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November 4, 2011

Tree.io – The Roots of a Solid Business

Tree.io is a web-based application that businesses of all shapes and sizes can use to improve their practices and increase efficiency. From project management to service support, custom sales reports to calendar integration, Tree.io has the tools to manage just about every aspect of business for the hundreds of companies that use its service.

Take advantage of Tree.io’s tools and use the system’s features to grow your own business by signing up for a free account. In addition to entering your company information and website address, you’ll need to select a Tree.io subdomain. In as little as 60 seconds, you can be logged into the system and managing your mini-empire with Tree.io’s bevy of useful tools. Start on the Projects page and click “Create new project.” Name your project, and then add the manager, the client, and any necessary details. Set milestones, add tasks, and change the status of a given milestone or task when it’s complete. Tree.io encourages collaboration among colleagues by offering commenting features that facilitate communication within the system. Users can “like” the comments that other colleagues leave or reply to messages with helpful information and advice. Of course, that is only one component of the Tree.io system.

In addition to its project management and collaboration functionalities, Tree.io also serves as an excellent sales and support tool. Businesses that rely on employees to close deals and make sales will find the web-app’s CRM module to be extremely useful. Meanwhile, companies that handle mountains of online queries from confused customers will find the application’s automated support management and bug tracking system to be helpful when dealing with incoming requests.

Practical Uses:

  • Keep projects separated and organized by client
  • Respond to customer queries in an efficient manner
  • Stay on top of deadlines and never forget when an important project is due
  • Communicate with employees without relying on cc’ed emails

Insider Tips:

  • The first three users on any plan are free
  • Users can sync up their Google calendars to Tree.io
  • Communication streams can be made public or private
  • Virtually any type of basic file can be uploaded to a company’s account and shared with colleagues

What we liked:

  • Tree.io combines the features in most popular project management, service support, and CRM tools into one
  • Customer support tools help businesses respond to pressing issues immediately
  • Colleagues can sync their calendars across multiple platforms
  • Ability to review all sales leads being managed by employees at any time

What we didn’t like:

  • Tree.io may actually have too many tools, and it’s unlikely any business would need to use all the features available

Alternatives:

Company Info:

  • Launched: March 2011
  • Privately Held
  • Headquarters: London, England
  • Founded by: Giteso
  • Web site: http://www.tree.io

Costs:

  • First three users are free
  • $15 per user, per month

Comments

  1. Open Source software has become

  2. George

    You have a great site. Interesting selections of apps to review. Well-written reviews.

    But you post so infrequently! 🙁 We would all benefit from an increase in activity. I’m disappointed when I come here to see that there is nothing new…

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