Name: HolaBrief
Author: HolaBrief

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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HolaBrief is a client intake software solution designed to streamline the onboarding process for small to medium-sized businesses. According to the vendor, it aims to help businesses efficiently manage communication, files, and information in one platform, thereby accelerating their growth. HolaBrief is widely used by various professions and industries, including website design agencies, business consultants, marketing agencies, graphic designers, creative agencies, design studios, branding agencies, web development companies, advertising agencies, and more.

## Key Features

**Client Portal**: Users can create on-brand, interactive, and professional client portals that centralize communication, files, and information in one platform. Clients are provided with direct access to a "Client View" where they can view files, information, and provide feedback. The vendor claims that clients can access the portal from their computer at any time without the need to create an account.

**Build Interactive Briefs**: Users can build interactive briefs using pre-designed templates or create custom briefs with interactive exercises like Moodboards, Customer Personas, or Competitors Map. This feature aims to simplify the information collection process and ensure comprehensive details are captured.

**Gather Feedback & Streamline Communication**: Users can share vital information with clients through a link, granting them direct access to a "Client View" where they can respond, upload files, and provide feedback. The platform serves as a centralized hub for feedback and collaboration, enhancing communication efficiency. Clients can access the portal from their computer at any time without the need to create an account.

**On-Brand Client Portals**: Users can share project-related information in on-brand client portals, including files, milestones, feedback, and more. This feature ensures transparency and provides clients with easy access to project-related information.

**CRM for Website Design Agencies**: HolaBrief offers a CRM tailored specifically for website design agencies. Users can efficiently manage leads and clients, track project status, team involvement, relevant files, and recent activity. The centralized view of all projects and clients aims to prevent missed deadlines and important document oversights.

**Interactive Exercises**: HolaBrief provides easy-to-use templates to engage clients in the discovery process and streamline the briefing process.

**Brief Checklist**: Users can stay on track during the briefing process with a built-in checklist, ensuring all necessary information is gathered and progress is easily tracked.

**Customizable**: Users can choose from pre-designed templates or create their own, allowing them to tailor the templates to their specific needs and maintain consistency in the briefing process.

**Custom Branding**: Users can add their logo and colors to maintain brand consistency, presenting a professional and cohesive image to clients by customizing the look and feel of their briefing documents.

**Easy Collaboration**: Users can invite team members to review and provide feedback, assign tasks, and track progress within the platform, ensuring effective collaboration throughout the project.


Team

Allo

Trial

Solo

Plus

KROCK

HolaBrief

Collaboration platforms applications are software tools that adds broad social networking capabilities to work processes. Collaboration tools differ from community platforms in that they are focused on making internal teams more productive by enabling document sharing, workflow, social collaboration, etc.

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

File tracking

Tracks the location of a file, as well as who has opened or changed it and when.

Tagging

Users can organize related materials such as files, discussions, and tasks by attaching metadata tags.

Search

Users can search for related materials across files, discussions threads, schedules, etc. using project keywords or tags.

Integrates with other Project Management Tools

Collaboration tool integrates with other project management software

Visual planning tools

Includes visual tools such as pinboards, mind-maps, or charts for collaborative brainstorming and/or workflow planning.

Communication

Features that allow team members to communicate about collaborative projects and keep each other informed of their opinions and progress.

Chat

Instant messaging tool allows users to communicate with select other users in real-time threads.

Status updates and activity feed

Users can view and post to a running record of current activities and statuses, akin to major social media platforms.

Notifications

Users can follow other users and/or join specific projects, electing to receive notifications when there are changes and updates.

Comments and feedback

Users can respond to activities and projects by posting comments to the item. This may also include the capability to “like” or vote on items.

Discussions

Users can join groups or message boards for forum-style collaboration.

User directory and online status

Users can see a catalog of the other users in their network, including whether those collaborators are online.

Sharing and privacy

Users can share links and documents with their networks via chat, status updates, or discussions, but sharing of sensitive material and/or sharing outside the network is appropriately restricted.

Surveys

Users can create and participate in surveys to get input from other collaborators.

Internal knowledgebase

Users can author or access “How-to” help and reference tips about internal processes.

Integrates with Skype

Integrates with Skype for video conferencing.

Integrates with GoToMeeting

Integrates with GoToMeeting for web conferencing.

Integrates with Gmail and Google Hangouts

Integrates with Gmail and Google Hangouts.

Integrates with Outlook

Integrates with Microsoft Outlook to tie in email threads.

File Sharing & Management

Features that allow collaborators to view, work on, and organize files.

Versioning

Users can access the most up-to-date version of a document, track changes, and revert to older versions if needed.

Document files

Supports document file types, such as .doc, .docx, PDF, and plain text among others.

Image files

Supports image file types, such as .png and .jpeg

Video files

Audio files

Supports audio file types, such as .mp3, .mp4, and .wav

Document collaboration

Users can edit files and attach comments to files.

Shared folders

Users can create shared folders and invite other users or groups to collaborate by accessing or uploading files.

Access control

Users can control access to (shared) files, including different levels of access such as view-only or permission to edit.

Advanced security features

Includes advanced security features such as file encryption or remote data wipe.

Integrates with Google Drive

Integrates with Google's cloud storage platform, Google Drive.

Integrates with SharePoint

Device sync

Device syncing that updates files connected to the cloud, keeping all files up to date regardless of where they are edited or viewed.

Web interface

A web interface, so that users can access files without installing anything.

File change notifications

Users receive notifications when files are changed by others.

Simultaneous editing

Multiple users (with editing access) can edit a file simultaneously.

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HolaBrief

Overview

What is HolaBrief?