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9 Tools to Keep You in Sync With Clients and Colleagues

Ricardo Galbis

These days the idea of a design team is usually wide open to location. Your creative director could be in LA while the designers work in New York, and the client lives in Texas. To keep in sync and get all the work done on time, I’ve found that I can’t work without certain tools. Here’s a small list of applications and websites that aid collaboration over long distances that and are either free or very affordable.

1. Google Site Apps

Many of you with your own domain may not realize the amazing potential of Google Apps for domain owners. If you run a team or just freelance yourself, you could gain tremendously from setting up a free account. First off, instead of that horrible web mail your host either provides for or charges you for, you could get Gmail and its storage for free. Yes, thats right, and it’s personally branded. There are different options, but if you’re under 100 employees, its straight-up free.

You also get a useful start page (such as start.mydomain.com) that you can use as a login point for clients or employees. Like iGoogle, you have widgets that can be added to the page. Your far left-side is locked for things you want all those logging in to see. For example, a calendar to keep track of deadlines and meetings, or the RSS feed of a production blog. You can even have your inbox on the startup page.

2. iChat

Collaborating on a project couldn’t be simpler than using your webcam. I speak to lots of designers/freelancers and I’m surprised they never use their built in iSights or webcams. It’s amazingly useful to have instead of doing a voice conference. Just open up the app and start a video chat with someone. The wonderful thing is that it doesn’t matter if the user has a windows machine as long as they have an AIM account and a webcam connected. If they have a Mac you can even share your screen and work on the same project (only in Leopard). Saves time, money, and your sanity before you send something out.

3. Gmail

If you still haven’t jumped on the Gmail runaway train, you’re seriously losing out. You can search through everything, filter everything out, label, mark e-mails that have been sent to multiple recipients or are “mass e-mails” and so on. Overall it’s email excellence and you can use Gtalk to immeditely communicate with your colleagues or clients within the your inbox. Everything is stored online, which is the best thing of all because when you need to look up that price you agreed on 3 months ago, it better be at hand.

4. Dropbox

The absolutely most frustrating thing about doing design work sometimes is getting the assets from the client. The FTP is taking too long, FedEx lost the package, it’s 2 gigs and too big to email. Well, at least you can make file transfer simpler and easier with Dropbox. Dropbox allows you to setup a private site that only people you invite can access. There you can share all your files simply by dropping them into a folder on your desktop. It’s easy, secure, and very fast. It’s like “push” document sharing.

5. Harvest

There is Freshbooks as well, but from my experience Harvest is the simplest and easiest to use. With third-party syncing with Basecamp, all your projects and clients can be managed online. You can also track your employee or freelance contractor’s times on the site and send customized invoices directly from the page. Plans start at $14 per month.

6. Basecamp/GoPlan

Managing a project with clients or with a team can be made several times easier by using a web-based app like Basecamp or GoPlan. You log in and just create your project. If you use Harvest as I mentioned before, you can even sync the project together with your account and have Time tracking setup so invoicing won’t be a hassle down the road.

You can setup a calendar feed so you can track your milestones on iCal or other calendar apps, and file storage comes free with GoPlan.

7. Things + iCal

Both do their job independently great, but both together are amazing. You use Things to get your to-do list rundown organized. It syncs with iCal, which you can then beam to all your clients/business partners as either a subscribed calendar or import it into your Google Site Apps calendar (which you can share with everyone as well). Eventually you’ll also be able to sync Things with your iPhone version and iCal already has all the calendars ready to go for both Mac and Windows devices.

Update: Things now syncs wirelessly.

8. Spanning Sync

iCal is great on the desktop, but if you have the Google Site apps and don’t want to waste time recreating events, you need Spanning Sync. Basically you create your events in iCal and then Spanning Sync uploads them to the Google Calendar of your choice. This is great when you want to share milestones with clients or internal schedules with your colleagues.

9. Your phone

Above all, your phone is truly a key to keeping in contact with your clients. If you don’t have a Blackberry, iPhone, or other smartphone-type device…dont worry, you can still do a lot with a basic phone and mobile Internet. What you need is Opera Mobile, and from there you can use all of Google’s online apps anywhere. Keep in sync with your calendars, mail, etc. If you have a more powerful smartphone you can even access remote files on Dropbox or Gmail.

I hope that these 9 mostly free apps online and on the Mac help you keep in sync with your clients and colleagues better. Keeping in sync anywhere is how great freelancers stay organized and stay ahead.


Ricardo Galbis

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Leave a Comment
  1. What a great article! Very helpful.

  2. Great List Thanks Alot

  3. Great ideas; thanks! The “Harvest” link in the article is wrong…the link on the ad on the sidebar is correct…

  4. Thank you so much for this article - I have been wondering recently what exactly those Google Apps are about… I’ve bookmarked this page and will be trying things out this week.

  5. Dropbox definitely sounds interesting for those big files. Hopefully it’ll be out of beta soon, so we all can drop away. I guess tools like these get more and more important as clients are spread around the world.

    Now if only they could give us real, unlimited, high-speed internet in Australia… :)

  6. Um… how could you leave out Skype? Cheap long distance, free computer to computer calls and videoconferencing, plus it actually works… huge membership… free except for long distance…

  7. Your link to Harvest is incorrect, it should be:

    http://www.getharvest.com

  8. the Harvest link is wrong.

