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Any CRM founders here currently preparing for SOC 2?

We have a SOC 2 readiness kit with policy templates, a checklist, and an evidence tracker for SaaS companies preparing for SOC 2.

If you’re building or running a CRM and customers are starting to ask about SOC 2, or you’re preparing for an audit and need a structured way to get ready, feel free to reach out.

submitted by /u/No-Entertainer8410
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I built a CRM specifically for relationships that start on Reddit

I’ve been using Reddit for customer acquisition, feedback, and talking to founders for a while, and one problem kept coming up:

Reddit is great for starting conversations, but terrible for remembering and organizing all the people behind them.

You talk to someone today, they comment again next week, you DM them later, and eventually you have dozens of usernames with no idea who was who or what you talked about.

I used to manage all of this in spreadsheets.

So I built Bantico, basically a CRM around Reddit relationships.

It helps you:

  • Find potential customers already talking about problems your product solves, asking for recommendations, or looking for alternatives.
  • Keep people and conversation context together, so you know who someone is, what you’ve talked about, and why they might matter.
  • Organize potential customers and relationships instead of keeping Reddit usernames scattered across spreadsheets.
  • Track your interaction history so you can see previous conversations and know where you left off.
  • Use Watchlists for people who look interesting but aren’t ready right now, so you can keep track of them instead of forgetting them.
  • Know who to follow up with as relationships develop over time.
  • Keep beta testers, potential customers, community members, feedback conversations, and eventually paying customers in one place.

The basic idea is that a Reddit post or comment might be the first interaction, but the person behind it can turn into a much longer relationship.

So instead of treating every Reddit conversation as an isolated interaction, Bantico helps you build context around the person over time.

Would love to know if anyone here is currently using a traditional CRM for Reddit-sourced relationships, or if you’re still handling this manually with notes/spreadsheets.

submitted by /u/No-Entertainer8410
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I’m about to launch a relationship-focused CRM for Reddit. What would you actually want it to do?

I’ve been building a CRM focused specifically on the people and conversations you come across on Reddit.

I’m getting pretty close to launching it. Right now I’m mainly fixing bugs, cleaning things up, and making sure the core workflows are actually useful.

At the moment, the platform can:

  • Discover relevant Reddit conversations based on what you sell or the kinds of problems your potential customers are talking about
  • Save those searches and surface new relevant public posts when they appear
  • Explain why a post may be relevant instead of just throwing keyword matches at you
  • Let you decide yourself whether a post is actually worth engaging with
  • Show whether you’ve already interacted with that person before
  • Keep previous conversations and interaction history connected to that person
  • Turn someone into a saved relationship when you actually want to keep track of them
  • Automatically summarize conversations and pull out useful context
  • Organize people into custom lists
  • Track selected people with watchlists and see when they post something new
  • Add tasks and follow-ups
  • See who you’ve spoken to, what you talked about, when you last interacted, and what the next step is
  • Keep opportunities → conversations → relationships → follow-ups in one place

One thing I want to make very clear:

The platform does not automatically DM people, auto-comment, or send AI-generated outreach.

For example, say you sell a CRM for social media and want to know when someone posts that they’re looking for a tool like that.

You could save that search, and when a relevant public post appears, the platform surfaces it.

You then decide whether it’s actually relevant, whether you want to reply, and what you want to say.

I personally don’t want to build another tool that turns Reddit into an AI-slop mass-outreach channel.

The bigger idea is to help you find relevant conversations, know whether you’ve interacted with someone before, remember the context, and keep track of the people you actually want to build a relationship with.

Before I launch, I’d really like feedback from people who use Reddit for business, sales, freelancing, community building, research, etc.

What would you actually want a Reddit CRM like this to do?

Is there something you currently do manually on Reddit that you wish a tool handled for you?

And looking at the features above, is there anything I’m missing or anything you think is completely unnecessary?

I’m still early enough that the feedback here can genuinely change what I build next.

submitted by /u/No-Entertainer8410
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