RE: GTD with CRM
I've installed InfusionSoft in my business, although I haven't yet fully integrated it into my GTD system. I've found the GTD approach to be a fantastic boost for my interactions with clients, independent of any particular platform or software.
I have a mac, and use OmniFocus as my task manager for the vast bulk of my commitments (business and personal). I'm reasonably confident I'm handling them OK, however am aware that I haven't been staying on top of the CRM opportunities InfusionSoft tracks, primarily as I haven't yet integrated it with the rest of my GTD system.
In the past week I installed another application called Fluid on my Mac, it's a SSB (site specific browser), which means I can now run InfusionSoft the whole time I'm in logged into my computer, independent of my internet browser.
InfusionSoft has calendar alerts etc within it - reminders for CRM tasks and appointments, so I'm going to try running InfusionSoft and OmniFocus in parallel and will see how that goes. InfusionSoft will track simple CRM tasks and overall management of CRM, I'll use OmniFocus to manage more complex CRM tasks and will tie them back to InfusionSoft (somehow!).
At this stage I'd rather have one task manager that tracked all commitments, however am keen to hear of anyone else in a similar situation, ie anyone with multiple systems running at once. How do others handle this challenge?
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