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9 Client Collaboration Tools for customer success

Akil Natchimuthu
Jul 18, 2022
9 Client Collaboration Tools for customer success

As web development and design agencies grow in size and complexity, it becomes increasingly important for clients to be able to work together on projects. Unfortunately, traditional tools like email and chat don't always provide the best platform for collaboration. That's why we've put together this list of 9 client collaboration tools that can help your team work more efficiently and effectively. From project management software to task managers, make sure you're using the right tool for the job!

1. Trello

Trello is a popular project management tool that can be used to manage tasks, boards, and lists of items. It makes it easy for team members to collaborate on projects by allowing them to assign tasks and track progress together. Plus, Trello is free to use so you won't have to worry about spending any money on software that could potentially be more important elsewhere in your agency's budget.

Benefits of using Trello

1. Increased productivity - By using Trello, you can get more done in less time by sharing and organizing tasks into boards and lists. This makes it easier to find information and track progress.

2. Improved communication - With Trello, you can easily communicate with your team members by adding comments to task cards and sharing boards with them. This helps to ensure that everyone is on the same page and aware of what's going on.

3. Easier project management - Trello helps to keep track of all aspects of your projects, from planning to execution. This makes it easier to get everything done on time and under budget.

4. Reduced stress - By working in a collaborative environment, you can avoid the stress of dealing with unanswered or incomplete tasks. With Trello, everything is always moving forward and everyone is aware of the latest developments.

5. Increased efficiency - By using Trello, you can easily streamline your workflow and improve your efficiency overall. This not only reduces the amount of time you need to spend on tasks each day, but it also boosts your morale as you work towards goals together as a team!

2. SmartTask

SmartTask is a task management software that allows users to collaborate on projects with ease. With SmartTask, you can create tasks, assign them to team members, and track their progress. Plus, it's free to use so there's no need to spend any money on software that could potentially be more important elsewhere in your agency's budget.

Benefits of using SmartTask

1. Accurate tracking - With SmartTask, you will always know exactly what you have accomplished in each hour, day, or week. This will help you to stay on track and achieve your goals more efficiently.

2. Customizable reports - You can customize your reports to get a detailed overview of your work performance. This will help you to identify any areas where you need to improve and make adjustments accordingly.

3. Powerful collaboration tools - With SmartTask, you can easily share your reports and data with co-workers or clients for feedback and collaboration. This will help to improve communication and teamwork within your team.

4. Automatic time-tracking - With SmartTask, time-tracking is automatically handled for you, so there is no need to keep track of time manually. This makes it easier for you to focus on the task at hand and get more work done in less time!


Invision is a powerful client collaboration platform that helps businesses connect with clients and employees. It features a user-friendly interface, automatic file sharing, and a variety of other features that make it an ideal platform for managing projects.

Invision is ideal for businesses of all sizes, and its variety of features make it an ideal platform for managing projects from start to finish. Its user-friendly interface makes it easy for clients and employees to connect and work on projects together, while its automatic file sharing allows projects to be quickly shared between collaborators.

Benefits of using Invision

1. Providing a unique and engaging user interface that is easy to use and helps you quickly create high-quality visuals.

2. Being able to easily import graphics and images from other sources, including images you've downloaded online or taken from other sources.

3. Having the ability to easily export your designs in various formats, including PDF, JPEG, PNG, and AI/EPS files.

4. Being able to create interactive prototypes that can be used for customer testing or for selling your products or services.

5. Being able to share your designs with others via Invision's cloud-based portal or by exporting them for use on other platforms (such as websites, iOS apps, and Android apps).


Slack is a great tool for teams that need to stay organized and communicate effectively. It's a fast, user-friendly platform that can be used to share files, discuss projects, and exchange insights. It's particularly helpful for teams that work remotely or have a distributed workforce.

Overall, Slack is an excellent tool for collaborative work. It's easy to use and helps keep everyone in the loop.

Benefits of using Slack

1. Slack is fast - Slack is built on the cutting-edge open source messaging platform, so you can be sure that it's lightning fast when it comes to sending and receiving messages.

2. Slack is easy to use - As mentioned earlier, Slack is very user-friendly. This means that you won't have to spend hours learning how to use it before you even start using it for your client collaborations.

3. Slack provides a team environment - One of the great features of Slack is its team environment. This means that you can easily communicate with your team members as well as keep track of their progress and deadlines.

4. Slack integrates with other applications - Another great feature of Slack is its integration with other applications. This means that you can easily send and receive files, access documents shared with you, and more.


