New user - CRM + task management + notes
I am new to a company that is a client of pipedrive, but haven't really used it yet (that's my job). I am trying to figure out a few things. Any advice and guidance would be appreciated!
- Pipedrive as a CRM: our deals (our own projects or partnerships with counter-parties) broadly follow: inbound lead -> dead or some amount of follow-up -> lots more follow-up -> 'won', but then live in perpetuity as something we would want to monitor and update for years following, including potential further actionable tasks relating to the 'won' deal as well as regular notes tagged to the deal.
- Task management: expanding here, we have many inbounds that need some amount of task management (simple tasks for reminders for follow-up calls, emails, or actionable tasks).
- Ex. Inbound new project (internal or external) requires me to do some analysis, reach out to a lawyer, speak to some folks internally, etc.
The two other systems we use exclusively are G suite and Slack.
Currently, I am trying to keep track of all of my tasks in a Google Keep note, but this is amateur level and messy and not the best for collaborative task tracking.
Would love to hear what solutions others have come up with in similar situations.