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Which Tools Does LOJO Recommend For Marketing Automation?

“Productivity doesn’t have to be complicated. It can be easily boosted through a manageable combination of the right tools, resources, and habits to make the most of your time.”

Caroline Ghosn

Just like Batman’s trusty utility belt and batmobile, Captain Kirk’s Federation-issued tricorder and phaser, and Harry Potter’s holly-and-phoenix-feather wand having the right tools can totally make all the difference.

The simple truth is this: tools are a force multiplier. Having the right tools at your disposal allows you to accomplish more, make better use of your time, and work a lot more effectively.

The marketing tools we’ll be covering in this guide are what we personally use here at LOJO, and also recommend for our clients:

We’ll be discussing each of these tools at greater length, and we’ll tell you what makes each of these services so important to your own marketing efforts.

I

Do You Have a Growing Business?
If So, You Need To Automate Your Marketing!

Do you remember how, in the early days when you were just starting out with your business, you would be a lot more hands-on when it came to marketing, client servicing, and customer service? 

You’ll realize soon enough that the more leads you amass, the more inquiries that come in, and the more clients that need servicing, the harder it is to stay on top of things. 

Certainly, it’s a good problem to have (because you are bringing in more business, after all), but it’s still a problem nevertheless.

Entertaining one client email might be easy enough, but what happens when you have ten at once? A few dozen emails? A couple of hundred?

When we do our marketing here at LOJO, we anticipate growth. This means, at some point, you might be swimming in more leads than you can handle. 

This is why even at such an early stage of your business, we encourage developing a proper inbound marketing strategy, coupled with market-effective techniques and tactics to boost sales and visibility, aided with the use of the best marketing tools available to help set you up for success.

Using the right marketing tools help with:

  • Delivering important messages you’d want to convey to your target markets and potential customers.
  • Gathering valuable information about your leads, allowing for better segmentation and personalization
  • Integrating with other services so you get to accomplish your various marketing tasks more effectively and more efficiently.
II

The Importance of
Marketing Automation Software

As a business owner, nothing quite gives you a better sense of joy and accomplishment than growing your business from scratch– lead by lead, sale by sale.

After all, quite possibly your most valuable business asset is your marketing database. How well you manage, nurture, and utilize your database of leads greatly impacts your future as a business. 

For those practicing Inbound Marketing, marketing automation greatly helps in nurturing your leads steadily towards conversions. 

After your content marketing strategies, online ads, and SEO efforts draw in the visitors, marketing automation keeps track of all your leads, taking note of where they are exactly in the buyer’s journey, then serves personalized and relevant content to nudge them further down until they finally reward you with their business.

Bottom line: marketing automation aids greatly in converting more leads to sales.  By being more effective in nurturing your leads, you optimize also marketing spend.

When it comes to Marketing Automation Tools, we recommend using either of these two:

LOJO Marketing Automation Software

Now available for your business, LOJO’s Marketing Automation software provides you an incredibly full-featured and powerful platform to help you better connect with your leads, contacts, and customers.

Easiest-to-Use Interface

Time-Saving Automation

Built-In &
3rd-Party CRM

Unlimited
Support

What can you do with LOJO Marketing Automation Software? So much more!

Bring in a steady stream of new leads, get them engaged with your brand, convert them to sales, and further optimize your ROI. 

All the mundane marketing tasks– sending out email, maintaining social media accounts,  tracking website interactions, among others– can now all be taken care of in one centralized platform for easier management and execution.

