User Review( votes)
Hello ! I tried deploying Hubspot for our company's need, it's not very effective so far.
What would be a good CRM for two main needs:
- Have contacts lists and infos based on their type. I'd like to attach them to their field. For example, create a "Healthcare Profesionnals" list, but also a sub-list with "Nurses", "Doctors", "Labs".
- Second, I just want our team to have info on them, what's been said, what e-mails, docs, bills, have been sent. Like a history and archive. (Hubspot's note taking, appointing calls, tasks, meetings, emails was awesome for this).
Anyone has something simple to advise me? Thank you!
All the best,