• Author
    Posts
  • #9011907
    What CRM do you use?
    Travis Devony
    Participant
    May 25, 2023

    We use Pipedrive. What do y’all use?

    #9011908
    Will Barron
    Keymaster
    May 25, 2023
    Will Barron May 25, 2023

    We’re on HubSpot. Middle of the road package.

    #9011909
    Ruben Preston
    Participant
    May 25, 2023
    Ruben Preston May 25, 2023

    Salesforce.

    #9011910
    Jeff Graber
    Participant
    May 25, 2023
    Jeff Graber May 25, 2023

    Salesforce with a TON of customizations.

    #9011929
    Roderick Spann
    Participant
    May 26, 2023
    Roderick Spann May 26, 2023

    I actually do B2C sales (Medicare Health Insurance) but we use a highly customized version of Zoho with Zapier integrations/automations

    #9011932
    Jimmy Chrisovergis
    Participant
    May 26, 2023
    Jimmy Chrisovergis May 26, 2023

    Salesforce…

    #9012103
    Chelsea Fama
    Participant
    Jun 2, 2023
    Chelsea Fama Jun 2, 2023

    Salesforce! Enterprise

    #9012262
    Corey Altis
    Participant
    Jun 7, 2023
    Corey Altis Jun 7, 2023

    Sales force

    #9012317
    William Heckadon
    Participant
    Jun 15, 2023
    William Heckadon Jun 15, 2023

    We’re testing out a few – Hubspot currently, used Salesforce previously; also tried Capsule and Monday but they leaved a lot to be desired with intuitiveness

    #9512461
    Harsh S
    Participant
    Jun 26, 2023
    Harsh S Jun 26, 2023

    I have been using ClickUp with a CRM template, sure it’s not as fancy as other CRM out there but for a three-people startup it does quite a few other things!

    #9512500
    Jake Gardner
    Participant
    Jul 1, 2023
    Jake Gardner Jul 1, 2023

    Pipedrive as well

    #9512535
    Ruben Preston
    Participant
    Jul 7, 2023
    Ruben Preston Jul 7, 2023

    Interesting mix!

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