#crm

That was the title I saw when I ‘Googled’ myself over the weekend.

Firstly, why on earth would I search for myself??!!

You see, I care about my brand, as everyone should. So now and again I check to see how my brand is being presented online. And see if everything I put out into the world is, well… ‘on brand’.

Yeah I know, insane!

Anyhoo…

Daylite is an app I use, and have used, for running my business.

I’ve even implemented the system into many companies that require a simple, yet insanely powerful all-in-one solution that just works!

So when I saw my name attached to an article talking about how using Daylite can simplify your business, I had to check it out!

I wasn’t aware that this was being written, but the author sure does know my inner thoughts about how life and business can coexist without complications.

Go check it out!

As you’re aware, I use Basecamp for the foundation of my business. My client project collaborations, CRM and so on.

I also use HEY as my only email service because of the feature set, its simplicity and how it fits my workflow.

But I’ve recently started using HEY as a lite ‘pre-CRM’, for the times I need to track the smaller projects.

So I setup a Workflow with the same stages I have in my Basecamp CRM and started testing it out to see if it’ll work.

Within HEY there is the ability to add notes for the email. I use this to jot down any information about the client, stage and general notes.

I’m pretty happy with it so far as it’s simplified my workflow. Its removed the need of clicking through different apps to do the simplest thing.

Be aware though, this is my personal workflow. I’ve created it over many many years to how MY brain works. So it’s not for everyone.

If you’re interested in creating a workflow for your business. And want help to remove tech friction and regain your time, let’s talk!

I recently made a video about using Basecamp as a CRM. So here’s the demo project, with notes below, to show what’s possible.

As you can see, it’s quite simple.

Triage = Leads
Not now = Lost
Done = Won

• The rest are my ‘stages’. Change them accordingly for you own use-case.
• Create a card, place all client and project details within.
• With Basecamp being so versatile, what I like to call a ‘blank sheet of paper, you can place any bits of information you like. For instance, budget, deal cost etc.
• I then use the comment section for each ‘client’ to add notes.

However, I wouldn’t recommend using this method if you’re a sales team with multiple members.

Hope that helps.