0:00 - Intro
0:15 - Why trust us?
0:45 - What is a CRM?
1:36 - Don't Use Airtable & Notion as a CRM
4:20 - folk for soloprenuers + small teams
6:58 - Copper & Pipedrive CRM
8:40 - Save 20+ Hours per week
10:30 - Workflow Automation & Reporting
11:00 - Limited Time Offer (Free $1,200 Course)
11:12 - Avoid HubSpot and Salesforce
11:26 - CRM Bonus Tip!
12:54 - Best CRM Software Final Verdict
13:25 - Next: Best project management software
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0:00 - Intro
0:15 - Why trust us?
0:45 - What is a CRM?
1:36 - Don't Use Airtable & Notion as a CRM
4:20 - folk for soloprenuers + small teams
6:58 - Copper & Pipedrive CRM
8:40 - Save 20+ Hours per week
10:30 - Workflow Automation & Reporting
11:00 - Limited Time Offer (Free $1,200 Course)
11:12 - Avoid HubSpot and Salesforce
11:26 - CRM Bonus Tip!
12:54 - Best CRM Software Final Verdict
13:25 - Next: Best project management software
The CRM space is probably the largest software category in the world, just ahead of project management. That said, there's 2 types of CRM categories:
Okay, let me explain. Most software will eventually get to a point where they need to determine if they should tack on the "CRM" category to their product offering. And because a CRM at the end of the day is really just a database, most software will justify "adding it" to their toolset.
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The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.
If you are considering HubSpot because of price (after hearing things like 50–90% off the first year)—let me stop you right now, you're playing directly into their marketing shtick (you'll see the #1 concern with HubSpot is actually price).
HubSpot was not initially built as a CRM, it was a marketing email automation platform. A powerful (and expensive) one at that—but credit where credit is due. It's just, most companies often need to start with just a CRM to streamline their business operations.
It wasn't until HubSpot realized that acquiring customers for their $20–60k+/yr marketing automation suite was a difficult sell out of the gate, that they decided to built a "free CRM" as a lead magnet (and gateway) to their expensive core product.
So if you're a startup or a team of 20 or less (that will actually be using the CRM day-to-day), we highly recommend looking at a different CRM (we've done a deep-dive on that here). Because after the first year, you will be paying 2-4x more for HubSpot than the competing solutions (even at their proposed "Year 2+ discounts").
Now if your team is quite large and considering Salesforce, we actually do recommend Hubspot in most cases. HubSpot is more user-friendly than Salesforce, and you aren't going to be totally stuck in the expensive enterprise software stack that a tool like Salesforce often requires.
We will also add that we work with HubSpot often, and Copper + Pipedrive have far superior API's to HubSpot (in that we can build the same integration in 1/2 the time), so there is a second-order unseen cost associated to HubSpot.
And finally, there's quite a bit that needs to "go right" in order for emails to automatically log from your team's inbox into HubSpot.
Replies to emails will be logged automatically on the contact's timeline if you have connected your personal email and the following is true:
1. The original email was sent through the CRM or sent from your connected email client with the sales email extension or add-in installed and the Log checkbox selected.
2. The original email was not sent to an email address or domain listed in your Never Log list.
3. The email address is still connected when the reply is received.
4. The reply is sent to an individual's email connected by the user who originally started the thread.
5. The sender of the reply is an existing contact in HubSpot.
(Something that most take for granted when working with a CRM like Copper, where everything just logs automatically with no prerequisites—even if the contact doesn't yet exist in the CRM, it'll go back 1 year through your team's email history and retroactively add those emails)
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There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
folk is a simple yet powerful spreadsheet-like CRM for individuals.
folk is great if you're an individual trying to use something like Google Sheets, Airtable, or Notion as your CRM.
They built it in a way to feel familiar to how you might use a spreadsheet to manage your contacts and important information:
An example of when I've recommended folk to a friend is when they brought up to me all the business concerns they had, which a CRM would traditionally solve, but they are currently a solopreneur or incredibly price sensitive.
Hearing things like "I'm wondering if I could just use Notion to manage all of this" is a great indicator that something like folk is right for you.
If you are planning on scaling or working with a larger team (or expect to integrate with a myriad of other tools), you'll want to use a more business-friendly CRM like Copper.
They do have some cool CRM features baked in like mail merge (for sending out personalized templated emails in bulk), as well as quick access via a Chrome extension when on Gmail and LinkedIn.
folk has built a new custom field type called "Magic Fields" which allows for an AI prompt to do a bit of legwork, whether it be generating a personalized email across groups of contacts, or even more complex data sanitizing functionality. Of all the CRM's we've seen on the market, folk has taken an incredibly unique approach to how their choosing to implement AI to improve their tool:
This is one of the main areas that we struggle heavily with folk. While they have a basic Zapier connector, it's incredibly limited in the functionality. For example, certain custom field types aren't yet supported (like number fields), which makes it nearly impossible to build more complex integrations. While this will be built out over time, they still have a long way to go before having any level of feature parity to that of a more business-focused CRM.
Usually this isn't as big of a deal because if you're more technical you can just fallback on their API, and even use Zapier's Webhook functionality to build out some custom endpoints. The problem though is that they don't actually have an Dev API accessible at the moment, making building any meaningful integration quite limited and difficult.
If you're an individual using Google Workspace or Microsoft 365 and you're looking to make the upgrade to the CRM world from that of a basic Spreadsheet, folk will be your best option. It's like a more opinionated version of Airtable and Notion, that is actually built with proper CRM features like Email and Calendar activity tracking.
On the other hand, if you're working on a team or looking to scale your company behind a handful of team members, we highly recommending a more powerful CRM like Copper, Pipedrive, or HubSpot, if nothing more than just to have a properly fully-featured API as you scale (you're going to need this). That said, if you're in any way considering Airtable or Notion as your CRM, we highly recommend you use folk instead.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
Get 10% off any annual plan for the first year if you use the link above and use the promo code at checkout.
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