Please recommend a CRM for this purpose:
Jing Hu
0 replies
Hi all,
I have collected hundreds of investors' name and detail so that later on I can use to fund raise for ahgain (my startup).
I tried hubspot sales, but there is one thing about hubspot that really annoys me is that if you link your email with the account, they will automatically add any new recipients from your email conversation. This makes the whole DB super messy very quickly. As OCD as me, it is driving me crazy.
And I probably will also not go with other big ones like salesforce, since most of their features would be redundant for my purpose.
Must have features:
1. can create contact
2. can sync the email of the contact
3. can tract the conversation
4. can directly send from the CRM
5. can tag to categorize contact
6. can send bulk email to contacts with certain tags
Good to have features:
1. can sync conversation on linkedin
2.... haven't thought about what else do I need.
Thanks for reading! And please comment below if you know something suitable!! :)
🤔
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