Do you ever find yourself searching for client information all over the company? Or wondering who last sent an email, prepared a proposal, or scheduled a meeting? Do you need a simple system to manage clients but don’t want to invest in a complicated CRM? In this episode, we show how to use Nozbe as a CRM.
Nozbe is a task management app, project management app, and team collaboration app that in practice works perfectly as a lightweight, fast, and effective CRM.
🎧 Listen to No Office Podcast #87
🎙 Topics
- Benefits of Integrating CRM and a Project Management App
- Creating and managing a client database; storing interaction history, transactions, and client communications
- Managing sales funnels and stages
- Planning and Organizing Sales and Support Work
- Automation of business processes
- Analytics and Reporting
- Integrations with other services and tools
📝 Show notes
- How to Improve the Quality of Your Customer Service
- Nozbe as CRM
- Automatically Create Tasks with Due Dates from Calendly Notifications – Trick
- Emailing tasks to Nozbe
💥 🎯Benefits of Integrating CRM and a Project Management App
Integrating a CRM with project management software saves time, automates tedious tasks, and allows you to focus on real business growth. But how does this work in practice?
- Everything in One Place
- Faster Project Execution
- Increased Customer Satisfaction
- Better Team Collaboration
🙋 Hosts
- Michael Sliwinski – nozbe.com/michael
- Magda Blaszczyk - nozbe.com/magda
👀 Watch on YouTube
💬 Summary
In this episode, we show that Nozbe — although primarily a task, project, and team-collaboration app — can fully replace a lightweight CRM for small businesses. Using projects, tasks, comments, tags, and templates, you can recreate all essential CRM functions: client database, contact history, sales pipeline, customer support, reporting, automation, and team collaboration. This means your team doesn’t need multiple tools — everything happens in one place, saving time and eliminating communication chaos. Nozbe becomes the central hub for client work: from the first contact, through sending offers and managing projects, all the way to post-sale support.
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