Follow us! facebook.com/illuminea
Digitizing your biz: CRM, Time Management, Project Management
June 1, 2015Nefesh B’Nefesh
By: Miriam Schwab
Follow us! facebook.com/illuminea
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Follow us! facebook.com/illuminea
https://www.zoho.com/crm/
Follow us! facebook.com/illuminea
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
Follow us! facebook.com/illuminea
Basic Pipeline
LeadOpportunity
/Contact/Account
Price quote Invoice Project
Dashboard
Follow us! facebook.com/illuminea
Social Integration
Follow us! facebook.com/illuminea
Other CRMs
Follow us! facebook.com/illuminea
TIME MANAGEMENT
Follow us! facebook.com/illuminea
https://www.getharvest.com/
Follow us! facebook.com/illuminea
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
Follow us! facebook.com/illuminea
Other Time Mgmt Options
Follow us! facebook.com/illuminea
PROJECT MANAGEMENT
Follow us! facebook.com/illuminea
https://www.wrike.com/
Follow us! facebook.com/illuminea
Features• Incredibly modular• Good permissions for team and
clients• Tasks, remind, conversations
Follow us! facebook.com/illuminea
Follow us! facebook.com/illuminea
Follow us! facebook.com/illuminea
THANKS!
illumineahttp://illuminea.com ▪ http://wpgarage.com@miriamschwab ▪ http://facebook.com/miriamschwabSlides available at http://illum.in/ourpresentations