I'm doing some research into how people actually use CRMs day-to-day, and I'd love to hear from people who work with them regularly.

I'm especially interested in the gap between what a CRM can do and what people actually end up doing manually.

For those of you using a CRM:

• What's the most frustrating part of your current workflow?
• Do you frequently have to jump between multiple tools to complete one task?
• What customer information is hardest to get a complete picture of?
• What's one thing you wish your CRM could just handle automatically?
• If your CRM had an AI assistant, what would you actually trust it to do?

I'm trying to understand real workflows rather than just compare CRM feature lists.

If you're willing to share your experience, I'd really appreciate it. I also have a short research survey for anyone who'd prefer to answer anonymously.

We have a content type with a multi-select field with (let's say) options A, B, C, D. A ton of nodes already have the field populated with content. We need to add an option E, and would like to have it selected if B is also already selected.

Is Views Bulk Operations with Views Bulk Edit our best (or only) option?

One clinic group went from 38% of calls hitting voicemail to 0 missed calls, while new-patient bookings increased 31%.

The AI handles calls, bookings, rescheduling, and escalates edge cases to staff with full context.

Would you consider this part of your CRM stack?