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Stephen Holland's avatar

Hey Tony, We found those problems too, and it didn't matter which SaaS solution I looked at. There is nothing so unfulfilling as a recovering programmer who wrote a CRM way back in 1993 before the concept of CRM existed. I used Clarion (a 4GL) running on MSDOS. It tracked the work of multiple sales team members, used dialup to send and receive workload information. the Sales Manager could see yesterdays performance at 9:00am when they clocked in, including those who didn't do the data transfer - A performance flag. It was built for purpose and did its job well. I decided to replace Hubspot with a spreadsheet based system that cost AU$99 and have transformed it to do what we do here. Haven't built the AI Smarts yet. An adventure for another day

Jose Couto's avatar

I recognised the unused-feature problem when testing assistants with colleagues. Removing steps they did not want was more useful than adding another capability.

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