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@dotherightthing
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[CRMs] #sales

CRMs

Created: 2017.06.03

I don't have a ton of work on at the moment, but for a long time I have been looking for the holy grail of time management. Now I have income to consider in that equation too..

Needs/wants

  • store info about remote projects pitched for
  • store info about regular clients
  • store history about past projects
  • fine tune pitch material to bid more quickly and win more work - templates
  • track projects across multiple remote platforms - API integration / message alert/response
  • schedule daily work & deadlines
  • follow up and schedule future work rather than once current work has dried up
  • offline reminders via dedicated mobile app
  • search multiple job sites for keywords
  • spend less time searching for work

Optional but useful

  • time tracking - to get an idea of true cost, to flag issues to client
  • invoices - templates
  • billing
  • tracking status of payments, payment date vs payment clearance date

Research

  • http://slymarketing.com/crm-solutions-solo-entrepreneurs/ - he recommended Nutshell - It didn't import all my data, and I couldn't view data that didn't have a person attached to it
  • http://www.magnetichq.com/ ((ZA)R250 / month = NZD 26.85) - includes a timetracker, time manager, lead manager, trello type WIP board, Xero invoicing. Intro video is a bit amateur but feature set looks good and they are open to adding new features (but remember PockeSmith - depends who the target audience is). But when I started the trial I got an error immediately.
  • https://ultimateclientmanager.com/ - USD 50 on Envato - developer friendly, long list of 'features' (like date picker..), lots of addons which presumably cost money
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