Do you ever find yourself searching for client information all over the company or wondering
who has sent an email, prepared a proposal, or scheduled a meeting?
Do you need a simple system to manage clients but don't want to invest in a complicated
CRM, Customer Relationship Management System?
Well, in this episode, we will show you how to use Nozbe as a customer relationship management
and the benefits of using something simpler that gets the job done.
So, we'll explore it in detail, we'll give you tips and tricks how to set up Nozbe in
such a way that you will be considered, you know, a super powerful person who remembers
everything.
Okay, let's dive into this.
Hi, Magda.
Hi, everyone.
That's right.
CRM, when I think of CRM, I see this complicated system, complex one used by sales or support
or marketing departments in huge corporations.
But, obviously, small companies, small businesses, micro-businesses, or even freelancers, we also
use CRMs.
We need to take care of our customers, we need to register everything that happened.
And, probably, we don't need a very complex tool, we don't need to pay extra for an extra
tool, we don't need to learn to use a new tool.
We can do everything in Nozbe, which is pretty simple.
Already a simple.
It's a very simple project management app, but, additionally, it can become your simple CRM.
The thing, Magda, is that I am very often surprised by our Nozbe customers.
On one hand, I am surprised how they, when they come to Nozbe, they want to, right from get-go,
like, create this super complicated structure.
So they want a super complicated, you know, thing, especially the CEOs.
They want to have this and that and that and that.
Well, fewer features and things.

And then easier processes will just get the job done.
On the other hand, we have some amazing customers who, like, what they are doing with Nozbe is amazing.
Like, we will give you examples in this podcast, like, how they manage to, like, interweave, you know, like, put the features together in Nozbe to make sure that they have a process.
Like, everything goes here.
They remember the customer.
It's amazing.
And how they, instead of investing in a big tool, they are using Nozbe for business.
So, you know, they're doing that for both project and time management, but also for customer relationship management.
Because, you know, in the end of the day, you need to get some tasks done.
Tasks related to the projects and also tasks related to people.
Yeah, that's right.
And apropos the complicated tools and the structures people think they need to build, again, I think it was the third time within last three or four weeks that I spoke to a person, like a prospect the person who is going to use Nozbe I hope and they said that: "we are getting over after and here goes the name of our competition (but the combines, the really complicated competition you know the complex project management tools) and they are like: "really we are still getting over, my people didn't want to hear of any new tools and it's been already a year! But now I think we are ready to try something new.
They are like traumatized by those complicated softwares so yeah simplicity is a key yeah

And you know this is one of our values: simplicity like we live by simplicity our our tool was born
because I wanted to simplify the process of getting things done and now apparently I can
simplify the process of customer relationshipvmanagement so tell me what are the you know the biggest benefits of actually having a CRM toolvand to do tool you know project management tool in one app that's what you said that's the firstvpoint having it in one app yet to centralize and to minimize your your virtual office we don't needvmore applications we want to minimize we want to strive forvminimalism so we have everything in one place the whole team is working on the same data we are we are combining CRM with project management app for for simplicity for comfort for also to to save some money just to centralize and minimize yeah and also like faster project execution like faster is better
no customer has ever said like Jeff Bezos always tells this no bus no customer has ever said I want this slower or I want this more expensive so when you have a tool that is affordable you're cutting your expenses but also when you have a tool that gets the job done you're fast and I remember when we started working together I had these ideas of you know of these processes and whatever and very often you suggested something much simpler to do and I remember when we started working together I was like oh no this is not a good idea this is not a good idea this is not a good idea and I was like
she's cheating like like can you just do that can just send this here I was like well this invoice
