Because I'm building for the people who hate hubspot or any bigger player who is calling themselves as CRM

I'm thinking I can't farm any of my ICP if I use the word CRM for Seo.

Cuz I need anti-CRM people, at the same time my SaaS product is genuine it's simple and have alot of useful feature and I don't care if the idea fails too cuz I created it for myself

So tell me am I wrong to not use the word CRM, even though I'm close to one?

TBH I wanted to call it CCM ( client context management ) there is bigger reason behind it

And also in few hours my product is launching on PH, wish me luck with the above concept if you agree...

Most CRM advice here is about which tool has the feature you need. We came at it from the other end. We run a two-person studio, we tried the usual tools, and every one of them died the same way - not for lack of a feature, but because keeping them current became a second job.

So when we built our own, the question each time was what to remove.

Kept out, or kept optional:

Pipeline stages. A two-person business doesn't have a pipeline, it has a list of people it owes an answer to. Stages are there but they are optional.

Reporting. Nobody with eight active clients needs a chart to know how it's going.

Team permissions and assignment. There is no team (yet - may change if users want it).

Automation sequences. If you send enough email to need sequences, you're a different business than this.

Mattered more than expected:

More than one date on the same record. Quote sent, follow-up, work starts, invoice due. Almost every tool gives you one date field, which is exactly why people go back to a spreadsheet.

Being able to write a plain sentence about a person that isn't a structured field.

Opening it on a phone in a van and it not being a worse version of the desktop (it's a PWA).

The honest downside: it's not ideal if you hire a fifth person or your sales cycle passes a few months. That isn't a roadmap item, it's the point.

I built it, so read accordingly.

Recruiters were spending weeks reviewing CVs, and great candidates were dropping off before getting a response.

We built an AI-powered workflow that screens, scores, shortlists candidates, syncs with the ATS, schedules interviews, and keeps applicants updated automatically.

Results:

- 1,500 CVs screened/month

- 70% faster time-to-shortlist

- 8 days faster average hire

How does your team handle high-volume hiring today? AI, ATS rules, or mostly manual?

Lately, I have seen quite a few posts along the lines of: I replaced my CRM SaaS with a vibecoded CRM, it works perfectly for my business... etc..

I’d genuinely love to see what these applications actually look like. Especially from a UX and usability perspective. Any screenshots?

Hey guys, I work mainly in construction but I'm taking a bit of a break and thinking of doing lawn care as a side hustle. I know there's tons of reasons to get a CRM that I'd be interested in like scheduling, routing, and invoicing. But looking at the costs I'm thinking if it'd be worth or not.

I've tried the free trial for Jobber, but there were just too many features that I don't think I'll need especially as a solo runner. I'm considering the alternatives like Tofu, Yardbook, and even saw there was a lite plan for Jobber. Right now, I'm thinking of trying out a week or two without a CRM and see if I can manage. But if I do consider getting one, would love some advice on what you guys would recommend. Thanks!

Do other people have similar issues? I'm not near my desk for a considerable amount of time, for e.g. I'm in the car or in meetings most of the day, and at the end of the work day there's an hour of typing up into the CRM what I already know. By the time I get to my laptop, some of the info is lost. So the record's basically useless to anyone but me. Has anyone found something that actually sticks? Can I not just talk to my CRM, like literally voice or text it

I've been thinking about this lately.

A lot of businesses invest time and money into generating leads, but what happens after someone fills out a contact form or requests a quote?

How do you make sure every lead gets a timely follow-up?

Do you use a CRM, spreadsheets, reminders, or some kind of automation?

The more I looked into it, the more I realised this is a common problem for many businesses.

I'd love to hear what works for you and what you've found to be the biggest challenge when it comes to following up with new leads.

You're getting leads.

You're getting deals.

But suddenly things start getting messy.

• You forget a deal because nobody reminded you.

• You check every active deal manually just to see what's due tomorrow.

• Your database gets crowded with old deals and completed projects.

• You know follow-ups matter, but keeping track of everything takes too much time.

• Calculating your real pipeline value manually becomes impossible.

And yes...

You could build your own CRM.

