Brand professionals have to handle a lot of assignments when it comes to their overall operations and projects. As the business grows, the pressures and tasks also expand. Thereafter, maintaining a proper organizational structure and workflow can become difficult. 

Project management involves multiple steps, starting from planning a product/service to completing the sales cycle. For the best results, brand owners must focus on all aspects of the management and sales responsibilities, streamlining the project within constraints. 

To handle the activities related to project management, product sales, and customer management, professionals can make use of particular tools or CRM software solutions. 

In this article, you would get details on the different sets of solutions available for project management and sales, exclusively.

Tools For Management

The tasks involved from conception of a product idea to deployment require strategic planning, analytical support, prototype building, feedback, and programming skills (for tech products). 

Moreover, brand owners and their teams handle multiple such responsibilities under time constraints, a restricted budget, and limited resources. 

Additionally, they have to handle other operative roles as well, including marketing and team organization-based tasks. Here, several tools are fruitful for simplifying the process for brands. 

1. Google Drive

G-Drive is a cloud-based infrastructure that is useful for businesses to share and store their data. The cloud-based Google Drive offers a secure platform for file storage, of different types, sizes, and levels. Accordingly, professionals in a team focusing on the different aspects of the organizational responsibilities can collaboratively work via Drive. 

The cloud-based platforms allow easy yet safe access to all invited members for editing files simultaneously. It is effective for business users to handle their office management tasks daily and in real-time. Notably, there are no additional charges involved here.

Special Features

• Integrates with almost every SaaS tool and has an easy to use UI.
  
• Create easy to share links with highly customizable restriction settings.
  
• Compress folders and files while downloading for faster downloading.
  
• Up to 5 GB storage in the free plan and thereafter highly reasonable pricing.
  

2. LeadSquared

LeadSquared is a powerful sales team management software designed for high-velocity sales. It helps you get a complete overview of your sales operations and monitors every aspect of your sales – leads, funnel, salespeople, and revenue.

Special Features

• Mobile CRM for salespeople to manage their tasks, appointments, documents, leads, and more on the go. Managers can track their team members’ every move.
  
• Efficient lead management and sales automation.
  
• No-code sales process builder. Users can sketch the best-possible sales workflows for different products and teams.
  
• Out-of-box integration with lead capture channels and supports a developer platform for custom integrations.
  
• 100+ ready-to-use reports and customizable dashboards.
  

3. Asana

This multi-use management software is effective for file storage, project management, and cross-platform/department collaboration. Team members handling small-scale projects can utilize Asana to communicate securely. Notably, this tool is most suitable for smaller teams and beginners.

The tool itself is simple to access and includes very efficient features for high-quality team management. Brand owners can quickly and systematically assign tasks and monitor team progress and project milestones. Moreover, timelines and roadmaps are more straightforward to generate and employ with Asana. 

Special Features

• Track sprints from the project dashboard.
  
• Offer to make the dashboard highly personalized for the different uses.
  
• Allows integration with many tools like Slack, Salesforce, etc.
  
• Created bug reports easily.
  

4. Dialpad

Dialpad combines a power dialer, business phone, and video meetings in one easy-to-use app. With the help of AI and Natural Language Processing (NLP), Dialpad improves how your sales team talks with prospects to make sure they have everything they need to close deals. It also helps reduce busywork like taking detailed call notes and logging every call made. Instead, your team can focus on what they do best — sell your product.

Special Features

• Real-time sales coaching.
  
• Accurate call transcriptions.
  
• Live sentiment analysis.
  
• Call analytics, such as a heatmap of call volume.
  
• Integrations with Salesforce, Outreach, Zapier, and other tools.
  

5. Insightly

Insightly is a CRM-centric tool, effective for proper customer management responsibilities for a brand. This software is functional for B2C as well as B2B professionals to organize their business projects and client-related tasks efficiently.  Moreover, you can access the integrated cloud-based app features of Dropbox and Evernote via Insightly. 

• Gain access to client information from one platform, including their social media accounts.
  
• Make communication better with clients in no time.
  
• Offers an easy-to-use user interface making it highly user friendly.
  
• Excellent customer support, get resolution of the issues with the tool quickly.

6. Weje

Weje is a shareable online whiteboard will come in handy for businessmen, teachers, students, and everyone who manages any projects. Weje offers you free templates for various tasks, including simple Checklists and Workflows, Action and Lesson plans, SWOT and Retrospective analysis boards, MoSCoW prioritization and KWL charts. There is also something for more advanced tasks — PESTLE analysis template, Startup Investor Report, Tax Return Preparation, Flowcharts set with different shapes etc.

