Funny coincidence, just today I was toying around with Monica and looking around for another person CRM.
I'm a bit frustrated by the lack of features in Monica.
What I want is this, reminders to stay in contact with someone. I want a notification to appear on my phone saying something like, "hey you told us to stay in touch with Bob every month, click to open WhatsApp and message them." Or slack, text, email, etc.
I also want a central location for all my contacts and info about this. Notes, when we last got in touch and how we communicate (messenger, slack, email, LinkedIn, etc.) I really want it to stay synced with iCloud, Google, Next loud, etc.
I want as much automation as possible.
Every CRM I've looked into seems to revolve around a lot of manual work.
Automation is definitely an area I've thought a lot about -- it's the most common feature request by far. If you actively use your calendar, Dex does a reasonable job of integrating your calendar events with your records. Email is on the roadmap.
We've built the Chrome extension as a temporary substitute, but full automation is definitely the eventual vision. Unfortunately the more interesting channels (Messenger / Facebook) don't have accessible APIs so integrating with them has been an ongoing challenge. Would appreciate any automation suggestions as you try it out!
I'm a bit frustrated by the lack of features in Monica.
What I want is this, reminders to stay in contact with someone. I want a notification to appear on my phone saying something like, "hey you told us to stay in touch with Bob every month, click to open WhatsApp and message them." Or slack, text, email, etc.
I also want a central location for all my contacts and info about this. Notes, when we last got in touch and how we communicate (messenger, slack, email, LinkedIn, etc.) I really want it to stay synced with iCloud, Google, Next loud, etc.
I want as much automation as possible.
Every CRM I've looked into seems to revolve around a lot of manual work.
I'll have to give getdex a try.