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The Gantt view is coming-it's currently in beta. You should see it show up in your account in the coming weeks, just hang tight!

@@efficientapp thank u. Its a great app anyway!

We agree! Stoked to hear you're enjoying it!

Awesome to hear! If you used our link, definitely make sure to lock in the course for once it's released here: efficient.deals/motion Regarding Motion as a CRM, definitely not recommended. How big is your team? Is it just you? If you're an individual we'd probably recommend just going with folk over Copper: efficient.deals/folk (make sure to grab the discount there if you give it a shot). But yeah, Motion is not a CRM, they are a project management/task/calendar/daily planner tool. CRM is a totally separate category.

⁠​⁠​⁠​⁠​⁠@@efficientappgreat, I will do re the course. It’s mostly me, sometimes my wife, and I have a video editor too, but they’re a freelancer. Thanks for the suggestions. I tried both Copper and Folk via your links and both have great features. UI/UX of Folk seems smoother so leaning towards that, and they don’t have contact limits which is good. Do you know how well I can integrate Folk with ConvertKit? And if so, what’s the best triggers/actions to set up via Zapier, and/or other ways to best set them up? Looking to have as seamless a tech stack as possible as we build this mission up. Love what you’re doing, keep up the good work 🙏

Sounds like a good call my friend! And glad you referenced Zapier, you're already on-top of your game! Have worked far more with the Copper API and Zapier connector, but in looking at folk, I'd probably recommend the folk "Person Custom Field Updated" trigger: Triggers when a person custom field (for example tag, status, text, assignee) is updated. Either just have a tag added as "subscriber" to which can trigger it, and then you'll have a filter step that only continues if the field contains subscriber (and, importantly, don't continue if either {{date subscribed exists or ConvertKit URL exists}} - will explain what that means and why in the next paragraph). What's important though is after you have the action of adding them to ConvertKit, do a folk person update and either have it update a "date subscribed" field or "ConvertKit URL" so that is logged back to folk. That way if you update the person record again, it won't try adding it to ConvertKit again since folk (your CRM) knows that the integration has already been ran, if that makes sense?

We aren't either! Used it for 4-5 years and so happy to be done with it 😅 so what are you using now/what did you go with?

Haha we can totally relate! Super curious, what did you end up moving to? Or are you actually still crazy? 😏😁

@@efficientapp I haven't chosen anything yet, just kind of trying things out right now.

It sounds like you're looking more for a reporting tool. Are you using something like Stripe? Profitwell and others should be able to give you that type of information if so.

Haha cool to hear you're giving it a shot. Make sure you use this link: efficient.link/r/motion to lock in the free course (you can claim it here): efficient.deals/motion Curious what you think of it! Using it just for yourself? Or your team as well?

Oh, no we don’t use it really (only when Instagram asks if we want to also publish to our Facebook page we say yes). The reason is because our audience isn’t on there! But Buffer and all the other platforms work with Meta too!

You can see first hand from our past live stream: efficient.link/live that we aren't so great at this and not super worried about figuring it out or being the best, yet alone teaching people our "meh" ways haha. So probably not going to do a video on this, that said, we used OBS, but Steamlabs OBS is definitely a bit more user-friendly with initial setup. Hope you can understand, and hope to see you around the comment section more anyway 🙏

Yep, still using it! Haven't had a reason to switch. What do you like about Edge and FF?

@@efficientapp i use mac air m1 , so just small monitor, but use arc, it takes up the entire mac frame, so i quit it :) i think it's suitable with large monitor

Wait, really? I use a Mac Air M2 and I just press CMD + S to show/hide the sidebar depending on if I want more horizontal screen real estate or not. While not docked I typically just leave the sidebar on the hidden hover mode though which gives me full screen real estate and even more vertical real estate since I don't have tabs and bookmarks below them. Have you tried that?

@@efficientapp Yes, of course i tried but i will try it again , vertical tab likes Edge i am using haha , ok thanks for your recommend

Please keep us posted! Curious to hear how it goes!

So guessing you have a bit of a larger team/more established business processes?

Correct! While BILL Spend & Expense doesn’t have any bank minimum requirements. Which did you decide on? 👀

But why buy a template that was created by 1 person when you can pay for a tool that was has an entire dedicated team/company behind it? Might as well use a better tool no?

