Wednesday 31 October 2018

Our Favorite Zaps: Save Time Managing Your Shopify Store

Successful retail businesses run on follow through. When you make a sale, you have to deliver the product or service, send an invoice or receipt, and follow up with the customer about their satisfaction. When online shoppers abandon their carts, you need to chase after them and cheerfully remind them of the tempting goodies that await. It's all in the name of building customer loyalty and a strong brand.

Following the action takes a lot of work, but you don't have to do it all yourself. Instead, you can automate some of the tedious tasks so that parts of your business manage themselves. Using Zapier, you can set up rules between apps, so that when an action occurs, such as a sale, it triggers a second action, such as sending a thank-you email. We call these automated workflows Zaps.

If you run a Shopify store, these six Zaps will help you save time and effort in managing your online shop. They're labeled beginner or intermediate based on how easy they are to set up.

While Shopify is the focus of this article, you could easily swap it for any eCommerce app supported by Zapier and get similar results.


Beginner: Add Customers to an Email List

Making a sale is the beginning of a relationship with a customer, not the end of a transaction. How do you follow up with the people who shop at your store so you can foster that burgeoning relationship?

If you use an email marketing tool, such as MailChimp or ActiveCampaign, you can create this rule so that when customers purchase something from your Shopify store, their email addresses get added to your email marketing campaign. Don't worry about duplication, either. There's a step in this Zap that checks whether the customer's email address already exists in MailChimp.

Beginner: Email Customers Who Abandon Their Carts

It's no fun to chase after customers who abandon their online shopping carts. So don't. This Zap can do it for you. It watches for instances of abandoned carts and automatically nudges customers via email to return and checkout.

For this example, let's say we use ExpressPigeon to send a message to potential customers who have abandoned their shopping cart. The Zap below will send a friendly reminder of their pending order.

You could also swap ExpressPigeon for another email marketing tool of your choice, or you could send the message directly from your business's email address by connecting Zapier to Gmail or whichever email host you use.

Beginner: For Every Sale, Create an Invoice in Xero

Shopify helps you sell anything from temporary tattoos to furniture, and an invoicing and accounting tool such as Xero lets you manage the books. For an accounting tool to be effective, however, it must have a record of each sale. This Zap creates an invoice in Xero for every sale made in Shopify, automatically.

Zapier supports other accounting and invoicing tools, too, such as QuickBooks Online, Freshbooks, and others. You can swap in the one of your choice here.

Beginner: Promote New Items on Twitter

Get the word out about new items in your store by automatically promoting them on Twitter. With this Zap, every time you release a new product or service in your Shopify store, you'll see a tweet from your connected Twitter account announcing it to your followers and with an image.

Beginner: Add Facebook Lead Ad Leads as Shopify Customers

If you use Facebook Lead Ads to find potential customers, you may want to add their details to your Shopify account. When you set up this Zap, every new potential customer who comes to you through Facebook Lead Ad is added to Shopify right away and automatically.

Intermediate: Get a Summary of New Orders in Slack

Seeing as Slack is one of the most popular places teams communicate and collaborate, it makes sense to use it as an alert system for new sales made in Shopify. That said, your team might find that a notification for every single transaction is disruptive (not to mention annoying). This Zap compiles the notices into one summary and releases it at a time you set.


Related Content

For more tips on improving your Shopify business, see How to Customize Your Shopify Store and 7 Tips to Cut Costs from Your eCommerce Store.

Look for new lists of our favorite Zaps each month, such as:



source https://zapier.com/blog/favorite-zaps-shopify/

Tuesday 30 October 2018

A Realtor Reduces Her Time Spent Managing Leads by 40% with Zapier

"My Zapier automations give me more time to focus on building relationships and running my real estate business effectively and efficiently."Sommer Cronck, Best Bellington Homes


If it were up to real estate agents, all their time would be spent with clients, talking about and showing off homes. The reality of their work, however, is a bit different and might look familiar to you: hours spent on data entry, moving information from one system to another, and crafting and scheduling social media posts.

While essential work, it's not the best use of a realtor's time—or anyone's, for that matter. Tired of wasting time, realtor and founder of Best Bellingham Homes, Sommer Cronck decided to do something about it. She found app automation tool Zapier, and immediately gave herself hours back every week.

About Best Bellingham Homes

As part of the RE/MAX family of independent real estate brokers, Sommer founded Best Bellingham Homes to help her fellow Bellingham, WA residents find a home in the city she loves. As a solopreneur, Sommer has to be everything for her business—marketer, salesperson, developer, and CEO.

By relying on Zapier to handle her leads and more, Sommer focuses on growing Best Bellingham Homes and giving her clients an unforgettable experience during a life-changing moment.

Manage Contacts and Leads with Office 365 and LionDesk

Sommer found that a lot of her time was spent managing contacts and leads across a few different tools. That meant when an email came in from a client, she'd have to jump into her customer relationship manager (CRM) to see if that person was already in her contact lists, and she would then add a note with details from the email.

This manual process ate through her time, which meant less opportunity to "wow" clients. To fix this without having to hire help, she added Zapier into her day-to-day processes and built a few Zaps—our word for automated workflows.

"Automating with Zapier cuts the time I spend inputting data into my CRM by at least 30-40%," she says.

Best Bellingham Homes' Tools

Icon: App: Used For:
LionDesk CRM LionDesk Real estate customer relationship manager (CRM)
Office 365 Office 365 Email and contacts

The Workflows

To automate her leads, Sommer uses a couple of Zaps to connect Office 365 and LionDesk.

"The biggest one for me is a Zap that connects my Office 365 contacts to my real estate CRM, LionDesk," Sommer explains. "Any time I enter a new contact into my phone, it gets sent to the CRM."

Her second most used Zap has Zapier keeping an eye out for new emails in Office 365. As they come in, Zapier compares the sender's email address to Sommer's contacts in LionDesk. If there's a match, Zapier saves a record of the email to that contact's CRM record, allowing Sommer to monitor her contacts and maintain a complete record of conversation in one spot: LionDesk.

