SaladBowl offers multiple features to manage your business and day-to-day tasks.
SaladBowl's dashboard is a centralized hub for all your business activities. It provides real-time metrics and analytics, allowing you to track the health of your business, monitor key performance indicators, and quickly identify areas that require attention. With our customizable dashboard, you can easily access the information you need to make informed business decisions.
SaladBowl's client management feature provides an efficient solution for managing all of your client data in one place. It allows you to easily store and access information about each client, including contact information, project details, and communication history. This feature helps you to better understand your clients' needs, improve communication, and build stronger relationships with them.
Securely store all your client's login information in one central location, and easily access it whenever needed. Our system also allows you to organize your clients' accounts based on different projects, making it easy to navigate and find the information you need quickly to help you create strong and unique passwords for all your accounts, ensuring maximum security for your clients' sensitive data.
Organize and track all of your company's contacts in one centralized location, complete with detailed information about their role, department, and history of interactions with your company. Furthermore, with our "Portal Access" feature, your company contacts can log in and access a secure dashboard, allowing them to view invoices and submit tickets, all in real-time.
Easily keep track of all the addresses associated with each client, from billing to shipping addresses. The intuitive interface makes it easy to add, edit, and delete addresses, as well as set default addresses for each client. With SaladBowl, you can streamline your client management processes and ensure that all the important details are organized and accessible in one centralized location.
SaladBowl's project management feature provides a powerful toolset for managing all your projects from start to finish. It includes features such as task management, team collaboration, and project tracking, all in one easy-to-use platform. Our project management feature helps you to keep your projects on track, on time, and within budget.
Streamline project management by providing users with an at-a-glance view of all the essential project details. With a simple and intuitive interface, users can quickly access the timeline of each project phase, stay up to date on upcoming tasks, and easily see who's responsible for what. No more wasted time tracking down the right team member for project updates or digging through contracts for delivery timelines.
A straightforward, linear view of all tasks that need to be completed, allowing users to prioritize and organize their work easily.
Provides a visual representation of tasks that can be easily moved between columns indicating different stages of completion.
The calendar view allows users to view tasks in a more time-based context, helping to ensure that deadlines are met and tasks are completed on time.
SaladBowl's task management feature allows you to easily create, assign, and track tasks for your team. You can assign due dates, set priorities, and create task dependencies, making it easy to stay on top of your team's workload. With our task management feature, you can streamline your team's workflow, improve productivity, and keep your projects moving forward.
For a freelancer, small agency or studio, tags can play a crucial role in organizing and categorizing projects, tasks, and clients. By assigning tags to tasks, it helps to quickly locate a specific requirement or roadblock.Tags can be a powerful tool for organizing information and streamlining the workflow of a freelancer or small agency.
Tracking tasks is crucial for development and maintenance to stay organized and efficient. By having a clear overview of the tasks that need to be completed and their progress, teams can prioritize and allocate resources effectively. This, in turn, enables teams to identify and address any bottlenecks or issues that may arise during the development process, leading to a smoother and more successful product launch.
Time Tracking is only available on the BUFFET plan
With SaladBowl's invoices feature, creating and managing invoices has never been easier. Our intuitive interface allows you to generate custom invoices in just a few clicks, with options for including your business logo, itemized billing, and payment details. You can easily send invoices to clients via email, and track payment status to ensure you get paid on time. SaladBowl also provides detailed reporting and analytics for your invoices, allowing you to keep track of outstanding payments, revenue trends, and more. Try SaladBowl today and streamline your invoicing process, so you can focus on growing your business.
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SaladBowl's support ticketing system allows you to efficiently manage customer inquiries and support requests. You can create, track, and prioritize tickets, assign them to specific team members, and set automated responses to ensure that your customers receive timely and accurate support. Our support ticketing system helps you to improve customer satisfaction, increase efficiency, and reduce support costs.