But most agency owners should be spending their time getting clients, not building systems.

That's why I built this.

✅ Automatic weighted pipeline value

✅ Deal health tracking

✅ Follow-up visibility

✅ One-click Won / Lost organization

Instead of manually cleaning databases and moving things around.

If you're running a small agency or service business, I'd love to hear what you currently use to track deals.

TL;DR scroll to the bottom where I have a —- that is where my question begins

I have had an interest in developing business systems as a software developer since early 2000

Back then my first contract job as a software developer was building a backend business system, which consisted of LMS, a contact manager with some sales reports .. they offered coaching and consulting for insurance agencies

I called that a BMS or business management system. That was my lingo almost 30 years ago. :p

Since then I’ve built a dozen BMS type systems for a variety of businesses from coaching and consulting, knowledge management and education, manufacturing across multiple industries (environment controlled systems, aerospace/MRO, distribution, industrial coatings, agriculture, heavy equipment, transportation, and railway most recently).

These are fairly complex systems typically would take about 3 to 5 years of full-time development. One of them turned into a full-time contract or gig that lasted over 12 years. :p

Over the last decade I’ve since renamed what I do “custom ERP developer for midsize markets who have unusual business requirements due to regulation, certification, etc”

Every single one of my clients just had off-course, albeit complex or sophisticated (I don’t know what the word is?) domain model requirements.

For instance, a project that can have one or more crew teams, each team can have one or more members - not totally unusual but wouldn’t work for MRO or industrial coatings or insurance.

Each of those three levels of hierarchy can have one or more associations like equipment .. and equipment can have consumables and/or tools which can be assigned to crew members or individuals or projects

Expenses that can be applied to projects or crew teams, or crew members

And on and on and on .. the list goes on .. the unique requirements of niche markets .. means that there is very little likelihood of finding an existing off the shelf piece of software that does what my clients need and that’s where I have entered the picture

Most of these systems have somewhat generalized versions of a PO .. sometimes a work order .. it’ll have a contact module with some minimal or limited version of what I would call a CRM with pipelines, kanban boards, etc.

—-

So here in lies my question. I see a CRM as a simple version of a sales tool that ties into a Contacts module of some sort simple SAAS apps like pipe drive I think it’s called or other simple CRM‘s where it’s literally a contact manager with some towing for sales people to keep track of sales pipelines and may be issue tracking at the most

But I’ve seen people talk about CRM’s like what I would call an ERP which if you didn’t know stands for enterprise resource planning

That is a blanket term for a piece of software that does everything .. it’s your God app.

So I’m curious if I start to market myself as this contract, I’m working on right now begins to wind down. Am I best to use language like ERP or CRM or custom software development?

I’ve always been very fortunate and capable of somehow finding contracts every year or every couple of years sometimes they overlap sometimes there’s a gap between projects

But I’m really starting to think I need to change that .. I need to bring in more work that I’m capable of doing solo, so I can actually build a business-ish :p

Regards,
Alex

Hi everyone! I'm looking for a public (or open-source) CRM/ERP dataset that contains a realistic sales pipeline with opportunities, quotes/orders, invoices, and ideally several years of historical data for revenue forecasting.

Does anyone know of a benchmark, sample database, or anonymized dataset that resembles a real B2B sales workflow? Any suggestions would be greatly appreciated.

Hi everyone! I'm currently researching CRM and donor-management tools used across the nonprofit sector, and would love your input if you have 5 minutes. The link will be posted below

If you know anyone else in fundraising, ops, or database management at a charity who might be willing to fill it in too, I'd really appreciate you passing it along.

Thank you!

I am a development associate at a midsize nonprofit. We use Raiser's Edge as our CRM. I have been tasked with helping my department decide if we should switch from WealthEngine to ResearchPoint or iWave for research and prospecting. ResearchPoint is fully integrated with Raiser's Edge and would save time for staff. However, it's expensive and doesn't have the research capabilities like the other two do. Does anyone have any experience with this? Is there a tool that you could recommend to make the import/export process easier if we decide to stick with something outside of the Raiser's Edge ecosystem? Please help! I am new and a little in over my head here :)