So, I went down the rabbit hole exploring the right CRM for my business. I am a consultant who has never needed a CRM as most of my business is word of mouth, but I recently launched my Community Leadership Core accelerator and needed something to track the sales pipeline.
When I started doing the CRM research I was so disappointed. Most CRMs either sucked, were incredibly expensive, or were way too complicated to use. Nothing really served my use case very well and every one felt like I was trying to wedge a round block into a square hole.
Then I discovered Attio.
Attio changed the game for a few reasons.
1) The pipeline structure is incredibly flexible. While I started with my Community Leadership Core sales pipeline, I also set up pipelines for consulting applications and I am setting up pipelines for managing content, projects, and more.
2) The data enrichment is amazing. This is especially useful for me when I can see estimated ARR and size of the team, which are useful data points in qualifying leads.
3) It is really simple to use. Unlike other CRMs that look like they were built in the mid-nineties, Attio is simple, modern, and easy to use.
4) Email is great. I can easily create email templates in Attio, asttach files, and follow up easily with clients.
5) Support is awesome. Cassandra is a machine when it comes to responsive support...she is awesome...and when I have submitted product ideas and feedback, their Product team responds, which is neat.
All in all, I love it. I have never written a Product Hunt before, so this shows how much I love Attio. Well worth a look!
