🤔Using Assets as a Customer Relationship Management (CRM) 🤝
Recently, as I was studying for the associate certification for JSM Agent Essentials, one of the courses mentioned using Assets as a CRM. Having experience in Salesforce and HubSpot, this led me to wonder if anyone in the community has experience actually applying this use case for the Assets product.
I know about Atlas, Mria, Crmble, and other CRM's in the marketplace, but I'd like to keep this discussion around molding Assets itself into a functioning CRM.
What are the benefits? What are the pitfalls? How effective is it for your sales pipeline? I'd love to learn anything and everything you're willing to share.
I've started this discussion under the JSM product group as Assets used to be a part of it and it isn't a separate group yet.
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