Email widget to turn email into tasks like Insightly has ---
This would be a big help ...
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Support Staff 1 Posted by John on 27 Oct, 2012 02:01 PM
Hi Lynn
Do you mean the gmail widget - or the way you can email into projects and create a task that way?
Thanks
John
2 Posted by Lynn Stanphill on 27 Oct, 2012 02:15 PM
see attached image ...
many times a client emails me something they want done ... insightly has a
google mail widget that appears at the bottom of all emails that allows you
to create a task from the email -- try it out yourself .. it's quite cool -
it opens up a popup that allows you to create the task immediately ... does
that make sense?
They also allow you to do a couple of other things because they are more
crm based ... but the task from email is something that I think a lot of
people could use ...
--
*Thanks,*
*
*
*Lynn Stanphill*
*Consultant – Internet Marketing – Website Design
Video Production – Speaker – Pianist & Composer*
214-549-8246 cell
800-294-2516 toll free & fax
www.LynnRayStanphill.com <http://www.lynnraystanphill.com/>
www.XEARA.com <http://www.xeara.com/> - Online Consulting / Internet
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Support Staff 3 Posted by John on 27 Oct, 2012 02:33 PM
Thank you Lynn
Yes there are a few apps with these widgets. But what has put us off doing something similar to date is that google can be quite unreliable ie they change stuff without much thought for how this will affect plug in partners
But we can do it and thanks for the suggestion
what interests me is what does Insightly NOT do for you ? Why are you looking for a better dance partner ;-)
Any feedback on that would be very interesting
Thanks John
4 Posted by Lynn Stanphill on 27 Oct, 2012 03:10 PM
I don't use insightly .. they were one of the 4-5 I was testing while
looking for a different project mgmt system - I currently use teamworklive,
but have been wanting something that "truly" integrates with Google
Calendar and it appears that dooster is the only one - teamworklive does
everything needed in a project mgmt system better than most others -
The perfect system doesn't appear to be on the market, I suppose because
everyone's needs are a bit different. But if anyone can provide all the
needs of a project mgmt system and put that with a full crm system, and it
is fully integrated with Google Apps - to include email, then that would be
almost perfect. Then the only thing missing would be a full accounting
system similar to Quickbooks. Then I could take the life cycle of the
initial email requesting info and turn that into an actionable task for
follow up in the CRM, create the proposal, close the sale, and have all
that information tied to the new project / task, then when appropriate,
turn it into the invoice or multiple invoices ---- and all would be linked
in a chain of information. I could review the accounts receivables, click
the client's amount, click the invoice, click the project and all the
tasks, and see the original email. --- Oh well ... LOL
Dooster appears to be the closest option that I have found - not that I
have tested everything. One of the things I wished it did was take un-dated
tasks and place them into the Google task sidebar.
--
*Thanks,*
*
*
*Lynn Stanphill*
*Consultant – Internet Marketing – Website Design
Video Production – Speaker – Pianist & Composer*
214-549-8246 cell
800-294-2516 toll free & fax
www.LynnRayStanphill.com <http://www.lynnraystanphill.com/>
www.XEARA.com <http://www.xeara.com/> - Online Consulting / Internet
Marketing
B2BnDFW <http://www.meetup.com/B2BnDFW/> - Mastermind / Networking Group
*Watch my videos* <http://www.youtube.com/user/XearaMarketing/videos>
Support Staff 5 Posted by John on 27 Oct, 2012 03:44 PM
Thanks Lynn
That is vey interesting
just some thought as to how Dooster could help you with your perfect life cycle
Forward that to your Dmail ( http://dooster.tenderapp.com/kb/dmail-doosters-integrated-email-cli... )
Create a new project "Potential Client X"
assign the email to that new project - give it due dates, priorities etc
Have yoo seen our simple CRM? I think it should do what you need but correct me if I'm wrong
well you'd use your usual word / PDFs or whatever for the proposal - and your amazing charm etc to close the sale
When sale is closed you can edit the project name to "Client X"
You could use our billing / time sheets to create an invoice using quickbooks etc - please see http://dooster.tenderapp.com/kb/time-and-billing
... and all would be linked in a chain of information....
Tadaa ;-)
well you'd need quickbooks etc But my point is that Dooster may give you more of a "one silo" chain of information than we make obvious...
Hope that helps
thank you for your interest and please dont hesitate to make any suggestions
Bets wishes
John
6 Posted by Lynn Stanphill on 27 Oct, 2012 03:58 PM
thanks ... I will walk myself through your instructions below .... Lynn
7 Posted by Lynn Stanphill ... on 30 Jun, 2017 01:49 PM
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