oh there's the invoice oh and you had the answer right away and customers always appreciate that you have answer right away that you um you get the job done like you you you you are not a mess you are showing that you're on top of things you're in control yeah and combining CRM where where you register and when you know dao things and when you know dao things you're in control yeah and combining CRM where where you register and when you know dao things you're in control yeah and combining CRM where where you register and when you know dao things you're in control yeah and combining you know structure your your sales funnel and stuff with the tool that lets you already okay we need to this we need to do this okay in this tool I can already delegate the task set the deadline explain to my employee what's what needs to be done and it's just you don't need to switch tools you don't need to copy and paste those requirements from the customer you have it in the same task
or project yeah because very often if you have several apps uh in a team that's bigger than a
few people then usually only some people have access to this app and some people have access
to the other app so you you automatically have this kind of silos and then you have these people
who are blockers like who you know if this person doesn't pass the information to that person like
things will not get done and in the moment you have everything in your app in one app then
everybody can find the things everybody can find the the required information and something i will
be repeating on this podcast several times today is as a ceo you don't want to be asking questions
like magda how is the status of our podcast i don't want that i want to go to our podcast project
and i want to see that you have prepared this scenario the scenario you have prepared the
intro you have prepared everything and pavel has set up you know the the links
i can just go there i can see what's going on and i don't have to ask any of you any question
and this is so much better because also from you know from my point of view i can quickly
find the information i need and from your point of view i'm not this clueless person who's in
who's supposedly in charge but actually doesn't know what's going on in the company
yeah like the the simple the simple example when the marketing agency allows clients to track
the status of the campaign in real time they don't have to organize those status meetings every week
two weeks two hours everyone is sitting and just listening to the boring stuff they they can
observe what's going on uh just in real time by accessing to the task or a project that the
agency shared with the client yeah it's one of the benefits in nosby or any other type of project
management app that you can adopt yeah you can only do it if you're not in charge of anything else

You can share something with your client.
Yeah, you can share a project together with another company.
You can share just a task with somebody.
So you can really share this information right from Nozbe
and you don't have to prepare these reports
and have these boring status meetings, as you said.
I remember giving more examples.
I remember this.
We will be talking about how to manage contacts later in this episode.
But I remember this insurance agent who broke our project limit
because she had like more than 2,000 projects.
And we were like, it was like, now you can have much, much more.
But I remember back in the day, Nozbe was new
and we had this limit of 2,000 projects.
Actually, the limit was that the app would freeze.
And we were asking, why do you need so many projects?
It turns out she was very successful.
She had more than 2,000 clients and every client was a project.
So this way, she as insurance agent,
she knew that when she has a project for each customer,
she can then later,
delegate tasks for new types of insurance,
upselling other insurance,
reminding the customers about their payments.
She could have all that.
So for her, when she would go to Nozbe,
she would see exactly what to do,
who to notify,
who to call in order to close a deal
or extend the deal.
And just think about it.
We all have to buy insurance,
whether we like it or not.
And nobody, I mean, not me, not you,
we are not passionate.
We are passionate about insurance.
Like we don't care.
We just want to have it paid.
And in case something bad happens,
we want to have it be covered.
So if you have an insurance person who is on top of things,
who calls you,
hey, I have this new offer for you,
so that it's going to be cheaper.
Oh, I have this new thing that you can bundle this
and it's going to be better for you.
And apart from all that,
they know some secret stories or your private details about yourself.
You know that your wife's name is Evelina
or that you have three daughters
or that you live here and there.
Yes.
And they create this relationship
or just this impression that they care
and that you are important for them
because they remember some details from your life.
And of course, they don't remember it,
but they have it noted down in the system.
Yeah, in the comments and tasks.
So they know exactly.
It's like Sarah from Texas.
She was always telling me this story
that when a customer would call,
she has the project of prospects.
So the prospective customer would tell her the name.
She would find it in Nozbe quickly.
And she would say,
Oh, yes, I remember, blah, blah, blah.
And they were like,
Wow, you remember me?
We talked two years ago and you still remember.
And of course, she remembers because she found it in Nozbe
and she made good notes from the previous meeting.
And suddenly it's easier for her to close the sale now
because they have a relationship.