  • Email Automation
  • Dynamic Form Builder
  • Landing Page Builder
  • Social Media Management
  • Anonymous Visitor Identification
  • Personas
  • Dynamic Emails & Landing Pages
  • Blog Builder
  • Dynamic Lists/Segmentation
  • Lead Scoring
  • More About LOJO Marketing Automation Software Features
  • Behavioral-Based Email Automation. Put an end to “email blasts” and start conversations that lead to conversions. Go beyond the functionality of traditional email service providers (ESPs) with “after-the-click” tracking for truly personal messaging. Send every lead just the right information at critical points in their unique buying process. Notify salespeople to act at just the right time.
  • Dynamic Forms Built for Conversion. Build, customize and reorder fields effortlessly with the sleek drag-and-drop editor. Our dynamic forms autocomplete fields for known visitors to improve conversion and look great on any site with custom CSS. You can even map fields from 3rd-party and native forms.
  • Engage Leads at Critical Points. Our powerful, easy-to-use visual workflow builder simplifies marketing automation. Use branching logic to engage leads at critical points in their unique buying journeys. Customizable buyer personas make targeted messaging easy. Receive a list of each day’s hottest leads right to your inbox, and act at just the right time to convert them to sales.
  • Identify hot prospects with lead scoring based on engagement, page tracking, fit and more. Widen your funnel with powerful tools built to convert leads to sales.
  • VisitorID Identifies More Leads. Identifying 2x as many visitors to your site is just the beginning. Use behavioral-based tracking to truly understand what motivates each click. Receive a list of the day’s hottest leads right to your inbox and act at just the right time to convert to sales.
  • Built-in and 3rd-party CRM. Track opportunities from creation to close with a bird’s eye view of your pipeline. Create custom deal stages, fields, filters and more to manage your unique sales process. Of course, you can always two-way sync data between LOJOs software and your 3rd-party CRM of choice.
  • Landing Pages That Convert. Build powerful landing pages and landing page funnels that transform visitors into leads. Drive more conversions with dynamic web content that changes based on visitors’ interests and attributes. Create pages with a sleek WYSIWYG interface and point and click components. Deliver results quickly without coding or a developer, and without touching your website.
  • Get Blogging in Minutes. Launch a blog in no time flat with a convenient blog builder that allows you to manage and publish posts with ease. Extend the reach of your content with RSS email syndication that automatically sends new posts to a list at preset intervals and a built-in widget that makes it easy for visitors to share your content on social media.
  • Cut Through the Noise. ake key decisions with accurate and relevant data. Slice and dice powerful metrics into customized reports. Understand end-to-end ROI and share key information with your team, clients, and customers.
  • Connected and Flexible. Connect to hundreds of 3rd-party software providers with our APIs and Zapier integration. Truly make LOJOs Marketing Software your own by rebranding emails. Rest assured your data is safe on our encrypted, secure and scalable platform.
  • Fully Integrated Social Media Management. Go beyond publishing and monitoring, and turn social interactions into meaningful conversations that generate sales. LOJO’s platform offers features you expect from a social management solution, plus powerful conversion tools you can only get with fully-integrated marketing automation. Trigger automations and lead scoring rules based on social interactions. Measure end-to-end ROI of integrated marketing campaigns.
To take the next step and see if LOJO’s Marketing Software is right for your business, simply click the button here to set up a no obligation introductory meeting. (Meeting Time: Approximately a 15-25 min phone call/screen share.) One of our awesome team members will be in touch within 24 hours to set up your meeting.

HubSpot Marketing Suite

If you’re a more established brand with the budget to spare, the best-in-class marketing automation tool we have available for you is the HubSpot Marketing Suite.

The HubSpot Marketing Suite takes your marketing automation to a whole new level altogether. Extremely versatile, you can handle all your social posting, email marketing, contact management, client relations, workflows, forms, and landing pages all off a single platform.

Service and support are consistently top-notch, and they keep adding new features every so often. Simply put, the HubSpot Marketing Suite allows you to automate all your everyday marketing processes and create a fully professional sales funnel you to focus on what really matters– what you do best.

Marketing, sales, and service teams should collaborate to nurture your customers. Ideally, your customer-facing teams work at peak efficiency to support the buyer’s journey in a seamless way. 

Marketing

Generate qualified leads. Generate content, capture leads, and nurture them until they’re qualified and sales-ready.

Sales

Turn leads into customers. Engage potential buyers, demonstrate the value of your offers, and close deals.

Service

Convert customers into promoters. Resolve customer issues to ensure success that generates positive word of mouth.

What you can do with the HubSpot Marketing Suite:

Put lead nurturing on autopilot with email drip campaigns.

Automate your email campaigns so you can move prospects further down the funnel and generate more qualified leads.

