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5/11/2024

The Most Important SaaS Solutions for Project Managers

Nikki Commandeur
By
Nikki Commandeur
Content Marketer
In this article
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Good project management tools make your work a lot easier. With the right SaaS solutions, you can connect your team, organize tasks, and get results no matter where you are. In this blog, you'll discover the best tools for project managers β€” explained briefly and clearly.

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1. Agile task and project management

Tools such as: Jira, Asana

Project managers need to be flexible and use tools that help manage tasks and time efficiently. In the IT sector, methods such as Kanban and Scrum are essential. Tools like Jira help teams keep an overview and optimize their workflow.
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Integration tip
Use a platform like Zapier to connect Jira to other tools to automatically link time records to specific tasks. This provides immediate insight into team progress and deadlines.


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2. Time recording

Tools such as: TimeChimp

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A good time registration tool is essential for project managers. TimeChimp makes it easy to track hours worked and link them to specific projects. This helps to create accurate reports and budget management.

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Integration tip

Connect TimeChimp with your accounting system, such as Moneybird, Exact or E-boekhouden.nl. This integration ensures that registered hours are automatically added to invoices, saving time and ensuring accurate billing.
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3. Collaboration and communication within the team

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Tools such as:
Slack, Google Workspace, Microsoft Teams

Successful project management requires good communication and collaboration between team members. With tools like Slack and Microsoft Teams, team members can easily send messages, share files, and integrate with other apps for seamless collaboration.

‍Integration tip
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Use Slack as a central communication hub by connecting it to Asana or Google Calendar. This ensures that project updates and deadlines are shared automatically, so team members are always up to date. ‍

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4. Financial tracking and billing


Tools such as:
Moneybird, Xero, Exactly, Visma, E-boekhouden.nl, APHAS, Twinfield, WeFact, Quick start‍

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Good budget management and accurate billing are essential for successful project completion. With accounting integrations such as Exact Globe, AFAS and Twinfield, billing is automated and you can minimize errors through double entry. This speeds up your administrative processes and gives you more insight into the costs per project.

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‍Integration tip
Connect TimeChimp with your accounting system, for example Exact Online, Moneybird or E-boekhouden.nl. This link automatically adds hours to invoices, saving administrative time and ensuring accurate billing. This makes your entire billing process more efficient and transparent.

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5. Reporting and Analysis

Tools such as: Power BI

‍In order to properly monitor the project, detailed reporting is important. Power BI provides dashboards and reports that help you understand progress, time spent, and budget status so you can adjust and improve strategies.


‍Integration tip

‍Connect Power BI to your project and time tracking tools for real-time insight into project data. This saves time and makes it easy to share reports with customers and stakeholders.

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6. Customer relationship management with CRM integrations


Tools such as:
HubSpot, Salesforce, PerfectView, Pipedrive

In addition to project management and time registration, customer relationship management is very important. With CRM integrations, such as Salesforce and HubSpot, you keep customer interactions and project information central. This ensures that customer data remains up to date and you can effectively respond to customer needs.

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Integration tip

‍Connect your CRM system, such as HubSpot or Pipedrive, to TimeChimp to automatically update customer information and projects. As a result, time registration is linked to specific customer projects, which improves the overview and communication with customers.

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7. Payrolling integrations


Tools such as: Loket.nl, Visma Numbers

For accurate and efficient payroll administration, integrations with payroll systems such as Loket.nl and Visma Nmbrs are essential. This allows you to link hours worked from TimeChimp directly to your payroll system, making payroll administration automatic and accurate.

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Integration tip

‍By connecting TimeChimp to Visma Nmbrs or Loket.nl, registered hours are automatically transferred to the payroll administration. This prevents errors and saves time in the remuneration process.

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Setting up an effective workflow

‍Setting up an effective workflow means not only using tools separately, but integrating them as a whole. By integrations and automation can streamline repetitive tasks and allow data to flow between tools. Here are some tips for setting up a seamless workflow:

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Automate processes with Zapier

‍You can use Zapier as a bridge between all your business tools. Use triggers and actions to replace manual tasks. For example, set up a workflow that sends an automatic Slack message to your team when a milestone is reached in your project management tool. This allows you to automate workflows by connecting apps and setting triggers for sequences of actions in your tools.
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For example, your project team has just completed a milestone in your project management tool? Set a trigger to automatically send an automated email or Slack notification to your customer and let them know about the good news. This way, you save valuable time and work smarter.‍

Choose API-friendly tools

‍A robust API makes it possible to connect multiple tools so that data between applications is updated automatically. This helps to avoid double entry and provides an up-to-date overview. ‍

Security and Compliance

‍‍Make sure you tools to the ISO 27001 standard comply for optimal security. Data protection is essential, especially when collaborating between teams and external partners. With the right integrations and a well-thought-out workflow, your project management can become more effective, efficient and safer.

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Conclusion

‍SaaS solutions help project managers keep projects running smoothly. But the power of these tools only really comes into their own when they are well integrated. By setting up automation and seamless links between tools, you optimize workflows and work not only smarter, but also faster. Use these insights to create your ideal workflow and take your project management to the next level.

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