As a busy entrepreneur with a growing team, my business has many different projects going on simultaneously My team and I need to be well organized in order to make it all work smoothly. That’s why I use only the best project management platforms to manage my virtual team. Project management platforms are simply apps that manage business projects in one centralized place. Whether you use them solely for your own projects or collaborate with your team, you will likely find one you love here!

1- Trello – is what I refer to as a digital version of post-it notes. I love the colorful layout of using lists and cards to organize my projects. Once you create a card for a project, you can place attachments, checklists, due dates, and more in the card and share it with your team. 

Trello integrates with many other apps I use, such as Google Drive, Dropbox, Slack, and Evernote. If you try Trello and love it as much as I do, don’t be surprised if you don’t start using it to organize your personal life as well!

2- Google Workspace – who doesn’t love Google Workspace? It’s a cloud-based system that allows you to customize and organize your entire business on one platform.

Google Workspace is perfect for working with virtual teams. You can create team drives and share Google Docs with each other. You and your team can collaborate with each other on Google docs and in your shared team drives. Google Workspace includes all the Google apps, such as Gmail, Google Calendar, and more. It integrates with many other systems, such as Apple mail, so it can easily work with different devices and systems. Google Workspace is the preferred platform for most people who do business online!

3- HoneyBook – is the perfect all-in-one platform for small businesses. When I started using HoneyBook, I could combine multiple business functions into one centralized location – no more switching back and forth to different apps or systems! 

When someone books a consultation call with me, it is through my HoneyBook scheduling link. HoneyBook has client intake forms and questionnaires for prospective clients, as well. It allows me to track my leads from the interest form through the consultation to the clients closing. I can send proposals, contracts, and invoicing on this amazing platform! I no longer have to write out a contract, load the document into an online signature program or send invoices from another program! Using HoneyBook has saved me so much time and helps me run my business more efficiently.

HoneyBook integrates with Zoom, Google Calendar, Gmail, and QuickBooks. They even have a mobile app so you can work from your phone while sitting in the carline when you pick your kids up from school!

Which Project Management Platform Is Right For You?

It can be difficult to choose the right project management platform for your business with so many options available. if you have trouble deciding, take a tour of their websites and make a note of all the things each one can do for your business. If a particular one  has a longer list of beneficial  features, you’ve likely found the one that is right for you. Some of them even have a free trial if you aren’t sure.

Which project management platform sounds the most appealing to you for your business? Share on your Social Media! 

If you have any questions about these platforms or need help setting up or maintaining the platform, let’s chat!