Linking CRM to Outlook to a GTD Task Manager

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02-12-2013 09:37 AM
leland91

Linking CRM to Outlook to a GTD Task Manager

I am an Executive Coach using Outlook 2011 for Mac. I want to integrate a CRM into my system (Email, Calendar, Contact, Task Manager for GTD).

I am open to any CRM and any task manager for GTD (I currently use Nozbe); and am open to changing from Outlook to another integrated Calendar, Email, Contacts systems (e.g. Google). I can't believe I am the first person looking for this integration...so I would value whatever suggestions any of you have.

P.S. It would be a plus if it all integrates with my iPhone and iPad
02-12-2013 01:22 PM
mcogilvie

Quote:

Originally Posted by leland91

P.S. It would be a plus if it all integrates with my iPhone and iPad

You do realize that Microsoft and Apple embrace Outlook for Mac with all the warmth shown to circus clowns at a funeral? Furthermore, the integration most CRM systems display with any other software is terrible. I would look for a web-based solution.
02-12-2013 02:21 PM
leland91

Open to Suggestion

I am not wed to Outlook by any means...but am looking for a recommendation of an integrated system (Email, Calendar, Contacts, CRM, Task Manager). Thoughts?
02-12-2013 09:30 PM
mcogilvie

Quote:

Originally Posted by leland91

I am not wed to Outlook by any means...but am looking for a recommendation of an integrated system (Email, Calendar, Contacts, CRM, Task Manager). Thoughts?

Daylite might meet some of your requirements. Outlook is really the last big integrated PIM product. The trend is towards lighter-weight and/or more social software.