Speaker 1: Picking the right project management software for your business is an essential step so you don't take a misstep or break things down as you grow to the multi-million dollar run rate down the road. Seriously. Picking the right software is that important because if you don't, when you have a team of 20, 30, 40, 50 people, you might have to rebuild your software, rebuild your tools, or you'll be in so much stress and firefighting because you didn't start with the right software from the beginning. When it comes to project management software, there are so many to choose from. Picking the right one can be totally overwhelming because you have ClickUp, Trello, Asana, Monday, Airtable, and I didn't even mention all of them on the marketplace. Those are just my top five. I'm going to tell you what the best one is for your business and how you can use this to scale to the eight figure run rate without stressing. The first and most common project management software that I often see is Trello. Trello for project management is actually a great software and I like it for a lot of reasons. The user interface is really easy to move cards one by one, to set up projects, and to templatize project management. Unfortunately, one of the things that's not scalable with Trello is the user interfacing with team management, learning management, and having an effective CRM. Trello for just a project management software is great and it integrates with a lot of different tools. If you want a scalable tool and a scalable software, I don't love Trello as the project management software of choice because I try to reduce the amount of softwares that I run in my business. If I have one software for my CRM, one software for my project management, one software for my team management, it becomes annoying and it becomes a lot. Trello is a great tool for a small startup solopreneur or consultant. It's not a great tool if you have ambitions to grow your team to over 50 to 100 people. So for that reason, I would not use Trello. After Trello, there's Basana and Munday. And both of these tools are also really good project management softwares. I have a lot of clients that use both that really like them. So let's start first with Monday. I think overall, Monday's a fantastic software, but those have limitations as you scale to 50 to 100 employees. I've seen multiple seven and eight figure agencies that were on Monday move away from the software because the scalability was clunky. The ability to add all of your team members and manage your team through the software became hard. And ultimately, I didn't get specific reasons, but I just kept seeing these multi seven figure agencies and eight figure agencies stop using Monday and move to something else. So outside of this ability to have an effective CRM inside of the tool, I would not be recommending Monday to any of my clients if they want to build a big business. Now we have Asana. Asana is one of my top three favorite softwares for project management. I've worked with multiple eight figure companies that are using Asana right now to manage their team and manage their projects at scale. When it comes to team management, project management, and learning management, Asana is great for all these things. What I don't think Asana has though is effective CRM function inside of the tool, which once again, my guiding principle is I want to reduce the amount of softwares I have to use for my business. And for that reason, I don't love Asana, but the benefits of being able to templatize, build integrations, manage your team, write comments, assign tasks. It's fantastic for all those things. But ultimately, if you're going to scale up, it's a really tough tool to scale up with if you have to have multiple softwares. My second favorite software that I recommend to agencies is ClickUp. ClickUp is a fantastic software that has very little downside. A lot of big agencies use ClickUp and even has the ability to have a CRM functionality within it. It's a little tough because if you're going to build all things in one place, I do not think it has the best CRM functionality. I think the ability to aggregate data effectively and manipulate data so you could understand where things are happening in your CRM, where leads are coming from in your marketing funnel, and being able to effectively manage your team in that software has limitations. And for that reason, I don't love ClickUp, but as a project management tool, I do not think there's a better tool in the marketplace than ClickUp. I think ClickUp has one of the best project management functionalities on the marketplace. And if those are things you care about, ClickUp, in my opinion, would be one of my top two recommendations for your business. My final and my number one recommendation for project management software is Airtable. The thing I love most about Airtable is you can do everything inside that tool. You could set up your CRM with effective data tracking. You could tie your CRM and have effective pipelines, effective data sheets, effective interfaces. For my CRM, we have the normal interface for the CRM tool, and I love it. We also have something that we call interfaces that allows us to make custom views and to customize our CRM. In my business, we have several different offers, several closers, and several different tools that we have to integrate inside of Airtable. One of the things that we integrate with is Slack. We were able to create a custom button in our interface that shows whether a client is going to use free Slack or paid Slack. The ability to extrapolate and manipulate data inside of Airtable is also second to none for your CRM. That's been hugely important for me as I look at trends on a month-to-month basis, and I try to extrapolate hundreds and thousands of data points. It makes it easy for me. I have the ability to scale this software without scaling thousands and thousands of dollars in software costs. The number one cost that comes with software is adding seats to a software. So if you're a company that runs on 50 to 100 people, you're going to be adding a lot of software costs, usually $10 to $20 to $25 a person. If you multiply that to a company of 100 people and you're paying $20 a person, over the course of a year, you're going to be paying over $10,000. The thing that's really cool with Airtable is you can make agnostic logins. We have our team log into Airtable through these agnostic logins, and we're able to tag and assign tasks to people by using our team management base. Inside of our team management base, we have our entire team and their roles and responsibilities. So whenever we tag someone, instead of tagging a seat owner, we tag the name which references the team management base. So we're able to still assign project management tasks. We're still able to close deals and assign people and have clear delineations between who is getting what commission. But what we're most importantly able to do is we don't spend tens of thousands of dollars a year on our project management software. If you want help with your project management software, in my business, we have a dev department where we will build your CRM, we'll build all of your integrations, we'll build your project management and team management. We will do it all for you. Use the link below in the comments where we will show you how you can do this for your business and how we can make it simple.