Best CRM Software 2024? Notion vs Airtable vs folk vs Copper vs Pipedrive vs HubSpot vs Salesforce

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💬 *Description*
What is the best CRM for small businesses in 2024? If your team size is between 1–300, this video will help you choose the right CRM for your team. Choosing a CRM software is one of the most important business software decisions, because a CRM should serve as the foundation to your business operators for decades to come.

✍️ *Full Deep-Dive CRM Reviews*

🚀 *Other Software Mentioned* (Affiliate)

🎥 *What We Covered:*
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 - CRM Integrations!
10:30 - Workflow Automation & Reporting
11:00 - Secret 🤫
11:12 - Avoid HubSpot and Salesforce
11:26 - CRM Bonus Tip!
12:54 - Best CRM Software Final Verdict
13:25 - Next: Best Project Management

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[efficientapp]

Experimenting giving away our $1200 Copper Crash Course for FREE if you sign up for Copper: efficient.link/deal/copper
Might take this down 😅 that said! What CRM are you using, and do you agree with what we have to say? 🤔

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[beekay]

Started in Notion to get my foundation straightened out, synced to Airtable, now imported into Copper and 2-way synced to Airtable — it’s been a long road but I can’t thank you both enough 🙏 The hardest part was the transformer lookup for Contact Type and Country as Copper wants/outputs them as id numbers and two digit country codes while I wanted full country name and didn’t have the id numbers. Wanted to go with a data store in Make but opted for a Lookup Table in Zapier after watching your vids. Now I’m looking to package this all up internally with weweb or glide to mix in with our Xero stack. It’s been a long road 🤣

[pauldittus]

As always, a very clear and informative video. Brings a lot of clarity to those looking for a CRM without drowning in a sea of options. Keep up the good work my friends!

[fieldforce]

Appreciated and loved. Succinct and clear as always!

[flyrobroy]

Great video packed with a ton of useful information; thanks so much!

[momentumapps]

I'm so glad I found this video. I'll definitely be checking out Folk. THANK YOU.

[johnogilmorejr]

Searching everywhere for just the right startup agency tool. Folk fit just right for me, Thank You!

[efficientvc]

We use Copper to manage our investments within a pipeline, dealflow, and all the relationships involved, has been working great! Was using Airtable before finding Copper.

[momentumapps]

I'm so glad I found this video. Thank you for explaining the different options, it really helped me pick the best solution for my small business. I happily used your affiliate link. :)

[bobDotJS]

It's so true that building a CRM with Notion is a huge waste of time as soon as you have even the slightest bit of complexity. CRMs force you to follow some sort of process while everyone does whatever they want with Notion even when you take the time to build a process out.

I like the editing too, very good video

[hctqhxx]

I found this helpful.

I was thinking about using a Zapier integration + Notion, but it is clearly not the right choice. Thank you.

[marrycollet]

I think after watching this, I’m going to check out folk for my personal use. Great presentation!

[minjibacookey]

Incredible video. Informative, clear and helpful. Thank you.

[HippieP]

Excellent video. Content, editing, etc. When I get to the crm stage, I'll DEF look into these. As a daily notion user for 3 yrs, I'm past tired of hearing "It does everything!" smh I love being educated on what SHOULD be used

[monarush]

This is probably one of the best videos out there comparing CRMs 👏

[estatesdatabaseclub]

OMG! thank you so much i got frustrated building my CRM on Airtable from scratch for my team to make it perfect and it's never does plus i spend 2 freaking weeks of my time and got lost with thousands of automations, thank u for your advice i will gave copper a try cheers 🎉

[adamvine]

Excellent video! By chance...any insight for client portals for agencies? ;-)

[LauraKayeChamberlain-vbdd]

Thank you for addressing the limitations of Airtable and Notion for a CRM. So many people try to make them an all-in-one and they’re just… not

[neugey]

Folk seems like a no-brainer for my soloprenuer business. In my product space the lines are going to blur a lot between people who are are users, fans, content creators, partners and possibly investors as I'm looking at building a community for my product before I begin to upsell in earnest in 2025. I'm a software engineer who has no experience with CRM's and the last time I tried to sell something was a part-time college job in 1994! Folk seems so much less intimidating! Thanks!

[agoogleuser]

Which of them syncs/integrates better with gSheets &/or Notion? Which of them offers ios app?