Company
Date Published
Author
Matthew Guay
Word count
3732
Language
English
Hacker News points
None

Summary

You can choose a CRM that fits your needs by considering factors such as simplicity and cost, customizability, integration with existing tools, and the ability to automate repetitive tasks. Some teams prefer simple and affordable options like Highrise or Insightly, while others opt for self-hosted CRMs like SugarCRM Community Edition or SuiteCRM, which offer more flexibility and customization options. Customizing your CRM can be done through adding custom fields, tags, and views, allowing you to tailor it to your team's workflow. Additionally, using Zapier to integrate with other apps can enhance the functionality of your CRM. It's essential to choose a CRM that is actively developed and improves over time, and one that fits your team's needs and workflow. By automating repetitive tasks and leveraging the capabilities of your CRM, you can make it an extension of your brain and a valuable tool for managing contacts and interactions.