When our Podio version of InvestorFuse came out over four years ago, I was so excited to see customers start managing their leads with organization and automation. However, what I ultimately ended up seeing was confusion on what to do when. We worked to create a to-do system in Podio, but it was too confusing for people to use it every day all day long.
Trying to solve the problem of “what do I do next” was one of the driving factors that started our journey off of Podio. This is the focus of a short video on our YouTube channel… “Keep your team organized with a digital to-do list.”
If you take the 5 minutes to watch it, you will learn:
How we’ve made it so simple for people to understand their to-dos
How you’ll never have duplicate to-dos
How to monitor other people’s to-dos
and How to prioritize with to-do filtering
The work is never done here at InvestorFuse, but I’m so proud of how we’ve changed to-dos over the years. I love hearing how customers clearly understand what they have to do and when to make deals happen.
Check out the video and let me know your thoughts!
John Whitfield
InvestorFuse CEO
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