Whether it’s the mad rush of the Christmas season or the busy summer sales rearing their heads, it can be tough enough to manage staff, new inventory and customer inquiries, without the added task of hiring new staff.
With so many people trying to manage new inventory and internal CRM systems, keeping everyone on task and on the same page can be daunting. But it doesn’t have to be. If you’ve been following my blog, there’s no doubt you’ve probably read my previous post on Top 10 Social Media Apps to Improve Productivity and Organization, but I thought I’d add a few more affordable/free options that you may not have heard of before but go above and beyond to give teams easy to use collaboration & organization platforms.
With a cloud-based collaboration platform like Same Page, business owners can sign up for free and log into their team account on their phones, laptops or tablets, increasing organizational efficiency.
‘Team owners’ can directly message staff, post in team chat windows and even use video calling to host remote conferences with staff members to assist businesses with stores situated in different locations.
Staff who are added as team members can easily upload diagrams and charts that show sales progress and even upload videos and photos of new products & services on the team page. Tasks can be given due dates and reminders can be assigned to relevant members, while the team task list can filter duties accordingly so they can be evenly distributed.
Staff members are able to keep track of their progress with the official task tracker and calendars – both team and individual – are available so everyone is aware of deadlines, meetings and special events.
Freedcamp prides itself on being an all-in-one solution for team collaboration and organization. Business owners can have discussions with their staff in one place instead of dealing with scattered email threads and staff members can organize files in a state-of-the-art file system, backing up all information offline. Managers can also control staff rosters, tracking time on multiple staff members across multiple days.
Freedcamp gives staff members the option to assign tasks and set a goal by a certain date, notifying the team with progress updates as the goal moves closer as well. The software allows retailers to duplicate project templates, which increases productivity and eliminates the need to spend time and energy recreating homogeneous project types. This platform also has unlimited storage and allows for unlimited projects. Business owners and team members can take the tool on the go through the iOS app on Apple products.
Known as the ultimate platform for project communication, Fleep gives you email compatibility just by adding someone to Fleep teams (and their conversations) with their email address. They’ll still be able to see the conversations as normal emails if they’ve not Fleep members as well. It’s an open platform, so anyone who’s a Fleep user can send messages to you, whether they’re a member of your organization or not, making it one of the easiest platforms to use for cross-team project collaboration.
You can create, assign, search and track tasks within the Fleep task management system and the native pinboard allows you to pin and edit notes on the side of each conversation. Every conversation’s photos and other files can be found to the side in a conversation specific file drawer and you’ll be able to integrate video and audio calls. You’ll be able to have full message history, unlimited conversations & teams, unlimited integrations, 10 GB of file storage and native apps for iPhone, Android, Mac & Windows with the free account. For 5 €/user/month to be billed annually, you’ll have everything free in Fleep, 100 GB of file storage, the ability for your company name & logo to be shown, managed accounts & messages. It’s also flexible with API and integrations from Dropbox, appear.in, to Slack and Google Drive.
This platform is known as the ‘unified, collaborative workspace’ for wikis, notes and tasks. Unified with Slack, you’ll be able to manage anything. On the document side, you can organize the pages by nesting the pages inside one another to keep things clean and organized at the same time. For wikis, you can drag and drop or embed 30+ different types content from anywhere and the wiki will update in real time. Content you can put in the wiki includes PDFs, iFrames, videos, Google Docs & Google Maps. For tasks, you can also build the perfect visual task board and integrate it with Slack.
If you sign up for the free account, you’ll get 600 blocks (blocks are drag & drop content such as photos, videos, text blocks etc.) for the desktop version, unlimited blocks for mobile use, unlimited members/guest & 5 MB/file upload. If you choose the $8/user/month option, you’ll have unlimited usage/control over your workspace, unlimited blocks for desktop and mobile use, unlimited members/guests, no file upload limit, admin tools and priority support.
This last platform’s probably the most expensive out of this list but it’s also the most comprehensive. For 19€/user/month with a minimum of 5 users, you’ll be able to manage everything about a project on one page from invoices and expenses, planned tasks/meetings and manage your project portfolio by using configurable statuses (such as in progress) and tags. You’ll also have access to the company news feed, file management and sharing, custom fields for multiple projects, CRM & quote management, financial & work reports, Calendar, Toogl, Dropbox & Mailchimp integrations.
If you spring for the premium package at 29€/user/month with a minimum of 5 users, you’ll get access to all that plus the ability to schedule tasks & projects to individual team members, schedule team meetings into the calendar and have completed tasks go directly into the work reports, eliminating the need for timesheets. You can also schedule invoicing and send out late invoice reminders along with tracking billable hours and have integrations with both Quickbooks and Xero.
With the right team collaboration and organization tools, retailers can better manage staff tasks. The aim is to avoid drop-offs in productivity by allowing staff members to spend time on what matters: keeping their customers happy during the holiday rush and expanding business.
Investing a little time and energy in the short term to find the best team collaboration tools will pay dividends in the long term and ensure the holiday rush is smoother and far jollier.