They have established a rapport.
Yeah, exactly.
So another point and another benefit of combining those two types of tools
is also improved team collaboration.
If the whole team is working on the same set of data,
they have access to the same emails, correspondence, data,
the whole history of the client,
it's so much easier to collaborate,
to support each other,
to find new ideas how to better serve this customer or this company.
So I can't see any anti-arguments.
I mean,
I remember this story of a managing partner of a big law firm using Nozbe
and he never logged in to Nozbe on desktop.
He was managing the whole thing from his mobile phone.
That's why we had to make sure that Nozbe would be quick on the mobile phone,
would load fast because he was always on the go.
So he never had the time to actually log into his computer.
So he was managing the whole thing,
the whole company from a mobile phone.
And again, this is speed.
This is quick reaction time.
This is quick lookup and checking of things.
And this is him being on top of things,
even on the go.
And this is something that,
for example,
very often these complex customer relationship management systems don't have.
They don't have a great mobile app.
They have an accompanying app or something small.
That's true.
It's really hard to find something there on the go.
Yes,
because they want to introduce these super powerful features
and they can't be built on a small screen.
Yeah.
And they are created for corporations,
for people who are sitting in the customer service office in Cubix
and they are just with the headphones and microphones
and they are just replying to the queries.
So they don't need apps apparently.
Okay.
So we'll talk now.
After the break,
we'll talk about how to really practical ideas,
how customer relationship management can be implemented step by step in Nozbe.
And Magda has prepared a great presentation.
So we will talk about that.
We will give you actionable ideas and actionable proposals,
what you can do,
what you can implement today to make sure that you can start managing your customers already in Nozbe.
But we'll do it after this short break.
When we've been around for about 10 years,
our business has,
and we've been using Nozbe for about eight of those years.
And as we grew,
we kind of got to the point where I just couldn't remember everything anymore.
I'm pretty organized.
I would just kind of keep everything in my head and with post-it notes and things like that.
And it just got to be too much.
And so I started looking around for some sort of project management software
that could help me have a set up really trusted system.
But really,
I just wanted a system where I could know that I had everything in there.
I wasn't going to forget anything.
I wasn't going to drop any balls for clients or miss deadlines.
Oh,
what a coincidence.
This is actually Sarah that I talked about.
Yeah.
All right.
So, Magda.
Yeah, let's move on.
First thing first.
CRM should collect client information,
record interaction history,
and to help track sales stages.
At the same time,
project management tool allows you to break work into specific tasks,
to delegate work,
to cooperate and monitor deadlines and stuff.
So combining these two things,
it's like an ideal idea.
It's a match made in heaven.
Yeah.
So I think that the first and the most important function
and the role of CRM systems
is to create and manage client database
and to store the interaction history,
to store the transaction history,
and the whole client communication.
And why wouldn't we do this inside Nozbe?
Yeah.
Nozbe has projects and tasks.
And imagine if you have like the big,
big client or customer,
which you know that you'll have many steps
and many actions to do while working with them,
then you create a separate project for them.
If it's a simple customer that you know
that it will be just a set of tasks,
a set of actions,
maybe in some kind of service or maybe in sales,
then you don't need a whole project.
You can have just a task,
one task,
one customer.
Yeah.
Yeah.
I mean,
and the thing is,
yes,
Nozbe doesn't have like,
you know,
customer fields,
you know,
like for example,
like name,
this,
you know,
phone,
this.
But if you just copy and paste customer,
you know,
information to a comment,
you can,
when you put tell for telephone,
a colon and then the name of the,
the number of the telephone,
you can call directly from Nozbe app.
When you put an email,
you can just write an email directly from there.
So we have all that.
Like you don't need,
you know,
to have specified fields or whatever,
because you can find them anyway.
Like if you put,
if you go to search Nozbe,
and you put the email address,
you'll find the email address,
even in the complete,
in a comment of a completed task
in a completed project.
