Productivity Advisors

Productivity Advisors focuses on software selection, CRM, requirements management, project management for Salesforce & QuickBase ecosystems. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

It makes the most sense for sales teams and founders who are tired of spreadsheets. Alongside the main category they mention Consulting and CRM. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Productivity Advisors is based in San Francisco, California and around since 2001. Their site is productivityadvisors.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

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