Build beautiful emails without ever touching a line of code. Then choose from dozens of triggers, conditions, and actions to send the right emails to the right leads at the right time.

Best of all, every workflow you build can be tied to a clear goal, so you’ll always know if your emails are working. And because workflows are part of our fully integrated marketing platform, you’ll also have the tools to grow and replenish your database as contacts naturally drop off your list over time.

Easily visualize, customize, and personalize your workflows.

Create sophisticated, targeted workflows without the headache, and give every contact in your database the attention they deserve.

The visual editor makes it easy to envision workflows in real-time – whether you’re building simple follow-up campaigns or complex, multi-stage journeys with multiple branches.

Use advanced segmentation logic to determine exactly who gets enrolled in your workflows and when. Then personalize your emails for each recipient using specific details from your contacts database or CRM.

Automate dozens of tasks beyond just email.

Put time back into your day by automating simple tasks.

Use workflows to set up webhooks, score leads, rotate leads to sales, and easily manage your data in bulk by updating properties, copying values, and more.

Trigger internal notifications for your team when a contact takes a noteworthy action, and add tasks to HubSpot CRM or Salesforce to alert your sales team to contacts they should follow up with. The possibilities are endless.

  • HubSpot’s workflows tool is automation beyond email, so you can scale your growth and spend less time on repetitive tasks.
  • Blogging. Publish relevant, engaging, conversion-optimized content with tools that speed up creation, keep formatting consistent and make it easy to optimize for search.
  • Landing Pages. Launch landing pages that look perfect across devices, add forms optimized for completion in one click and automatically change content based on who’s viewing your page.
  • Email. Create stunning email templates, automatically personalize subject lines and content for each recipient, and run A/B tests to improve open rates and clickthroughs.
  • Marketing Automation. Let your leads find their own path to purchase to close more deals. With marketing automation, you can use each lead’s behavior to tailor emails, content, offers, and outreach at scale.
  • Lead Management. Access each contact’s information and see every interaction you’ve already had. Use this data to create hyper-targeted campaigns that close more deals.
  • Analytics. Gain insight into your entire funnel to see which marketing assets are working the hardest, and to show how marketing impacts the bottom line.
  • CMS. Drag and drop your way to a responsive, SEO-friendly, and fully integrated website. Save your best designs as templates to launch pages even faster.
  • Social Media. Monitor brand mentions and relevant conversations, track engagements automatically and schedule your social posts to be published when the right people will see them.
  • SEO. Plan your content strategy around topics that will elevate your authority in search engines, get as-you-type optimization advice as you’re creating content, and measure real SEO ROI with integrated analytics.
  • Calls-to-Action. Design CTAs visitors can’t help but click, know who clicks which CTAs, and measure performance to optimize clickthrough rates over time.
  • Ads. Track the ROI of your Facebook, Instagram, LinkedIn, and Google advertising with precision, and stop struggling to justify your paid ad spend.
  • Salesforce Integration. Bi-directional sync with Salesforce means a record of every email open, CTA click, and form submission is at your fingertips. Use this data to score leads and create segmented lists.
To see if HubSpot’s Software Suite is right for your business, simply click the button here to set up a no obligation phone call. (Phone Call: Approximately a 10-15 min exploratory phone call) One of our awesome team members will call you within 24 hours. 
III

Other Marketing Tools

Aside from our two recommended marketing automation tools, there are also a good number of applications we use to take care of other aspects of our overall digital marketing strategy.

In our experience, we’ve tried quite a number of service providers, applications, and other software ourselves. Some have come and gone, others have been steady favorites even through all these years.

Similarly, if and when we do discover a new, brilliant piece of software, there is no doubt we’ll be sharing it with our clients and partners as well.

In the meantime, here are the other digital marketing tools we commonly make use of (and recommend) here at LOJO:

Here are  a few of our other favorite digital marketing tools:

Review Llama

A lot of businesses don’t quite realize how important reviews really are. Even if you’re catering to a very niche base of customers or serving a particular locale, it’s almost certain that your clients, as well as potential new visitors, are looking you up online.

