Awesome for onboarding and collaborating with clients – Redbooth Review

I'm a business consultant and this app just makes things so much easier. I'm assuming that if you're downloading the app, you have already subscribed to their online application, so this review addresses them both. Here's what I love about it the most: 1) When I get a new client, I open a new workspace using their online pre-built templates. Those are awesome!!! And yes, you got to do it from their online version which is much more robust - but who cares. Why?! Because the "client onboarding" template includes all the things you would want to ideally do, when you start working with a new account. Literally, the template has best practice approach to doing that sort of process and I personally feel like I now provide a higher level of service because of it. Totally worth a try. 2) I frequently build other workspaces for specific client projects (the ones I do share with my clients). Those are not in lieu of a standard project plan you might build in MS project (it doesn't have a GAANT chart, otherwise for a simple project plan this app might be enough ...). I also open a workspace when I need to brainstorm ideas with other remote stakeholders, etc. they have a long list of ideas for workspaces on their website under "templates". Worth checking out! 3) Features I love the most are: - The ability to chat with my clients about certain tasks (instead of back and forth emails that would eventually disappear into oblivion) - The ability to @mention specific workspace members to grab their attention to certain tasks or comments (this would trigger a notification on their mobile and / or send them an email too. So helpful!). - The ability to use emoji (I know, I'm a geek...), easily upload photos and files from my iPhone, Dropbox, Box, Sharepoint or email. It was very easy to configure through their online app. The advantage in that is - when you change the file on box, the link on Redbooth is updated. Also, you can flip through the file without ever leaving Redbooth either... Very convenient. - The ability to create rich text (title, subtitle, links etc). This is only available on their online version, but it's totally useful to leverage when you're working on your laptop. - I love love love their Gmail add-on which lets me quickly convert any email to a task. Awesome! Bottom line, if you are a consultant - this is going to help you take customer experience to the next level. It certainly helped me in that manner. I use it with ALL my clients, and they LOVE it!
Review by 37woman on Redbooth.