Make your client onboarding workflow process as smooth and efficient as possible for the client, while also ensuring that all the necessary steps are taken to set the client up for success.
Join 1200+ smart businesses:
See
Get a real-time, big-picture view so you can make your best decisions – instantly. Visualize your workflow using 10+ options including List, Board, and Calendar. Custom project management applications keep everyone in the loop, always.
Plan
Turn your ideas into profit-churning realities with task-management workflows. Assign to individual teams or employees, tag by priority level, set up notifications and reminders, and track your project from start to end. Watch dreams become “done”s.
Do
Break down silos and achieve more with inter-team collaboration. Add comments, chat live, and review changes, creating seamless processes that your team can replicate anytime. Project management = more clarity, less confusion.
It’s not projection.
It’s project management.
Messy Excel sheets. Frequent miscommunications. Frustrated employees. Manual project updates.
Missed deadlines.
Sounds familiar? There is a better way.
Tadabase’s Project Management software helps you automate busywork, consolidate communication,
and increase collaboration.
Ready to put your productivity on steroids?
Some of the wonderful things Tadabase can help you do
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Task Management
First things first. Create a prioritized to-do list so your team knows which tasks to tackle and when. Task Dependencies clarify if one step is contingent on another, while Linking helps you group similar tasks. Drag-and-drop to create repeatable workflows. Woohoo!
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Compliance Tracker
Use Tadabase’s Compliance Tracker to ensure your team meets all requirements. Define roles, assign outcomes, and establish conditions for compliance assurance. Get real-time insights on possible problems + workarounds and report issues with a simple click.
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Reports and Analytics
Say goodbye to guesswork with custom reports that analyze stats and trends in real time. Get insights on project status, risk, variances, project cost, team availability, team performance, and more so you can zero in on problems and grow your business more efficiently.
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Client Portal
Impress your clients with a custom client portal. Clients can log in, track the progress and status of their projects, submit signatures, provide feedback, and more. User-defined roles ensure everyone only has access to the info they need. It’s a win-win-win!
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Custom Dashboards
Create customized dashboards to visually track every project from conception to goodbye. Add widgets for tasks, employees, time tracking, status, and more. Use 10+ stunning interfaces to find the display that makes your heart sing – and gets your tasks checked off.
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Workflow Automation
Work like a boss, not a bot. Automate company-wide processes with custom templates, tools, and integrations. Whether you’re waiting for approval, entering data, or offboarding, free up hours of time with custom workflows. If a robot can do it, why should you?
Explore our templates:
Client Onboarding
Project Management
Assign and track project tasks.
Task Time Tracker
Track and measure time spent on project tasks.
Change Management
Track and evaluate project changes.
Project Management Contact Directory
Manage project contacts and track communication with each contact.
Project Management Expense Tracker
Monitor and categorize project expenses.
Event Planning
Track and automate events, vendors, clients, contracts, tasks, and all the workflows you need to plan your events to success.
“What took us so long?” - You, next week
Lets TalkOne tool, multiple uses
Finance
Marketing
Information Technology
Sales
Human Resources
Property Management
Education
Healthcare
With Tadabase you get:
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An intuitive platform that’s easy to learn and use
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Helpful customer support from humans who care
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The strictest security standards to protect your data
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Customized solutions to get you over your brick walls