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Liese S. - Aug 22, 2015 11:51:16 am PDT #1175 of 1416
"Faded like the lilac, he thought."

Has anyone got any recs for good CRM out there? I need something where I can pull in lots of contact info, complete with photos and links, and differentiate between prospects and contacts, and then keep records of any interactions. Integration with Evernote would be awesome. Oh, yeah, and mail chimp. It should integrate with mail chimp.


beekaytee - Aug 22, 2015 9:22:45 pm PDT #1176 of 1416
Compassionately intolerant

Liese, I just started looking at CoachAccountable today. I have no idea how good it will end up being, And, I suspect it has a lot of stuff you won't need, but the interface is terrific and you can use it free with no ccard for 30 days.

coachaccountable dot com

I have tried several other CRMs and failed miserably.

On another note, I'm working on integrating Slack: slack dot com, into the petcare company's team and communication functions. It looks promising.

eta: Slack integrates with mailshrimp and pretty much every other app in the world.

etaa: because mailshrimp is way funnier. And now, I've got a picture of this guy working in the mail room, stuck in my head.

(Of course, I meant 'mailchimp')


flea - Aug 23, 2015 3:35:02 am PDT #1177 of 1416
information libertarian

I read bonny's last line as "mailshrimp" and LOVED IT.


Jessica - Aug 23, 2015 4:48:41 am PDT #1178 of 1416
If I want to become a cloud of bats, does each bat need a separate vaccination?

Mail...keemp?


NoiseDesign - Aug 23, 2015 1:48:06 pm PDT #1179 of 1416
Our wings are not tired

We just started using Slack and Wunderlist internally. So far I like them both. Wunderlist is amazing for team based To Do and project tracking.

I don't have a good CRM. I've used part of the Salesforce system, and I'm not a huge fan. I'm sure it's great if that is your full time job, but it is so complicated.


Calli - Aug 25, 2015 1:58:19 am PDT #1180 of 1416
I must obey the inscrutable exhortations of my soul—Calvin and Hobbs

We use Slack in my office. It's pretty effective.


beekaytee - Aug 26, 2015 9:03:46 am PDT #1181 of 1416
Compassionately intolerant

We are doing a Slack training next week and are talking to the developers about integrating the mail function in the petcare portal with it.

The company currently uses Smartermail, which doesn't work well for us at all.

Fingers crossed that the oldsters among us can get with the times. (Meaning me!)


NoiseDesign - Oct 05, 2015 9:55:59 am PDT #1182 of 1416
Our wings are not tired

I'm currently working on putting together a ROM (rough order of magnitude) cost for a project in Macau, which would be great, but I've never had to assign numbers to something where I have so little information. I understand that ROM numbers can have variances of + or - 50% in most cases, but it's just an odd experience for me.

I've also never tackled what it would take to work out international travel like this in a bid. It's good, it means the company is growing in a very good way, but it is stressful.


Laura - Oct 05, 2015 4:11:29 pm PDT #1183 of 1416
Our wings are not tired.

Stressful indeed. So often the numbers have little to do with cost and more to do with competitive variables and lots of subjective factors.


Calli - Oct 05, 2015 4:17:47 pm PDT #1184 of 1416
I must obey the inscrutable exhortations of my soul—Calvin and Hobbs

Currency issues could make it interesting. When I was working in global health, a budget could get hammered if the dollar dipped vis a vis the dominant currency of the country the project was in. Good luck with the ROM, ND.