digitizing your business

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Digitizing your biz: CRM, Time Management, Project Management

June 1, 2015Nefesh B’Nefesh

By: Miriam Schwab

http://illuminea.com/


CUSTOMER RELATIONSHIP MANAGEMENT (CRM)


https://www.zoho.com/crm/





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


Basic Pipeline

LeadOpportunity

/Contact/Account

Price quote Invoice Project

Dashboard


Social Integration


Other CRMs

https://highrisehq.com/

https://www.pipelinedeals.com/

https://www.insightly.com/


TIME MANAGEMENT


https://www.getharvest.com/





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


Other Time Mgmt Options

https://letsfreckle.com/

http://www.paymoapp.com/


PROJECT MANAGEMENT


https://www.wrike.com/





Features• Incredibly modular• Good permissions for team and

clients• Tasks, remind, conversations


Other Options

https://trello.com/

https://asana.com/


THANKS!

illumineahttp://illuminea.com ▪ http://wpgarage.com@miriamschwab ▪ http://facebook.com/miriamschwabSlides available at http://illum.in/ourpresentations

http://illuminea.com/

http://wpgarage.com/

http://twitter.com/miriamschwab

http://twitter.com/miriamschwab

http://facebook.com/miriamschwab

http://illum.in/ourpresentations

http://illum.in/ourpresentations

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