  9. Pssst…the URL for Harvest is http://www.getharvest.com; not http://www.harvest.com. I’m not interested in getting myself a Sewer Flow Monitor :)

    Nice list; I’m taking Google Apps for a spin.

  10. Read the DropBox Terms of Use/Service more carefully. I stopped using it after I read it.

  11. Hi Guys,

    I’ve fixed the Harvest link. Nice catches, all! :)

  12. I think the Google Apps have always been underrated - I utilise the homepage of the google apps as a form of intranet - it displays all the documents you wish to make public to the people you invite. It also allows for collaboration with all the documents - great for letting the accountant access the finance spreadsheet.

    I have also started to punt it to clients - I feel that it could save a lot of money on new start ups - who would only need word to type up documents and little else and keeping financial information on a spreadsheet.

    My post on the google apps can be found here http://www.gillandco.com/our-voice/how-google-can-save-your-business-money/

    Its not in-depth but its a good opener for helping people realise what they can get for free rather than paying the couple hundred for a MS Office License.

    Loving this site more and more - keep up the splendid work.

    Gill.

  13. Nice list.

    Although sometimes you have to put up with whatever applications your client preffers, especially his task/project management tools and file managers.

  14. Nice post. You may also want to consider general online group tools for ongoing interactions with clients/colleagues in groups. There’s a lot of them out there that are useful for SMBs and freelancers when they interact with many different projects, teams, etc. My company, Convos (http://www.convos.com) is one such solution where we focus on simple, but productive online groups.

  15. I use ActiveCollab, instead. I also don’t recommend giving out your mobile num because if the contract goes bad and the client moves into harassing you, and you stop communication, then all he has to do to completely annoy you is sign up your mobile with a bunch of sites. I’m now getting a spam phonecall a day after I closed a contract when I found out the client was a spam king (and an irritant that just broke down negotiations with me). Instead, use Skype as your num you give out. Besides, if they do PC-to-PC calling, it’s free. So far, every one of my clients has Skype and I’m wondering if this is the general trend.

  16. Just wanted to throw in that BusySync is a rock solid (and far cheaper) alternative to SpanningSync. And also mention that Things does now sync with the iPhone. Thanks for writing.

  17. I have been using Dropbox for a while (got in as a beta tester) and love it but after reading the comment above about their terms i stopped using it straight away and removed my data. This is scary stuff for anyone using it:

    “BY UTILIZING THE SITE, CONTENT, SERVICES AND/OR YOUR FILES, YOU CONSENT TO ALLOW DROPBOX TO ACCESS YOUR COMPUTER AND/OR ANY FILES THAT ARE PLACED IN THE ‘MY DROPBOX,’AND/OR ‘DROPBOX’ FOLDERS. BY PLACING FILES IN YOUR SHARED AND/OR PUBLIC FOLDERS, YOU CONSENT TO SHARE ACCESS TO THE CONTENT OF THOSE FOLDERS WITH OTHER DROPBOX USERS AND/OR THE PUBLIC.

    While you own the content contained in Your Files, you hereby grant all other Dropbox users a non-exclusive, worldwide, royalty-free, sublicensable, perpetual and irrevocable right and license to use and exploit Your Files in your public folder.”

  18. I’m amazed to not see Skype on this other wise great list.

  19. Oh wow, and I just congratulated them on their work. I always figured not reading the terms of service would bite me in the butt someday. I was watching the TechCrunch conference today and got hooked up with the 50GB box for free…but now i’m leary :-/

  20. Another very handy tool is Plaxo. http://www.plaxo.com
    My initial use was simply to back up all my contacts/calendar events online and sync various computers and is worth it for that alone, but it also came in very handy for getting rid of duplicate contacts.
    You can even use it as your calendar wherever you are and your home machines update automatically.
    What is also very useful is that if someone else in your contact list is also on plaxo and they update/alter their details, yours also get updated. Optional feature BTW.

  21. For me Skype and Webex are the best tools in my freelance journey. Will check other tools listed here, they look cool! Thanks for the tip.

  22. A former co-worker just turned me on to ConceptShare, and I’ve found it an invaluable tool for sharing work with clients. I’m still on the free 30 day trial, but I’m definitely going to pony up the cash once the trial’s up, because using it has already increased my client base.

  23. What about Zoho? It’s got everything Google Apps does, and then some. There is free file sharing with Zoho Docs and Zoho Share, and all sorts of livemeeting-esque tools, such as screen sharing, live chat (that you can embed in your website), free CRM, and scads more. I’m surprised this didn’t get a mention. In fact, I hardly ever see Zoho mentioned on freelance sites, even though it’s PERFECT for freelance use, since most of the apps they charge for (project management, invoicing, CRM) are free for 1 user.

  24. Dropbox looks good, but that terms of service is scary to me too!!!

    But - Harvest is the easiest? Really? CashBoard is easier, cheaper ($12/mo), and more full featured than either Harvest or Freshbooks!!! http://getcashboard.com

    I really don’t see why someone would use anything else. (No I don’t work for them, just love the service!)

  25. Another cool tool is DeskAway - a simple, yet powerful project collaboration app. Helps small businesses manage their projects, processes and people.

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