- Jonathan Costet made this productFolk works perfectly on my end. Lets me import contacts from all my sources, organize and map out my network, and set reminders, tasks and simple flows. Added bonus: lots of automation (contact enrichment, deduplication, scoring, etc...) that takes a lot of time in a regular CRM.
I've been using Folk in private beta for some time, and I'm glad I can finally tell the world how much of a game-changer it has been for me! Folk saves me a HUGE amount of time: it keeps all my contacts from multiple sources in one place, it automatically deduplicates/enriches/adds email threads to contacts, AND it acts like a CRM but for my network. I had tested many options before, so I'm relieved I won't have to switch tools back-and-forth anymore!
New product that instantly made me smile. It fits in between the virtually useless contacts list in Gmail and the distant-feeling CRM in the cloud. Using it made me realise this happy medium of Folk is much quicker for the kind of contact management and outreach most relevant for our company. Plus the overall UX and beautiful UI run rings around the majority of CRMs and contact managers out there.
- Streak is pretty cool. It integrates with your Gmail and absolutely free. I believe all your do's and dont's of building long-thriving (Not Just Lasting) relationships can be accomplished with this. There are preset pipelines and one of the personal pipelines will suit you the most. It works like a spreadsheet and each cell here is called box. Every contact is categorised into different stages. You can create tasks for yourself. Hope this helps.
I've used Streak for + 3 years and has always been my go to. I've set it up for clients for sales, project management and my personal inbox.
Support is always willing to help and once you think you have mastered it, there is another hidden feature. (formulas in a CRM anyone?)
Make sure to hold an onboarding session for your team and commit, it will pay off.
Indispensable for managing hires and pipelines, been using it every day for months. However, it frequently takes a couple of seconds to load, and can take longer to retrieve old emails assigned to a box.
- Pretty simple , we moved from Salesforce to Hubspot. It has all basic features small business may need.
I've been using HubSpot CRM since it was in Beta and it's really matured into a powerful CRM. I do pay for the Sales Pro tools which unlock a lot of power. There are some limitations however that make it a bad fit, you can read more about those in this review - https://www.techsmartboss.com/blog/top-things-you-should-know-about-the-limitations-of-hubspot-crm-with-workarounds/
I applied for the program through Start-Up Chile accelerator for my startup.
It is a bad product, it lacks of quality, features and it is expensive. That is ok, you have the choice to deliver bad quality as I have the choice to find other solution.
But I can not cancel hubspot account, now we are attached to a 12month contract per agent without any advert. I'm watching how they take my money every month even when I am not using it, and i begging them to cancel my account, they refuse.
Keep away from hubspot for startups, this is more a SCAM than a support program.