Order or Project Management System Suggestions... I am drowning!
September 20, 2012 5:27 AM Subscribe
My business is booming and it's driving me crazy! The process that worked when only a few orders trickled in isn't scaling and I am finding myself prisoner to my workflow.
Email and google spreadsheet is clearly not cutting it and I need input on a project management or order system.
posted by hellodonna to computers & internet (14 answers total) 10 users marked this as a favorite
The process goes like this: An order comes in and the customer is directed to my Website (this is done with Digital Access Pass) to download a questionnaire which they fill out and email back to me.
Once I receive it, I review it and assign it to someone. That someone then schedules a meeting with the client and later completes the assignment. They notify me when they are done and then I set up a meeting and review the work with the client.
This seems awfully simple but just managing it is becoming overwhelming and there are so many failure points.
Right now I am doing everything in Google Spreadsheet but it's so easy not to update it when emergencies come in.
I've tried MavenLink and it just didn't work at all for me.
Does anyone have any suggestions? Or at least give me an idea where to look? I don't know if I need a CRM or an order management system or project management system.