What is it that you like most about Edge?

These didn’t make the cut when doing our initial evaluation and research, are you using them? 👀

Yep, easy one! Click on the task and in the top-right corner of the task you can change the workspace and the project (if you want it in a project). You can definitely change it after creating it though 💯

@@efficientapp - thank you

You got it! Glad we could help 🙌

Haha our tag line isn't "no BS software reviews" for nothing 😄 Glad you enjoyed it! In terms of what you're looking for, Buffer would be the best if you're okay to compromise on it missing some formatting features (IG, Tiktok, Meta, YT). Although don't think they have Google Business. Buffer does also have a central inbox for comments, mentions, etc (maybe not reviews and market place). It might do 80% of what you need, which might be enough to make you more efficient but then you'll need to supplement for where there are limitations! Do you think you'll give it a shot?

oh just saw Buffer actually does have Google Business!

💯 do you have any influence over giving another tool a shot? Curious how you stumbled upon this video, or if you're just browsing for the heck of it? Guessing you have a pretty large team?

We've found them to be quite different in more specific ways. Spark is good for individuals, but when truly working with a team, Superhuman is a better experience. We actually did a full comparison on our site here: efficient.app/compare/superhuman-vs-spark If the cost is a major concern though then I get it. That said, for a business to justify the extra $25/mo is a no-brainer in the time savings in our experience.

Also not sure if you’d know this but would Asana integrate with a crm like RepCard? We use it for door to door sales and I think it would be really beneficial to capture all the leads generated in RepCard to Asana for visibility and tracking purposes. Thanks for the help!

So you could integrate Asana and Motion using Zapier, although we'd recommend switching to Motion versus trying to integrate the two (you'll get a way better experience). We actually used Asana for 6 years before switching to Motion and they now have a full import from Asana functionality. Same thing with the CRM recommendation, so long as you're using a CRM that has an API and Zapier integration for example. Haven't heard of RepCard, but any of the CRMs we mention in our CRM comparison video have an API and would allow you to integrate with Motion technically: efficient.yt/crm

We tried it for a bit and it felt somewhat kludgy, so we didn't stick with it. Don't 100% remember what the reason for getting rid of it was at the time (this video was shot 6 months ago), but we definitely tried it and decided to not even include it in the video. Just didn't work well for us.

Hey hey! So funny enough, we still recommend the exact same thing as in the video. Copper still has projects (don't use), but you can use opportunities (now Pipelines) to create processes, that's totally fine! (Maybe they've disabled the old projects now for new accounts), either way, new pipelines area, yes, definitely go ahead using it to manage a job process 👌 Appreciate the nice comment-Here to help if anything else comes up!

Definitely understand where you’re coming from, it was hard for me to get my head around paying for it, but then after I used it, I thought there’s no way I can go back haha. Our link currently gets you 2 months free if you want to try it and see how you like it without having to pay anything for a while: efficient.link/r/superhuman (the free 2 months will expire in July and go back to 1 free month after that)!

We don't really review enterprise software much at the moment. Microsoft Dynamics 365 is an incredibly dated CRM that companies are typically using because they've been using it for a decade prior. If you're a newer company considering CRM solutions or a team of less than thousands of employees, no, you shouldn't be using Microsoft Dynamics 365, there are far better options available on the market and there's very little that D365 has going for it. Not all that fun covering a tool like that as we'd simply never recommend it for a team to use.

So it's an ad if someone likes a browser over others? 🤔

Are you referring to Motion Flows? If you're an existing customer on a Team account, you can write to support@usemotion.com and you can get into their beta. If you're not yet using Motion, sign up here (and claim the deal): efficient.deals/motion Or if you're wanting to wait until it's GA, probably another 1-2 months. Doubt it'll be more than 2 months, they are building super fast. Still bookmark that deal link and sign up with our affiliate link to lock it in though: efficient.link/r/motion

We have deeply vetted ClickUp, we just can't include everything in a comparison video. If you go to the ClickUp review on our site, you'll get more context: efficient.app/apps/clickup Interesting to hear that it feels like a paid ad because we're recommending a tool over its counterparts for good reason. Can't speak to the errors you've gotten though, maybe write to support? I have 3 calendars connected no problem, but yeah that's not super ideal for that to be your initial experience. Maybe it's due to an ad block or something in your browser? I always disable ad blocking services when first signing up to new tools just in-case. How has it worked for you? Have you had a chance to try it out? Or did you just delete your account after hitting that bug?

