Top Client Management Software: ProofHub

Keep clients in the loop

Provide clients with real-time updates, eliminate the hassle of email threads, manage tasks, and promote transparency.

Promoting accountability

ProofHub offers teams a myriad range of features that help promote transparency and trust between clients and team members. Real-time progress reports, online proofing tool, constant updates, robust discussions, multichannel communication, and business planning with a smart calendar are some of the great features offered by ProofHub that promote accountability.

Centralized communication

A major aspect of client management is effective communication within the team to execute client vision as well as being constantly in touch with the clients to gain their input. With ProofHub, communication becomes easy and accessible owing to the group and individual chat feature, discussion topics, and an online proofing tool.

Task prioritization

Task management is a key aspect of ProofHub making it an ideal tool for client management. Arranging tasks by priority, assigning tasks as per individual expertise, setting due dates to meet deadlines, and more can happen with ProofHub by your side.

Clear strategic plan for teams

Centralize client information, communicate with them regularly, increase client retention, and manage tasks effectively.

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Explore multiple features offered by ProofHub

Choose from a variety of highly-useful features, eliminate confusion, send periodic updates, and promote multichannel communication.

Task table view to manage tasks and deliver results

one-stop solution for client requests, support queries, tickets, and much more

Review and approve client’s work with ProofHub’s online proofing tool

ProofHub’s calendar: keep events, tasks, and milestones organized at one place

Manage and create workflows with ProofHub’s task board view

Task management

Teams can easily manage tasks and deliver results on time with the help of ProofHub’s robust task management system. Table view helps present data in an organized layout and Kanban boards help break tasks down into workflows which simplifies everything manifold.

Forms

Forms are a great way to keep emails decluttered as it a one-stop solution for client requests, support queries, tickets, and much more. As clients request work through these forms the information in the form automatically gets saved as a task in the project.

File proofing and sharing

ProofHub’s online proofing tool helps clients review and approve work easily. With the help of markup tools files can be easily proofed and errors can be highlighted. ProofHub also enables robust sharing of files and transferring files through third-party applications.

Calendar

ProofHub’s calendar helps teams keep events, tasks, and milestones organized at a central place and keep clients in the loop as well. This enables teams to stay top of their schedule with automatic reminders for events, milestones, recurring events as well as tasks.

Manage and create workflows

ProofHub is an amazing client management software that enables client-centered teams to manage existing workflows and create customized ones to suit requirements. ProofHub offers two default workflows: basic and kanban, where the former is simple as the name suggests, Kanban boards give much more detailed information about tasks.