We use QB Desktop for financials and Click Up (formerly Trello) for project management, shop management and managing ourselves! We created a lot of this process in Trello and added it to Click Up which is more robust.
Short of doing my own program which looked into–and was spendy–this works well for our team. This is not an “automated” type of deal. Yes, there are some automations you can do–we zap (with zapier) our orders from e-commerce to Click Up, we click a button “po sent” and the client task is duplicated to the purchasing board and an “ordered” tag is automatically placed on it. And we are learning new things every day!
This is SET UP to work out of the gate IF you read about it and watch videos—and there will be some more videos coming as well very soon from my team which might be a good thing! If nothing else, the design board represents a lot of work to get you going even if you wait to integrate more later.
Best value regardless if you use any of the templates at all!
You get all of the above in both options 2 and 3 AND:
Why we like this method of managing project activity–
$379.00 – $1,089.00