And be sure to check out some of our most popular real estate Zaps, too:


Simple automations help Sommer give her clients a stellar experience, while handling the back-end of her real estate business.

"I've saved so much time now that I don't have to copy contacts into my CRM regularly, or track down email conversations because they're instantly being saved," Sommer says.

Want to have more time to grow your business? Give Zapier a try for free.

All images courtesy of Sommer Cronck - Best Bellingham Homes.

Our stories explore how Zapier's users solve common problems. From marketers to CEOs, educators to real estate agents, millions use Zapier to automate their most tedious tasks. If you haven't yet, try Zapier for free to see what we're all about.



source https://zapier.com/blog/best-bellingham-homes/

Thursday 25 October 2018

How an eCommerce Business Automatically Segments Customers for Email Campaigns

"Zapier's a treasure trove of integrations and automations."Pranav Vora, Founder & CEO, Hugh & Crye


A good fit makes all the difference, from shirts and shoes to an ergonomic keyboard and the other tools you use at work every day. If even one thing's off—the shirt too loose, the shoes too tight, the tools don't connect—your entire balance can be thrown off skew.

For men's fashion needs, there's Hugh & Crye. They make sure their customers have the best fit for their dress and casual shirts.

Their fashion is balanced perfectly, but they still needed help on the work tools side. For those pesky eCommerce business problems, founder and CEO Pranav Vora relies on app automator Zapier.

About Hugh & Crye

Hugh & Crye was founded to own the space between ill-fitted, mass-produced shirts and expensive, custom-tailored shirts. More than that, the team at Hugh and Crye wants to make dressing well accessible, offering fitting guides and blog posts about what exactly makes a well-fitted shirt.

With Hugh & Crye bringing a better fit to customers, Pranav looked to Zapier to give their tools a the same treatment. Their "aha!" moment? "When we saw that we could seamlessly integrate what we thought to be very important but disparate apps for our business, Shopify and Mailchimp," says Pranav.

Create MailChimp Subscribers from Shopify Orders

At Hugh & Crye, Pranav and his team wanted to know more about their customers—was this a first purchase or a fifth?—and they didn't have the bandwidth to manually track a customer's life cycle, especially as it related to purchases. That information was vital to the email campaigns Pranav wanted to create.

These campaigns were dependent on how many purchases a customer had made. For first-time purchases, Pranav has a series of emails welcoming the customer to the Hugh & Crye family. Return customers have their own campaign. There's also a series of emails for when an order ships.

"Before, it was a very manual process to export data and then segment it and get it ready for our email marketing in MailChimp," he explains.

So instead of manually handling the data, the Hugh & Crye team now use Zapier and its filters to segment customers from Shopify and add them to the correct campaign in MailChimp.

Hugh & Crye's Tools

Icon: App: Used For:
Shopify Shopify eCommerce storefront
MailChimp MailChimp Email marketing

The Workflows

For the folks at Hugh & Crye, segmenting customers based on their purchase history transforms the user experience with the brand. Powering their segments are a few simple Zaps (our term for automated workflows) that pair Shopify and MailChimp.

Any time Hugh & Crye receives a paid order in Shopify, Zapier takes that customer's order information and runs it through a filter, looking for specifics, like whether this customer already exists, the total orders from this customer, and anything else that would inform their email campaign. Then, Zapier adds the customer as a subscriber to a specific list in MailChimp.

The team repeats this process with different Zaps, each one putting a different type of customer in their own list.

If you want to add your paid customers from Shopify as subscribers in MailChimp, give this Zap a try:

And check out a few of our favorite Shopify and MailChimp Zaps, too, to get more ideas on how you can automate manual processes:


With Zapier powering their customer segments and email campaigns, Pranav and the team can focus on all the things that matter to their brand: creating a better product, offering the best experience for their customers, and spending time away from work, with family and friends.

Want to ditch the manual work like Hugh & Crye? Give Zapier a try for free.

All images courtesy of Hugh & Crye.

Our stories explore how Zapier's users solve common problems. From marketers to CEOs, educators to real estate agents, millions use Zapier to automate their most tedious tasks. If you haven't yet, try Zapier for free to see what we're all about.



source https://zapier.com/blog/hugh-and-crye/

Email Marketing Software Showdown: Constant Contact vs. MailChimp

Decades after its invention, email remains one of the most powerful marketing channels for small businesses. With millions of email users opening 20% of emails from marketers and returning an estimated $38 for every $1 spent by marketers, email marketing is no joke. While other channels come and go, email remains one of the cheapest, simplest, and most effective ways of reaching customers.

Yet choosing the right email marketing software can be a daunting task, with dozens of apps offering dizzying arrays of features.

Here, we compare two of the most popular email marketing apps: Constant Contact and MailChimp.

Common Features and What We Looked For

Whether sending newsletters, product offers, or company updates to your customers, you'll want to ditch Gmail and Outlook for an email marketing platform. Constant Contact and MailChimp share many of the features you'd expect to find in high-quality email marketing software, but they vary in how these features are presented, how easy they are to use, and how much customization they allow for.

Here, we're focusing on how MailChimp and Constant Contact compare on the following eight features. Click on the section that you're most interested in, or jump to the end to see our complete comparison table.

Price

MailChimp offers more value unless you have a large list and want to test the software before committing

Constant Contact and MailChimp offer fairly different price structures, especially for their introductory offers: Constant Contact offers a free 60-day free trial, regardless of the number of subscribers or emails sent. MailChimp, on the other hand, remains free indefinitely up to 2,000 subscribers (or 12,000 emails) per month. Caveat: This free version doesn't include live chat or email support after 60 days.

So if you're starting from scratch with a small list, MailChimp will remain free until you grow past the 2,000-subscriber threshold. Constant Contact will only remain free for two months. But if you're already starting with a large list, Constant Contact's free 60 days could offer more value while you test the waters.