Years ago.
And if you want to have the client's data,
information,
contact details at the very top,
you can pin the top comment.
It won't be on the top of the,
the whole comment list,
but it will be,
you know,
it will be orange.
You will see it in the first place
when entering the task corresponding to a client.
So this,
or you can just put it as the first comment in the task
and it will be always on top.
And you always have a very quick access
to it.
To any contact details.
So it's really not so much different from CRM.
Yes.
And then when you add a comment
or delegated the task to somebody
to check something out or whatever,
it's all saved in the task history.
So you know exactly when you have the contact.
You don't have to say,
oh, he called me on,
you know,
December the third.
No, no.
Like you just write the comment.
You will know that the task,
the comment was from December the third,
because it's already there.
So it's like really easy to document stuff.
And then later,
for accountability,
you can see,
oh,
I talked to the guy yesterday.
Oh no,
no.
I talked to him four months ago.
And you can see in the comment history,
like what happened, and then you can quickly know what's going on.
what are the next actions to take?
I wanted to talk about templates, but we will tackle it later on.
Yeah.
Another function and another role of CRM would be managing sales funnels and managing the sales stages.
I think it's really easy to do when we have a project and inside the project,
we create sections.
And I often explain it during our consults that stages are very often used by our clients as stages.
sections as stages. And then you can drag and drop clients, which are tasks from one stage to another. So the first section will be: offer sent.
The next: "waiting for," "plan the meeting or," "send the first email" or "contacted via LinkedIn",
"first payment received".
And you can just move the task corresponding to the client down and down this structure and everyone on your team, not only you can see at what stage this particular prospect or lead or customer is.
that's the thing.
So it must be as flexible as anything.
So you can choose, like what I said about this insurance agent,
that one client is one project, or you can also do what Magda is saying.
That one client is just one, um, one task.

you can manage customers as projects or tasks.
And if you manage them as tasks you can basically have just one project,with unlimited tasks.
And then you have three sections of three stages,
and you can use the free version of Nozbe to have a CRM. And to manage your whole company.
So you can, you can start really slow.
You can start by managing your whole company from a free Nozbe account,
because Nozbe is free from up to,
for up to three projects and three people.
So basically with your small sales team,
you can start small set up the first project.
And then later,
when you get more customers,
you can decide to move these sections to different projects,
convert projects, tasks to projects.
You can later expand.
But I always advise our customers to start slow,
to start, you know,
with small building blocks,
and see if it works,
and see if the flow is right.
And if it's effective and productive.
And only then, start improving.
Because again,
sometimes they want to start with a big structure.

it's important to start with a small structure,
and then grow from there.
if you treat your customers as tasks, then what can be a project?
A project can be for example my customers from certain region,
or my customers from quarter three,
or quarter four or my customers I don't know,
B2B, or B2C. So those projects can be kind of folders for specific tasks.
If you have a different type of clients.
If you have different categories of clients.
But if not,
you can just,
as Michael said,
just store them in one project.
And it's also fine because you still have the structure.
These are,
this is project for my clients.
And every customer is one task in which you have the whole story of the correspondence,
of the transactions, you can attach files, invoices, anything. If you don't like the idea with the sections that we presented, which is more visual, It's kind of Kanban board because you can move tasks or items from one board to another, from one stage to another.
You can also use tags. Many, many, many companies do it like this.
Instead of sections, they create a tag corresponding to the stage of the sales funnel
or the stage of the procedure.
So, awaiting, pending, in progress, paid, shipping, anything.
You create a tag and depending on which stage the client is,
you add a specific tag and you remove the previous tag.
So, then you go to the search or filter option.
In Nozbe, you can easily see, for example, all your customers
to whom you've already shipped a product this month.
Or you can see all the customers from region ABC
who are waiting for the invoice to be sent to them.
So, it's really easy to see and to watch, to report and to observe and to track.
