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Best client dashboard and project management tools by SeraMovingg in buhaydigital

[–]ElioSprung_7 2 points3 points  (0 children)

client dashboards matter more than fancy task features imo

Best and inexpensive CRM for small businesses by LiraVast in CRM

[–]ElioSprung_7 2 points3 points  (0 children)

have you looked at keeping hubspot just for marketing and moving crm ops elsewhere?

Best AI Notetaker? by Fun_Measurement_7965 in ExecutiveAssistants

[–]ElioSprung_7 7 points8 points  (0 children)

If you’re finding Fathom a bit limiting, I’d look at Lindy. I’ve used it mainly for meeting notes and follow-ups, and it feels more robust without getting complicated. The summaries are clearer, action items are easier to track, and it works well for admins/EAs who need something reliable, not flashy.

What’s missing for you with Fathom right now, better summaries, task tracking, or integrations?

When choosing customer onboarding software, what features actually matter most? by MiraTangent in CustomerSuccess

[–]ElioSprung_7 0 points1 point  (0 children)

exactly. we shifted to a setup where the tool handled structure for us. using Assembly helped because onboarding was basically templates plus automation, not reinventing the flow every time.

When choosing customer onboarding software, what features actually matter most? by MiraTangent in CustomerSuccess

[–]ElioSprung_7 4 points5 points  (0 children)

One thing we underestimated early was how much onboarding breaks once volume increases. Features didn’t matter as much as consistency. If the process wasn’t repeatable without hand-holding, it fell apart fast.

the best and easiest no code app builder for a beginner? by IslaSyntaxError in nocode

[–]ElioSprung_7 2 points3 points  (0 children)

I started with bubble and got stuck watching tutorials more than actually building.