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Digitizing your biz: CRM, Time Management, Project Management
June 1, 2015Nefesh B’Nefesh
By: Miriam Schwab
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CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
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https://www.zoho.com/crm/
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Features• Free for up to 10 users• m.zoho.com mobile site & mobile app• Custom fields and more
customizations• Custom views• Capture leads from website• Automation• Reporting
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Basic Pipeline
LeadOpportunity
/Contact/Account
Price quote Invoice Project
Dashboard
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Social Integration
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Other CRMs
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TIME MANAGEMENT
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https://www.getharvest.com/
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Features• Desktop, Browser timer• Mobile web and apps• Easy to add or edit time• Project overview• Project budget by hours or fixed• Expense tracking• Integrations and add-ons• Team permissions• Reporting
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Other Time Mgmt Options
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PROJECT MANAGEMENT
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https://www.wrike.com/
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Features• Incredibly modular• Good permissions for team and
clients• Tasks, remind, conversations
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THANKS!
illumineahttp://illuminea.com ▪ http://wpgarage.com@miriamschwab ▪ http://facebook.com/miriamschwabSlides available at http://illum.in/ourpresentations
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