Yeah, and I think this is something that many managers appreciate the tags
because they are very visual because we have several icons and then several colors.
So, with the icon and with the color, you can easily, on the task list,
you can easily see what has which stage, you know.
And again, this is a question of you and your team figuring it out.
Like thinking, oh, let's put a rocket here for this because it's shipped
or let's put something else.
You can decide which icon and then which color, if it's red, you know, it's cautious.
Something urgent.
Yeah, exactly.
Or it's urgent.
So, you can really tailor your Nozbe to your business completely.
And I remember I had this conversation with one of the CEOs and he told me,
look, I just look at my phone and it's all the list and I see the colors.
I see what's going on.
I don't have to ask anyone, you know, what's the status of tasks today?
I can just see it.
And I see the, you know, what's being shipped, what's being, you know, produced,
you know, all that stuff.
And I can see it quickly.
Exactly.
One more trick related to Nozbe that remember that in Nozbe, every tiny item,
so every task has its own address, web address.
So, you can copy the address to one task and paste it in the comment in another task.
So, what we can, how we can use it in the CRM system.
When I have a customer XYZ and I have a task devoted to this customer,
but in another project or even in a completely different workspace in Nozbe,
I want to ask some other colleague or employee,
to do something in relation to this customer.
So I can say what I need from them.
Give them a deadline and link, like paste the link to the other,
to this main task for this customer.
So that the person can, with one click, jump to the initial task,
read the whole story of this customer,
and then go back to the task that I assigned to them and to work on it,
because they have the full knowledge about the the customer and yeah so using those links that link a task within Nozbe it's a very nice idea yeah I mean we use it all the time because linking tasks in in a comment like you can
also see the status of the task if the task is done or not and the cool thing is you can if you
don't want to you know go find the link and paste the link you can just use plus plus and then you
search for the task or for project or for whatever you can type just three or four letters that you
remember that were inside the name of that task and you will find it for sure so that's when you
hit enter and you you link to this task so it's very very easy and this is something we use all
the time like this this this way you can only always give context to the person who has to do
a task that you know hey this is a you know in relation to this I mean we have that for example
when we have
a customer request when customer when customers request request the feature we have the you know
we have the name of the feature as a task and we add comments with an email address of customers
who asked for it and comment of this customer later when we design our application we can refer
to that and we can see you know what's going on and so it's very very easy and the best part is
that once a task is shipped
I mean the feature is shipped our customer support goes through each comment and sends
a personalized email to this person saying hey you asked about this the feature is already on
production it's already shipped we did it specially for you especially for you there is your heart
and yeah people feel really special about it and I think they like it they are impressed that wow
the company like people in the company remember that I wanted that feature and now they are
informing me that it's
now available yeah yeah I mean it's our superpower Emilia from our customer support created wrote a
blog post on our blog so you can read more details about this idea in on our blog we will link to it
I mean the power of follow-up is amazing like when you follow up you you you have the customer
seen noticed and sometimes you know what happens is that one of these customers stopped using Nozbe
and they were like oh you have that now well I tried maybe again now you know like so like because
they appreciate so much the effort that we've done to send them a personalized email about this
that they want to like okay so I'm gonna try Nozbe again so it's perfect yeah so you don't
need to have a software house or or the company that produces the application to use this method
yeah it's it's important to note down any requests any dreams anything that people share with you
and then when you kind of meet those needs or those dreams then just inform them that
that you've done it customer relationship management is about relationship it's about
relationship with the customer so it's not about just you know how to manage the whole thing and
just be done with it it's about really managing this relationship is curating this relationship
you know uh really making this relationship successful and that's why uh again what we
just showed you like you know this whole thing of just having a comment with a link whatever
it's it's not a very sophisticated feature but it gets the job done and our customer support
persons like amelia she can write these emails very quickly and let them know and they are so
happy that's true another thing that we should