After the free introduction, both MailChimp and Constant Contact offer unlimited email sends, with pricing tiers broken down by number of subscribers. Here's how they compare for their basic plans:

# of Contacts MailChimp (Basic) Constant Contact (Basic)
500 Free $20
5000 $50 $60
10,000 $75 $195
50,000 $240 $335

As you can see, MailChimp is less expensive at every tier.

However, both services also offer advanced feature plans: MailChimp Pro and Constant Contact Plus. And this is where things get more interesting. MailChimp Pro is essentially a $199/month add-on to any plan, whereas Constant Contact Plus only costs a bit extra up to 10,000 subscribers, and is free thereafter. Here's how that looks:

# of Contacts MailChimp (Pro) Constant Contact (Plus)
500 $209 $49
5000 $249 $125
10,000 $274 $195
50,000 $439 $335

And here's what each of these advanced plans feature beyond the basic package:

MailChimp Pro Constant Contact Plus
  • Pro support
  • Advanced segmentation
  • Multivariate testing
  • Comparative reports
  • Up to 10 user accounts
  • Event marketing
  • Email automation
  • Subject line A/B testing
  • Surveys and polls
  • Coupons
  • 2GB of storage (vs. 1GB for basic plan)

Head spinning yet? We'll explain all these features throughout the article, but here's the gist:

  • The basic MailChimp plan offers plenty for most users. The Pro plan, which costs $199 extra per month, offers some snazzy features for very advanced users.
  • The basic Constant Contact plan lacks some crucial features like email automation and event marketing. But the Plus plan is only a bit more for small email lists—and it's free for large lists.

Overall, MailChimp offers better pricing for most users, especially if you're starting from scratch with your email list, but Constant Contact's free 60-day trial may appeal if you already have a large subscriber base and want to try out their service for free before committing.

Contact Management

Constant Contact's contact management system is a lot simpler

Audience segmentation is important for any email marketer, allowing for precise targeting and personalization. MailChimp and Constant Contact both allow you to segment by dozens of different variables (e.g., click behavior, date subscribed, etc.), but the tools they offer to manage this segmentation differ.

MailChimp lets you organize your audience at a few levels: List, Group, Segment, and Tag. These levels are non-hierarchical, meaning you can place customers into any combination of Lists, Groups, Segments, and Tags. Lists represent the biggest umbrella and can be used for different parts of your business, such as "newsletter subscribers" and "customers." Segments are defined by customer behavior and other variables, such as "customers who opened the welcome email." Groups are defined and set by you, and can represent behavior that MailChimp doesn't recognize, like "site visitors." And the recently added Tags are similar to groups and can add another layer of segmentation.

These MailChimp tools allow for some powerful testing and customization of your audience. For example, if you have an eCommerce business, you can easily combine data within MailChimp (using Segments), such as "coupon email openers" with external data (using Groups), such as "book buyers" to target your customers who are most likely to be interested in your new book coupon. Of course, with great segmentation power comes great complexity, and managing users within MailChimp can be a bit overwhelming, especially for beginners.

Constant Contact, on the other hand, keeps things simple by only using Segments, i.e., groups of subscribers that can be isolated by almost any combination of variables including email activity or contact details. This segmentation logic is presented in a simple interface:

Constant Contact segmentation logic

In the end, Constant Contact's system is simple and robust, while MailChimp's allows for a bit more flexibility at the expense of a steeper learning curve.

Templates and Design

Constant Contact's fully designed templates give you a professional look with very little effort

Email template technology seems to be stuck in the late '90s (still using tables), but sending well-designed campaigns can make the difference between a click-through and an unsubscribe.

Both MailChimp and Constant Contact provide a robust range of built-in templates. Constant Contact's templates are more finished and ready to send. If you're okay with a slightly cookie-cutter feel, these templates are better for beginners or small businesses without in-house designers.

Constant Contact design templates

MailChimp's templates, on the other hand, are much more barebones, and more advanced users might prefer this blank-canvas approach.

MailChimp design templates

To customize your campaigns, both services offer similar drag-and-drop design interfaces. MailChimp's interface is cleaner and more intuitive, but both provide all the nuts and bolts you'll need to get your emails off the ground, such as HTML customization and personalized user variables.

Overall, if you're looking to get some emails out the door with minimal hassle, Constant Contact's ready-to-ship templates will likely appeal to you. But if you're looking to heavily design your own branded emails, MailChimp offers that customization.

Automation

MailChimp's advanced automation sets it apart

You can use email marketing automation to onboard new customers with a timed series of tutorials, resend important emails to non-openers, or reactivate old customers with a special offer—all without any manual work after the initial setup.

Previously, email marketers had to rely on third-party apps like Drip and ActiveCampaign to manage their automation. But MailChimp and Constant Contact now both provide free, built-in automation features.

Constant Contact offers three out-of-the-box automations (welcome, birthday, anniversary) as well as a custom "auto-responder" template that lets you send a series of emails after a customer is added to a segment. These automations are simple and easy to set up, but also limited. They can only trigger when a customer is added to a segment, and while this can be hacked to work with other customer actions, it's a bit clunky.

MailChimp offers the same out-of-the-box options, but it also allows for custom automations that can trigger on almost any customer action (including API calls for advanced users). For example, you can automatically resend emails to customers who didn't open an email (but have in the past), target specific content to users based on survey results, send abandoned-cart reminders, share new blog posts, or email users with the first name "Dave"—almost anything you can think of, MailChimp can do.

Targeting users named Dave

A/B Testing

MailChimp's A/B testing functionality is tough to beat

Before sending your email to 10,000 subscribers, you might want to confirm that people are going to open it and click through. That's where A/B testing comes in: By testing different versions of the same campaign, you can see which subject lines, images, and content perform best before blasting your entire list.

