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How do you organize your correspondences with clients on materials?


clubber2k
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I usually correspond with clients over emails, send an Image with a question, get an answer etc.

sometimes there are so many emails replays, forwards and attachments its hard to find a specific task or comment. sometimes projects are halted for a few months and later on I try to see where we stopped and its almost impossible.

 

I'm trying to figure out how to better organize this process. If I could organize the correspondence in a forum of some sort, where I can upload a post with an image send a link to the client where he can replay - keeping everything in order under the same topic - and allowing me to back-track and see what lead to what etc I think that could really help my workflow.

 

I thought about creating a wix site / forum just for that purpose but I'm thinking there must already be a service like that right? or maybe even something better?

 

what do you do?

 

Thanks!

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Trello is good, we use it when we have mulitple artists on multiple projects

 

I use good old Word Document for myself, I write down everything I need to come back to in Red, everything complete in Green, and notes in Black.

 

I have used Excel for more demanding project management needs, as well as project management software - I prefer simplicity.

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Trello is nice! thanks. its missing some features but its a start.

dapuls seem more robust but is costly.

thanks to trello I found realtimeboard.com which is off topic but worth checking out for online sketch collab.

 

I guess there aren't any better alternatives..

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everything is saved out immediately into a central in/out folder structure within each project. emails are saved as doc files to be software-agnostic, everything is in one place, it can be archived and it can be reviewed years later offline after numerous software/platform upgrades. sometimes, the simplest solution is the best one.

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