Most of our client communication happened via email, slack and g'chat until I found Aligned. Conversations were easily lost, both parties lost track of important tasks and, most importantly, it was just too much email to keep track of. Now we handle onboarding and ongoing client management in Aligned. Each customer has their own space, which we create from a template. The analytics is great and really helps us see in between calls.
Recapped - Close deals and onboard your clients in record time
Trello - Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details.
GetAccept - GetAccept is a Sales tool for electronic signatures and sales document automation.
Notion - All-in-one workspace. One tool for your whole team. Write, plan, and get organized.
PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.
Slack - A messaging app for teams who see through the Earth!