Thank you - glad you liked it 🙌 No for CRM (in the sales context) we use Pipedrive Main reason being not having 2 way email sync is a deal breaker for us. Actually evaluating new CRMs right now and thinking of either attio or breakcold Might make a video soon!
@@janvmusscher is Pipedrive good for small outbound agencies? can I sync all my outbound emails under pipedrive? And also, do you use Pipedrive CRM for you clients to track their cold email leads till the leads convert to an appointment?
Thanks to the comment! E-Mail reminders pre call? Yes we do We book all calls trough calendly and send 3 reminders. Either the prospect fills out the calendly themselves or our appointment setter does it Helps with tracking, rescheduling & reminders
That’s awesome! For my agency we have a similar labeling / lead handoff system But now looking to build something for my SaaS to automatically manage inbox. Does it do that?
really interesting!
show us more of the ops behind it - analytics and smartlead integration how you have made it?
No
You mean how I pool analytics daily into smartlead?
What do you mean Tim?
This is awesome brother
Appreciate it!
eagerly waiting for the next video, how you made it
Coming soon!
awesome video! you use airtable as a CRM as well? or do you have any other crms?
Thank you - glad you liked it 🙌
No for CRM (in the sales context) we use Pipedrive
Main reason being not having 2 way email sync is a deal breaker for us. Actually evaluating new CRMs right now and thinking of either attio or breakcold
Might make a video soon!
@@janvmusscher is Pipedrive good for small outbound agencies? can I sync all my outbound emails under pipedrive?
And also, do you use Pipedrive CRM for you clients to track their cold email leads till the leads convert to an appointment?
solid. excited what you come up with automatedagency. curious, do you make use of email reminders?
Thanks to the comment!
E-Mail reminders pre call? Yes we do
We book all calls trough calendly and send 3 reminders. Either the prospect fills out the calendly themselves or our appointment setter does it
Helps with tracking, rescheduling & reminders
Jan, we built an inbox mngr using airtable, make and open AI all integrated in smart lead. Believe u would find it useful
how so?
It’s for lead gen agencies using smart lead. Makes managing many emails a breeze.
That’s awesome! For my agency we have a similar labeling / lead handoff system
But now looking to build something for my SaaS to automatically manage inbox. Does it do that?
We’ve built a few systems in the past. Can chat about ur requirements and see what we can do
FIRE
@jan can this work for a field team as well?
Yes definitely! Airtable is very flexible so you can make it work for anything and the interfaces work on mobile too
If you're interested in building something like this out feel free to inquire at my agency echobeach [.] ai