So I want to use signal house to send text. But they said I can’t upload leads on there I need a crm. I only plan to text 250-500 ppl a day and that’s it I don’t need all the extra calendars etc. what’s a good low cost crm to be able to just upload my leads from Google Sheets to connect it and text ?

Hi folks,

I’m a solopreneur that launched a niche SaaS company 2 years ago. My user base is growing fast and client management is starting to take too much of my weekly time.

I never wanted to use salesforce because I always thought it was too complicated, and too depending on specialized engineers at scale to tailor it for my needs, so no Salesforce or hubspot.

I was looking for an ai-powered CRM, new modern tools I could find in this AI era, and stumble on invice.ai. Honestly, I’m sold from their website but I just don’t understand the difference between it and traditional CRMs. They say you can replace your current CRM or use it on top of it. Talking about a system of action instead of a system of record… I understand it assigns one agent to every client, so instead of reading emails you look at your missions (agents in their jargon) and talk with the agent to approve or instruct the next steps so the agents does 80% of the reply’s and only surfaces the 20% that needs human jugement. This is clear and is exactly what I’m looking for, which to me sounds more like an agentic CRM then an AI CRM (what’s even the difference here???).

I got responses from AI LLM’s which did make since but I haven’t heard any humans talk about it online. If any of you have ever use this tool to manage your clients, how did it go?

I’m starting my free trial next week, so I’m hoping to hear back from other founders, managers or sales people that are more familiar with invice.ai

Keep in mind that I was using an excel sheet automated with zappier but this is not sustainable at scale…

Thanks in advance for your contribution,

Steve from 🇦🇺

If any of you remember, I was self-hosting twenty a few weeks ago, and I happened to self-host on Railway.

The bill that came today was very much unexpected

Now we are back to square one, looking for free or inexpensive CRMs with webhook integrations and enrichment; these two are the most important features for me atp

Any recommendations would be helpful. Thanks in advance :)

I handle data for a b2b sales team and I'm trying to sanity-check our setup before we renew anything.

For context, we've leaned on Apollo and Cognism for a while, and both have the same problem for us, where Apollo's coverage is broad but the emails get shaky once you're past the obvious mid-market accounts, and Cognism is cleaner but wants a full annual contract before you can really tell if it covers your patch.

What we do now is check each contact against a few sources before it goes into the CRM and only keep an email when more than one source returns the same one.

This has cut the bounces down a lot, though it's fiddly to maintain and i'm not convinced we've landed on the best stack for it.

A couple of tools get mentioned a lot whenever i ask around (mainly Bettercontact and FullEnrich), but before we switch anything I'd rather hear from people who've used them than trust another round of marketing.

So what are you using for contact data these days, especially for smaller or non-US companies where the big two get thin, and if you've found something you trust i'd love to know what it is and why?

What is something that you struggled with while working with crms and what features do you wish existed in your crm?

looking for genuine insights here

Hello,
As I was struggling the last few month for helping some friends of mine building their internet presence and making their marketing better than before.
I had use multiple tools which I bundled now into a real good product.
Actually using it myself, it's really powerful and incredible flexible.
It is a full powered AI like "openclaw" but with easy to use modules.
Actually it can make all documents from just a voice record, quotes, quotes -> invoices, sending it automaticaly, just tell him to send after you checked.
It makes customer acquisition from website chatbot, whatsapp messages and social media channels as well as complete voice calls with grok. It works better then i had expected, it send a detailed message to the lead for checking the customer details and creates what is need, like just a task, a calendar entry for a visite or a quote, and that all while you still work.

Another point was the social media posting and presence which is really helpful for growing a business, so it can post for you on base of images taken from your work in any language and on several channels actually still adding some more.

Stripe or bancontact or even European QR code payments (without fee) is on board and added to the invoice or whatsapp messages.
I've checked some other CRM and invoice and their you still need to check all at home and make manual actions and the smartphone apps are really limited.
This actual version is so more powerfull and the mobile app is already working for me on a daily basis.

It can be used for much more than carpenter or electrician. Just need a secretarian, it does it with 24/7 reply and it can even help with professional insides like to cut the main water when a closed sink is still leaking, etc.
It learns from your behavior as long you want

I also added some statistics for web site traffic, lead captures like form contacts or email requests.
Email marketing campaign, whatsapp campaign and a lot more.

I'm really so happy, that i would like to have some people testing it for seeing if it's really helpful to other and other kind of sector.
Would be amazing having a chat and let you try for free just for becoming feedback and having some chats on what would be helpful for your profession in your sector.

If you have some friends or customer of yours who wanna try I would be glad to offer the tools for free as long I implement the new features and I passe the Test phase, after maybe I would also be available for partnerships and affiliate programs.

Let me know your thoughts, what else could be nice to implement and just DM if you wanna a free setup, actually you can add multiple AI gateways, with free tier priority and backup providers.

I speak English, French, German, Dutch, Spanish so it would be a pleasure to have a chat.

Cheers fellow entrepreneurs ;-)

I want to build an ExportOS, an AI-powered CRM designed specifically for exporters. It can help manage your entire export sales process—from buyer enquiries and quotations to follow-ups, WhatsApp communication, and sales tracking—all in one place so as no opportunity gets missed. Even i can get AI calls and responses added to it.

Will this work for an exporters or a serious business?

I am building crm with ai features

Every call's logged. Every email's tracked. Every note's saved.

And reps still walk into calls having to reconstruct the whole story themselves: why the prospect went quiet, what got tabled, who's actually the champion.

The CRM remembers what happened and what any of it means.

That's the gap nobody talks about. It's not a data problem. It's a context problem.

