Amazing project management softwares for office managers
Office managers can implement project management software for internal company tasks like documentation updates, events planning, and more.
Asana’s many task viewing options (including timelines, boards, and task lists) make this tool a fan favourite. For each project, you can choose the organisation system that makes the most sense. You can assign tasks to different team members, create interactive calendars and track your progress in real-time.
Trello can help you streamline collaboration with easy-to-follow workflows and task boards. Comment on tasks, upload relevant files and track progress. Not to mention that there’s a mobile app available for both iOS and Android!
If your team doesn’t yet have a communication tool like Slack or Flock (or is open to switching over), then TaskWorld can be a great way to get communication and collaboration all in one place, because this tool offers not only task management and project planning, but public and private channels and chats as well.
Bitrix24 is a robust, powerhouse software that combines document management, calendar management, event scheduling and customer resource management with project management and collaboration.
Where would any of us be without Google Drive? If you haven’t yet switched your team over to Google Drive, what are you waiting for? Talk them into taking the plunge. For most documentation needs, we suggest you change to this cloud storage system right away.
For teams that can’t rely on Google Drive and need a smoother way to collaborate on documents that can more reliably be exported as .docx of .xlsx or .pptx, then LibreOffice is the perfect cloud collaboration solution.
King of office chat, Slack is a communication tool that allows you to send direct messages to individual colleagues or to converse informally in groups called channels. Channels can be organised around teams, projects, topics or all three.
While most chat and communication tools are built to reduce email and get people outside of email, that’s not always helpful. For teams that need to communicate with people outside their internal organisation (clients for example), then integrating with email is a big plus. Fleep lets everyone choose their preference, whether that’s their inbox or the Fleep app, and integrates all communications.
In addition to individual and group chat, file sharing, and chat search, Flock also offers to-do lists, polling, and email list building (for when chatting isn’t the best medium but you still want to contact everyone in that channel). Flock is also the cheapest chat solution.
The famous Zoom! The popularity and prevalence of this video conferencing tool have skyrocketed since remote working became the new normal in 2020. It’s a highly reliable tool with some great functionalities that make teamwork and collaboration quick and easy.
No one likes writing expense reports. Really no one. Expensify automates the whole expense reporting process with receipt scanning and bookkeeping integration and fast reimbursements.
The elements of stellar event planning
When you’re planning an event, you need all the help you can get. There are tools and systems that can make everything so much easier.
You and your team use so many different tools every day! I mean really, you should be using most of the ones on this list. That means so many different login credentials. Say goodbye to needing to remember dozens of passwords, and use OneLogin to login to every other tool that you use. Not only is this more secure, but it also keeps you more productive because you can login once and go about your day.
For the modern receptionist, Envoy is a must. Here’s what you can do with this platform: allow guests to sign in, send notifications to the host, get signatures from visitors on legal documents if needed, and quickly print guest badges. And it’s completely optimised for touch screen use on tablets. Hooray!
Amazon, why do you have to make life so easy? The retail giant isn’t just for consumers. They’ve got fast shipping and easy ordering for businesses too. You can even set up approval workflows for ordering supplies, pay in the way that’s convenient for your business, and get exclusive savings.
The best bookkeeping and account management tools
As an office manager, you may or may not handle bookkeeping, invoicing and the like. If you do, you want something that is easy to use and just works. These tools fit the bill perfectly.
Enter profits and losses, categorise items, run quarterly reports, and be fully prepared come tax season. QuickBooks has been around for a long time as a desktop application, and has successfully made the jump to an easy-to-use web app.
Xero is a bookkeeping and accounting platform known for its reliable mobile experience and quick and easy reconciliations.The 600+ app integrations make it a fan favourite.
If your company does client work, then as an office manager you probably handle the contracts and proposals. If you’re handling this manually with Microsoft Word, it’s a real pain. Switch over to a smart system like PandaDoc to handle proposals and contracts and allow clients to esign on any device.
If your team bills for their hours, then having a time tracker integrated into your invoicing system can be a huge time saver for you. FreshBooks allows you to track time, send invoices, manage expense reporting, and collect payments. Perfect fit for law firms, agencies, IT consulting firms and more.
With Evernote, create dynamic notes that include links, checklists, tables, attachments and audio recordings. Best of all, these notes are easy to search and can be shared and collaborated on with others.
This robust app (available on any device) can help you organise your lists and notes into folders, create due dates and push notification reminders, and even help you manage your deluge of incoming email by turning emails into tasks.
In addition to creating to-dos and organising your daily calendar, you can set up recurring tasks, collaborate with your team, get location-based reminders, and more. If making phone calls is part of your daily workflow, this is the perfect app for you because it integrates with your phone dialpad.
Types of email management tools
Whether you check email for your CEO or handle customer support issues, you could benefit from one or more of these email management tools.
Collaborate with other teammates to reply to customer emails by tagging conversations, triggering auto-responses, marking a conversation as complete, mentioning other colleagues in private comments and more.
Perfect for large ecommerce brands, eBay sellers and Amazon sellers, ReplyManager helps you tackle customer support email with centralised, faster replies.
This all-inclusive customer support software features an omni-channel support inbox that has made scattered interactions a thing of the past. Support agents can easily access all emails, chats, and messages from different channels on a single platform.
This affordable is a great tool if you’ve never used a customer support tool before and you’re still doing everything in your inbox. It can even help you if you don’t actually handle customer support but you get so much incoming email that you need canned responses and scenario automation. (We won’t tell).
As an office manager, responding to dozens of email everyday is part of your job. But if you don’t bulk email management then you won’t be able to get anything else done. Inbox Pause literally puts your inbox on pause so you can set aside 15 or 30 minutes to handle other important tasks.
While many users rely on Yesware for email tracking, it’s template feature is even more useful. If you find yourself having to answer the same question over and over, or send the same onboarding email to new clients or customers, then Yesware templates will be a life saver. The follow up and reminders features are amazing too.
Designed to help you get to Inbox Zero, SaneBox helps your prioritise important emails, send distractions to a “SaneLater” folder, customise other folder types, and send emails to yourself at a future date.