CRM Tools Inquiry
For a small 2-partner, ~$20M firm, consider Attio, Affinity, or a custom Airtable/Notion setup—what offers the best efficiency and value?
Having assisted firms in reviewing their CRM needs, I believe specialized solutions such as Attio or Affinity often deliver greater long-term benefits over a custom Airtable or Notion setup. My experience shows that while custom setups allow for tailored workflows and initial lower costs, they can quickly become cumbersome as data complexity increases. Dedicated platforms are designed with inherent scalability and integration features that reduce manual processes. Evaluating workflow requirements and future client engagement priorities is essential in making a decision that supports both immediate needs and long-term growth.
hey, imho custom airtable gives u the flexibility with a lower cost. affnity and attio sound like overkill for a small firm, and you can nicely scale your workflows with airtable even if it means a bit more setup upfront.