Both MailChimp and Constant Contact feature the basic tools you'll need to run an A/B test. You can choose how large of an audience you'd like to test with, how long you want the test to run for, and whether or not to automatically send the winning option to the rest of your list.

Here's the catch: Constant Contact only supports subject line testing. And while subject lines are important for optimizing open rate, savvy marketers will want more. MailChimp's A/B tool lets you test subject line, from name, send time, body content, or any combination of the above.

MailChimp's A/B testing tool

A couple other features that set MailChimp apart: Their Send Time Optimizer will calculate the time your users engage most often, based on previous campaigns, and their Timewarp feature lets you send a campaign at the same local time for different time zones.

List Growth

Constant Contact offers great offline features while MailChimp provides free landing pages

If you send a great email but nobody's on your list to see it, does it make a difference?

Both MailChimp and Constant Contact offer sign-up forms to embed on your website or blog to help grow your list. These code snippets let you embed the form directly on your page or as pop-ups. They're customizable, skinnable, and about equally as easy to use, though Constant Contact's forms are both slightly simpler and less customizable.

Constant Contact has a few "offline" list building products for IRL businesses as well, such as a text-to-signup feature and a ListBuilder mobile app that can collect emails when offline. For example, you could collect email addresses from people at the farmer's market while offline, then upload them when you connect to WiFi.

MailChimp, on the other hand, offers a complete Landing Page feature, which lets users sidestep the hassle of building a website with another service if all (or most) of what that website does is collect email addresses.

MailChimp also features a Product Landing Page—i.e., a very simple website template for an online store—that can be integrated with Shopify and other eCommerce platforms. It might be useful if you want to test drive your product idea, but for any complex eCommerce offerings, you'll want to look elsewhere.

Reporting

Constant Contact's tables are more practical

Email marketing attracts analytics-obsessed folks. Why? Because the variables are fairly limited, and almost everything is trackable.

MailChimp boasts a slick reporting interface with list-wide or campaign-specific graphs. They even include an industry-specific benchmark to help you feel great (or terrible) about the performance of your campaigns.

MailChimp also sports a fancy eCommerce reporting interface via its native integration with Google Analytics. That means you can track purchases and other Google Analytics data by email campaign (if, of course, your store is integrated with GA).

For their Pro plan, MailChimp offers Comparative Reports, which let you track and compare campaigns at a deeper level. These use the same data as other reports (clicks, opens, bounces, unsubscribes) but include multivariate testing and other advanced tools. These reports could be helpful for a marketer without much analytics experience, but at $199/month, it's a tough sell.

Overall, we found Constant Contact's reporting interface simpler and, frankly, more useful. Their drill-down table view, especially, helps reveal which subscribers engaged with a given campaign. And really, isn't that what you're most interested in?

Constant Contact's reporting interface
Source: Constant Contact

MailChimp made some characteristically splashy moves with their reporting, but—call us old-fashioned—we prefer Constant Contact's straightforward approach.

Customer Support

Constant Contact offers phone support and 24/7 live chat

Both companies pride themselves on their customer support. Constant Contact in particular pushes its phone and live chat support, especially for new customers. In fact, you'll probably even get a set-up call from a Constant Contact rep when you first sign up for an account.

MailChimp highlights its Knowledge Base help center when first seeking support, and for good reason: We found that their well-written articles and tutorials answered most of our questions. For questions not answered by the Knowledge Base, they offer live chat support on weekdays and email support 24/7 for all paid accounts (as well as free accounts within 30 days of opening).

Constant Contact's email and live chat are available 24/7, though we found the latter to be a bit sluggish. The biggest difference is their phone support, which MailChimp doesn't offer. Although the phone support doesn't offer any obvious advantages over live chat, some people much prefer speaking to someone on the phone. Constant Contact is the clear choice if you count yourself in those ranks.

Which App Should I Use?

MailChimp and Constant Contact are both versatile and well-rounded email marketing platforms. The biggest difference between them is complexity: Constant Contact keeps it simple, while MailChimp isn't afraid to get nerdy.

Constant Contact is a better fit for email marketing novices: Their 24/7 support, ready-to-send templates, and intuitive reporting offers a leg-up for the less tech-savvy. MailChimp, on the other hand, has an impressively robust feature set that users with experience in email marketing will benefit from.

Finally, here's an at-a-glance feature comparison.

MailChimp Constant Contact
Price Free up to 2,000 subscribers, cheaper overall Free for 60 days regardless of list size
Contact Management Powerful-but-complicated segmentation Simple-but-useful segmentation
Templates and Design Barebones templates, unlimited image storage Ready-to-ship templates, 2GB storage
Automation Customizable, free Mostly out-of-box
A/B Testing Test send time, content, subject line Test subject line only
List Growth Fancy graphs Simple charts
Reporting Simple free landing pages Offline list growth features
Customer Support Email and weekday live chat support (for paid customers and free customers in first 60 days) 24/7 live chat, phone, and email support

Automate MailChimp and Constant Contact

Whichever email marketing app you choose, you can easily integrate it with other software to create seamless automations, saving yourself time and creating a more consistent user experience.

  • Add subscribers to your list when someone fills out a form:
  • Add subscribers to your list from Facebook Lead Ads:
  • Connect your email marketing app to your CRM to be sure they're always in sync:

Don't see the workflow you're looking for? Create your own with our Zap editor.



source https://zapier.com/blog/constant-contact-vs-mailchimp/

Wednesday 24 October 2018

99 Collaboration Apps You Should Know in 2019

Collaboration apps drive business today. In the last two decades, organizations have learned, sometimes through painful trial and error, that email and meetings aren't adequate tools on their own for people to work together. (Can you believe anyone ever thought they would be?) Now, the way we share files, discuss how to approach a project or a client, manage work in progress, and so forth requires a range of tools built for handling specific aspects of collaboration.

