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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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Other Options

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THANKS!

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