Hello fellow hunters!
I'm excited to share with you the product we've been building for the past few months.
It's a simple, beautiful (I hope!) CRM specifically designed for agencies and small companies.
We wanted a simple software to store all the interactions with our clients. A software that would analyze how often we usually interact with clients, and remind us to do it when we forget.
I hope you'll like it! I'm around, feel free to ask your questions!
@paddy Hey Patrick! Maybe. We are in early talk with potential buyers though, but nothing's done.
Feel free to email me gregoire at nerdy makers dot com :)
Just to chime in some more. We use Asana to do this in a lightweight CRM from. This looks better though. How do you think this differs from a task management system like Asana?
@dereckbreuning I'm not an Asana user, although I'd say the angle's very different.
Asana clearly focuses on task-lists + projects. It's very advanced for this usage (you can assign tasks to someone, set up milestones (iirc), etc.).
Story's angle is: the relationship you have with a client.
Sure you can use reminders the same way you would use tasks in Asana.
A major difference though is that when you mark a reminder as "done" in Story, it doesn't disappear. It actually gets logged on the client's timeline.
Also, we really like the automatic-reminder system that analyze how often you talk to a given client and reminds you when it's time to do it.
Very useful when you're part of a small team, with a lot on your plate and that you tend to forget to keep in touch with you clients :)
@jrgd Thanks Jerome. The post was focusing on using Trello to create a sales pipe.
Going from new lead to client, step by step. http://www.entrepreneurloop.com/...
Story CRM is focusing more on the operational life of a company than on the sales.
Even though you can definitely put your leads and track them in Story, we primarily use it to track interactions with actual clients.
If you hire a new engineer, a new account manager or a new sales, they can easily access the history of any client (thanks to the timeline) and get up to speed in no time.
Report
Super work @gregoiregilbert has been a pleasure watching this come together. Really like the simplicity of this.
The Prayer Page
Transistor
The Prayer Page
The Prayer Page
Transistor
The Prayer Page
Easy Software Deployment
The Prayer Page
Easy Software Deployment
The Prayer Page
Opendesk
The Prayer Page
The Prayer Page
Gophr
The Prayer Page