#Crm

I built CRMPro after talking to a bunch of small sales teams who were either stuck in spreadsheets or paying for Salesforce and using 10% of it. They didn't need AI forecasting or enterprise territory mapping.…

I've talked to a lot of small sales teams over the past few months while building a CRM tool. Almost every one of them had the same problem - not a bad product, not a bad pitch. Just total chaos in the follow-up layer.…

This is a weekly post for you to let out about something which happened this week for you in CRM that mattered: features, client requests that were either great or awful this week, and just generally chat CRM / CRM consulting chatter.…

* Sorry, i also posted this in r/marketingautomation but thought it might be more suited to this thread - for now i'm keeping it in both* I'm debating an offer from a CRM agency (providing CRM services to clients).…

Hi All, I’m looking for a solid option for a WhatsApp bassist CRM but using coexistence since I need to keep my business account in place without disruption.…

We built a system for a homeopathy clinic with three branches in Pune. The first thing we learned is that a treatment is a course of visits, not one sale, so the sales pipeline stops being the useful view.…

We run a small wholesale distribution business and have been debating whether adding a CRM would make much difference. Our reps know their customers pretty well and most of the order history is already in our ERP.…

I work at a commercial real estate capital markets firm with approximately 50 employees. We’re currently using Salesforce but have been exploring the idea of building a more customized, AI-driven CRM.…

GITHUB LINK IN COMMENTS It isn’t fully built, I stopped working on it in pursuit of other projects a while back so I decided to release it. I moved on to other projects and figured someone might find this useful.…

I'm the sales lead at a small B2B software company, so I handle most of our demos and a lot of the follow-up myself. A prospect recently asked to speak with an existing customer before we go any further, which would mean asking someone who's already…

Hi, I’m Alex, CTO and co-founder of Attio. I’ve been lurking on r/CRM for a while and the same themes keep coming up: data stuck in one tool, reports you can’t really trust, and what you should expect from your CRM now that agents are in the mix.…