According to a survey by Search Engine Land, 72% of consumers trust online reviews as much as personal recommendations from real people. Reviews are more well-received than advertisements or press releases. 

Furthermore, reviews not only contribute to your online visibility, but they also build trust– which is not just great for business but also contributes greatly to your SEO.

Reviews also allow you direct access to what your customers really think about you. Truly, as far as marketing goes, reviews do carry a great deal of weight. Reviews create social proof, after all. And social proof ultimately drives purchases.

So how do we now get as many positive customer reviews as possible? 

Review Llama is LOJO’s own special software for managing local reviews. It helps get your customers to spread the good word about your business on the sites that matter,  tactfully asking and reminding customers for feedback and guiding them through the online review process.

  • Convert happy customers into reviewers on Google, Facebook, and the sites that matter
  • Recover unhappy customers early to prevent negative public reviews and reputation damage
  • Monitor customer reviews everywhere
  • Turn positive reviews into automated SEO-friendly Web and social media content

By encouraging review etiquette, Review Llama aims to further amplify your good reviews in the public eye, while keeping valuable critique in private.

Review Acquisitions

  • Creation of landing page or an easy-to-use widget on a designated page on your website.
  • Widget embeddable in email for acquisitions
  • Enabled Positive Vs.
  • Negative feedback flow
  • Reviews generated on review sites

Review Request Campaigns

  • Set up of 1 customized email timing sequence
  • SMS Messaging (Additional Cost: starts at $8 a month)
  • Offline review invitations available

Aggregation

  • Auto–publish positive reviews to your website
  • Auto share positive reviews to social media
  • Embeddable aggregate rating with rich-snippet markup

Reporting

  • Anytime Reports Available

To learn more about setting up Review Llama for your company’s reviews and online reputation, simply click the button here to set up a no obligation phone call. (Phone Call: Approximately a 10-15 min exploratory phone call)

One of our awesome team members will call you within 24 hours.

Email Marketing

Email marketing is an oft-overlooked marketing strategy for many small businesses. Even if it’s a (relatively) old tactic, email marketing continues to be an important part of any solid digital marketing campaign. Here’s why:

  • Email is actually an easier and more effective way to reach mobile customers.
  • Email marketing can be highly targeted, and thus, very cost-effective.
  • Email marketing is a great way to keep your customers informed about upcoming special sales and promotions, event reminders, and other product or service updates.
  • Email marketing is effective in driving sales-- both online and in-store.
  • Email marketing synergizes well with your other content marketing or inbound marketing efforts.

Here at LOJO, we primarily use one of two email marketing solutions for our digital marketing campaigns: Mailchimp or Constant Contact.  

They’re both extremely popular, have a wealth of functions and features, and either one can greatly help your business get in touch with prospects, market products, and re-engage past customers through email. 

Mailchimp

There’s so much to love about MailChimp: high delivery rates, sleek and modern easy-to-use templates, tons of customization options and  A/B testing, just to name a few. 

Some of its most notable advantages over most other email marketing services include:

  • A thorough reporting system that allows for great insights, including geo-tracking and integration with Google Analytics.
  • A generous 12,000 emails each month, with a cap of 2000 subscribers-- and that’s just on the free plan.
  • Advanced automation features, allowing you to send personalized product recommendations and purchase follow-ups, set up triggers for online events, and more.
  • All your marketing needs in one place. Bring your audience data, marketing channels, and insights together so you can reach your goals faster.
  • Mailchimp’s CRM helps you collect data about your contacts and turn those insights into action. With a holistic view of your audience, you can learn what they like and create campaigns that feel like conversations.
  • Build campaigns in minutes. With our intuitive design tools, it’s easy to create beautiful campaigns that put your brand in the spotlight.
  • Built-in analytics so you can market smarter. See what’s working and what isn’t with real-time performance reports for your campaigns.
  • All-in-one pricing. Choose from four flexible plans that grow as you do.
  • Help when you need it. Count on our top-notch reliability and award-winning support.
  • 300+ app integrations. Connect all your tools to unlock more marketing features.
  • Industry compliance. Our tools make GDPR compliance simple and fast.
  • Built-in security. Our security tools help protect your account— and your customers’ data.

