Sage CRM Blog

Learn how CRM can help you Get Things Done


Getting Things Done (GTD) by David Allen is one of the most popular business productivity books of all time.

This landmark 2002 book provides a methodology or system for people who want to accomplish more with less effort. GTD involves planning tasks and projects in advance, reviewing your next actions, and then progressing important tasks and projects.

If you are unfamiliar with GTD, the five stages are:

  • Stage one: Collect relevant information from your life
  • Stage two: Process this information and decide what's actionable
  • Stage three: Organize this information in a way that's meaningful to you
  • Stage four: Review what you've collected in your system and identify what you need to act on next
  • Stage five: Do what's important

The ultimate goal of getting things done is to get critical information out of your head and into a trusted system. David Allen describes this best when he says:

"Your mind is for having ideas, not holding them."

Using CRM for GTD

In this guest blog post for Sage UK, I explain how CRM can help you and your team move through the five stages of getting things done.

First, I describe how sales, customer service and management teams can gather information from multiple sources and store it in CRM. I explain how to process this information in CRM. Then, I outline how you can organize this information in a way that's meaningful.

Next, I explain how you can review and identify what's important in CRM. Finally, I describe how you and your sales, customer service and management teams can use CRM to complete your next action.

CRM isn't a purpose built GTD solution, but if you understand the principles of GTD and how CRM works, you can use CRM to get things done.

If you'd like to learn more please read: How CRM can help you and your business Get Things Done. You can ask qustions on the Sage UK blog or reach out to @SageCRM.

Image via Sean MacEntee