I try to document as much as possible in my CRM. All of my client emails are archived, and recorded to my CRM. Curious how much people document in their CRM regarding conversations and actions taken?

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Posting as :
works at
You are currently posting as works at

Yes, everything. All e-mails are stored, so there is no reason to re-document those.I use the approach that if I needed to testify in court about what we did and when, I would be able to rely on this, because it's all I have.

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So Salesforce seems to be the CRM of choice! My bd uses and I looked at others however I cannot pull everything I need from Salesforce to properly import into my own CRM. Was a bit disappointing....

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Since I know you are sort of a process "Ninja", here's a question. Do you document everything on the fly, or at the end of the day? I have tried it both ways. Both have pros and cons (to me).

Emails are all stored for me, but I can also BCC to a Salesforce email address if I want it to appear in my notes of the CRM. I do that for most client emails, but not back and forth things, just when there is information I would want in the CRM. I document most of my stuff on the fly, or I will forget it. Except for trades, I document all trades at 3pm each day. Also, when documenting I try and get the important information in, but I don't always got into too much detail. There is a risk of giving not enough information and risk of putting too much information in notes. I think it's a fine line. Luckily, I've never had a complaint, so I can't say how well what I do would work in an arbitration.

Absolutely as you go. I guarantee you will miss stuff if you wait until the end of the day. And it's less efficient. Have their screen open while you address their issues; document; close it, and never think about it until the next action item.

Pipedrive is good

I've been trying to discipline to enter all notes and other documentation into Salesforce and Outlook as I go. Trying out Money Guide Pro now too...

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