Notion is a powerful content management system (CMS) designed for small to medium-sized businesses. It provides an easy way for business owners to create, manage, and distribute content across their website and social media channels. Notion also offers features such as SEO optimization, a content calendar, and advanced search capabilities.

Notion is a great platform for client collaboration. It lets you easily share files, notes, and comments with your team so that you can all work on the same document at the same time. Plus, it has a powerful commenting system that allows you to get feedback on your documents right away.

Benefits of Notion

There are many benefits to using Notion for your business. Here are just a few:

1. Notion is easy to use - Whether you're a business owner who is new to content management systems or an experienced pro, Notion will be easy to understand and use.

2. Notion is SEO-friendly - Notion's optimization features make it easy for you to improve your website's SEO rating.

3. Notion is versatile - Notion can be used to create content for your website, social media channels, and email marketing campaigns.

4. Notion is affordable - Notion is affordable even if your business has a limited budget. Plus, there are no hidden fees or long-term commitments - everything you need is included in the price of the software.

6.Red Pen

Red Pen is a collaboration platform designed for web development and design agencies. It allows you to easily send and receive files, access documents shared with you, and more.

Benefits of Red Pen

There are many benefits of using a red pen design tool, such as being able to quickly and easily make changes to your designs. Some of the benefits of using a red pen design tool include:

1. Being able to easily correct mistakes - With a red pen design tool, you can easily correct mistakes made in your drawings. This makes it easier for you to produce high-quality designs that meet your specifications.

2. Being able to quickly and easily revise your designs - With a red pen design tool, you can make quick and easy revisions to your designs without having to start from scratch. This makes it easier for you to get the desired results while staying on schedule.

3. Being able to save your designs - A red pen design tool allows you to save your designs in a variety of formats, which makes them easy to access and use later on. This is especially useful if you need to revise or update your designs later on.

4. Having greater flexibility when designing - With a red pen design tool, you're able to more freely experiment with different colors and styles than with traditional drawing tools. This gives you greater freedom when designing and allows for more creative ideas to be brought forth.

7. Google Docs

Google docs is a great tool for client collaboration. Its simple interface makes it easy for everyone to stay on track and keep track of what's being done. Plus, since it's online, everyone can access it from any device or computer. This makes it a great tool for group work or working with multiple clients at once.

Benefits of Google Docs

From start-ups to large businesses, there are many reasons to use Google docs. Here are just a few:

1. Easy to use - Google docs is very user-friendly and easy to learn. Anyone can start using it in minutes, and the platform features a wide range of helpful tools and features.

2. Collaborative - Google docs is perfect for collaborating with colleagues and team members. You can easily share documents with others, and track changes as they are made.

3. Secure - Google docs is fully secure, so you can feel confident that your data will be safe no matter where it is stored.

4. Flexible - Google docs is very flexible, allowing you to create various types of documents including charts, tables, and forms.

5. Scalable - Google docs can be scaled up or down as needed, making it the perfect platform for large or small businesses alike. is a website that offers clients a complete platform for collaborating on projects. It offers a variety of features, including file sharing, chat boards, and a rich search engine that makes it easy to find relevant files. This makes it an ideal platform for clients who need to work on projects together.

Clients can join chat boards to discuss their project and access files from other members. Files are automatically marked as private if they are not meant for public viewing, so that members can work on them without fear of other people seeing their work.

Monday also offers clients the ability to assign tasks and milestones to collaborators, so that everyone knows exactly what is expected of them. This helps to keep the project on track and avoid any misunderstandings or conflicts.

Benefits of is a website that offers its users a variety of benefits, including:

1. A personalized daily plan that includes exercises and goals to help you reach your fitness and productivity goals

2. A section on the website that provides tips and advice on how to live a healthy lifestyle

3. A wealth of resources that can help you improve your work productivity and creativity

4. A community of like-minded people who can support and encourage you in your journey to better health and work-life balance


If you're a web development or design agency, you know that keeping your clients happy is key to your success. But keeping in touch with your clients can be a daunting task, fraught with emailing and managing files in Dropbox. With the proliferation of digital devices and the ever-growing complexity of projects, it's more important than ever to find client collaboration tools that can make your workflow easier. In this blog post, we've compiled 9 of the best client collaboration tools for web development and design agencies.

By using these tools, you'll be able to keep your clients updated on project progress, exchange ideas, and stay on track with deadlines. So what are you waiting for? Try out one of these tools today and see the difference!