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Software Recommnded for Business Owners
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Software Recommnded for Business Owners

  #11 (permalink)
Elite Member
NC, USA
 
Futures Experience: None
Platform: None Yet
Favorite Futures: Guitar
 
MrYou's Avatar
 
Posts: 403 since Jun 2011
Thanks: 618 given, 193 received

Task Tracking using Google Inbox

I tried out HelpScout for my managed IT services company. It works fine and useful if you need reporting for multiple users.

But recently I've decided to give Google Inbox a try for my task tracking (I'm on Legacy Google Apps free service) . I really like the desktop and mobile interfaces and I love the snooze feature. If I continue to use it then I imagine I might be able to tack on some custom reporting via IMAP or another API. So far I am really happy with Google Inbox for task tracking or acknowledgment style emails (alerts, etc.).

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  #12 (permalink)
Elite Member
Manchester, NH
 
Futures Experience: Beginner
Platform: thinkorswim
Broker/Data: TD Ameritrade
Favorite Futures: Stocks
 
Posts: 902 since Jul 2012
Thanks: 603 given, 1,785 received


mattz View Post
Is this something that would benefit retail traders? , and what additional features have you added?

Not really, just some high performance frameworks for building web UI. There's not very much you can be creative with when reporting trading performance.

For some things that might benefit retail traders, my group tried RelateIQ as a CRM for a year after my colleague and I tested 6-7 CRMs. Then Salesforce bought them over and we didn't use them anymore because the product didn't improve during the year. It's still a pretty good product and worth a look if you're trying out CRMs. Since we don't have many "customers", we replaced it with a simpler CRM with fewer features.

I think that taking care of your nutrition and caloric intake is important and there's an app called "Lose it!" (although the name suggests that it's designed for overweight people, it actually works equally well for people with a healthy weight) that works great for that, I'd highly recommend it.

If you're looking for a collaboration tool for a small business that doesn't have the unnecessary bloat of a full project management suite like Asana, I would recommend Slack, which is used pretty heavily at smaller tech firms. Their API gives you many ways to integrate with your other software and set up real-time hooks to other services. (https://api.slack.com/) and they have apps for all platforms. Alternatively, if your project management has a software slant to it, I know a few prop shops using Redmine for that.

I use mainly inhouse tools for everything though. (Large tech firms like Facebook roll out their own internal IRC and my group follows the same philosophy.)


mattz View Post
We do have access to interface design guys, and I think that we did a good job with Sierrachart navigation bars.
After we rollout our new site, I would be more than happy to collaborate if appropriate.

Hope to help you to complete. You can PM me any time if you wish.

Thanks for the offer. The web app project is on the back burner for now, we have a few good designs - it's just that it's hard to decide between them. I'll let you know if we're on a lookout for outsourcing our design needs.



Big Mike View Post
Roundcube supports iCal and CalDAV, you can sync your gmail calendar etc.

Mike

That's great to hear. I'll take a look at it.

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  #13 (permalink)
Market Wizard
Boca Raton
 
Futures Experience: Advanced
Platform: Variety
Broker/Data: Optimus Futures, LLC
Favorite Futures: Futures
 
mattz's Avatar
 
Posts: 2,059 since Sep 2010
Thanks: 1,933 given, 2,782 received
Forum Reputation: Legendary


@artemiso, I did start using Slack lately, and I like it a lot.
As for the "outsourcing", we do not really engage in redesign as out major source of concentration.
But, if you ever have anything for the retail guy (more intermediate level), we would be more than happy to assist and to help the traders out there.

Matt

There is a risk of loss in futures trading. Past performance is not indicative of future results.

PM with any questions about optimusfutures (800) 771-6748 (561) 367 8686. THERE IS A SUBSTANTIAL RISK OF LOSS IN FUTURES TRADING.
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  #14 (permalink)
Elite Member
Manchester, NH
 
Futures Experience: Beginner
Platform: thinkorswim
Broker/Data: TD Ameritrade
Favorite Futures: Stocks
 
Posts: 902 since Jul 2012
Thanks: 603 given, 1,785 received


mattz View Post
@artemiso, I did start using Slack lately, and I like it a lot.
As for the "outsourcing", we do not really engage in redesign as out major source of concentration.
But, if you ever have anything for the retail guy (more intermediate level), we would be more than happy to assist and to help the traders out there.

Matt

There is a risk of loss in futures trading. Past performance is not indicative of future results.

Gotcha.

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  #15 (permalink)
Trading Apprentice
new york ny
 
Futures Experience: Beginner
Platform: MarketDelta
Favorite Futures: CL
 
Posts: 5 since Mar 2015
Thanks: 3 given, 2 received

OP, are you talking about trading business or your "side/main" business?

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