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The CRM for enterprise teams (1,000+) with highly complex processes. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The CRM for small + medium teams (200 or less) that use Google Workspace. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Notion + Xero Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

Notion Review 2024 (Knowledge Base): Is Notion worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

The 8 Best Notion Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Top 4 Database Software & Tools in 2024 - Best Database software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Database software alternative is best for your team in 2023?

Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot Review 2024 (CRM): Is HubSpot worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Salesforce Review 2024 (CRM): Is Salesforce worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Best Small Business CRM in 2024? Notion vs Airtable vs Copper vs Pipedrive vs Folk Video posted on Jan 10, 2024 -

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

Close Review 2024 (CRM): Is Close worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

folk Review 2024 (CRM): Is folk worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

2 Reasons Why You Shouldn’t Use Airtable or Notion As Your CRM Video posted on Jan 13, 2023 -

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Skiff Review 2024 (Email): Is Skiff worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Notion Calendar (Cron) Review 2024 (Calendar): Is Notion Calendar (Cron) worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Slite Review 2024 (Knowledge Base): Is Slite worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

How to Pick a Task Manager in Under 1 Minute (Asana, Motion, Monday, ClickUp, or Notion?) 🤔 Video posted on Aug 03, 2023 -

Slite is a shared team knowledge-base platform for teams of all sizes—document, communicate, make decisions, and work asynchronously. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Notion + QuickBooks Online Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

A beautiful and simple calendar for individuals. Google Calendar brings all of your calendars together in one place, so you can manage work, personal life, and everything in between.

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

Top 4 Knowledge Base Software & Tools in 2024 - Best Knowledge Base software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Knowledge Base software alternative is best for your team in 2023?

Top 6 All-In-One Software & Tools in 2024 - Best All-In-One software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which All-In-One software alternative is best for your team in 2023?

The CRM for small + medium teams (200 or less) that are using Microsoft 365. folk is a simple yet powerful spreadsheet-like CRM for individuals.

Ready to take Copper CRM to the next level? Built and managed-for-you Copper CRM automations & integrations. Get Premier Partner from Efficient App

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

The project manager for large teams looking for an all-in-one task and documentation tool. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The digital daily planner that helps you feel calm and stay focused. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Collaborative task manager and note taking tool for personal and small team use. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

An all-in-one project management tool and suite of products for teams. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Airtable Review 2024 (Database): Is Airtable worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The 5 Best Airtable Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

Slite is a shared team knowledge-base platform for teams of all sizes—document, communicate, make decisions, and work asynchronously. Coda is a flexible document tool that struts the line of no-code (you can use it for building micro apps).

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

What is a CRM? Video posted on Jan 11, 2023 -

Whalesync Review 2024 (Integration & Data Sync): Is Whalesync worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The CRM for small + medium teams (200 or less) that use Google Workspace. For solopreneurs + very small teams (3 or less) looking for a CRM that feels more like a spreadsheet.

The 5 Best Google Sheets Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

A beautiful and simple calendar for individuals. The all-in-one work platform Routine is the next-generation platform for professionals and teams to get things done faster!

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

Book a time with a professional Copper CRM process consultant.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. folk is a simple yet powerful spreadsheet-like CRM for individuals.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for enterprise teams (1,000+) with highly complex processes.