To learn more about Mailchimp, simply click the button here to set up a no obligation phone call. (Phone Call: Approximately a 10-15 min exploratory phone call)

One of our awesome team members will call you within 24 hours.

Constant Contact

While Mailchimp outshines Constant Contact in many key areas, here are some of the biggest advantages Constant Contact has over most other players in the same space:

  • Superior customer support for its services.
  • Over 400 usable templates- one of the largest free templates libraries currently available.
  • Useful native features such as the survey and coupon feature so you don't have to rely on external integrations
  • Strict affiliate link policies with a long list of blacklisted domains
  • Editing made easy. Our editor makes it easy to customize an email template and design professional, mobile-responsive emails that look great on every device.
  • Email Marketing Automation keeps your audience engaged and builds strong customer relationships:
    • Greet new subscribers with a timely welcome email
    • Trigger email series based on where contacts click
    • Segment contacts to send the right message every time
    • Automatically resend emails to non-openers
    • Expand your reach with powerful list-building tools
  • Our Email Marketing for ecommerce tools are built to help your online store grow. Find new customers, keep them engaged, and keep them coming back for more with segmented and automated emails.
  • Upload contact lists from Excel, Outlook, Salesforce—or wherever you store your contacts—and our easy-to-use email marketing tools handle the rest. Unsubscribes, bounces, and inactive emails update automatically. Then use our email list-building tools to add new contacts in-person, on your website, from Facebook, and more.
  • Our email marketing service provides real-time tracking tools that report who’s opening, clicking, and sharing your emails—so you can plan your next steps.
  • For even more effective email marketing campaigns: Segment contacts based on the content they click to create more targeted lists and deliver more relevant emails. While you’re at it, reach more fans by automatically posting emails to your social networks.
  • Go beyond the inbox and connect with customers in new ways—like live events, donations, coupons, online surveys, and more—to drive more business.

To learn more about setting up Constant Contact, simply click the button here to set up a no obligation phone call. (Phone Call: Approximately a 10-15 min exploratory phone call)

One of our awesome team members will call you within 24 hours.

Call Fire

Thanks to VoIP (Voice over Internet Protocol) technology, businesses today have a viable alternative to traditional telephone networks. VoIP allows you to send voice data generated by telephone calls over a broadband internet connection instead of over a standard phone network. 

This way, you can have all the phone numbers you need for your business at a significantly lower cost. You get the advantages of e-mail-based voice mail, the ability to take your VoIP phone number with you anywhere in the world, as well as a wealth of other great features. 

CallFire is LOJO’s top choice when it comes to VoIP solutions for your business, specifically, for having a new dedicated phone number for your marketing efforts.

  • Engage your customers. You can use text and phone call reminders to develop customer relationships and alert them to new opportunities.
  • Save valuable time. You can easily send personalized messages to all of your prospects and customers in minutes, not hours.
  • Increase in revenue. You can activate lead lists, track advertising performance, and shorten collection cycles.
  • Voice broadcast. Send reminders and notifications to a few or thousands of leads instantly.
  • Call tracking. Buy one to as many as hundreds or even thousands of toll-free phone numbers to keep track of your marketing and promotional campaigns.
  • Text messaging. Send out appointment reminders, important updates, keyword promotions, and SMS polls to your client list.
  • Interactive voice response. Use IVR for a phone tree or send outbound interactive messages to get responses.

If you are interested in starting to track you phone calls, simply click the button here to set up a no obligation phone call. (Phone Call: Approximately a 10-15 min exploratory phone call)

One of our awesome team members will call you within 24 hours.

TradeGecko

It’s an exciting time to be an entrepreneur today. More than 440 million small and medium businesses are powering the global economy, employing more than a billion people. It’s these startups, online shops, local businesses, and upstart companies that form the very heart of our society and drive economic growth.  

It is for this reason that we at LOJO recommend TradeGecko, a commerce platform that enables millions of entrepreneurs to build the business of their dreams.

