This task can be performed using Attio
Traditional CRMs are inflexible and take months to set up properly.
Best product for this task
Attio
tech
Attio provides an AI-native CRM that instantly syncs with existing tools and adapts to how businesses work.
What to expect from an ideal product
- Drag and drop custom fields to match your team's needs and terminology
- Create dynamic views that mirror your actual business processes and pipelines
- Connect your current tech stack for real-time data syncing and workflow automation
- Build custom reports and dashboards that track metrics unique to your business
- Set up automated workflows that match your team's existing routines and processes
