#Crm

I just published the landing page for a mobile CRM called Stuvo. It’s designed for independent, solo operators and micro-businesses who still manage bookings, clients, and batches using paper notebooks or messy WhatsApp threads.…

We have noticed around a 40% increase in lost deals in the last few months, and we are not sure what is the reason. The reasons entered by sales reps vary a lot, so it's hard to spot a pattern. Is anyone found a good way, or used AI in their CRM?…

I’m based in the UK and looking for a modern sales/outbound tool or CRM that can help me: Find local leads Enrich contacts Send cold emails/sequences Call from a UK number Log calls/emails/notes properly in a CRM I’ve looked at Apollo, but it seems you…

✔ Always follow up with leads within 5 minutes — fast response increases conversion chances. ✔ Keep customer data organized to track every interaction properly. ✔ Use automation for reminders, emails, and follow-ups to save time.…

CRM migrators/implementers/trainers: have you ever had a client come to you to move away from their own custom-coded CRM and migrate over to the platform you work with ?…

Hello, When I do any search for non-profit CRMs, I reliably only see feedback about how it works for development staff. I never see anyone review how they handle tracking program participant data of any kind (ie, tracking someone's progress through…

Anyone who works directly with clients will instantly understand my pain. As a Customer Success Manager, the absolute worst part of my job isn’t dealing with difficult clients - it's the constant, exhausting context switching.…

hi all! my partner and i launched a small business 8 months ago. its been such a blessing and we have quite a few loyal clients and our customer base is growing.…

Hello, I'm researching commonsku sw for a potential new position. Its designed specifically for promotional products industry. I have Oracle ERP (SAP/ NS) in my DNA, with HubSpot, FastField , Wix, QB, etc etc experience.…

I work in SaaS marketing and was looking for tools that could handle more than just pipeline management. Mainly wanted better visibility into: customer behavior segmentation journeys enrichment retention workflows A few newer platforms I genuinely found…

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.…

Our sales process has become a bit of a nightmare lately, and it’s honestly costing us money. We are currently stuck in "spreadsheet hell", where leads get lost in the shuffle and follow-ups only happen when someone remembers to check their personal…

has anyone actually seen a crm rollout go smoothly every company says “this crm is gonna save so much time” and then 3 months later reps are updating fields at 11:47pm so management stops yelling at them lmao would love to hear from ppl who actually fixed…

We’ve been debating this internally lately. Emails and notes make sense inside the CRM timeline, but SMS threads start getting noisy really quickly once conversations become active.…

I came across a few CRM startups who ask my feedback. During customer interviews I casually asked them what’s there North Star. Few mention it as Daily Active Users. Seriously if you really understand SDRs and leadership.…

A few days ago I posted that I thought there was a weird gap in the GHL ecosystem. After reading through all the comments, I think I finally figured out who I was actually talking about.…

Hey everyone, I currently run around 30 Google Workspace inboxes with a conservative sending approach about 20 emails per inbox per day. That gives me roughly 600 targeted emails daily (around 18K per month) while keeping everything stable and…

Our team has been running Surfe for about 2 months now to sync my LinkedIn outreach with HubSpot. honestly pretty mixed feelings. The good: saves me from copy-pasting contact info manually.…

We plan to implement a self hosted twenty crm for few of my clients who arent able to justify costs. How do you see twenty crm in this case? My clients basic need is to sync email comms to deals for team collabaration and manage contacts submitted by…

CRM says one thing, ERP says another, BI tool says a third. How do you actually keep metric definitions aligned once these systems start drifting apart over time? submitted by /u/TeamAlphaBOLD [link] [comments]