CRM in the process of dealing making

searcher profile

November 24, 2024

by a searcher from Brandon University in Brandon, MB, Canada

I'm finding it more of a hassle to use CRMs to organize leads especially angled towards effective follow-up. In a perfect world Id be able to look at a lead name and the column next to it would be in red indicating that its been more than 7 days since i last contacted this lead (hopefully thats a number i can tweak).

What are some good practices you've seen work when it comes to managing CRMs with Searchfunder in an effective and efficient manner, as you know you can spend hours extra organizing and adding onto your contacts instead of spending more time looking through deals and reaching out to leads.

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Reply by a professional
from University of Waterloo in Toronto, ON, Canada
Rabbit hole that never ends.

- For high customization attio.com
- for deep integration and automation useklipy.com
- for more basic needs twenty.com
- then there's build your own with notion.com

Honestly I've tried them all. Each with their own quirks. Happy to expand more on each though.
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Reply by a searcher
from Massachusetts Institute of Technology in São Paulo, State of São Paulo, Brazil
Bigin from Zoho is quite simple and has some basic automation that fits your requirement (if > 7 days without email updates, notify)
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