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Recommendations on the "new" generation of outliners?
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Posted by Stephen Zeoli
Jul 7, 2023 at 03:07 PM
This is probably an overly simple “solution” for you, but just in case it sparks some ideas, this is how the developer of Reflect recommends using Reflect as a CRM:
Reflect is not super powerful yet, but it is easy to use and has a minimum amount of friction. And even if you don’t use Reflect, the system he recommends might be useful in other apps.
Steve
Tumbleweed wrote:
>Hi again, so my CRIMP is getting serious!
>
>My main issues are:
>1) Build a knowledge base that includes not only personal information
>and research, but also information on companies, meetings, etc.
>2) Somehow integrates with email history to become a CRM with the last
>contact of an individual being visible. By this I mean I want to easily
>see the last phone call, email or meeting for all contacts, but still
>have these meetings be tied into the knowledge base.
>
>I’m quite sure 2) is borderline impossible. I’ve tried this with so many
>systems: UltraRecall (email sync will become slow), EPIM (should be
>ideal but incredibly buggy and unreliable), Outlook + CloseContact
>(works but siloed), DoogiePim (missing many features, need Exchange),
>InfoQube (email integration poor), Zoot (don’t get me started), Chaos
>Intellect (no external linking).
>
>Is there any way to actually accomplish this? EPIM should have been the
>perfect solution but it crashes and stops working constantly. Or perhaps
>I should just give up trying to have all info for a company, say a lead
>for my business, in one place and have separate email and “all other”
>information stores?
>
>If I go with a split solution, which is what I’ve been doing, the issue
>becomes not fully committing to it and then CRIMPING to other things.
>Here are the different software I think are very powerful and
>interesting as knowledge managers:
>LogSeq
>Capacities
>Tana
>Obsidian
>Anytype
>
>Any tips on this? I’ve had serious case of CRIMP since at least 2011!
>
>