consider is that we need to have a relationship with the customer so we need to have a relationship

as a project management tool trying to become a crm it's planning and organizing sales and support
work so tracking transactions and proposals planning and monitoring the sales activities
i think we already covered that yes that everything in nozbe it's very important that we
use the we are writing things down yeah it's written communication exactly nothing is said
everything is recorded so
you have everything on paper i mean not on paper but in the application so so it's it's
really great because you have a task with uh dedicated to a customer and then you can
play the task ping pong that we always recommend so first there is uh the salesperson a who's
taking care of the customer but then for example they are i don't know they are leaving the
company or
or something else is needed that this person is not responsible for so they can delegate the task
for a moment to another employee who can do this who is better in doing that they will take care of
that and then they will delegate back the task to the first person or then they can and again
maybe they need something from the accountant related to this customer so for for one day
this task will go to the accountant
she will or he will take care of the the part of job that needs to be done
and then they will delegate back the task to the uh the the the key account manager or someone who
is taking care of this particular customer we don't need to change applications we don't need
to create any extra volumes tasks everything sits in one task in specific project yeah and um
and you see that it's not just a task it's a project it's a project it's a project it's a project it's a project it's a project it's a project it's a project it's a project it's a project
see who has done what because those small uh letters small writing between comments
shows you exactly what's been done and when and by whom in the history of nozbe
yeah and and that's why it's again about this customer relationship management it's
a it's it's the question of being efficient it's not the question of being you know having the best
tool for the you know the best skeletic system it's having the best tool that gets the job done
that makes the customer happy.
And that's why it's so important to be able to do that,
to just narrow down what you really need
and how you need it.
And especially what you said about this team collaboration,
that for example, very often, like, you know,
for a customer, I need an invoice.
And the invoice, you know,
Kate from accounting has the invoice, right?
So I can just mention Kate in the task,
hey, Kate, I need the invoice of this customer.
And she just attaches the invoice and that's it.
Like, it's so easy.
Like, I don't have to go and write her a special email.
I don't have to go over to Kate from accounting
and ask her nicely, so she can prepare an invoice for me.
Like, I can just ask her in the task,
mention her in the task,
and she doesn't even have to follow the project
or, you know, have nothing to do with sales,
but she just gets this task,
she gets the, you know, the mention, and it's done.
Mm-hmm, yeah.
Another thing that we would expect from our CRM
would be something like,
some kind of automation.
And I think in Nozbe,
it's a great thing that we have templates, project templates.
Oh, yeah.
If you are going to treat projects
as customers or clients,
you can create one very sophisticated and nice procedure
for the new customer acquisition
or onboarding or generic cooperation.
You can set one task by another.
First, I don't know, get the data of this person
from Facebook or from LinkedIn.
Then send them the first email.
Then send them the second email.
Then try to contact them through LinkedIn.
Then try to call them.
Then try to set up a meeting or when you would present offer.
So step by step, the whole process of acquiring
and then working with this customer
can be shown as a list of tasks.
It can be done only by one person,
or each task can be delegated to another person
who will be the best in doing this specific action.
And then you can save it as a project template.
And then anytime you have a new customer like that,
or a new prospect like that,
that you would like to go through this whole procedure with,
you just generate a project from a template.
And with one click, you have the whole procedure,
already designed, because it goes from a template.
So Paul will receive the task to create an offer.
Ann or, I don't know, Monica will have
to try to contact them through LinkedIn.
Everyone will be already assigned a task.
And everyone will know what should be done with one click.
Yeah, and this also, again,
shows a good care of the customer.
If the customer, you have the whole procedure,
like an onboarding procedure for a customer,
because let's say you're an ad agency,
so we want to make sure that you treat them right.
So when you have a template like this,
they see that you have asked them for this.
Then you have asked them for that.
Then you have asked them for this thing.
Then you have prepared that.
Like they see that you're on top of things,
that because you have a process, you
know exactly when to ask for what, when to start something.
It's all structured.
And again, as you can see, like we're talking about Nozbe
here.
