CRM / Project Management / Help Desk in one?

[AdHustler]

Salesforce is used by billion dollar corporations, so I think it's safe to say they've had some input from people that have done a little bit of business.

No offense, but if none of these solutions are exactly what you want, you might want to consider the fact that either you're doing it wrong, or you've found some new and improved way of managing a business - in which case you should have something developed and make money licensing it out.

I can tell you, none of these systems easily replace a piece of paper being walked back and forth between people to manage a project. I hate to say it but all of these systems overcomplicate things. We use work orders which are an 11x17 piece of paper folded in half with everything needed for the project in it ie creative, reports etc etc and unfortunately I can't find something that replaces that easily.

 

[AdHustler]

The coolest project management system i found so far is this: smartQ - workflow visualization, agile project management, task tracking and team collaboration app

 

[Kiopa_Matt]

We use work orders which are an 11x17 piece of paper folded in half with everything needed for the project in it ie creative, reports etc etc and unfortunately I can't find something that replaces that easily.

E-mail?

 

[AdHustler]

E-mail?

not so easy when you are working on creative that needs changes like circling a picture that needs to be replaced or crossing out parts of text in an ad.

 

[Chitman]

Trello.com?

 

[Second]

i found them terrible

Really? What didnt you like?

 

[Jizzlobber]

not so easy when you are working on creative that needs changes like circling a picture that needs to be replaced or crossing out parts of text in an ad.

Use Skitch to do that (for example) then drag the result into your PM app as a file attachment to your task.

 

[Joshk]

I use a combination of Jira + Zendesk for support / project management with custom workflow, team of about 15.

With the above plus a CRM it should cover needs.

 

[JulianTrueFlynn]

Trello.com?

 

[newjersey]

did you decide on anything that is working for you? im in the middle of trying to find a similar solution for project management / dealing with local end users

 

[AdHustler]

did you decide on anything that is working for you? im in the middle of trying to find a similar solution for project management / dealing with local end users

nope

 

[marketer23]

I've been wanting to try out zurmo for awhile now but haven't made time to do it.

 

[Fatbat]

I made a suggestion. Did you look at it?

 

[AdHustler]

I made a suggestion. Did you look at it?

Yes i did. What ive really come to the conclusion of is that we need something like trello where you can file the cards under clients, be able to annotate attachments, custom required fields on cards and a few more features. It doesnt seem like such a thing exists. Weve looked at kanban solutions and they blow