Spent the last few months watching outbound teams drown in overly complex CRMs that require a PhD just to log a call, while smaller operations default right back to messy spreadsheets that break the second things scale.
The reality is most software is built for enterprise bloat, not for people who just want to manage pipelines and actually close deals without fighting their own tools.
Got tired of the friction and started building a cleaner alternative focused purely on fast workflows and zero dashboard clutter.
Keeping it in a private waitlist right now to iron out the feedback before a wider rollout. If you are dealing with the same pipeline headache and want to take a look
Curious how everyone else here tracks their deals are you sticking to custom sheets, or have you found a setup that actually doesn't slow you down?

Consider a CSV used to update existing contacts by record ID. Some phone cells are blank because the source has no new information; others are blank because someone deliberately removed an incorrect number. Those are two different instructions, but the file looks the same.

Ignoring every blank preserves good data, yet also preserves numbers that should be cleared. Treating every blank as a deletion risks wiping fields the export simply didn't include.

I'd lean toward a separate, explicit clear-field instruction and a preview that shows additions, replacements and deletions before import. For example, a blank phone cell would leave it alone, while a clear_phone flag would remove it. That adds a little work for whoever prepares the file.

How do you make that distinction in a repeatable bulk-update process, and who reviews intentional clears? I'm interested in the import convention and review step, rather than a CRM recommendation.