TradeGecko is a powerful inventory management software that helps you take complete control of your business. Process all your orders while keeping track of your products, customers, and insights on one convenient platform.

  • Visibility & control. TradeGecko offers inventory control, providing deep insights into business performance.
  • Sell more. TradeGecko creates the tools you need to engage with more customers and more opportunities.
  • Save time. Automate time-consuming tasks so you can concentrate on developing your brand.
  • Work smarter. All your inventory and order data is backed up, synced, and secure in the cloud.

TradeGecko’s inventory management system lets small business owners like you manage your inventory, orders, and customers from one place. Take a look at our software features below.

  • Inventory Control. Improve stock and inventory tracking through automatically updated stock levels whenever sales and purchases are made. With TradeGecko, you can manage your inventory across multiple warehouses, and in multiple currencies.
  • Inventory Optimization. TradeGecko’s inventory management system allows you to have the right amount of stock at the right time. Streamline your internal operations through automated demand forecasting, inventory optimization, and reorder points.
  • Warehouse Management. Manage multiple warehouses and inventory locations efficiently across all locations on a single platform. TradeGecko lets you transfer stock between warehouses, receive and fulfill orders through specific warehouses, and more.
  • Order Management. Synchronize your orders with your inventory and increase your business efficiency from order creation to fulfillment. You will be able to synchronize orders with your inventory and access sales reports, all in real-time.
  • Multichannel Sales. TradeGecko provides a central hub to manage inventory and orders for all your sales channels efficiently and effortlessly. You can be selling on marketplaces, B2C and B2B eCommerce platforms, and on mobile.
  • Wholesale Inventory Management. Start taking bulk orders in minutes with an automated, private wholesale ordering platform tailored to your customers and brand. Create and email sales quotes, generate sales orders, provide self-service to existing customers and more.
  • Price List Management. Managing product prices is key to running a business. TradeGecko inventory management software allows you to manage custom price lists in different currencies, for various customer types, product categories, zones, and so on.
  • Sales Reports. Access and generate accurate sales reports that offer insights for better business decisions, all in real-time. Our inventory management software allows you to generate sales history and order reports by customer, product, channel, location, and more.
  • Shipping. Simplify the order process for your customers with TradeGecko shipping. Set up your shipping rates according to different shipping methods within various geographic zones.
  • Purchase Order Management. Create, edit, and email purchase orders that update inventory levels automatically while ensuring data accuracy. You can also generate reorder reports so you know exactly when to order more inventory.
  • Manufacturing. Manufacturing workflows and automation from production through to fulfillment with bill of materials and production orders.
  • Backorder Management. Streamline your inventory operations with back-ordering by pre-ordering inventory and fulfilling orders on time. Our inventory system allows you to consolidate sales orders and ensure visibility on unfulfilled orders.
  • CRM (Customer Relationship Management). Keep all your customer and supplier data in one place. TradeGecko automatically records your customer’s order and purchase history, so you can understand customer behaviors and provide a more personal customer experience.
  • Order Fulfillment. Now you’re able to automate and control your order fulfillment in a greater volume and at lower costs. Integrate your channels, locations, and processes for greater visibility.
  • Accounting. TradeGecko’s accounting system integrates seamlessly with your inventory and order management systems. Automate your invoicing and gain greater visibility over costs and profits with our multi-currency pricing and more.
  • Batch and Expiry Tracking. Batch or lot tracking allows insights into product traceability helping you maintain better customer relationships, reduce discounts and spoilage, and improve your business workflow.
  • Inventory Management Reports. Access accurate inventory reports that offer real-time insights into stock movement. Our inventory management software allows you to run stock reorder reports, inventory stock on hand reports, and more.

If you are interested in starting to track you phone calls, simply click the button here to set up a no obligation phone call. (Phone Call: Approximately a 10-15 min exploratory phone call)

One of our awesome team members will call you within 24 hours.

Teamwork Project Management

A 2018 study by the Project Management Institute (PMI), reveals that, on average, businesses and organizations waste 9.9 percent of every dollar due to poor project performance

While the study further reveals more details on the shortcomings of businesses in terms of achieving goals, staying within budget, and other key performance indicators, the bottom line is this: businesses can be more profitable if they can make use of effective project management to bridge the gap between strategy and delivery.

