients.

Thank you again for the wonderful feedback. We really appreciate it :)

Thanks
ST

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