video1.0<iframe src="https://www.loom.com/embed/74c189a235f542dcb678f1a0aacd5f26" frameborder="0" width="1440" height="1080" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10801440Loomhttps://www.loom.com10801440https://cdn.loom.com/sessions/thumbnails/74c189a235f542dcb678f1a0aacd5f26-fe2e051b182d4783.gif282.688In this video, I demonstrate how I manage documents, track tasks, and communicate with clients using CRM2.com for the Otanwa PLC organization. I organized their files into a main folder with five subfolders, including clients, admin documents, finance, maintenance, and templates. I also showed how I use Moendid.com to manage workflow and track tasks with due dates and priorities. Additionally, I utilize Intercom for client communication, ensuring quick responses to requests like invoices. I encourage you to ensure that all folders are properly named and that their contents are correct.