I just started using Attio and I don't find the most basic CRM functions.
Hello,
I have used mainly Salesforce, Hubspot and Pipedrive in my career. I wanted to switch to Attio to get a faster and more slick UX, as I am launching a new company and need something as lean as possible. I need help with these few very simple usecases:
- I just had a phone call with a customer, unrecorded. I want to create a "call", with the outcome "connected", and notes from the call. All I found is "new meeting" or "new note" which are a UX disaster to just log a simple call. I don't want to have to fill a title, description, etc. I just want to add quickly an interaction. As there is no Linkedin integration it's the same for linkedin messages. How can I just add an interaction in two clicks? I don't understand, this is the most basic thing a CRM should do - logging activities.
- have an activity view with everything emails, calls, linkedin dms, and see the content without having to click on it
- task engine where it goes to the next task and every time opens the right record to add notes
- etc. etc. etc. Just basic CRM functions... Is there anything I am missing? Are people actually using Attio as an everyday CRM for Sales people?