The number of apps that enable collaboration has ballooned since the mid 2000s or so. There are so many excellent apps in this category, in fact, that it's entirely likely you've never heard of many of the best of them. Even those of us who research and write about software professionally learn about new collaboration apps all the time.

Here, we wanted to provide a list of 99 collaboration apps, and let you explore them.

What Is a Collaboration App?

A collaboration app is any program that enables or facilitates multiple people to communicate or work together. That definition is unhelpfully broad, however. For the purpose of this article, we looked for apps that put collaboration at their core rather than offer it as a feature. You might notice some apps on this list that can be used solo, but the same apps become even more valuable when you take into consideration their collaboration capabilities, too.

How We Chose Apps

This list does not claim to be the ultimate best collaboration tools. Rather, the selection is meant to showcase just what "collaboration app" can mean, particularly in a work environment.

We grouped apps into subcategories, listed below, with each subcategory containing no more than 10 apps. When relevant, you'll find links to "best of" lists with more recommendations for that category.

We hope you uncover some new apps you hadn't heard of before.


99 Collaboration Apps You Should Know

Contents

Workplace Management, Workplace Hub (Apps 1-6)

Podio

Workplace management apps and workplace hubs are mammoths among collaboration apps because they offer more than one way to work together. Most apps categorized as workplace management let you cobble together other apps and modules that your team needs to get work done collaboratively. No one workplace app looks like the other because they are all so highly customized.

Atlassian Confluence. Confluence by Atlassian, the same company behind Jira, is something of a huddle room, where you organize and discuss work with teammates, and track decisions made.

Cisco Webex Teams. Sprung from Cisco's conferencing software, Cisco Webex Team centralizes team collaboration by putting video calls, chat, a whiteboard app, scheduling tools, and file sharing features under one roof.

Podio. Podio is a hub for working collaboratively, where you create a unique space depending on the tools your team needs, such as software for HR, business development tools, apps for salespeople, and so forth.

Redbooth. Though sometimes referred to as a project management app, Redbooth supports team collaboration well beyond the bounds of managing projects, because it contains additional tools for communicating and managing ongoing work as well.

Workfront. Enterprises choose Workfront when they need an all-around collaboration app that also contains advanced project management software, with resource allocation features, budget tracking options, and more.

Office Editing: Writing and Document Management (Apps 7-15)

Quip

How thankful are we all that office apps have become collaborative? When office apps let multiple people write, revise, and comment on the same file, everyone worries less about version control and can instead focus on the subject matter.

Box. Although it started as an app for sharing and storing files, Box has matured into a complete collaboration service, allowing you to write and edit documents in real time with colleagues.

Dropbox. Dropbox, similar to Box, is a place to store and share files, both among internal teammates and with people outside your group, as well as collaboratively edit and discuss them.

Etherpad. When you and your colleagues log into the open-source app Etherpad, you can work on the same document at the same time, with everyone's contributions clearly labeled.

Evernote. Note taking app Evernote lets you share notes and notebooks with anyone, and with a Business account, the app can suggest to you notes written by others in your organization that are relevant to whatever you're working on.

G Suite. G Suite is a complete set of online office apps (Google Docs, Sheets, Slides, etc.) with deep roots in real time co-authoring, editing, and commenting, as well as ample integration options so that you can use them with other apps and services.

Libreoffice. A free and open-source alternative to paid office software, Libre Office lets you collaborate on office documents easily asynchronously, or synchronously if you're willing to install LibreOffice Online on a server.

Microsoft Office 365. Microsoft Office lets you collaborate with colleagues in its Word, Excel, PowerPoint, and other apps, regardless of whether you use the online versions of the app or locally installed ones.

OnlyOffice. OnlyOffice is part office software suite and part workplace management app, with tools for creating and editing documents, as well as collaborative tools for organizing files, managing projects, keeping up with customer relationships, and more.

Quip. Online document and spreadsheet app Quip is an ideal place to store and continually update living documents with teammates because it gives you not only real time co-authoring features, but also built-in chat, notifications, and more.

Samepage. Samepage is an online app that combines document authoring and editing with other aspects of office collaboration, such as task management and calendaring.

Diagramming, Whiteboarding, and Mind Mapping (Apps 16-22)

Lucidchart

When used collaboratively, diagramming, whiteboarding, and mind mapping apps let people brainstorm together, whether everyone is in the same room or not. Picture a digital canvas where anyone who's invited can put down ideas as text, images, or drawings. For team struggling to communicate their ideas verbally, these apps go a long way toward facilitating teamwork.

Lucidchart. Lucidchart is a web app for creating diagrams that supports real-time collaboration much in the same way as G Suite, so that you and your colleagues can simultaneously work on the same file and see each other's changes as you go.

Microsoft Whiteboard App. Microsoft Whiteboard lets multiple people draw on the same freeform canvas simultaneously, and it's often used when collaborators are in the same room together ; note that each person needs a Microsoft login and the Whiteboard Windows app to participate (web and mobile apps in development).

MindMeister. Mind mapper MindMeister makes multiperson diagramming, doodling, and discussion doable.

Mural. With the collaborative whiteboard app Mural, teams can work together visually, both in real time and asynchronously, by adding sketches, notes, videos, and other media to a digital canvas.

Prezi Next. Technically speaking, Prezi Next is an app for making presentations, although it more closely resembles a digital whiteboard with animation options, and it lets up to 10 people co-author and edit simultaneously.

RealtimeBoard. RealtimeBoard works similarly to other whiteboard apps in that it supports visual collaboration, though it caters slightly to remote team members who work across different organizational departments.

Stormboard. Often used to for collaborative note-taking during meetings, Stormboard is an online whiteboard with sticky notes added prominently so that everyone can add their ideas no matter their artistic ability.

