Looking for some CRM recommendations because I’m currently trialling Folk and I’m not completely sold on it.

There’s only two of us at the moment. Probably 95% of what we do is outbound, either physically going into businesses or calling them. My associate will do most of the initial prospecting, gather whatever information she can, and then either follow up herself or hand the lead over to me once they’re interested.

I’m less interested in a CRM being a prospecting tool and more interested in it being really good at capturing what we find and making sure we follow it up properly.
Typical example would be: she walks into a business, owner isn’t there but staff say they’ll be in Monday. She needs to quickly add the business, contact/details/notes, then set an action to go back Monday. If she speaks to the owner and they’re interested, she can then put an action in for me to call them, arrange a demo etc. From there I’d want a simple pipeline through demo > quote > won/lost.

A few things that are important:
Really quick contact/company and note capture
Custom fields (turnover, current supplier, current POS/software, industry, number of locations, pain points etc.)
Next action/date and reminders
Last contacted
Call lists / ability to filter a list and work through it
Easy handover and task assignment between the two of us
Simple pipeline
Good mobile app would be a big plus as we’re out in the field a lot

Nice to haves would be WhatsApp integration, email integration with open/link tracking, and some sort of ChatGPT/AI integration.

One thing I’m not loving about Folk is the separation between Company, Person and Deal. I understand why CRMs work that way, but for us 90%+ of the time there is one business, one main decision maker and one sales opportunity. A lot of the useful data belongs to the business itself because we’ll want to filter it later for prospecting — e.g. show me all pubs using X POS with £20k+ monthly turnover that haven’t been contacted recently. Having to jump between three different records feels like more admin than we need.

We’re not doing massive automated outbound sequences or managing hundreds of inbound leads. It’s much more hands-on relationship selling and we want the CRM to make sure nothing falls through the cracks.

I’ve looked at Close, Folk, Fluid, Attio etc. but I’m open to anything.

What would you use for this? TIA