For this purpose, LOJO uses Teamwork, a robust project management system that helps bring your team together, allowing them not just to see the big picture, but also to work more in sync with each other, encouraging ownership, better collaboration, and deliver results.

LOJO can set up a Teamwork-powered project management portal for you and your team. Teamwork has all the features you’ll ever need to deliver beautiful work– everything you need to collaborate effectively, hit deadlines, and achieve high-performance results.

  • Prepare your projects by better mapping out your strategy for a smoother journey towards getting things done. Teamwork helps you outline everything from major milestones to the tiniest tasks so you can hit your goals more effectively.
  • Get the team on the same page by working together on your various projects with context, transparency, and accountability. Level up team collaboration with increased visibility and improved communication.
  • Zoom in and zoom out for full visibility. Switch between high-level overviews and detailed updates so you know what to prioritize and when. View all your team's tasks to help you better manage workloads, request feedback from stakeholders, and get things done together.
  • See metrics that matter. Measure your KPIs and learn from every project. Find out what actually works with custom reports and dashboards. Use data intelligently to improve your campaigns and processes.
  • Collaborate. Messages, chat, files, notebooks – everything you need to collaborate with context and efficiency.
  • Portfolio. Get a panoramic view of where all your projects stand, and easily spot roadblocks to keep your work moving.
  • Board View. Use boards to automate your workflow and provide your team with an easy way to visualize their project tasks.
  • Timer app. Never lose track of time again with the Teamwork Timer app. Keep on top of your work with a simple click.
  • Gantt Chart. Get a Gantt-style view of your project, giving you full visibility of your tasks and highlighting any milestones on the project dateline.
  • Tasks and Subtasks. Create tasks and sub-tasks to break down your workload, and assign to one or multiple team members.
  • Milestones. Define your goals and attach task lists to monitor progress and give your team a clear vision.
  • Tasklist templates. Save time by creating and saving task list templates and using them when creating new similar task lists.
  • Project Owner. Assign an owner to each individual project for an extra layer of accountability and clarity.
  • Calendar. Get a snapshot view of the important upcoming milestones, events, and tasks using the calendar.
  • Permissions. Set the parameters and permissions of your users and decide what, when, and how notifications are sent.
  • Privacy. Specify which users have visibility and access across projects with advanced privacy settings.
  • Messages. Use the message function to write to your team, communicate with context, and group your messages into appropriate categories.
  • Followers. Enable people to stay in the loop on task progress without having to assign an action to them.
  • Files and versioning. Keep all your important files in one place and add updated versions to ensure clear visibility of the progress.
  • Notebooks. Write and share content on a project with notebooks. Update and observe changes between your notebook versions.
  • Board View. Use boards to visualize the flow of tasks and provide your team with a true representation of the project workload.
  • Tags. Group everything into specific categories with tags, and combine tags with filters to quickly find the exact information you need.
  • Risk register. Manage all risks associated with your project in one place and give the whole team visibility.
  • Billing. Quickly and easily create invoices using your team’s billable time logs.
  • Time logging. Easily keep track of the time you spend on your tasks and projects.
  • Defaults. Create task templates, default task templates, and categories that you can use time and time again.
  • Portfolio. Get a high-level overview on groups of projects without the need to dive into individual projects for information.
  • Task History. Easily track changes to tasks and milestones made by team members to maintain full visibility.
  • Project Updates. Project owners and admins can add status updates to projects, as well as a health indicator to keep all stakeholders in the loop quickly and easily.
  • Filters. Use filters to view your project information through different customized lenses and save them for future use.
  • Workload. Drill into the time each team member has allocated to their tasks and quickly see what bandwidth is available on the team.
  • Dashboard. Build personalized Dashboards to show key project metrics for you and your team and see how your work is tracking at a glance with activity timelines.

If you are interested in starting to track you phone calls, simply click the button here to set up a no obligation phone call. (Phone Call: Approximately a 10-15 min exploratory phone call)

One of our awesome team members will call you within 24 hours.