Attio is the only CRM I have found that really meets my overall needs. Every other CRM felt like I was having to fit into a box. The airtable-style approach is awesome for building custom pipelines, and the combo of clearly defined stages and attributes...
Being able to create a rich customer database which includes a detailed profile for each of the contacts and companies you come in contact with both via email and those you import from previous systems.
The documents aren't able to be organized and easily found.
Attio is the only CRM I have found that really meets my overall needs. Every other CRM felt like I was having to fit into a box. The airtable-style approach is awesome for building custom pipelines, and the combo of clearly defined stages and attributes...
Being able to create a rich customer database which includes a detailed profile for each of the contacts and companies you come in contact with both via email and those you import from previous systems.
The documents aren't able to be organized and easily found.