– Delegating: tasks / events / projects to other users – Linking: setting relationships and links among contacts, projects, companies, tasks, appointments and events – Categories and Tags: we needed all the information to be categorised and tagged – these would be then often used in advanced search and smart filters (life would be so much easier!) – Smart filters: advanced search and filter options for contacts, calendars, tasks and projects, please (or for example folder for all the projects that are according to the advanced search: 1. – Smart folders: we wanted a system, an overview in the form of folders of billed / overdue / opened / completed projects, projects to 3D print / 3D printing / 3D printed, won / lost opportunities, etc. – Mind-mapping: option of creating visual overviews of projects, employees, tasks,… – Gantt charts or timelines: the most user-friendly way of planning and managing projects and resources (in our case availability of users, employees, 3D printers,…) is in our opinion a visual timeline – Project folders: we required folders that would contain all the necessary information about the project such as tasks, calendar appointments, communication, files, linked contacts (clients, suppliers, project admins and other participants),… – Cloud Storage: compatibility with Dropbox, Google Drive or other cloud storage would be a bonus – Real-time syncing: of all our contacts, calendars, projects, tasks,… everything on all our devices (time is precious)
#CAN MARKETCIRCLE DAYLITE 6 USER GUIDE SOFTWARE#
– User-friendliness: we wanted to understand how the software works before loosing time with long manuals… we wanted intuitive interface – Desktop solution: we prefer combination of Desktop&Online solutions instead of merely the Online ones – there are always issues while working online – docs don’t save properly, internet access is limited, syncing problems, (Facebook is so close now you have to check what is going on more often), etc…
#CAN MARKETCIRCLE DAYLITE 6 USER GUIDE MAC OSX#
– Operation System: it should work on Mac OSX + iOs and preferably on Windows and Android (we like to have everything interconnected) WE SET CONDITIONS FOR THE CRM+PM SOFTWARE
Something with user-friendly and intuitive interface but quite powerful in tools and options. We were looking for a ready-made solution – software which would help us keep all the work and communication in one place. HOW WE’VE CHOSEN THE BEST CRM+PM SOFTWARE FOR OUR STUDIO? Administration behind our processes is work itself, isn’t it? Let us show you some “behind the scenes” information about the “Customer Relationship Management + Project Management” (CRM+PM) software we started to use a few months ago. This post has nothing to do with our work that you can find up in our menu bar, it is about our work nevertheless.
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