I am looking for someone to assist me with me in finding a CRM or modifying my Outlook in some way to create a task management system.
The crux of my issue is I have a get over 70 emails a day plus 30 - 50 phone calls in an out. I need to keep every email for an audit trail, I should record with notes every phone call but I don't.
I need a task management system to assist me.
I mainly use outlook and keep emails in my outbox unless actioned, I have started to use outlook tasks but this system seems inadequate.
I have a database that I manage my client policies, it is not very good but I have to keep it.
I keep all of my emails for my file but the storage is becoming an issue now.
I am an insurance broker. My business consists of the following key tasks:
1) Organizing Policy Renewals
2) Policy Changes (endorsements)
3) Claims Management
4) New Business Policies
6) Referral Partner Management - these are businesses that refer me clients.
Most of these process have a common flow but the there are a lot of small steps, you could even call them micro steps.
I have attached some images of my filing and tasks.
I have 3 staff and the business is growing.
I am looking for a contractor to assist me in finding alternate options to either completely replace outlook with another system or build something that integrates with outlook.
Some of my colleagues use Zoho but they are adding a 3rd program to the business, I only want to use 2, my policy management database and Outlook or its replacement.
Please provide your skype ID so we can have a brief chat.
I look forward to talking with you.