Candid CRM Planning

Creating an app is very time-consuming. You have to decide which features are required at launch and what can wait till later. As you develop the app you think of new features or ways that you could do an existing feature better. I used to use a spreadsheet and have columns for each stage, and then I discovered Trello. I used the free version for a short while, but when I realised that I could use it for all of my customers as well as all my projects, I subscribed.

Trello is a Kanban style project management system whereby you add tasks (cards) to lists. You can mark the task as complete and you can move the task to a different list. I like Trello because it can work how I want to work. I Have different stages for customers (Urgent, To Do, In Progress, Show Customer & Complete) and for myself (Next, Pre-Launch, Complete, Marketing). Each project varies, but that is why I like Trello as it works for me.

The video below shows the final stages before the launch of Candid CRM. There is a lot to do and quite a lot more once launched.

I recommend having a column for completed tasks. Clicking the tick is nice, but to see how much you have done, especially when you are having a bad day, is a real motivator.

Give Trello a go! https://trello.com I am not a referral partner and will not benefit from you trying Trello, other than it will help you in your business. Did I mention that you can share boards? I use this with customers, hence why I have a list for “In Progress”, so the customer knows what I am doing. “Show Customer” is a list that I go through with the customer when we next meet.

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top