James A.

Hi all— As I mentioned, my company has built a new CRM, and I'd like to learn what features matter most to people. I'm curious to hear what you like or dislike about CRM tools in general. Feel free to share your thoughts in the thread below—no need to mention which platform you use, just focus on the features and elements that resonate (or don't) with you.

👋 I'm James Allis! Co-Founder of Click and Flow - clickandflow.xyz 📍 I live in San Francisco, but spend part of the year in LA Connect with me on LinkedIn - linkedin.com/in/jimjamsf For fun: I'm a former soccer player so loving the World Cup, and enjoy distance running in my free time. 🤖 Current focus: All the things that come with being a founder - fundraising, BD, coding, finance, on and on. 💡 What brought me here: After years in sales and biz ops, I'm especially interested in learning from people building in the Rev Ops space—what challenges are you solving, what's working, what isn't. I joined this community to swap ideas, understand what operators and users actually need, and hopefully contribute my perspective where I can. Maybe show off C&F's CRM if someone is interested. ☕ Outside of work: Running, going to the beach, trendy restaurants and the Golden State Warriors