Damian O.

This is not official advise because it's very wrong - but it's a good strategy to give your client a "what's worse". If they don't want a CRM, they can just do this in a spreadsheet. They will hate it, and then you do a CRM upsell

I will chime in on #5 because I have a lot of these conversations with clients. Traditional CRM's will not be replaced for Enterprise buyers any time soon. There are specialized CRM's that are industry specific that work for some of those industries (real estate, insurance, etc). But the big CRM's can also do that with customization. Attio is the only one that I truly see as the next-gen CRM, but again - enterprise will be hard to upend. Everything that Attio does, can be developed on top of HubSpot or Salesforce.

Khaled A. 🫡 you = amazing

Send me their way - I will stomp their impetus. That I would do for free. The consulting happens after 😛

Ayse G. You are my favorite person today 🙂 - 70% of my clients need to be "baselined" with the AI hype

This one is not for the non-tech savvy unfortunately. To your MD contact I would suggest them to recommend Claude Cowork instead. Still a bit on the techy side, but safer

This reminds me of when crypto and bitcoin were starting - a lot of bad actors taking advantage of the hype

Khaled A. https://news.ycombinator.com/item?id=46783574#:~:text=It%20is%20very%20sad%20that,building%20a%20house%20on%20sand.

Yes, that all is true Ayse G. . I would not install this in my local machine with access to my personal (or client info)

I don't disagree with Ayse G. in theory (that's why I'm not using this for client work), but to Loïc V. point, there are security things we can do to test and use