I have a few clients and i was wondering whats the best way to control and watch over the clients wp.

Hi,
I'm 24M and have been around 2 yrs working as a developer. I want to start building something of my own, but I am not getting any good ideas or problems to work on. So if anyone here has any tech-related business idea or a problem you might be facing in the sector you are working in. Would love to talk, and if it sounds good, we can work together to build something.

Currently use GHL, looking at Attio and Close

Any other ones I should be looking at?

Hello, we are working on invoicing software and wanted to contact more potential customers. We did direct contact, but that is really slow.

We are looking for some CRM, where can we add all potential customers, also the existing ones I would say.

It will be for two people at start, ideally free from beginning. Happy to pay later if we get more paying customers.

What features I am looking for.

• easy to setup
• api/mcp so we can integrate also in our product and add customer on sign up
• have space for 3 people for free
• different category of clients: freelancers, companies, accountants, etc,

Optional features:

• add custom email and be able to send emails to customers.
• prefill email messages based on customer profile/category
• calendar to arrange calls

Do you have such a recommendation? Or what features I would need, but I don't know currently? :)

Looking for some CRM recommendations because I’m currently trialling Folk and I’m not completely sold on it.

There’s only two of us at the moment. Probably 95% of what we do is outbound, either physically going into businesses or calling them. My associate will do most of the initial prospecting, gather whatever information she can, and then either follow up herself or hand the lead over to me once they’re interested.

I’m less interested in a CRM being a prospecting tool and more interested in it being really good at capturing what we find and making sure we follow it up properly.
Typical example would be: she walks into a business, owner isn’t there but staff say they’ll be in Monday. She needs to quickly add the business, contact/details/notes, then set an action to go back Monday. If she speaks to the owner and they’re interested, she can then put an action in for me to call them, arrange a demo etc. From there I’d want a simple pipeline through demo > quote > won/lost.

A few things that are important:
Really quick contact/company and note capture
Custom fields (turnover, current supplier, current POS/software, industry, number of locations, pain points etc.)
Next action/date and reminders
Last contacted
Call lists / ability to filter a list and work through it
Easy handover and task assignment between the two of us
Simple pipeline
Good mobile app would be a big plus as we’re out in the field a lot

Nice to haves would be WhatsApp integration, email integration with open/link tracking, and some sort of ChatGPT/AI integration.

One thing I’m not loving about Folk is the separation between Company, Person and Deal. I understand why CRMs work that way, but for us 90%+ of the time there is one business, one main decision maker and one sales opportunity. A lot of the useful data belongs to the business itself because we’ll want to filter it later for prospecting — e.g. show me all pubs using X POS with £20k+ monthly turnover that haven’t been contacted recently. Having to jump between three different records feels like more admin than we need.

We’re not doing massive automated outbound sequences or managing hundreds of inbound leads. It’s much more hands-on relationship selling and we want the CRM to make sure nothing falls through the cracks.

I’ve looked at Close, Folk, Fluid, Attio etc. but I’m open to anything.

What would you use for this? TIA

A security vulnerability has been reported in Ninja Forms 3.15.3.

The patched version 3.15.4 was released today and includes additional security hardening, including strengthened output escaping in the admin submission edit screen.

If your site is still running 3.15.3, check the plugin page directly. The update may not appear immediately in the WordPress dashboard.

Please update to 3.15.4 as soon as possible.

WordPress.org changelog:
Ninja Forms on WordPress.org

Is anyone else seeing an error in their WP dashboard of "WordPress.com requests to your site are being blocked, usually by a firewall or security rule."

It looks to be associated with Jetpack (hence the wordpress.com reference)?

Environment:
Hosted at IONOS using shared hosting. All plugins (very few) updated. No issues until 7.1.1.

https://www.drupal.org/psa-2026-09-21

There will be a security release for a widely used contributed module on September 23, 2026 between 17:00 and 21:00 UTC.

We are announcing this release in advance because the affected contributed module is used on a significant portion of Drupal sites, and the upcoming release will include a significant number of advisories. The advisory with the highest risk score for the release is currently rated as critical.

Edit

From slack,

This will be the first time we've handled this many advisories, but we're also taking steps to do as much in advance as possible, so we'll see how it goes and then we'll know how long it takes 🙂

Also,

This will not be covered by Drupal Steward. There are far too many individual advisories, and many of them would not be mitigatable by a WAF rule, so it would give a false sense of security if we did probably. (And nothing is highly critical.)

I'll update the PSA accordingly.

🫠

I've been experimenting with agents for GTM work and I'm starting to think building the agent itself might be the easy bit.

The annoying part is giving it enough context to be useful.

If I ask something about an account, I'd want it to already understand the people involved, previous emails, calls, notes and whatever has been happening with the deal. Having an agent research something is less impressive when I first spend ten minutes explaining the customer to it.

I'm curious how people are solving this in practice. Is your CRM becoming the context layer for the agents or are you feeding customer context into them some other way?

And once they have that context, what work are you comfortable letting them handle?

I'm trying to understand how smaller VC/investment teams deal with relationships because they seem to get messy fast.

One person might be a founder at a portfolio company, an angel in another deal, an LP connection and someone we'd potentially introduce to another founder later. Six months pass and remembering why somebody matters can involve searching emails, old notes and probably asking whoever originally knew them.

The CRM options I've looked at mostly seem good at storing the information. I'm more interested in whether they help you make sense of it later.

Anyone here managing this for a small investment team? What does your setup handle for you day to day that you wouldn't want to go back to doing manually?

Hi I am a fresh grad. I built CRM to learn enterprise software architecture, check it in google unithreadcrm says Connects with people. You can freely check it, click test demo to try. I already provided sample data. It is so easy to use, please provide feedback. Thanks!

Hey “RevOps and DataOps”,

Working on something in the revenue operations space and trying to wrap my head around a specific problem before I go too deep.

The pattern I keep hearing is that dashboards tell you something is wrong, but not what, where it started, or how long it's been happening. By the time a number turns red, the damage is already done and tracing it back across your CRM, data warehouse, billing platform, and whatever else is in the stack can eat up hours.

Curious if this is actually a painful thing for RevOps or DataOps teams at software companies, or if most people have figured it out already.

Two questions if you have a minute

1. How does your team handle it today?
   Any tools, workflows, or manual checks that actually work? (Or honest answers about what doesn't?)
   
2. If it's a real problem, roughly how costly is it?
   Doesn't need to be precise, even a rough monthly number, or even just "significant enough that we have a dedicated person for it," is genuinely useful.

Even a short "yeah this is annoying and here's what we do" type reply would help a lot.
Thanks.

Do NOT USE THIS COMPANY
They will force you to signup for the $694.00 plan
You will be forced to also sign up for 97.00 a month “coaching plan” they will be on it when it comes to signing up but for coaching they will be like ghosts.
If you don’t cancel and you get billed the 97.00 they will not refund and they will cancel your account if you dispute the transaction with your bank . So the $694 plan that you paid for will be for no reason. Also the platform itself doesn’t work very well.
Save yourself this headache and avoid at all costs. Complete waste of time and money.

Was working with a developer on UpWork. Noticed he used Elementor for theme.

I asked if license needs to be transferred to me. he told me "oh no you don't need to worry about anything. these theme is like public domain"