CRMs outside of Apollo & hubspot used?

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December 04, 2024

by a searcher from University of California, Berkeley - Haas School of Business in Houston, TX, USA

What CRMs outside of the usual Hubspot and Apollo do you all use?

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Reply by a searcher
from Case Western Reserve University in Cleveland, OH, USA
This is only my experience. I am certain both systems have good features: I started with Hubspot. I found that I was falling behind getting all of the information in because of the length of time it took to add an entry. Hubspot is easy to figure out and understand, just putting in data took a bit of time and those extra seconds were adding up. It also had more fields than I needed. I read how searchers loved using Pipedrive. I dreaded switching, but thought if I am going to do it, do it while I am only one month into my search.
I downloaded my data from Hubspot into excel and uploaded it to Pipedrive without a single data error. It took 2 minutes to move the data over. I could customize Pipedrive with a few clicks to hide standard fields that are unnecessary for my search. I then easily added custom fields which I needed along with a few drop downs menus. This made data entry easy. It was working great for me.
THE GAMECHANGER: Then I discovered Surfe. Which is a plugin and connects LinkedIn to Pipedrive (IMHO - Pipedrive should have this technology native in their system - I believe other CRMs do.) With Surfe, a new contact's data gets pulled into Pipedrive with a single click. While in LinkedIn I can update my custom fields and also see the drop downs I created in Pipedrive. If I want to verify that everything transferred properly (unneccessary, because it always does), from LinkedIn I can open the contact in Pipedrive with a single click. If I choose, it will also pull over that contact's LinkedIn messages with me into Pipedrive,.
I also use Pipedrive for deal tracking.
A system is only as good as the data that is put into it. These tools make it very easy to keep the data updated.
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Reply by an investor
from Indiana University at Bloomington in Austin, TX, USA
I wrote a review of the CRM we use and love a few weeks back on LinkedIn: https://www.linkedin.com/posts/dyckjd_customersuccess-crmsoftware-salestools-activity-7256673015248138243-fUaZ?utm_source=share&utm_medium=member_desktop

CRM is Close.io, it's powerful, simple, and the value is insane.
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