Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple). It includes separate but connected databases for sales, companies, people, meetings and products. This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.
This template enables you to: • Record communication with clients, manage their projects and the tasks that feed into them • Automatically schedule follow ups with clients, when it's been a while since you last spoke • Keep track of your / your team's productivity in terms of projects, tasks and communication, along with the status of upcoming/overdue items • It's intended to be integrated with your CRM to give you a 360° view of your interactions with your clients
Task lists are everywhere. I've tried them all. Some were good, but none helped me focus on the important stuff. So I built this. This tool classifies my daily tasks based on importance and effort, so I can effectively chunk my time and do the most important tasks when I am post-productive.
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