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  1. #1
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    What 3rd party CRM/task management/project management do you use?

    I would like to know what you are using for you and your team. What do you like about it the most, etc?

    We've been using Asana for task management for client work, HubSpot CRM, and hosting all of your work in shared Google Drive folders. It works, but I feel that this is probably not the most productive way of conducting business.

    I've been looking at SalesForce as a CRM solution and Basecamp for project/task management.

    Anything you could add would be greatly appreciated.

    Blake
    Lets Connect: Google+ | Twitter
    My Company: RicketyRoo Inc

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  3. #2
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    Re: What 3rd party CRM/task management/project management do you use?

    Hi Blake,

    Great question! I can't imagine how to stay organized if you have lots of clients and multiple staff working on them - especially now that everything you need to do to rank has become so diversified.

    Here is a thread I started a few months ago in the Consultant's Corner part of the forum.
    There were some tools mentioned that sounded good.

    Local Search Consultants - How Do you Organize Client Project Management?

    But happy to have more people weigh in on this new thread too!
    Linda Buquet .:. Forum Founder, Google Local Specialist

    If you benefit from advice here... Please pay the community back by sharing on social OR helping someone else at the forum. Thank you!

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    Note: Due to mulitple RSI injuries, pardon short replies. Typos? Blame it on "Dragon".

  4. #3
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    Re: What 3rd party CRM/task management/project management do you use?

    We use a site called Trello and it's so effective many of our team members use it outside of work. It looks simple but I think that is it's best feature. It's very visual and assigning tasks to different team members and it keeps everyone aligned when we have clients with multiple services and team members. They also send out monthly emails to help you better manage projects, organization hacks and much more.
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  5. #4
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    Re: What 3rd party CRM/task management/project management do you use?

    If there's one thing I've learned over the years, the battle for the best/better CRM is a constant one! I get lost for hours, sometimes DAYS when going through my research every 6 months or so. Here's my breakdown;

    17hats (the new kid on the block) is great for a 1 person shop, but even usability could be improved. It's all inclusive, but I wasn't really a fan. Jack of all trades, master of none

    WHMCS Project Management - coming from the web hosting world, I loved this software but requires tweaks to make it work outside of hosting. It's great for automated billing (which is our weakest point in our business)

    Proworkflow.com - This is what we use currently. You pay for employees, but contractors have access and don't need to pay. Time logging, invoicing - it's great but still lacking in areas. I want contract building integrated, I'd like emails integrated.

    insightly.com - Used this and loved it. Integrates with gmail, but it didn't have time tracking. The sales pipeline/stages was funky. You couldn't have sub-tasks. We have Kim who runs sales, then needs an audit for a site, but if you use a sales pipeline, since I'm not in it, you'd have to kill the pipe, assign it to me, then when I'm done, assign it back. It just wasn't 100% effective for us with 5 staff and contractors.

    Agilecrm.com - I used a demo, but I just wasn't happy.

    WorkEtc - liked it, didn't like the price point

    What I've found with most CRMs is that they're just a piece of the process. Most CRMs suck for a sales pipeline & customer relations & project management & invoicing.

    What we're now using is ProWorkFlow (listed above) and just 2 weeks ago we installed "Steak for gMail" to help with our sales prospecting and following up with leads. I'd still like ProWorkFlow to be integrated with gMail (it's the HUGE benefit that Insightly has). Maybe I'll swap back again
    Conor Treacy
    Big Red SEO - Omaha, NE

  6. #5
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    Re: What 3rd party CRM/task management/project management do you use?

    Can't modify my post, and didn't do a good enough job spell checking.

    The gMail plugin is "Streak for gMail" - streak.com
    Conor Treacy
    Big Red SEO - Omaha, NE

  7. #6
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    Re: What 3rd party CRM/task management/project management do you use?

    Thanks. I've been using Waveapps for invoicing and payments. Easy to set up recurring invoices and it uses Stripe for processing.

    For PM we've been using Asana. It works pretty well for creating and maintaining project work.

    When we complete a task, we send the client an email letting them know. That time can add up after a while, so I'm looking for a way to automate. Basecamp seems to be the best bet so far. All of our work is in Google Drive, so having Drive integration is crucial.

    I've been using Sidekick and Hubspot's CRM for maintaining notes and following up on leads. I like Sidekick a lot because you can tell when someone has opened the email, clicked a link, and add all of that into the Hubspot CRM.

    I'm just trying to find something that ties all of that together.
    Lets Connect: Google+ | Twitter
    My Company: RicketyRoo Inc

  8. #7
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    Re: What 3rd party CRM/task management/project management do you use?

    Hey Blake,

    I use and like Asana.

    You might also look into Teamwork.

  9. #8
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    Re: What 3rd party CRM/task management/project management do you use?

    We use Teamwork Projects to manage all of our customer onboarding. Our average customer project has 150+ tasks assigned to a team of 6-10 different people. It has all the best features of classic Basecamp (before they ruined it IMHO) with lots of additional features/integrations to make it relevant in 2016. It's definitely worth a look.

  10. #9
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    Re: What 3rd party CRM/task management/project management do you use?

    I forgot to mention, for smaller/personal projects, I find Trello to be the simplest project management tool.

  11. #10
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    Re: What 3rd party CRM/task management/project management do you use?

    Hey Phil,

    I like Asana, the mobile app is a nice plus.

    Before Asana I was using Teamwork. It was ok, but Asana is free, so heck ya!

    I also found out the second you cancel Teamwork your account is deleted. Even if you have 29 days left until your next bill they shut it down.

    Just seeing if there is a solution that could tie in some CRM features instead of having separate accounts. Looks like there isn't a solution yet.

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