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Normal view

What would your ideal simple CRM actually look like?

For people who use a CRM for leads, sales, or customers:

What are the features you genuinely need, and what feels unnecessary or overcomplicated?

I’m curious about a few things:

  • What are your must-have features?
  • What do most CRMs make too complicated?
  • What do you still manage outside your CRM using WhatsApp, spreadsheets, notes, email, etc.?
  • What usually makes you stop using a CRM?
  • If you could remove 80% of the features and keep only the essentials, what would you keep?
submitted by /u/Clean_Situation_72
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