Conference Calling and Web Meeting Apps (Apps 23-28)

Zoom

Conference calling and web meeting apps cover a range of collaboration needs. Sometimes they allow people to call customers and clients via audio or video call. Sometimes they do the same thing but among employees of an organization. Often they come with tools for giving presentations, sharing screens, or even doodling on a virtual whiteboard. These conference calling and web meeting apps enable collaboration by giving people a range of options in how they communicate.

BlueJeans. BlueJeans is a conferencing app that offers video calls, screen-sharing, and live streaming, and doesn't require your teammates to install any apps to join, as they can hop on calls from a browser.

Cisco Webex Meetings. While Cisco Webex Meetings offers everything you'd expect in video conferencing software, one unique feature is that you and your collaborators can work on whiteboard collaboratively while still seeing one another's faces in a video call to one side of the interface.

GoToMeeting. With GoToMeeting, you can hold video calls and share your screen with collaborators, with a toll-free dialing option when needed, plus get a transcript of your conversation when it's over so that everyone has a copy of the conversation in writing.

RingCentral Meetings. A hundred people can be on a call at once with RingCentral Meeting, a web conferencing tool that also includes screensharing, simultaneous screensharing, a whiteboard, annotation tools, and more.

StarLeaf. Starleaf offers an all-in-one app for web conferencing, audio and video calls, plus a team chat that's more like group textings than team messaging.

Zoom. Video conferencing app Zoom lets you hold calls, share your screen, and otherwise communicate with your teammates, but be sure to download the software first, as it does not run in the browser.

Team Messaging (Apps 29-38)

Flock

Team messaging apps have done wonders to move internal company communication from email to another venue where the emphasis is on shorter conversations that are faster to search easier to opt into and out of. While Slack may be the most popular team messaging app, it's hardly the only option, and some excellent apps offer differ takes on how to facilitate communication among members of a group. For more recommendations, see Zapier's list of the 12 best team messaging apps.

Flock. Don't balk at Flock, a team messaging app that's chock full of rock solid features, such as video calling, a to-do list, polling tools, and reminders.

Glip by RingCentral. Glip offers unique ways to collaborate by integrating document editing and calendaring into a team messaging app.

Google Hangouts Chat. Part of Google's G Suite, Google Hangouts Chat evolved out of earlier versions of Google Hangouts, and it now contains an entire team chat component, complete with virtual rooms and threaded conversations.

Mattermost. Mattermost is a team chat app that lets you chat one-on-one, hold group conversations, share files, and everything else you'd expect in a business messaging service; it's open-source and free for small businesses (enterprise pricing also available).

Ryver. Free team chat app Ryver adds task management directly to its interface letting you not only discuss work with your colleagues, but also assign and manage it from the same interface.

Semaphor by SpiderOak. SpiderOak, known for its digital backup products, now has a team chat app called Semaphor that adds an extra layer of security to internal company conversations by using private blockchain encryption.

Slack. One of the most widely used team messaging apps available today, Slack supports day-to-day communication and is top of the line when it comes to integrating with third-party apps.

Teams by Microsoft. Microsoft's team chat app, aptly named Teams, offers workplace chat, file-sharing, and tight integration with other Office apps for free, whether you pay for an Office subscription or not.

Twist by Doist. Twist by Doist came about when a remote team spread out many time zones needed a chat app that allowed for highly organized asynchronous communication.

Zoho Cliq. Cliq is a low-cost team chat app that includes file sharing, emoji, video calls, and a unique broadcasting option for holding live video streams among a team, such as all-hands meetings.

Communication (Misc.) (Apps 39-42)

Small Improvements

Some apps designed to facilitate communication don't fall neatly into a subcategory such as team chat apps or web conferencing. Consider these four apps surprises from the grab bag of collaboration miscellany.

Discord. Used heavily by video game playing communities, Discord is a voice and text chat app that's been co-opted by some organizations to facilitate day-to-day communication among colleagues.

Front. Front lets you funnel in outside communication from clients and customers across many channels, such as Twitter and email, and then discuss them privately among your team before assigning someone to respond.

Hiver. Sometimes, a group of people need to manage a single email inbox, and Hiver lets you do just that in Gmail through its browser extension.

Small Improvements. Employees and managers can better track performance reviews, employee contributions, and other accomplishments when they log them together in the online app Small Improvements.

Project Management (Apps 43-52)

Mavenlink

Today, project management software almost always means an online platform where teams of people plot, organize, assign, and follow through on all the teeny tiny tasks one must do in order to complete a larger project. Unlike mere task managers, project management apps often contain tools such as Gantt charts for seeing a timeline view of tasks in a project and how they relate to one another. They also sometimes have tools for keeping track of whether someone on the team is available to take on more work or is currently overworked and needs assistance. With complex projects, it's important to be able to zoom out and see the big picture as well as home in on the fine details of whether any one given task will be completed on time.

Holy cannoli, there are a lot of project management apps on the market, which is why you'll find a mere 10 here to give you a taste of what's available. Check out this list of the 50 best project management apps for more.

Basecamp 3. Basecamp, an early leader in the collaboration space, gives teams a central space to organize and discuss work, as well as track tasks that must get done, but in a format that's more fluid and less rigid than most other project management apps.

Celoxis. This enterprise-grade project management platform allows large teams with complex projects to track not only tasks but also financial resources.

LiquidPlanner. LiquidPlanner helps groups of people plan and carry out projects, with interactive tools for reallocating resources, tracking who's available to take on tasks, who's out of office, and more.

Mavenlink. Mavenlink is online project management software for collaboratively working on projects, with some lovely built-in proofing tools for discussing and giving feedback on visual materials, such as advertisements.

Monday.com. Among online project management apps, Monday.com is unique because its borrows some familiar ideas from spreadsheets, making it slightly less intimidating for some collaborators to jump in and work with their groups.

Redmine. The free and open-source project management app Redmine doubles as a bug-tracking system, and it offers role-based permissions, wikis, forums, as well as time-tracking tools and Gantt charts.

