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BasicOps for Marketing Agencies

 

Work together with clients on projects - all in one place

BasicOps helps you:

  • Collaborate on tasks

  • Share files in context easily

  • Review and approve work

  • Track progress and timelines

  • Report activities in real-time

 

Collaborate, coordinate work, and track projects with your clients effortlessly.

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Work Together In One Place

BasicOps keeps discussions and tasks together

So everyone has all the information they need without switching between apps and tabs, or losing vital context, making it easier than ever to get things done.

 

Track Reviews and Approvals

Our task review feature allows you to request a review from internal stakeholders or clients. 

You can select individual team members or the entire team for a review.

You can add a comment or attach a file to your review request, and it’s all captured in BasicOps. Learn More

Let BasicOps do the work for you, including sending status emails or updates to Slack.

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A Role for Everyone, Including Clients and Partners

Our specialized roles for collaborators allow you to grant limited access to clients, vendors, freelancers and partners. Learn More

Collaborate with the extended team by granting them access to only specific projects, tasks, files and discussions

 

You can make everyone part of your project so you collaborate with them on reviews and approvals. Learn More

Grant access to only certain stages in a Kanban board, or a specific track in an Agile dual-track model.

Supercharge Design Reviews

Include CaptureMyMeeting AI Meeting Summary for tracking next steps as tasks

Integrations with Zoom, Microsoft Teams, Google Meet, and Webex along with file sharing to let you...

  • Organize your assets, manage projects, tasks, and meeting notes in real time

  • Capture, discuss, and collaborate on design review notes

  • Create, update, and review mockups, and assign tasks to anyone involved

  • Follow up on tasks from previous meetings with live status updates

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Simplify Client Handoffs

What if the latest file was always right there as you work on the task it’s related to, saving you from hunting through folders and emails, or figuring out how to send that big attachment to your client.

  • Integrates with file-sharing tools, such as Google Drive, Box, OneDrive and Dropbox

  • Work from the most recent version tied to a task

  • Reduce email and access requests

  • Minimize hacking risks from attachments and spoofed URLs

Access Box, Dropbox, Google Drive, or OneDrive directly from within BasicOps Learn More

Track Project History

Never have to ask about:

  • If the client signed off on a particular task, or phase.

  • When things are stalled waiting on approvals.

  • What caused certain outcomes to change.

Track what happened, including date of any changes and approvals for any project.

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Integrates With Your Existing Tools

Worried about coworkers or clients that don’t want to use another tool?

We’ve got you covered.

You can create new tasks directly from Slack, from your Zoom meeting notes, or without even leaving your Gmail/Outlook Inbox.

We generate email notifications you can use to keep everyone in the loop, and we can also send updates to Slack.

BasicOps can even track and update JIra tickets or Github commits and pulls if that’s your thing.

Get Started Today

Import your existing task list

 
 

Import your existing projects effortlessly and start seeing the benefits of BasicOps. Learn More

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Learn how marketing teams use BasicOps

 
“Using the task list in BasicOps helps structure my day from start to finish. From collaborating with team members, reviewing designs and making progress on important projects, there’s no better way to conquer my creative visions.”
— Melissa McAlpine, Graphic Designer at Atlanta Convention & Visitors Bureau
“BasicOps is a project management system that’s easy to use, easy to understand, and well integrated.”
— Steph Reinstein, Digital Marketing & Dev Director
“BasicOps has been transformative in how we efficiently manage the work and our time which allows us to focus on creative outputs for our clients. It sounds counterintuitive, but having time to do the work can often be the most challenging part of complex collaborative projects.”
— -Marcus Colombano, Partner + Director of Strategy

Less time managing, more time doing

Streamline and simplify projects that keep everyone informed, organized, and productive.

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