Systemizing - Seattle Digital Freelancers
Meeting Notes from


One of the best ways of increasing your productivity, improving customer satisfaction, and scaling your business is to create systems.

Today we talked about how to do this, and some tools that can help.

Matt of ML2 Solutions gave an overview of CRMs and how they can help systemize your business.

Randy talked about the pros and cons of some of the specific CRMs to choose from. He felt like the two best options for CRMS for freelancers and small businesses would be:

I have just gotten started setting up Dubsado, which I am very excited about. It is more of a business management tool (for creatives) as opposed to a CRM. And I use YouCanBook.Me (integrated with my google calendar) to book meetings, which has been a HUGE time saver.

Donna mentioned a workflow tool she likes called Podio which I believe is this:

FYI, here a link to the Meetup Event.

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