If you are tired of having all of your emails vanish off the first page of gmail, then I've got the solution for you. If you would love to have a reminder every day of what's on your plate, then I've got the tool for you. If you'd like to have a to do list generated by an email, then I have the tool for you.
I'm talking about High Rise from the folks at 37 Signals. These are the same people who wrote the books Rework. If you've never heard of this book:
Rework shows you a better, faster, easier way to succeed in business. Read it and you'll know why plans are actually harmful, why you don't need outside investors, and why you're better off ignoring the competition. The truth is, you need less than you think. You don't need to be a workaholic. You don't need to staff up. You don't need to waste time on paperwork or meetings. You don't even need an office. Those are all just excuses.
A Free Follow Up Tool
You are assigned an email address. When you send an email to your client, BCC High Rise and it automatically adds this person as a contact, and links the email. Now in the future you can keep track of all those conversations.
You can also track “Deals.”Deals let you keep track of proposals, bids, RFPs, and project sales right inside Highrise. Highrise has always been great for keeping track of the people you do business with, but now with Deals you can keep track of the business transactions as well.
To Do List
At first I thought, “What? There is no calendar?” There isn't. I have my calendar in Google. But sometimes I want an additional reminder. I set up a task, and a date and time, and it send a text message alerting me. Also every morning it emails whatever is on my to do list. I know I've been more productive since I started using it last week.
The Free Version
When you go to sign up, there is a line of text that reads, “We also offer a free plan (2 users, no files, 250 contacts.” The system does allow you to upload files. They don't really mention if this is sort of a drop box system that allows you to share folder and such.
The bottom line is now before calling your client you can easily glance and see all the business you've had with this customer, the business you may have lost, and all the tasks and notes you have entered. For more information go to highrisehq.com
Special Shout Out
Special thanks to Marcus Couch for the Shout out on his Podcast about WordPress Plugins which you can find at http://wppluginsatoz.com/