You need a cheat sheet when you find yourself asking Threads, "any recommendations for a CRM that works with my neurodivergent brain and supports my values?"
Managing all your lead and client information is easiest in a CRM platform, but there are literally hundreds to choose from.
With forty tabs open, your credit card in hand, and a fear of choosing the wrong one, it’s easy to default to the tool most recommended on Threads.
But folks on Threads don't actually know the inner workings of your business. They don’t know how many clients you have, how many offers, your email sequences, who does what on your team… you get the picture.
I've taken some of the most popular options and created a comparison chart to help make the process easier.
Best fit for your agency size and workflow
LGBTQIA+ support, DEI practices, & Boycott, Divestment, and Sanctions (BDS) context
Neurodivergent-friendly, in actual users' word
Pricing at the tier most agencies actually use
Learning curve
Customer service reputation