All right.
being a customer relationship management tool but actually we're not talking about nozbe at all
we're talking about you being in control of your customers thanks to nozbe so nozbe is in the
background like you know nobody knows that you're using nozbe but thanks to nozbe because you have
these procedures these you know templates everything streamlined you are getting things
done and you're showing your customer hey i got this i'm organized yeah you said that you you
you mentioned time i also forgot to say that when you create a project template and then you are
generating a project from this template there is one option that maybe it's not always visible to
everyone but it's there it's called i think reference date reference date yes and if every
task in this template has a specific deadline so first email today
second email in three days from the first one then try to contact uh via linkedin after 10
days from sending the first email then sending the offer 21 days from the initial email
and you know the the you know the cycle you know how in in what time ranges you want to
contact the customer you can achieve it by setting this reference date
when
you're generating a project out of a template and it will be like a avalanche yes everyone will
already receive their task to do from your team and everyone will already have a deadline for
this task so ann will have to do something today and paul we have to do something in seven days
so it's really practical and you don't have to do anything because it was already
structured in the template so you just one click another thing about automation is that we
can send a message to someone with a pass to initiate the project i will just give

use it one of our most used feature is emailing tasks to nospy i mean forwarding an email to you
can forward an email to a task to a specific task to a section in the project to a project
or just to nospy and thanks to that you can generate emails for almost anything
and this um people are using this a lot our customers as kind of integration with other
services like for example they sign up for a newsletter and they don't give their email address
but the email address of nozbe so the newsletter goes to the you know to a project they sign they
they for example have a notification from the um from the shopping cart that somebody bought
something this notification can be funneled directly to nozbe to a project so then you can
continue managing the client in nozbe instead of the shopping cart system which is not equipped
for managing customers it's equipped for taking orders so this way you can really forward things
to nozbe via email and without any special integration special api calls or whatever
programming thing you can just basically give an email address and do it and i've seen customers
do amazing things with that because many many um dedicated apps you know uh customized apps for
different purposes they give you this option to have notifications for different emails
so you just put an email from nozbe and this is how we do for example calendly so
when whenever you know you uh you have a demo meeting uh nozbe.com demo if you want to talk
to baghdad so if you have a demo meeting you have you're using calendly to choose a date and then
from calendly it goes straight to nozbe and now even nozbe recognizes the subject line the the
the date at the time and assigns great a good date and time uh to your task
so this
way it's you know you are not receiving an email from calendly you are receiving a notification
that becomes a task instantly yeah a task with a deadline so you already know when this meeting
will take place you just need to create generate an email address to a specific project to which
you want to receive those uh notification as tasks another role of the crm system would be analytics
and reporting probably everyone likes to see how the work is going
what are the sales results you know so in nozbe you can also have some kind of reporting and stats
in every project in the settings you can go and you can choose
the statistics option and you will see how many projects were done
tasks were done how the project is moving on then for each project you can generate a special
file in CSV format which can be opened in any kind of spreadsheet like Excel or
Google sheets and this way you can see like visualize the whole project in the
form of table you will have a column for task for deadline for the time spent for
the time planned who is responsible for this task when the task was created in on
what day the time the task was completed it's the whole like old school if you like
this way of looking at things it can be also used as a report for a client or
something like this yeah right now in Nozbe we have like you know again you can
search and filter so we can easily see what's going on and generate reports for
that
we are finishing right now the feature that you will be able to also export you
know a project list to a PDF so this way for example what you can do is you can
you will be able to export to a PDF and send the PDF to the client hey this is
our project this is what we're going to do so this way you don't have to invite
the client to your Nozbe but you can just you know send them an overview of
