• Our deepest thanks to the many GTD enthusiasts who have posted in and read this forum over the years. Because use has been steadily declining in recent years, we have reluctantly decided to make this forum a read-only reference archive. There is an active GTD discussion community on the new GTD Connect. Copy/paste this link to get a free trial: https://bit.ly/4hYicYV We still offer a range of other free resources for GTD enthusiasts at: https://gettingthingsdone.com/resources/

CRM or lead tracking?

Dearest GTD Hivemind,

My firm, which is mostly me, is about to enter a new phase and I'm going to be juggling a lot of leads, networking contacts, and projects with pieces delegated to contractors. I am pretty good for project tracking, but how am looking into method or tools for working leads and tracking progress on the development of relationships. It seems a bit much for @agendas. Things like Salesforce seem to be way more than I need. I uses OmniFocus on iPhone and Mac, Gmail for mail and calendar. Any ideas?

Pax,

Andrew
 
Top