If you are finding it hard to keep track of all the information surrounding your projects and clients, such as due dates, phone numbers, and notes, you may want to look into CreativePro Office.
Designed for creative service-based business owners, this is a free, open source software that helps people keep track of all their business information.
A person does not need to be in a creative business to use it; it works just as well for bookkeepers as it does for graphic artists.
Here are some of the features it offers, and a description of how each one can help you achieve more in your business:
Office Dashboard
According to the CreativePro Office website, this feature allows you to “see the status of projects, tasks, invoices, important events and more in one customizable screen. You can also add widgets to your dashboard like RSS feeds, del.icio.us links and notes, tasks and more.”
Imagine how organized your business will become when all of the information you need is right in front of you. With CreativePro Office, you will be able to see the big picture of what is going on in your business, what needs to be done, and when it needs to be done by.
Client Manager
This section of CreativePro Office will keep track of your client information and allow you to view it all from one screen. You will be able to see their contact information, past and present projects, plus any invoices or quotes you have sent.
Your clients will also be able to log into their own CreativePro Office interface to view their project information. Your clients will never be left in the dark, wondering what the status is on their projects. And you won’t have to remember to email them every day to let them know what you did. They will be able to log in and view it for themselves.
Project Manager
It can be very easy to forget due dates. With the project manger, you can create an unlimited number of projects and keep track of the various tasks associated with each project.
Time Tracker
There are many free ways to keep track of the amount of time you put into your projects, but having one inside your office management program makes things very convenient.
Invoicing & Expense Tracking
You can see there are a lot of features within CreativePro Office that allow you to keep track of your work. This feature allows you to keep track of your money. You will be able to create invoices and even send them to your clients via email. Advanced reporting options allow you to see how much was invoiced, how much was received, and even which clients are the most profitable.
Tools like CreativePro Office allow small business owners to get organized and start making the most of their business.
You are the greatest ! This looks like it will be PERFECT for what I need. I didn’t see the link on your post but it was easy to find … https://www.creativeprooffice.com/
I will try and get into it this evening and let you know if it will help me 😉
Karrine
Just an update… I have been using this for just over a month and it has met all my needs. Though the timer seems to not work in Firefox.
Thanks again !
Karrine
That is awesome! I’m glad to hear it’s working out for you, Karrine!
Crissy,
Do you yourself use this tool? Do you know if it will sync w/ Google Calendar?
I’ve set up an account and played around with it a little bit, but I actually do most of my planning on paper! I know, I know – a little bit old fashioned, but having a blank sheet of paper and a pen in my hand helps me generate ideas & focus all of my thoughts and “to-do’s” …. And I love crossing things off when I’m done with them!