Another vote for tagging from me. I’ve been investigating and testing various CRMs recently, an exhausting, boring and time sucking process. On trying to import contacts from another CRM, I now realise I’ll lose a lot of valuable context in the shape of a variety of tags added to contacts. We use this to search, filter and group together by tags to send targetted emails.
Context: We’re a micro-startup, a few hundred contacts only at present, and never likely to be huge. We’re a small consultancy selling services rather than physical goods. Many of the features of most CRMs are unecessary and even a hindrance for us, and they often feel overwhelmingly complex for our needs. Still there’s a lot to like about Hubspot, sufficient to be willing to put some effort in.
We would often add tags like ‘Training course Apr 17’, ‘facilitator’, ‘area of expertise / interest X/Y/Z’, ‘region’, ‘XXX conference Jul 16’, ‘friendly to our biz’… and so on and on and on.
Extremely useful, and I’m also very surprised such a basic and common feature isn’t included. I’d love to see it added!