I was talking over the struggles I was having with tracking projects through various stages (novels, relaunches, foreign editions, self publishing, potential new Kickstarters) with a friend who runs a sales business, as well as bemoaning my horrible mess of notes about contacts (reviewers, publicists, people who have asked me to do remember to send them something when it becomes available years ago).
“You need a CRM tool,” he said.
He quickly introduced me to some overly complex tools for lead generation and contact management that sales people use, which I’d never really looked at for a creative business.
But the concept of keeping track of people and what you’d last discussed with them, as well as status of projects, is something I’ve been using Evernote to track (crudely). I’d been keeping a giant text database with hand notes.
“Good grief, no,” he said, looking over my system. “You need something that’ll scrape your emails and calendar and integrate it all as well.”
So now I’m reading about Daylite and thinking I know what I’ll be spending my weekend doing:
The creative side is doing creative stuff.
But on the business side, while I’ve gotten a lot accomplished with GTD and email, I’ve been lacking another layer of organization to handle the large web of obligations, communications, and project management.
Because when I’m not freaking out about trying to visualize everything I have to do, I’m able to get a lot more creative stuff done.
I’m always amazed at the way in which many writers bear their disorganization as a badge of honor, and often, sadly, then watch it cost them money and creative time as things fall apart. I’m always amazed at naturally organized people.
Browsing through the website’s stories, I see a lot of musicians and graphics creatives using this sort of software. Why not writers?