The Secret to Cutting CRM Expenses — Already Used by Successful Companies

Can you work intentionally while keeping your productivity healthy and pressure-free? How do you find the vision you want to pursue? And what are the simplest productivity rules worth following?  You’ll find the answers in this podcast episode.

🎙️ Topics:

• Productivity as a tool
• How to achieve intentionality 
• You pay with your life for everything that you do! (4000 weeks)
• How do you know what your goal is ➡️ Life vision — how to find it
• Why and how to adjust your productivity system to your personality, traits, strengths and weaknesses
• TOP 4 universal productivity rules that work for everyone! (see below)
•  What is weekly review all about

• (00:00) - 🎬 Intro
• (03:58) - 💡 Benefits of Integrating CRM and a Project Management App
• (13:47) - 🎙️ Sponsor's break – Nozbe as a CRM
• (14:53) - 📁 Creating and managing a client database; storing interaction history, transactions, and client communications
• (18:08) - 🔄 Managing sales funnels and stages
• (26:53) - 🗂️ Planning and Organizing Sales and Support Work
• (33:18) - ⚙️ Automation of business processes
• (40:03) - 📊 Analytics and Reporting
• (42:32) - 🔌 Integrations with other services and tools
• (46:03) - 🎯 Wrap up
• (47:35) - 🎁 Bonus for our listeners

📝 Show notes

• How to Improve the Quality of Your Customer Service - A Trick
• Nozbe as CRM - a post on Nozbe Blog
• Automatically Create Tasks with Due Dates from Calendly Notifications – Trick
• Emailing tasks to Nozbe

💥 Key Takeaways from the Episode

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.

🎯 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?

1. Everything in One Place
2. Faster Project Execution
3. Increased Customer Satisfaction
4. Better Team Collaboration

🟣 Find Us

• No Office website: nooffice.fm
• Tweet us @nozbe
• Follow us on Instagram @nozbe

💜 Review Us

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