We are using HubSpot, in the past we've also used Salesforce, and several other ones. But all of these CRM seems to be built on the same structure with different color. It feels quite clunky to me.

Mainly I found myself switching between tabs, tables, and pages to trace down some information. It seems that CRM like HubSpot are built based on their underlying table schema, not for user experience. So I have to follow their tables, clicking, find the next link, click, etc. I have a technical background in the past and are reasonably savvy with a lot of tools. But this experience just feels 2020 to me. Can AI do something with it?

There are some custom workflows I do all the time, such as checking notes of a company/lead in the past before taking a call or writing a custom follow up email, or updating status of a lead after follow-up, etc. Although these are minor things, but given the fact that I pretty much live in CRM every day, I really wish there is something that is closer to Claude/ChatGPT experience.

Note that the workflow I'm referring to is different from the workflow feature in HubSpot. It's essentially an integration hub that plumbing things together, which is needed, but doesn't solve my experience and productivity issue.

Yes, they do have a AI chatbot on the right side, but it's nothing more than wall of text plus search and links. I didn't find myself gaining productivity leveraging it.

I have a technical background in the past, and I'm quite good at using all kinds of tools. I mean, the way CRM currently is, I can definitely do my work with it. But what makes me wonder is, am I alone feeling these kind of clunkiness? anyone else also has workflow that CRM doesn't build for you?

We are using HubSpot, in the past we've also used Salesforce, and several other ones. But all of these CRM seems to be built on the same structure with different color. It feels quite clunky to me.

Mainly I found myself switching between tabs, tables, and pages to trace down some information. It seems that CRM like HubSpot are built based on their underlying table schema, not for user experience. So I have to follow their tables, clicking, find the next link, click, etc. I have a technical background in the past and are reasonably savvy with a lot of tools. But this experience just feels 2020 to me. Can AI do something with it?

There are some custom workflows I do all the time, such as checking notes of a company/lead in the past before taking a call or writing a custom follow up email, or updating status of a lead after follow-up, etc. Although these are minor things, but given the fact that I pretty much live in CRM every day, I really wish there is something that is closer to Claude/ChatGPT experience.

Note that the workflow I'm referring to is different from the workflow feature in HubSpot. It's essentially an integration hub that plumbing things together, which is needed, but doesn't solve my experience and productivity issue.

Yes, they do have a AI chatbot on the right side, but it's nothing more than wall of text plus search and links. I didn't find myself gaining productivity leveraging it.

I have a technical background in the past, and I'm quite good at using all kinds of tools. I mean, the way CRM currently is, I can definitely do my work with it. But what makes me wonder is, am I alone feeling these kind of clunkiness? anyone else also has workflow that CRM doesn't build for you?