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Check out Close.io

• zaroth 12y ago
  I really would like a better way to track calls. I don't want to make my calls through Close.io. Sorry, I know it makes their life harder, but I still want it as close to automatic as possible. Ultimately I think those are tools for sales reps to track their activity, I don't like the idea of imposing it, but I'm happy to provide it. Tools like that have to be asked for, not imposed. I also tried PipeDrive but the guys were not impressed, they said it was missing key functionality. For example, went to enter a contact's Job Title and the field was missing. Didn't matter to them that I could go into Custom Fields and add it, to them it was an inferior CRM. They know Salesforce, they want to go with Salesforce. It's not a significant cost. But this question was more about ethics and strategy than tools. I am curious if people think it's worth asking to record a call, versus forgoing the recording so you don't have to ask. Not asking and recording is not an option.