I actually used Shortwave for 6 months or so after being an avid Inbox user (saddened when Google killed it off). And it's decent, but in recent times of trying it, I just haven't been super impressed. It just feels a bit less modern and had been a bit kludgy at times at least on mobile. Can understand the appeal of it though for sure. Surprised you like it better than Superhuman though! Splits function as bundles in Superhuman, and have also been quite impressed with the AI search + summaries, haven't felt it being slow at all. Might look into comparing in the future, will add it to the list, just wasn't the most impressed with it last I personally evaluated it is all.

What do you mean? All workspaces flow to a single calendar, your calendar... have you used Motion? Maybe I'm misunderstanding 😅

Appreciate the kind words! If you're using LinkedIn and X most (e.g. those are your two main channels), then efficient.link/r/typefully would be a great and enjoyable option (it's what Andra and I use exclusively now for X & LinkedIn). That said, you can't expand past those two channels with it for now. Completely hear you on Canva lacking a good text editor. Hope you find something that works best for you based on the channels that are most important for you-glad we could be involved in some way in the journey 🙏 Hope to see you around in other videos!

It's coming out soon, but if you want early access, you can write support@usemotion.com and ask to get early access. Though I think they require you to be a team account to get early access.

As the good ol' saying goes, "if it aint broke, don't fix it!" Sounds like Hootsuite is working for your needs 🙌 You're right, going into the phone app is a lot of work, it's just worth it for us for CZcams since it's the channel we want access to full-features for.

Would not recommend Cloze, it's an older/dated CRM. Put it this way, there's a reason we don't cover Cloze on our channel (or website: efficient.app) and it's because Cloze doesn't meet the criteria bar for software we're open to evaluating (which in and of itself should be a red flag). In general, Copper is much more modern CRM with a better UI/UX. Check out our full CRM comparison video here: efficient.yt/crm

oh gosh, stay away from Zoho. There's a reason why we don't even cover them on our site or this channel. Their tool is a mess, and a trying to do too much at once. Stay. Away.

Yesss 🙌 It’s been awesome to have that team clarity of who is running with what!

You got it! They would have a *better* experience if they are using Superhuman, but they don’t need to be. They will simply get an email to notify them every time a new comment is added to the thread.

@@efficientapp That's great since not many people I know are on SH. So can they respond to my comment if they aren't using SH?

Yep, exactly! They will just need to authenticate in using Google or Microsoft 365 (for right now to validate they are who they said they are, so people can't anonymously leave comments, you will know who they are). But no Superhuman needed! That said, you can be the awesome friend that sends them a free 2 months trial for Superhuman using this link: efficient.link/r/superhuman because once they give it a shot, they probably won't be able to go back 😁

You can tag team members but they must all be using Spark Mail. In Spark you can't share with non-team members, not to mention Spark Mail is an inferior email experience to that of Superhuman, but you can learn more about that in the full comparison: efficient.app/compare/superhuman-vs-spark

@@efficientapp Slick video, narrow use case. And the #2 in email innovation charges $30 a month versus whatever Spark charges.

Depends what you value! If Spark is working for you, then that’s great. We value the sleek experience Superhuman offers, the minimal interface, the speed (watch our full review to fully get our thoughts efficient.yt/superhuman) We did a deep dive on Spark and while we think it’s a better choice than Gmail or Outlook, it didn’t tempt us. Here is the write up efficient.app/compare/superhuman-vs-spark Have you actually used Superhuman before? FWIW I was definitely against the idea of paying for email, ever, and totally resisted the idea, said I never would, then tried it for a month and 4 years later here we are, still with a paid subscription and can’t imagine switching off.

What do I do with my hands? 😆🙈

@@efficientapp🤷‍♀️

Is that what I should do with them? I'll try that next time 😆

We agree! Excited to show them off properly on the new site 😉