[dconjar]

Contactizer looks pretty cool, but it seems very similar to Daylite, minus a few features. I'm splurging on software right now. I just got Daylite, OF, and the whole MS Office Suite, so I need to make this system work right quickly; at least before I go broke.

Here's the system I'm working on:

1) I manage my insurance agency's leads and sales in the company's CRM and quoting software.

2) I manage my business leads and personal opportunities in Daylite.

3) I record contacts, organizations, completed tasks, projects, and appointments relating to my business and personal life in Daylite, and I do the same for agency information in its respective CRM app.

4) I manage projects and tasks in Omnifocus at home and Toodledo at work using the OFTD sync.

In other words, I plan out my projects and tasks in Omnifocus for EVERYTHING. When I complete a task relating to a contact, lead, or client, I make a note in the appropriate CRM. I keep info on all of my contacts, leads, appointments, correspondences, and completed tasks in the CRM to which the info applies.

When I get a new e-mail, I use the mail integration to automatically add it to my CRM and link it with a contact. Then, if it's actionable, I press two keystrokes and add the task to my inbox, or follow the 2 minute rule.

This is how I have my folders and projects set up right now:

Single Actions List
Purchase List (things I need to buy first chance I get)
Personal Folder
> Organizing Folder
> Social Folder
Business Folder
> Web Sites & Services Folder
> Sales & Marketing Folder
Work Folder
School Folder
1-2 Year Goals Folder
3-5 Year Goals Folder
Life Folder

I also have the following contexts:
@online, @mac, @phone @agency, @home, @school, @errands.

Now I've gotta get everything switched to Apple and make this system work. Steve Jobs is a pimp!