Working with Weje, you can effortlessly build boards from scratch, because your creative process is led by intuitive building tools and guided with helpful instructions all along the way, so even kids can leverage Weje for their needs and just for fun.

Special Features

• Unlimited boards creation and 10MB limit for each file upload in a free plan.
• Free templates for various needs.
• Easy-to-manage admin tools for team collaboration like chat and shared whiteboards.
• Drawing and moodboarding tools that boost your creativity.

Tools For Marketing & Sales

In every industry, sales and marketing operations are a crucial focal point for brand owners to ensure highly productive output and profit intake rates. So, marketers and managers need to handle this important field carefully to ensure even higher sales traffic. The following are a few marketing and AI sales tools that we believe can help in 2024.

1. Usersnap

Usersnap is a platform for customer feedback. It is mainly designed for product developers, managers, and customer success teams. This platform can help specific teams to improve your business with customer feedback. By using Usersnap, you can develop customer-centric products, and that too with actionable customer inputs like screengrabs, surveys, and feature requests. It does a remarkable job in identifying the scope of improvement in the product to truly satisfy the expectations of customers. You get detailed reports of upcoming events, and it lets you organise, upvote, and allocate feedback, all from one simple dashboard.

Special Features

• Analyze feedback trends through its project management statistics. You can oversee all relevant feedback in one place with the inbox.
  
• Usersnap is cloud-based, so you don’t have to worry about installation & maintenance.
  
• Give your web app a dedicated feedback button to send their queries or suggestions that can help you improve your product.
  
• Tickets through screenshots make it easier for users to express the issue.
  
• Availability of quantitative and qualitative surveys, so you can build surveys with single or multi-questions with complete customization.

2. EasySendy Pro

EasySendy Pro is all in one hybrid email marketing solution.It is the most satisfactory option for marketers to send convincing newsletters to drive better opens, clicks & conversion results. You can effectively create customized email templates using drag-and-drop editors to target your potential subscribers. EasySendy will also provide A/B testing features to drive more profitable outcomes.

In addition, It is an affordable and easy-to-use feature that will boost your business performance by improving sales, open, and click-through rates. With the help of different SMTP relays, you can effectively reach out to bulk audiences.

Marketing professionals who dont have the technical knowledge or design skills will find EasySendy an excellent platform for their email marketing. In addition to responsive email templates, there is an extensive library with customizability options.

With EasySendy Pro, Marketers can easily segment, personalize & automate email campaigns to drive 25% higher ROI within 2 months. However, they can analyze and track real-time audience reports inside the application within a few seconds.

Special Features:

• Automated email warmup feature to build an email reputation
• Build an email list for sales automation
• Track email campaigns reports
• Easysendy has pre-designed email templates.
• Multiple Email Verification API integrations

3. Respona

Respona is an all-in-one email outreach platform. Whether you need cold email outreach for marketing, link building, sales, Respona can help you streamline and simplify all of the most tedious processes associated with it.

It comes with a built-in search engine for prospecting, an integrated contact information finder and helps you save time on customizing pitches by utilizing helpful variables like {first_name} and {day_of_week} that automatically change for every opportunity in your campaign. A nice bonus is integration with Help A Reporter Out, allowing you to reply to media queries right inside the tool.

If you rely on cold outreach for any of your business goals, Respona is a great tool that will help you boost your performance.

Special Features

• Built-in search engine for prospecting.
  
• Personalization automation.
  
• Integrated email address finder.
  
• Integration with HARO.
  
• Easy to use and saves a lot of time.
  

4. Expandi

Expandi is a LinkedIn automation tool that can help you automate most of your engagements and interactions on the platform allowing you to reach more people quickly. It makes the process of Linkedin lead generation quite efficient. It is most commonly used by people who handle sales and HVAC Marketing Strategies. However, people who want to have an expanded network of clients are also benefited from this tool.

Special Features

• Scrape out a list of people who liked or commented on a post related to your target market and then create an automated messaging sequence.

• Hyper-personalize every automated message with first names, last names, images, job titles, profile images, etc.

• Efficient 2-way integration with any CRM software.

• The smart inbox feature ensures that none of your messages goes unnoticed.

• Ensure business security with a local and dedicated IP address.
  
• Delays between actions. It ensures that human behaviour is replicated to the fullest.
  

5. RankActive

RankActive is one of the best keywords rank checker tools. This cloud-based software can help you track the rankings of your website in search engines, find competitive terms for content marketing, monitor your competitors, analyze technical and on-page SEO factors. It provides you with detailed actionable information about the pages ranking in SERPs (search engine results page). In simple terms, it’s a tool that will assist you in getting more search traffic from search engines like Google, Bing, Yahoo, etc.

