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Todo.vu – Integrated CRM, project management, time tracking

Todo.vu is a productivity suite delivering a unique blend of CRM, task management, time tracking and billing functionality. todo.vu is ideal for freelancers, consultants and teams of any size who strive to achieve improved efficiency, quality and transparency. todo.vu is absolutely free for freelancers and all pricing plans are capped at the cost of 11 users i.e. pay for 11 and get unlimited.

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What is todo.vu?

todo.vu is an integrated task management, CRM, time tracking, and billing software that caters to freelancing professionals and small teams. It provides users with a single, unified suite designed to fuel productivity by bringing all the projects, clients, schedules, contact details, and more together, eliminating the need to use and link separate systems to get the job done.

With todo.vu, users are able to manage and monitor their work in one place. A quick glance at the dashboard provides users with everything they need to know what needs to be done, rank priorities, and effectively allocate resources and time as well as designate individuals to their tasks. The software improves efficiency and quality of work and encourages accountability, resulting in faster delivery of projects that meet clients’ standards and instructions.

Overview of todo.vu Benefits

todo.vu gives you with a centralized task management tool imbued with the core capabilities of CRM, time tracking, and reporting systems, enabling you and your team to focus on your tasks, collaborate, and accomplish more without having to use multiple software. From a single place, you can set and assign tasks, create and implement schedules, contact, and market to clients and potential customers and much more.

todo.vu is designed with freelancers, consultants, and small teams in mind. Thus, it is built to be simple and friendly yet packed with the right amount of punch to ensure better productivity and output. Integrated time tracking and billing features fuels productivity and accuracy, helping you manage your customers and projects from a single location.

Whether you and you’re team are working on various in-house projects or dealing with client-related contracts, todo.vu is equipped with the tools and features that streamline and enhances communication and organization as well as accountability.

Focused communication and real-time updates help improve efficiency at individual and collective levels. Crystal clear communication also results in better collaboration, which then leads to high quality of work and lesser mistakes.

Transparency is essential in any project and todo.vu espouses this through detailed record keeping and reporting. Transparency translates to accountability and todo.vu makes everything and everyone transparent, allowing for easier auditing and backtracking.

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Overview of todo.vu Features

  • CRM
  • Task Management
  • Time Billing
  • Email Tasks In
  • Checklists
  • Calendar Sync
  • Repeating Tasks
  • Snooze Tasks
  • Drag and Drop Files
  • Bookmark Tasks
  • Employee Recognition
  • Out of Office Flag
  • Custom Labels
  • Google Sheets Integration
  • Access Control

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What Problems Will todo.vu Solve?

1. Designed for small teams and freelancers

todo.vu is designed specifically for freelancers and small business teams. These businesses face specific unique challenges that are not solved by traditional CRM, project management, and time tracking systems.

Small business operators perform a large number of roles in an ad-hoc manner. A small number of staff shares everything from admin, sales, marketing, recruitment, compliance work even before they get onto primary client/project tasks and customer support. Traditional systems silo all of these activities into different areas and even create ‘workspaces’ for separate projects. This makes it terribly inconvenient to switch between these activities and most often small businesses simply avoid tracking in-house tasks or small projects because it’s just too much extra burden.

But you can never really improve your productivity if you are not capturing and measuring everything you do. todo.vu makes it quick and easy to track everything in the one place. This allows individuals to see everything they need to do in one place and prioritize and track every hour regardless of the type of activity.

Features: task views by advanced filtering

2. Analysis & reporting of time (R&D example)

 

Time tracking is, of course, vital to those who bill for their time. But tracking time solely for the purpose of billing won’t necessarily improve your business outcomes and there are also other reasons to track time.

One example is businesses that apply for R&D tax concessions that are common to many countries. When reporting for compliance it is necessary to keep records of activities relating to the R&D objectives. This is a particularly complicated thing to do and it is often very hard for the individual team and staff members to know if a specific activity qualifies.

With todo.vu the burden of deciding which actives comply or are reportable is taken out of the hands of the individual doing the task. This is because the categorization of the work is done at the time of creating tasks, not at the time of entering the time.

A business manager who is familiar with the reporting requirements can create the tasks and categorize and label them as they are entered or even after the tasks are created. The person doing the tasks simply has to do the work and record the time against the task – they don’t need to think about which client, project or how the task is labeled – they simply do the work and log the time.

When it comes to reporting, admin staff are able to produce reports on time activities based on how the tasks were originally categorized.

This benefit can be extended to any aspect of business reporting. Tasks can be categorized via tagging in many ways and reports can be generated retrospectively making it simple for a business manager to extract vital business intelligence out of the time reporting.

Feature: Task labeling combined with time report filtering system

3. Tracking compliance activities and record keeping

todo.vu is not just for client/project work and billing. It can, and should, be used for all business activities.Part of the responsibility of running a business involves the recording of necessary compliance activities such as HR reviews, staff inductions, paying bills, tax returns, QA compliance procedures etc.

Typically these types of activities are difficult to manage and record. Often small businesses resort to chaotic email trails or vague file storage systems to keep track of these activities.

todo.vu can solve this problem completely. Firstly, any such activities can be initiated via tasks. Tasks can be set up well into the future or even as repeating sequences. When the activity is completed relevant documentation can be attached to the tasks. Any conversations can be recorded and full records of activity are attached to the task.

Finally, the task can be safely archived, knowing that it can be easily retrieved at any time in the future for auditing. By using todo.vu’s flexible tagging and search systems, it is a simple matter to find any historical record.

Features: file attachments; task labeling, repeating tasks

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How Much Does todo.vu Cost?

todo.vu Pricing Plans:

todo.vu offers three packages for users to choose from.  Give the details a look, and select the best plan for your businesss.

Solo Free

  • CRM
  • Task management
  • Time tracking
  • 100MB Storage
  • One staff user

Team Premium – $5/user/month

  • Capped at $55/month
  • All Free Features
  • 2GB Storage per user
  • + Priority Support

Business Time – $9/user/month

  • Capped at $99/month
  • All Premium Features
  • 2GB Storage
  • + Reports and Billing

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Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

Deployment

  • Cloud Hosted

Review of features

In order to manage projects effectively, todo.vu enables users to see clearly who is doing what, when and for whom via an intuitive user interface. From todo.vu’s control panel, users can organize individual, team and client work efficiently using task management, time tracking and reporting technology. To enhance user productivity, todo.vu allows users to assign tasks, attach files and create checklists simply and conveniently.

Other todo.vu features designed to improve user efficiency include custom labels, task bookmarking and file drag and drop. While todo.vu’s custom labels allow users to sort tasks intelligently, todo.vu’s task bookmarking enables users to mark follow-up items easily. Moreover, todo.vu permits users to snooze tasks, flag tasks and follow tasks directly to help users prioritize work.

Besides task management, todo.vu enables users to praise other team members’ work, provide valuable comments and receive useful feedback. Furthermore, todo.vu grants users access controls as well as real-time updates and email integration functionality. With email integration, both users and clients can email tasks straight into todo.vu. By centralizing and categorizing email tasks automatically with preset routing, todo.vu serves to strengthen client communication.

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Todo.vu - Integrated CRM, project management, time tracking
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