❌

Normal view

Built a follow-up-only app after years in sales and would love r/CRM’s honest take

I’ve been reading this sub for a while and I've noticed a pattern. Someone asks what their CRM actually needs to do, and the best answers almost always land in the same place: make logging a call fast, attach a next step with a date, and show who’s overdue. Everything else is optional.

A thread from earlier today is a good example: it describes a 6-month sales cycle with the whole team living in Google Sheets. Nearly every reply says some version of the same thing: Missing features matter a lot less than deals going quiet in month 4 because nobody remembers what was promised in month 1. And if logging takes longer than typing it into the sheet, people go back to the sheet.

This was my life for about 10 years in sales before I moved into product design. The logging and follow-up cadence just felt like admin, so they didn't get done the way they should. So I built an app where you log a call or meeting and set the next follow-up in the same motion, in under 30 seconds, and it shows you who’s due and who’s slipping. That’s basically it.

It's not a team CRM (so no pipeline, no forecasting, no dashboards, etc.). It's for individuals in relationship-heavy jobs who are buried in follow-ups and don't want a Salesforce. I'm starting with real estate agents.

Mods, if this isn’t allowed, please delete. I'm posting here because this community describes the problem better than anywhere else I've seen. I'd genuinely value feedback from people who've actually rolled out CRMs:

  • Where does a follow-up-only tool break down? At what point does someone outgrow it?
  • When you've put a CRM in front of reps, what made the logging habit actually stick, or not?

If you want to poke at it: ozzo.work (iOS and web). Any feedback, even blunt, would mean a lot.

submitted by /u/ericsaber
[link] [comments]
❌