Pipedrive

And you can do that a lot with the CRMs now integrating.

But platforms like HubSpot, Pipedrive, Zoho, ActiveCampaign, and all those other similar CRMs now have this kind of ability to be the central record while the workflow tools can connect all the things.

So you can use AI for this, like you can connect Grok to basically everything.

They'd love you to do that, by the way.

There's HubSpot agencies that will do a build out for you or a management.

Pipedrive, Zoho, it doesn't matter what it is.

The software company gets big enough.

There's a whole ecosystem under it of people making money, helping people with the software.

And it might be worthwhile, like diving a little bit deeper into what Optimus is.

It is a Zoom, Info, Salesforce, Pipedrive, Apollo for freight.

So built by freight professionals with what I believe is the cleanest and largest data set to support it that's out there.

Now, I say that once again, I did go to public school, so I could be wrong on that, right? Take that with a grain of salt.

What do we do? How do we communicate? Right? We use a third-party client portal, right? So, for us, it's not that big of a deal, so they can at least still create tickets and things like that, but we could put a banner at the top.

So in our PSA is down policy, we have send a message through Pipedrive, right? We have put a banner in our client portal letting them know that there's an issue, right? So we have established procedures so that it's not, oh, the PSA is down.

It's like, yeah, that's terrible.

I'm sure they'll get it back up.

I was using cloud code and said, hey, here's the systems we use.

We've got our production stuff in Monday, and my CRM is Pipedrive, and I've got these records in Google Drives, and check my Gmail, all the different systems.

We use Slack.

Everybody uses Slack.

Then there's other tools that are amazing for solopreneurs.

Pipedrive is a great tool for a solopreneur, but you can outgrow it very quickly.

Typically, I find by the time a company is hitting two to three million, they've outgrown that software.

Or even once they've started expanding their sales team beyond just the founder, they're going to need more.

HubSpot, like you mentioned, has some capabilities and certainly some big scalability.

And then Pipedrive is really coming on strong.

I see more and more clients and people I'm working with using Pipedrive.

So those are those are three popular ones.

And there's a new one that I'm actually demoing right now called Campaign Monitor.

up? The first step is just connecting to the data.

So let's just say that a company is using Google Ads and Facebook Ads and HubSpot CRM or Pipedrive or Salesforce, whatever.

And then maybe they have some homegrown database to track customer order shipments or whatever.

Or typically an ERP maybe.

We can have AI pull that information, cr- it create...

It adds it to Pipedrive, our CRM.

It adds the call notes, and it selects the products in Pipedrive that are most relevant based on what we talked about.

So man, then the salesperson can just look at that and be like, "Yes, this looks great." They didn't have to spend half an hour copying and pasting or looking through their notes.

Thinking or remembering and all that stuff, and then booking the next call, right? It's already in-