TeamGantt. As you might expect from the name, TeamGantt is a project management system that excels at Gantt charts, giving groups of people visual insight into how different pieces of a project will eventually come together.

Teamwork Projects. As a straightforward project management app, Teamwork Projects enables people to work together to complete tasks in pursuit of bigger projects, at a competitive price.

Wrike. Wrike is a flexible project management app that comes with some kanban-style features, plus a wealth of options for collaborating, from proofing tools to an activity feed.

Zoho Project. Zoho Projects gives teams a place to work together on projects, and it includes a chat app, forums, pages to store group knowledge, and other tools for communicating and collaborating.

Kanban Apps (Apps 53-62)

Volerro

The simplest way to describe kanban apps and how they work is through an example. Imagine a cork board with three columns: To Do, Doing, Done. Imagine you also have a stack of sticky notes, and on each one you write a task that needs to get done in your home. You stick all the notes containing a task into the To Do column. Now, you ask everyone in your household to claim some tasks by writing their names on them. When they start a task, they move the associated sticky note to the Doing column. When the task is done, they move the sticky note to the Done column. The point is that everyone in the household can see what work everyone else is assigned to do, as well as the status of that work. Digital kanban apps have more options and capabilities, but hopefully you get the gist of it.

Here are 10 collaborative kanban boards worth knowing about, and you can find more recommendations in Zapier's list of the best kanban apps.

Kanban Flow. Kanban Flow is a user-friendly kanban app with some helpful communication features, such as @ messages, that allow team members to see who is doing which tasks and what state of completion they're in.

Leankit. As the name suggests, Leankit (recently acquired by Planview) leans toward the needs of groups that use a lean or agile process to get work done together using kanban boards.

MeisterTask. Because it has an inviting dashboard and easy-to-use mobile apps, MeisterTask is an excellent point of entry into kanban-style task management for beginners.

Microsoft Planner. Microsoft Planner is the kanban app that comes included with some Office 365 Business accounts, and while it doesn't have many bells and whistles, it does allow team members to see the state of everyone's tasks, share files, discuss matters, and make sure work gets done on time.

Pipefy. Kanban app Pipefy has a neat email integration that lets you write and send messages from within any card to keep clients and colleagues updated on the state of your work.

Trello. Trello keeps kanban-style collaboration fun and accessible, with bright colors, playful stickers, and plenty of integrations that make it easy to give external collaborators the right access to your team's information about work in progress.

Taiga. Taiga (fun fact: the word means boreal forest, which I implore you to say in a Long Island accent for the sheer delight of it) is a collaborative and open-source kanban-style app that caters to developers who follow a scrum process.

Volerro. In addition to offering a kanban board for collaborative task management, Volerro also provides excellent digital proofing tools to markup and discuss files.

Wekan. Wekan is a self-hosted and open-source kanban board app with a similar style to Trello, and it has a few more advanced features, such as swimlanes and work-in-progress limits.

Zenkit. Zenkit straddles the line between kanban app and lightweight project management app, and it gives teams options for how they like to visualize their work, whether on a board with cards, in a spreadsheet, or as a mindmap.

Task Management and Data Management (Apps 63-71)

Airtable

When a simple checklist isn't enough, but full fledged project management software is too much, a task management app often will do. Collaborative task management apps help teams keep track of what they need to get done, and let people assign different tasks or subtasks to one another while also being able to see the status of work in progress. Task managers are a dime a dozen, though not all of them allow for collaboration. For more recommendations, see Zapier's list of 40 excellent to-do list apps.

Data management apps are a little different, Airtable and Quick Base being the two included below. They let you store any kind of information you want, whether it's inventory or a customer records. Both Airtable and Quick Base give you tools for building whatever kind of system you need for storing that information, and in the case of Quick Base, tools for viewing it in different ways as well.

Airtable. Though it's known as an online relational database and looks like a spreadsheet, that's a drab way to describe Airtable, which is a collaborative space to store, manage, and discuss records of any kind.

Allthings. Allthings is a collaborative task-management app that lets you add a custom field to your tasks, as well as delegate and prioritize responsibilities.

Asana. As a highly flexible work-management system, Asana gives you tools for making to-do lists that are rich in details, and allows a team of people to work either together or separately to get them done.

I Done This. I Done This is a task-management app for teams, where everyone is encouraged to check in daily with a status update.

Outplanr. Outplanr is task management software that offers a few unique features, such as the ability for each team member to broadcast what they're working on right now, and the ability to set tentative (rather than fixed) start dates for tasks.

Quick Base. Quick Base is known as an application development platform, which is an extremely boring and vague way of saying it's a place where you and your team can put information and then choose (or create) interfaces for getting the information quickly and easily.

Quire. This task-management app for Android, iOS, and Chrome is visually oriented, with charts and graphs showing the team's progress with tasks and projects, as well as color-coded icons and labels throughout.

Smartsheet. Smartsheet has tools for planning, organizing, and managing work collaboratively, in a spreadsheet-style interface.

Todoist. Todoist helps you and your teammates write down, manage, and assign everything you need to do, with a neat feature called Karma that tracks whether you're consistent in doing what you say you will do.

Digital Proofing (apps 72-75)

InVision

Collaborative office apps make it fairly easy to discuss and co-edit simple files, such as text documents and spreadsheets. But when designers and video creators need to collaborate with people who don't necessarily speak with the same artistic vocabulary, a different set of tools is in order. Digital proofing apps give teams a place to share and discuss a variety of media, whether magazine covers or promo videos. These apps typically have specialized tools for marking up visual media or making notes in videos. Some also provide the framework for moving a creative work through its process, from request to approval.

Filecamp. Filecamp lets you upload, organize, and share files so that internal colleagues and external collaborators alike can discuss and approve them.

InVision. Invision is a platform that contains tools not only for proofing, but also for idea creation, such as inspiration boards that people can create together.

Widen Workflow. Widen Workflow lets different people on a team either submit a project for feedback and approval or request one, which can pass through the same feedback and approval process when the time comes.