what's going to be what's going to be happening yeah and you can send them
something like this every week for example so that they see how the project
is moving on instead of generating a report or having a long status meeting
mm-hmm also the thing that I mentioned about tags if you have tags for specific
stages of the sales funnel or the whole customer service stage you can also see
how many you have customers from specific region with this on this stage
yeah it's also kind of reporting kind of seeing how work is going
yeah also speaking of integrations like we have great integrations of Google
calendar and Outlook and Outlook calendar so this way you can see your
tasks from from projects in your calendar so again this way even if
you're not opening Nozbe now but you have your calendar you can see oh I have
these calls to make or I have this meeting with this person like and again
if you add something in the calendar in Outlook or Google it and assign it to
the Nozbe calendar and then you can see what's going on and then you can see
if you add something in the Nozbe calendar it will automatically create a
task for this so it's very easy to manage things directly from from
calendar integration works both ways right so if you add something in Nozbe
calendar in your Google or Outlook calendar it will appear as a task with a
specific deadline and time needed parameter in your single tasks in Nozbe
and if you add a task with a deadline or maybe also
time-needed parameter defined in any of the projects it will appear as an event
in your integrated Nozbe calendar in your calendar so really it's really
practical and professional yeah and now to finish it off this podcast and we will
give you some level master integrations our expert Ascha Pichocka we mentioned her a previous夜 on previous episodes of this podcast and we will give you some level master
integrations our Nozbe expert Ascha Piechocka was mentioned here on previous times so we�mer in thisWe mentioned Ascha Piechocka has been mentioned on previous times

podcasts, she has worked with her customer to create a CRM Nozbe system with Zapier because
we have an integration with Zapier. So this way, Zapier is this intermediary. So when you can,
for example, add leads from Facebook to Zapier, then from Zapier to Google Sheets and from Google
Sheets, then you can put them to Nozbe. You can really mix and match. So this way, again,
you don't need to have Nozbe integrated with so many services. You can use the Zapier integration,
which most applications have. And then from there, add that to Nozbe. So this way, again,
you can have automations like crazy. And this way... Yeah, the simplest idea is, for example,
you have a form on your website. Someone fills out the form with their name, with their email
address, and maybe with what you expect or what you need that they choose from the drop-down list.
Through the integration, those fields that they fill out are moved to Google Sheets or like some
kind of sheet online. And then, thanks to Zapier, those data from those specific fields will be
moved to a comment in Nozbe in a specific task, thanks to those Zapier integrations that Michael
mentioned. It's so easy and it's a great beginning for...
Establishing a task devoted to one customer in which you run the whole history of cooperation
with that person. Yeah, just think about it. Instead of getting two tools, Nozbe for project
management and then some complicated and expensive CRM system, what you can do is you can invest in
Nozbe and Zapier and then have this thing integrated. And this way, you don't have to
invite everyone to Zapier because you will be responsible for all these integrations. You will
be responsible for all these automations. And this way, you don't have to invite everyone to Zapier
and then you can invite everyone on your team to Nozbe so they can benefit from these automations.
They can see these tasks happen. They can see these delegations. They can see everything. So,
this way, you're saving your people's time. You're making it easy for them what needs to be done
and you're making it easy for yourself. Exactly. So, even though Nozbe is a very
simple collaboration app, it can be also a very simple but useful and practical
CRM system. You can start, you can see, you can create first project with several customers
and you can see if it's enough for you. I think, I feel that if you are a small company or like
medium-sized company or micro company and you have several or 20-something clients, it will be really
perfect for you and it will save you time. It will let you feel in control and have everything in
one place. And even if you have 2,000 clients or more, Nozbe does not have any limit on project
number. So, you can have it in one place. And if you have 2,000 clients or more, Nozbe does not have
as many projects as you like. Knock yourself out. All right. So, thank you so much. Sorry for my
voice today. I'm a little bit sick under the weather, as I would say it. But I hope it was
useful. I wanted to record this podcast because people have been asking about CRM system a lot
in Nozbe and we just wanted with Magda to record this so that we have one repository of ideas how
to make a great CRM system.
So, thank you so much. Thanks again and see you in two weeks.