Today we released our fist version of our new task manager called Taskhopper Dingo. It's a product that runs within Joomla, a content management system, to keep track of three things: Clients (or leads), Projects (or properties) and whatever tasks are necessary to convert leads to clients and clients to sales.
Whenever I talk to agents, or anyone in a similar self-directed business, where many tasks must be juggled without hitting the ground, I am always amazed at how many different ways we go about trying to accomplish the same end. The image below to the left, you might recognize as that invention in the late 60s that revolutionized how we remember important to-dos. (I think might also have been responsible for the most security breaches once computer systems started asking for IDs and passwords)
The use of adhesive-based paper squares isn't really the best way to keep track of what needs to be done next. I had one person describe to me their version of using yellow note pads to maintain order in their client-property-task world. It all seemed to make sense until I asked,
"Ok, so you have 15 leads, 10 properties and some number of tasks for each. With all those yellow note pads, how do you know what's most important today? (They actually said they use color coded sticky notes)
Even better, "How do you possibly ever take a vacation? How can you share this with your team?"
Dingo, unlike sticky paper, is software you plug into a Joomla website. Using the login feature you, and others in your group, can record details about clients, properties and the tasks required to convert leads into sales. (Visitors and clients don't see it... only those on your team)
It's a pretty good fit for multi-agent offices where there is a true sense of teamwork. Even if you don't have Joomla based website, it still may be something you might want to consider. (Joomla/Dingo is easy to learn and a low-cost solution so you could run a separate website just to keep tasks in order)
We're putting together some reasons Dingo might be something that fits into your world. In the meantime, if you would like to try it, just drop me a note. I'm glad to share with anyone willing to give us some feedback.