Wipster. Wipster is a digital proofing and collaboration platform for video projects, where you can discuss videos in development as well as publish them directly from the app.

Customer Relationship Management Software (Apps 76-85)

Hubspot CRM

Customer relationship management (CRM) apps are online systems where teams of people, often in sales roles, log in to track the history of communication with customers and clients. Some CRMs are little more than beefed-up address books, while others contain advanced features such as in-app video calling. When used collaboratively, a well-maintained CRM allows any salesperson to pick up communication with any client, regardless of which salesperson was the previous point of communication.

Here, we've selected 10 CRMs to highlight, but there are dozens of them on the market. For more recommendations, see Zapier's recommendations for the 25 best CRM apps or the 10 best CRMs for small business.

Bitrix24. To call Bitrix24 just a CRM would be an understatement, as this inclusive online app includes tools for lead generation, video calls, messaging, calendaring; it even borrows some concepts from social networking to make it user-friendly.

Copper. Copper, formerly ProsperWorks, is a CRM and lead management app that's tightly integrated with Google's G Suite, with notifications and activity feeds about all your teammate's activities to keep everyone in the know about the status of relationships with customers.

Infusionsoft. Rather than sticking solely to customer relationship management, Infusionsoft offers automated sales and digital marketing tools in conjunction with CRM functions for small business teams that need guidance getting started.

Insightly. Many CRMs also handle a bit of project management, but Insightly's in-app project management tools give you a complete range of options for collaboratively moving work through a process.

HubSpot CRM. Hubspot CRM has a free tier of service—an attractive hook for small businesses—as well as all the tools a team needs to work on getting leads and closing sales together.

LionDesk CRM. This CRM for real estate agencies has neat tools for recording videos to send via email or text, letting agents and brokers communicate more effectively with clients.

Nutshell. With Nutshell, you track, manage, and plan all the interactions your team has with customers and clients, and tag fellow colleagues in the system when you want to collaborate with them.

Pipedrive. Pipedrive is a CRM well liked among small businesses (though businesses of any size can use it) for tracking information about sales and leads across a team.

Salesforce. The 800-pound gorilla of CRMs, Salesforce not only helps sales teams track and share information about leads and clients, but also develop a close knit team through an in-app social network called Chatter.

Zoho CRM. Zoho CRM lets salespeople chat with one another, view and manage a shared calendar, and even call upon a Siri-like personal assistant call Zia to get a little non-human help, too.

Intranet and Social Networks (Apps 86-89)

Igloo Software

Some organizations, especially large ones, like to foster communication through less formal and more social avenues. Intranets and internal social networks are an ideal outlet for groups with employees spread out all over the world. They also usually have tools for making company-wide announcements, which is hands-down always a better idea than doing it by email.

Igloo Software. Igloo is a full-service company intranet, which you can customize to your needs to include a variety of collaboration and communication tools, from forums and wikis to directories and task lists.

Microsoft Yammer. Business social network Yammer by Microsoft gives people a place to post updates, share files, and see a feed of activity from people in their group.

Whaller. Whaller is a private social network you create for your organization, and within it, you can create private spheres (similar to a private page) for different groups to communicate and socialize online.

Workplace by Facebook. Workplace by Facebook is a paid and private version of Facebook for any organization that wants to create an account, with invite-only membership.

Developer Tools (Apps 90-94)

ActiveCollab

Developers, meaning the people who spend their days mucking around in code, need specialized tools for collaborating with their teams. As with most other job roles, programmers and engineers need organized and systemized ways to comment on one another's work, as well as edit, review, and approve material before sending them into the world. These collaboration tools for developers are a small slice of all the options available.

ActiveCollab. ActiveCollab is a project management platform designed for developers to track their tasks, discuss work in progress, co-edit files, and manage invoices as a team.

Beanstalk. Teams of any size can use Beanstalk to write, collaboratively review, and deploy code, while keeping tabs on the group's effort at large at the same time.

Bitbucket. Bitbucket by Atlassian is a Git repository system, or in other words, a place for developers to work together on code in an organized and systematic way.

Github. Github is version control software for developers, which lets them keep track of files that are constantly changing so that they can easily and accurately collaborate on the right code at the right time.

Jira Software. Jira Software, often called simply Jira, is a project management and work management app used by people who make software to collaborate and keep work on track.

Time Tracking and Bookkeeping (Apps 95-99)

Harvest

Many time-tracking apps contain invoicing and lightweight accounting tools. And many accounting and bookkeeping apps include a time-tracking module. These two categories overlap quite a bit, which is why they're lumped together here. The apps highlighted below have collaboration built into them, often with role-based permissions to make sure the right people have access to the information they need while other team members are restricted appropriately.

FreshBooks. FreshBooks' online invoicing and accounting software comes with time tracking tools for every member of your team, plus light project collaboration tools for sharing files and holding discussions.

Harvest. With Harvest, a whole team of people can track the amount of time they spend working using intuitive timers, and those logs feed back into the central system to generate invoices so all the workers can get paid.

QuickBooks Online. Accounting and invoicing software QuickBooks Online has a wealth of tools for collaborating, whether you need a team of people to submit receipts and expenses or otherwise pitch in to keep the books balanced.

Toggl. Time tracking tool Toggl, when used collaboratively, allows groups of people to log the time they spend working, usually so that they can bill clients by the hour accurately.

Xero. Online accounting app Xero comes with a collaboration tool called Discuss that lets business owners or other team members chat with clients about matters related to their projects or billing from within the accounting app.


For more app recommendations, see:
- 40 Best To Do Apps
- 50 Best Project Management Apps
- The Best Team Messaging Apps
- The Best Video Conferencing Apps
- The Best Time Tracking Apps
- 11 Best Accounting and Bookkeeping Software for Freelancers

Title image by Freepik



source https://zapier.com/blog/collaboration-apps/