With SaladBowl, users can effortlessly locate and access the required project documents without the hassle of searching through multiple folders or drives. They can conveniently store attachments to tasks or tickets, such as client-provided documents, logos, design files, and more. This way, if the next person needs to view the item, they can easily retrieve it. Moreover, if there is any document or file that cannot be found on the summary or task, users can access the files screen to view all available files ever associated with the client.
Custom Fields are an essential feature in SaladBowl, as they allow users to tailor their workflow and data management to their specific needs. Custom Fields are additional fields that users can create and attach to tasks, projects, or clients to store information that may not be included in standard fields. For example, a user may create a custom field to store specific client information, such as their preferred method of communication or billing information. Custom Fields can also be used to store unique data related to a specific project or task, such as customer feedback or specific requirements. By allowing users to create custom fields, SaladBowl becomes more flexible and adaptable, making it easier for users to manage their tasks and projects in a way that is unique to their business or industry.
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SaladBowl that offers visual customization features for theme colors and layout can greatly enhance a user's experience by providing a more personalized and branded look and feel. Customizing the color scheme and layout to match a company's branding or personal preferences can help improve productivity and make the software feel more familiar and intuitive. It can also provide an opportunity for companies to differentiate themselves from competitors and make a strong first impression on clients or customers. With the ability to easily change and adjust visual settings, users can tailor the software to their needs and preferences, which can lead to a more enjoyable and efficient workflow.
Giving clients access to SaladBowl is a crucial step in establishing trust and transparency in the business-client relationship. By providing clients with the ability to view project statuses, invoices, and other relevant information, they can feel more involved and informed about the progress of their project. Additionally, allowing clients to request services, ask questions, or report an issue through the SAAS product can streamline communication and reduce the amount of back-and-forth emails or phone calls. This feature can also help improve customer satisfaction, as clients have more control and visibility into their projects, and can address any concerns or issues in a timely manner. Overall, providing clients with access to SaladBowl can improve the efficiency of the business-client relationship and enhance the client experience.
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Custom statuses in SaladBowl can significantly enhance a user or company's daily work. These statuses allow for a personalized workflow by letting users create statuses that best reflect their own processes. This flexibility in the project management process enables teams to adjust to the unique requirements of different projects, leading to increased productivity and efficiency. The ability to customize statuses also ensures that everyone is on the same page, with a clear understanding of the project's current state. As a result, users can quickly identify the bottlenecks in their workflows and take necessary action to move the project forward. Overall, the feature of custom statuses can help improve collaboration, communication, and ultimately, the success of a project.
Managing user roles and defining custom permissions and access points is a crucial aspect. With the ability to assign different roles and permissions to users, administrators can ensure that sensitive data is kept secure and that each team member only has access to the features and tools that they need. Customizable roles and permissions can be particularly useful for companies with multiple departments or teams, each with their own set of responsibilities and workflows. By defining custom permissions and access points, companies can ensure that each user has the appropriate level of access and can efficiently perform their tasks, leading to increased productivity and improved collaboration.
The features of SaladBowl can be further enhanced and added on to!
Manage and add addresses for your clients for reporting and invoices.
Create localized conversations for spaces and projects for members to discuss topics.
Add a list to any task for required items needed in order to be completed.
Manage the accounts you work with in one centralizes location with notes and contacts.
Create bold text documents in app to share with team members. Combine with the Signature feature to send to users to sign off for approval.
Quickly identify your most favorited items the app.
Create custom forms for questionnaires, intake forms and more!
Have more fun by using funny gifs in your comments, chats, and descriptions
Enable this feature to sort items into a grid based on name or title.
Enable this feature to sort items into a kanban board based column view by dragging and dropping.
Set priority levels and organize tasks based on importance.
Let users sign off on Docs by accepting a link to draw their signature as a means of approval.
Add hierarchical tasks to your major ones.
Enable this feature to sort items into a table based view.
Add custom tag labels to tasks to organize and classify tasks.
Customize names and icons of Tasks to use them for things like Epics, Customers, People, Invoices, 1on1s.
Use a native time to track how long tasks are taking.