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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.).
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.)
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.
@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.
Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. You may lose more than your initial investment. All posts are opinions and do not claim to be facts. Please conduct your own due diligence. Use only Risk capital when trading Futures.
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