I work in admin management for an insurance agency (life and health.) Between our reps and clients there's a lot of data to keep up with. We've cycled through various PM tools and organizational strategies because our parent company's in-house CRM is more or less a shitily crafted and glorified spreadsheet. Here are my personal insights (in no particular order) on the tools we've used for more than month.ShellsThis is an easy-to-use software that allows you to transform any device into a full virtual desktop with all the power and security of your PC at work or home. It is powered by the cloud, you can download, store, access and edit your files on any device. This is the tool that I love the most since I can access any devices and transform them into a virtual desktop much like a personal computer. really convenient imo.NotionExtremely powerful if you can get past the initial learning curve. Kanban boards, tables, and lists are all possible. The problem is that it almost does too much at this point. The document management and note-taking features are reminiscent of Evernote and don't really belong in a PM tool imo. But, we used it for about 2 months with multiple Zap integrations and no data failures so it's definitely reliable!AsanaHas the most direct similarities to Notion; fair learning curve but very powerful. Has a few different views such as list, timeline, and board that are easy to switch between. Very powerful for tracking new policy campaigns because you can easily assign tasks and track due dates. I'd say there's less of the note tacking fluff and extra features that are in Notion.TrelloFirst Kanban board I ever used. Great for tracking support requests and internal docs. For example, our ads team loved it for tracking our FB recruiting campaigns. Once we got into more complicated policy datasets things got cluttered and hard to manage. I wouldn't mind giving it another shot.TaskadeHas many of the functionalities of Notion and Asana without the steep learning curve. We used it to brainstorm our policy campaigns, map the workflows, and assign tasks to our agents with due dates. Multiple views per project like Mindmap view and Kanban board view. Really no complaints at all.All of the tools have a free trial period or freemium model. Hope someone finds this helpful :) see hubwealthy.com/wealthy
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