I represent a large replacement window and door company based in northeast us. We have met with all the big crm companies and nothing fits all phases. Is there anyone out there that would be willing to create one or customize one they are currently working on to match my workflow. It needs to handle a large database, 30 to 40 active callers a day, 50 or more field salesman, 30 field service techs and 100 office emoloyees.

I'm at a new company and have been tasked to implement better organization to "client" information. I use "client" loosely as they are all internal partners who can't go anywhere else so we don't need to track a sales stage or anything like that, but we do need a better system to track information like contacts, audience, etc.

Right now we use Wrike. Does anyone know if it is possible to do something like client cards?

If Wrike isn't the solution, anyone have suggestions? We have access to both the Google and Microsoft suites. I don't think we have the budget this year for any new system outside of that.

Thanks for your input!

I'm building a platform for service businesses that rely on inbound leads, and I'm looking for 5–10 businesses willing to break it.

After talking to agencies and service businesses, I kept hearing the same things:

"We know responding quickly wins more deals, but it's hard to stay on top of every lead."

"I always feel like I've forgotten to follow up with someone today."

Many businesses are also paying for a CRM plus multiple automation tools just to make their sales process work.

Unlike generic chatbots, the AI is trained on your business and company knowledge, so it gives accurate, business-specific answers. If it encounters something it doesn't know, it hands the conversation to your team and logs the knowledge gap so you can improve it over time. Your team can also take over any conversation whenever they want.

The platform also includes AI lead qualification, automated follow-ups across WhatsApp, email and SMS, a built-in CRM, appointment booking, a unified customer timeline, and an AI agent that does day-to-day sales operations.

I'm not looking for customers right now. I want honest feedback from businesses that actually deal with inbound leads every day.

In return, you'll get free 3-month subscription after launch as a thank you for helping shape the product.

If this sounds interesting, leave a comment or send me a DM. I'd genuinely love to hear what you think even if you end up telling me the product isn't useful.

Most CRM failures get blamed on discipline. Reps did not update the stage, log the call, or complete the required fields.

But if the system depends on every person remembering to reconstruct their work afterward, inaccurate data is not an exception. It is the expected output of the design.

The stranger part is that leadership often responds by adding more required fields, which creates more friction and even worse data. At what point does “CRM hygiene” become a way of blaming users for a system that does not fit the work?

Is the missing layer better workflow design, a knowledge graph that captures context automatically, or something else?

How many clients have you lost just because you forgot to follow up?

I tried Excel, Notion, and Apple notes, nothing worked well together, and it got confusing fast.

Then I tried apps like Asana, Notion, Evernote, and Monday, but those were terrible too. I even looked at bigger tools like Zoho and HubSpot, but they were way more than what a small business like mine actually needed

So I finally built something that tackles all these problems in one place.

I figured a lot of people are probably facing the same issue, and right now I'm looking for people who need exactly this to test it out.

Anybody interested, DM me. If not, I'd still love to hear your thoughts.

I'm moving a site about 400 articles deep onto a clean CMS and the migration is the part scaring me. three writers over four years, so the fields are all over the place, inconsistent bios, a chunk of pillar pages orphaned. traffic's fine, it's just unmaintainable. What i'm stuck on is the actual move. how do you standardise the fields and get 400 old posts into a clean structure without hand entering every one, and without a rebuild quietly rewriting pages you didn't touch? i'm not a dev so a script isn't on the table.

How have people handled a migration this size?

Emails sync automatically. Web forms create records. Meetings land on the calendar. And then the highest-intent channel — someone literally calling the business — depends on a human remembering to type "spoke with customer" into the CRM afterwards.

Every rollout I've been near, call logging is where adoption goes to die:

- Reps see manual call logging as admin work with zero benefit to them

- Managers end up coaching from a CRM that's missing a third of real activity

- "Log everything" mandates last about three weeks

- VoIP integrations solve it only for teams that actually sit on VoIP — field teams on mobiles are invisible

For those who've admin'd or consulted on CRM rollouts: has anyone actually solved call capture for mobile-first teams without turning reps into data-entry clerks? What worked, what flopped?

With tools like Notion, Airtable, spreadsheets, AI, and templates everywhere now, it feels like a lot of people could technically build their own CRM.

So if you ended up paying for a CRM instead of building one yourself:

What was the deciding factor?

What problem were you trying to solve?

Was it saving time, integrations, support, reliability, something else?

And looking back, was it the right decision?

Would love to hear real experiences from business owners, consultants, agencies, freelancers, or anyone who has gone through that decision.

We have a set sales process but it is hard to know how closely reps follow it during real conversations. Ridealongs only cover a few calls and CRM notes do not tell the full story. How do you check if reps are asking the right questions handling objections and moving the conversation forward without reviewing every call yourself?

Hey, thought I'd ask this question here as well outside of the pool sub. I'm starting out my pool business and need help deciding on a CRM that's ideally BUILT for solo runners. I used Jobber at my previous job but that was in a much bigger company, so I'm looking at alternatives.

I was looking at just using QBO without an actual CRM, because the designated pool app that ppl use already has some CRM features. Problem is there's no quick invoicing features and is just generally lacking in the finance department. The pool sub recommended Pooltrackr and Tofu, which looked really promising for solo business owners. But I thought to be safe I might as well ask here too, thanks guys.

Hola 👋

Llevo más de 20 años haciendo y manteniendo sistemas de CRM a medida para clientes.

Mi meta es simplificarlo y que todo sea entendible desde el primer día. Mis clientes me recomiendan por este punto.

Si tenéis la necesidad, escribirme y hablamos!

[email protected]