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Email widget to turn email into tasks like Insightly has ---

• Edit

Lynn Stanphill

26 Oct, 2012 07:01 PM

This would be a big help ...

1. 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

   • Edit

2. 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
   Marketing
   B2BnDFW <http://www.meetup.com/B2BnDFW/> - Mastermind / Networking Group
   *Watch my videos* <http://www.youtube.com/user/XearaMarketing/videos>

   • ScreenHunter_01_Oct._27_09.08.jpg 209 KB
   • Edit

3. 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

   • Edit

4. 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>

   • Edit

5. 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

   initial email requesting info

   Forward that to your Dmail ( http://dooster.tenderapp.com/kb/dmail-doosters-integrated-email-cli... )

   Create a new project "Potential Client X"

   turn that into an actionable task

   assign the email to that new project - give it due dates, priorities etc

   for follow up in the CRM,

   Have yoo seen our simple CRM? I think it should do what you need but correct me if I'm wrong

   create the proposal, close the sale, and have all that information tied to the new project / task,

   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"

   then when appropriate, turn it into the invoice or multiple invoices ----

   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 ;-)

   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

   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

   • Edit

6. 6 Posted by Lynn Stanphill on 27 Oct, 2012 03:58 PM

   

   thanks ... I will walk myself through your instructions below .... Lynn

   • Edit

7. 7 Posted by Lynn Stanphill ... on 30 Jun, 2017 01:49 PM

   

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   Hi John,
   It’s Lynn from XEARA in Denton.

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