If you need a single tool to manage tasks, customers and other work data, Atwork is a good choice. It offers heavy-duty task management, a separate CRM system for customer interaction, and centralized data storage for collaboration. With an AI assistant, adaptable data views and automation tools, Atwork promises to help you work more efficiently. It's free for up to three people, too.
Another good option is Monday.com. This flexible work management tool lets you manage projects, workflows and tasks with customizable products. It packages many tools into one service, with options for resource management, operations, marketing and other areas. With real-time data insights and automation tools, Monday.com can handle teams of any size. It's got a free plan and a 14-day free trial for its Pro plan.
ClickUp is another good tool for managing tasks, goals and customer interactions. This full-featured project management tool includes centralized communication, customizable views and tight integrations. With no-code automation tools and a range of templates, ClickUp is designed to make your workflow more efficient and productive. It's got several pricing tiers, including a free plan with a lot of features.
If you want to build AI abilities into your task management, Jigso is worth a look. This chat-based enterprise assistant integrates with other work apps and files, with features like custom alerts, action item detection and data reports. It can track sales pipelines, monitor client mentions and automate repetitive work, which makes it a good fit for sales, customer success and operations teams.