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.

No self promo, just a place to share tales from the front-line of CRM!

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.

No self promo, just a place to share tales from the front-line of CRM!

This is a monthly megathread where you can all clamour for CRM attention without being banned for spamming this forum. Share your CRM, or consultancy service to your hearts content, (just keep your dignity!) The idea here is to keep the rest of r_crm less spammy, so don't be surprised if your regurgitated chatGPT output and link don't ever get approved elsewhere on this sub.

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When replying, please use the following format:

Put [ASK] at the start of your comment if you're asking/looking for something.

... we'll assume the rest are people recommending without being asked :D

As always, please disclose your relation to what you're posting.

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.

No self promo, just a place to share tales from the front-line of CRM!

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.

No self promo, just a place to share tales from the front-line of CRM!

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.

No self promo, just a place to share tales from the front-line of CRM!

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.

No self promo, just a place to share tales from the front-line of CRM!

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.

No self promo, just a place to share tales from the front-line of CRM!

This is a monthly megathread where you can all clamour for CRM attention without being banned for spamming this forum. Share your CRM, or consultancy service to your hearts content, (just keep your dignity!) The idea here is to keep the rest of r_crm less spammy, so don't be surprised if your regurgitated chatGPT output and link don't ever get approved elsewhere on this sub.

-----

When replying, please use the following format:

Put [ASK] at the start of your comment if you're asking/looking for something.

... we'll assume the rest are people recommending without being asked :D

As always, please disclose your relation to what you're posting.

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.

No self promo, just a place to share tales from the front-line of CRM!

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.

No self promo, just a place to share tales from the front-line of CRM!

Rules

No outright spam; no affiliate links; this includes short generic comment and link; any chat gpt content and a link. Honest replies with insight and a link will be approved, but most 'link drops' will not. We want this to be a subreddit for discussion, not a sales pool.

Posting: Search before posting

Do at least one search before posting, chances are someone's had a similar question. If you can't find anything, see next rules, then post :)

Posting: Give deep context

Do you need CRM advice? Share your team size, industry, leads/day, platforms you need it to connect to, budget, and what you're currently using; lastly note what you don't want. The more detail you give (even if you don't know the right words to use), the more likely someone here will be able to help you.

Short or vague asks may be removed (as they lead to torrents of link/name spam). If this happens, please do post again with more context.

No Spam

Seek first to actually write a good post or comment, then add links if applicable. If your whole post or comment seems to be designed to get visitors to your link it will be removed.

No quick pitches

Don’t see anyone asking which CRM and just name drop or link drop. Give actual feedback or useful information. Statements such as ‘give x crm a try, I can demo it’ will be removed.

CRM Megathread

We are working on a CRM Megathread. Watch this space.

Be kind

This shouldn't need saying, but this community will have all levels of entrepreneurs and CRM users, any comments not in the general tone of helpfulness will be removed.

We are not support

If this is a problem with a specific CRM, first try looking on the CRM providers knowledge base and reaching out to their support. If you've tried that and are just looking for other power users, write that in the preface to your post (it's useful to share where CRMs are lacking and they refuse to add/fix features). Someone might help here, but if it's an obvious support request the post may be removed.

... that being said if there's something useful you've learned in using any CRM, share it, it might help other /r/CRM users.