Hi all! I’ve been doing a bunch of research on CRMs (I have extensive SFDC experience, but don’t need an enterprise tool for my small business (there’s 2 of us)).

Current need: Basic CRM capabilities e.g. lead tracking, sales process tracking, document integration (automating and sending from the platform if possible), email integration. In addition, I’d love a tool that helps me craft followup emails leveraging AI.

I came across a recommendation in a different thread for a Hubspot/Symbo.AI pairing, and wanted to ask if anyone has experience with Symbo.AI either with Hubspot or a different CRM. I had a call with the Hubspot team, and they were not aware of Symbo.Ai, and didn’t have a recommendation for a similar AI solution.

Note: Given OpenAI’s release this week, I’m wondering if I could just use their meeting minutes tool to help craft followup/action item notes post-meetings. Could fit the need, and I plan to upgrade to that sub once available anyway and would save the cost of symbo.ai.

Thank you!