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Received — 12 August 2026 CRM - Customer Relationship Managment

What’s the most frustrating part of using your CRM every day?

I'm doing some research into how people actually use CRMs day-to-day, and I'd love to hear from people who work with them regularly.

I'm especially interested in the gap between what a CRM can do and what people actually end up doing manually.

For those of you using a CRM:

  • What's the most frustrating part of your current workflow?
  • Do you frequently have to jump between multiple tools to complete one task?
  • What customer information is hardest to get a complete picture of?
  • What's one thing you wish your CRM could just handle automatically?
  • If your CRM had an AI assistant, what would you actually trust it to do?

I'm trying to understand real workflows rather than just compare CRM feature lists.

If you're willing to share your experience, I'd really appreciate it. I also have a short research survey for anyone who'd prefer to answer anonymously.

submitted by /u/Simple-Mix163
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