Customisable Categories for contact boards
A
Alex Toh
Dex presently has a feature where contacts are categorised in a board with vertical columns. However, the categories and descriptions for each contact type are fixed.
One use of a personal CRM, is a short extension into business relationship management for professionals like myself who don't rely on, or don't find the need for complicated corporate CRM systems.
The ability to customise my own categories for boards, and tag contacts and place them in these categories would be very useful for sorting out follow ups from work meetings, or even personal ones. It also serves as a visual reminder of top client prospects and progress with these prospects.
Here are some examples of what Todoist suggests:
The point is not so much the individual use case, but how boards that can be customised could fit a number of other use cases that customers might have. An alternative would be some form of integration with Todoist, that would be super cool to see.
All the best! Great application by the way.
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