[CRM - QUESTION ]
Hey everyone, 👋
I’m looking to keep my leads and accounts in the CRM updated in real time. Ideally, I’d get alerts and automatic updates whenever there’s any change.
Anyone using a tool for this? Would love some recommendations.
🙏
Many CRMs nowadays have built in automations that you can use for this. If it is not available in your CRM, then I would suggest no-code/low-code tools such as Make.com or N8N.
Jared R.
Every information possible about the leads and accounts that I'm going after.
Think about a bloomberg for Sales.
Bloomberg provides you with real time info about companies for financial professionals to take actions.