The document discusses three tools for digitizing a business: customer relationship management (CRM), time management, and project management. It provides details on the features and benefits of the CRM tool Zoho CRM, the time tracking tool Harvest, and the project management tool Wrike. It also mentions some other options available for each category. The document encourages following the Illuminea company on Facebook and provides contact information.

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Digitizing your biz: CRM, Time
Management, Project
Management
June 1, 2015
Nefesh B’Nefesh
By: Miriam Schwab

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CUSTOMER RELATIONSHIP
MANAGEMENT (CRM)

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https://www.zoho.com/crm/

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Features
• Free for up to 10 users
• m.zoho.com mobile site & mobile app
• Custom fields and more customizations
• Custom views
• Capture leads from website
• Automation
• Reporting

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Basic Pipeline
Lead
Opportunity/
Contact/
Account
Price
quote
Invoice Project

7. Dashboard

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Social Integration

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Other CRMs

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TIME MANAGEMENT

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https://www.getharvest.com/

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Features
• Desktop, Browser timer
• Mobile web and apps
• Easy to add or edit time
• Project overview
• Project budget by hours or fixed
• Expense tracking
• Integrations and add-ons
• Team permissions
• Reporting

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Other Time Mgmt Options

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PROJECT MANAGEMENT

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https://www.wrike.com/

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Features
• Incredibly modular
• Good permissions for team and clients
• Tasks, remind, conversations

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Other Options

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THANKS!
illuminea
http://illuminea.com ▪ http://wpgarage.com
@miriamschwab ▪ http://facebook.com/miriamschwab
Slides available at http://illum.in/ourpresentations