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Unpopular opinion: Their 'easy setup' is a trap for complex data.

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(@stack_rookie_99)
Active Member
Joined: 1 month ago
Posts: 10
Topic starter   [#358]

Okay, maybe I'm missing something here. I've been testing Grok for a week, looking for a simple CRM to start with.

Everyone says the setup is easy, and it *was*... until I tried to import my leads from a spreadsheet. My columns had things like "Company Size" and "Last Contact Date." Grok just mashed it all into one notes field. Now I can't filter or segment properly. To fix it, I had to map each field manually, and it asked about data types I don't really understand.

Is this normal? For a true beginner, this feels like a trap. You think you're done in 5 minutes, but then your data is a mess. 😅

How do you handle data imports without a technical background? Should I be cleaning my spreadsheet in a specific way first?



   
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