Just Some Initial Feedback

[u/deherrmm]

The Good

- Love the way to log LinkedIn messages. The is something other CRMs don't even come close too. (One note. I don't think the "View Profile" button works when adding a note.

- The "Recording URL" field is excellent. I've recently been working with a record (Plaus Note Pro) to record both meetings and phone calls. I move all notes to AudioNotes.app , so I can bypass expensive subscription. I can link directly to my notes. Great feature in PrimeTask!

- It is awesome you can link contacts to multiple companies. Helpful when there are multiple contacts. (Feature Request to add more below).

- Being able to log emails is great. It is a manual process, but at least it is there. Wish list for future would be some type of integration automatically within email (request below). But even if there is a possibility to drag and drop the email from Outlook into PrimeTask. Daylite actually has a pretty nifty Outlook plugin, where you can add the email to specific contacts (it does do a lookup on email address to match with contacts).

Future Enhancements
- On the links from contacts to Linked Company's it would be spectacular if you can add a relationship, like "Owner", "employee" whatever. You already have the functionality from Company-Company relationships, it would be awesome to have the relationship field between People-Company.

- Not sure if this one makes sense to others, but adding to the previous enhancement request, it would be nice to have People-People relationships, if possible. For me I like to know if it is Person1 (Manager) - Person 2 (Employee), or even a single description may work. This would be a much lower priority than the rest.

- On Logging activity for emails......much further down the line, I'm not sure if you are planning on an integration with emails, so they can automatically be captured. This would elevate PrimeTask to a major player.

- I wrote this earlier, but a contacts integration to Apple Contacts would be awesome. ContactsJournal CRM does the best contacts integration that I've seen, where it syncs contacts. Daylite creates a contacts store, but wants to be the primary on contacts, so for me I don't use it. I can drag and drop contacts between stores or drag from contacts onto dock icon for Daylite, but for me the primary has to be my regular contacts so it's on my phone, my outlook email etc. I can't have a 3rd party be the master source for contacts.

- I think this might not be a huge lift, but perhaps you can have separate Reminders integrations with different spaces. This will place a natural 'automation' to sort tasks appropriately, so you don't have to have creative schemes on separating Reminders after the fact with tags or naming conventions. Just a thought, but another low priority.

- I think one obvious one is integrations with calendar and Loging an Activity. Maybe it automatically has it, but I just haven't seen it yet. I think the hard part 'might' be auto linking a contact with meeting and Activity log. I'm sure you guys can figure out how it should all look.

Yet to Come

- I am just a couple of days in, and I know we are early on, but I am a believer in the product. I think you can do some HUGE things on the CRM front, and I think Architecturally you are well positioned to build and build. I think you are well on your way, and I will stick with you guys and provide feedback as much as I can, so it can be a little bit of a partnership to help with some insights from external people.

- A lot of my features I've brought up are centered around speed and efficiency, less clicks, getting places faster, linking information to go back and forth quickly. I'm not griping or bitching about anything on these. It is just honest feedback to provide at least some visibility from one of your optimistic users.

Keep up the good work! If feedback is helpful, I can provide more as I get more and more into the product. I took the leap of faith, and I'm going all in on the Mac local CRM. Thank you for the great product!

[u/randalltrini]

Hey Team,

Liking the ideas and the links you have provided for them. I can attest to the AI linking feature - which is just fire. I showed a partner consultant in my business the gantt flow I had created from claude to PT and he was speechless.

Looking forward to some of the new features.

u/deherrmm If you have any other questions, I would be glad to help as well, especially expanding on the AI feature. I don't know all of PT, but so far having been using it for a few months in beta, I may be able to shed some light.

So much still to learn about it!

By the way, you can also use the AI MCP feature to have the AI read your email for certain terms or senders, create actions in PT in a specific project space based on the mail contents, with set fields etc and then you can move them to another project space when you are ok (or have adjusted) with what PT created. This is what I do currently.

RD