Made a joyful career change and now work in recruitment. My new job requires logging of all interactions into a CRM. I also have a paper notebook. Things go into the paper notes but do not always end up on the computer. I estimate I am not accounting for 40% of what I could get credit for. I think that the notebook being an actual book matters. I have started setting appointments to remind myself of mundane activities, but that is not enough. Has anyone abolished taking written notes in pursuit of putting everything onto a computer? What has kept you going?
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. [more inside]
Project, workflow, and customer management tools for web design and service firm? I want to manage (many) small web projects through design, approval and launch steps, then have billing attached. [more inside]
CRM plus something more for a small office? [more inside]
TechFilter: I'm part of a medium-sized IT support company and we're looking at some new helpdesk/workflow management software. What advice can you give on your setup or software you are currently working with? [more inside]
My company is looking for a comprehensive package to manage our IT company, which has grown 1000% over the past 4.5 years. I believe we have outgrown our existing solution. It has to be scalable, user friendly, integrate with Quickbooks, ideally would integrate with Kaseya, and generally be a very full solution. Honestly, Autotask is the best thing we have found, but it is not an option as we cannot host it ourself. Outsourcing all client data to another company means we are beholden to that company for life and that is not an option. We tested Commit but the web interface just wasn't robust. The program itself was very functional, but the interface would lead one to believe that it was intended for smaller shops so we are going to stay away from it. All suggestions and critiques are welcome.
I'm looking for software to manage contact information in a way that may be similar to how a landlord might manage an apartment building. [more inside]
What are good programs for sharing contact and calendar information in a small office? The most attractive piece of software I've found so far is "ACT!" [more inside]
Needed: Reliable software that will automatically respond to email sales leads, send those sales leads to our dealers in the customer's particular region, and follow up with an email to the customer a week later to see if the dealer has contacted him or her, or if a sale has been made. [more inside...] [more inside]