Special Features

• Its white-label feature allows you to bind your subdomain to the account and mark the entire platform with your custom logo and description.

• Organize your team and save money with Account Access Management.

• Local rank tracking, free ranking updates, comprehensive keywords data, SERP history, and much more.

• Get the most essential and relevant data straight to the inbox with the Report Center.

• The notification manager allows you to stay updated without even visiting RankActive.
  

6. Mailbird

Mailbird is an awesome tool for small businesses that are checking various messages coming in from all over. With Mailbird you can add as many email addresses as you want, and they give you the option to view one inbox or have a consolidated view of all of your messages with the Unified Inbox. It’s a really useful email client for Windows, and a version for Mac is on its way.

Special Features

• Integrate your Whatsapp, Twitter, Facebook and Slack messages.
  
• Easy to use UI and has a customizable layout, even beginners can use it fluently.
  
• Highly reasonable pricing.

7. Outgrow

Outgrow is a growth marketing platform that enables marketers to build interactive content/tools to increase customer engagement and boost demand generation with no custom design or development.
Marketers can build tools ranging from highly converting interactive calculators that calculate costs, savings, RoI, the risk to reward quizzes and recommendation tools that are highly viral and bring in new referral traffic.

Features:
– Layouts have been optimized through intensive A/B testing.
– Identify patterns and drop-off points so you can increase your conversion rates.
– Send respondents down different paths based on their responses.
– Show result-specific messages to make your calculators and quizzes more personalized.

8. Snov.io

Snov.io is a powerful CRM toolbox to link up and automate all your sales processes within one platform. The solution can find, verify, manage, reach out to, and convert leads within minutes, and by using it, you’ll find your lead base perfectly organized as never before. 

But this is just a part of this tailored CRM functionality! In this system, you can see exactly which stage your leads are at, how many deals have been won and lost, see how your team communicates to close the deal and analyze how you can improve your sales strategy. 

In addition, you can create pipelines that reflect your sales process with up to 100 stages, detect problem areas, and add notes to consolidate your team. These advanced features enable you to recognize opportunities faster, stay focused on the deals that matter the most, and be one step ahead of the competition.

SPECIAL FEATURES

• Email Finder, Email Verifier, and Email Drip Campaigns offered on the same platform
• Multiple pipelines
• Deal stage management for better interaction with your leads 
• Automated data capture with deal timeline
• Lead tracking using tags
• Automated team management tool within sales ecosystem
• Free access to the CRM functionality simply by signing up.

9. Integrately

Integrately is an automation tool that connects your apps and services to make it easier for you to automate tasks. It’s an easy way to integrate the tools you use most into a single workflow. It helps automate several scenarios like creating new leads in your CRM from contact forms, adding new subscribers to your email list, posting new blog articles to social media, and much more!

This not only saves you a lot of time and effort but also improves efficiency.

Special Features:

• Extremely user-friendly UI with a step-by-step guide for automation setup
• Millions of ready-to-use 1-click automation
• Integrations with over 900+ popular apps, including Google Suite, Salesforce, Social Media platforms, and analytics tools
• The ability to create custom integrations with API-based apps using webhooks
• Affordable pricing with the highest number of tasks provided as against other similar apps

10. Woorise

Woorise is an all-in-one lead generation and marketing platform that allows you to create a wide range of interactive campaigns such as landing pages, forms, surveys, quizzes, viral giveaways & contests, accept payments and more to help you reach your goals from a single platform.

Features include a modern landing page and form builder, 40+ field types and thousands of social actions, 100+ interactive templates, conditional logic, real-time email notifications, multi-language support and built-in analytics.

Woorise integrates with popular marketing platforms such as Mailchimp, Hubspot, ActiveCampaign, Facebook, Google Analytics, Bitly, Zapier, PayPal, Stripe and many more allowing you to automatically send your new leads to the tools you already use.

Special Features

• Beautiful and fast design with a powerful drag & drop landing page and form builder
• 100+ customizable templates for interactive campaigns and landing pages 
• Conditional Logic
• Send personalized Email Notifications
• Multi-language support
• Create refer-a-friend campaigns
• Geo Targeting to make your campaign available to specific countries
• Multi-Page Forms
• Instant redeem rewards
• Export your data in a CSV file

Conclusion

The tools mentioned in this article handle multiple tasks and roles in business operations and marketing. It is important to evaluate all options first and utilize one or more software solutions for your brand. Certainly, with the right supportive tool, professionals can monitor and complete high-quality projects and business-oriented responsibilities proficiently.