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Ask HN: Which CRM/Task Management System works for you?
We switched from Trello to Podio about a month ago and our small teams productivity has gone down the crapper.
Before making the switch we read review, re-read then. Based on the articles we read, including a HN post a while back. But based on our experience, it's absolutely overcomplicated, useless SHIT! (excuse the frustration)
Thinking about going back to Trello but, the main reason for leaving it was that once we started having a lot of cards and boards, it became a task and a half to manage.
Would love to hear some opinions on other task/CRM systems which have been effective for your small team... (no, not Sales Management System, actual Customer Relationship Management system which help you do just that & support the customer).
We're a fully distributed team and that has it's own set of challenges. Trello went a long way in helping us succeed and how we don't know what to go to next...
- gault8121 13y agoWe are using Streak right now, and it has been the best tool I've found so far - streak.com. Streak is a CRM / Project management tool built into GMail, so you don't need to switch between email and another website to handle communications. Streak has a lot of flexibility to it, but this also means that you need to spend a couple of days customizing it to get it right for your team. I'm putting together a guide now on how we've customized streak for our start up, and I'll send it to you if you're interested. Streak went through YC btw, and their tool is completely free.
- Killah911 13y agoThat's awesome. Thanks, look forward to reading it!
- gault8121 13y agoI'll reply to one of your comments when it is ready.
- jason_wang 13y agoOur team started using Streak today after seeing this post. Streak is exactly the light weight CRM we've been looking for. We needed a light weight tool to give us basic metrics about our sales pipeline and Streak is perfect for what we need. Streak integrates with Gmail and We can share pipelines (sales, customer support) between team members. It's perfect for us. Thanks for sharing!