Would love honest feedback is this actually useful, or am I missing something obvious? And if you've sold Notion templates before, any advice on what actually gets sales

I made an AI Powered CRM on cursor without any dev background, would love any feedback on what features can be added or whatnot

edit: am i doing something wrong, im 16 year old and dont know what the comments mean, i just made it beause i was cold calling using excel lists

So I’ve been building an AI CRM and I think it’s finally at the point where other people should poke at it. It's not a low effort thing, quite the opposite, as a CRM architect i have seen hundreds of implementations for the big CRMs in all kinds of companies over the years.

The main difference from the usual stuff is there’s basically no mandatory form filling or clicking through ten menus to do one thing(you have an interface if you want or you can use other ways to interact with data like chat, mcp, api, webhook..). You just tell it what you want in plain language — “add this contact,” “show me every deal over 10k that’s gone quiet,” “build me a pipeline view for tomorrow’s review” — and it does it and pins the view for your team. You can still define your own objects and fields so it fits how you actually work instead of forcing you into someone else’s boxes. Data’s hosted in the EU too if that matters to you.

I’m not trying to sell anyone anything right now. I mainly want a handful of real users to run it on an actual pipeline and tell me what’s missing, what’s annoying, what they’d want built. Honest feedback is worth more to me than money at this stage.

To make it worth your time: if you actually use it and give me solid feedback, I’ll give you a year free.

If you run sales, freelance, do B2B, or just live in a CRM all day and are open to trying something different, DM me and I’ll walk you through it.

Every thread in here about tracking quotes looks the same: a spreadsheet with client, amount, status. Nobody's got a reason column. So you lose 6 quotes in a row and you've got a list with no clue why any of them fell through.

We got annoyed enough by our own log to actually fix it. Built 3 free templates: a lost-bid log with reason + revisit date columns, 5 text scripts for reaching out to clients who went quiet a year ago, and a one-page client card - last contact, what you promised, what's next.

No email wall, no signup, nothing to fill in first. Link's in the first comment - grab whatever's useful and skip the rest.

What column would you add that we missed?

Hi guys,

I’m a software engineer who likes to build open source projects for people who use coding agents (particularly coding agents in the terminal, e.g. traditional Claude Code).

I run a project called SmallDocs, which is a lightweight agent-first (free and open source) office suite which is used by a few thousand software engineers and scientists.

I’ve recently turned my eye to making a CRM with the same interaction pattern (mainly driven by the AI you already use, instead of human input).

It’s very early but I’m looking to build it with community feedback, so if you’re interested in trying it out and being involved, please let me know.

Thank you

Disclosure: I build lead-capture software, so take my bias for what it’s worth. That said, none of this requires buying anything.

Most CRM records begin with a hand raise, a form fill, a booked call, or a reply. The row only exists because someone explicitly chose to be known.

What I notice over and over is the visitor who lands on a page with a real question, can't spot the answer in a few seconds, and just closes the tab. They leave zero footprint.

Of course, a CRM’s core job is managing known relationships. So when threads pop up here asking "how do we stop leads from slipping through the cracks," almost every response focuses on pipeline hygiene: tagging, sequences, follow-up discipline. That's all solid advice, but it only fixes leaks after a lead enters the system. No amount of process hygiene recovers a lead you never captured in the first place.

Here’s one hard data point I can share from real session data: even when an AI agent is right there to help, about half of visitors still bounce without sending a single message. They land on a page with a direct line to ask something, and still say nothing.

Here is how you can get a rough floor for the problem using tools you already own:

1. Pull search zero-results If you have site search, look at the last 90 days of queries that returned zero results. Those are literal questions people typed out that your site failed to answer (If search tracking isn't on, turn it on today*.* It takes a few minutes).

2. Look at high-intent non-converters In analytics, build a segment for high-intent behavior: sessions that visited pricing, went three pages deep, or returned for a second visit. Compare that total to the number of new CRM contacts created from that channel over the same month. Most teams call that gap a conversion issue. I see that as an unanswered question problem.

3. Ask the people who did convert This is the easiest one. Put a simple question at the top of your discovery calls or intake forms: "Was there anything you tried to find on the site before calling that wasn't there?" Every "yes" represents someone who pushed through a friction point where others gave up and bounced.

4. Audit your reps' repeat questions List the 5 to 10 questions your front desk or sales reps answer every single day. Now go search for those answers on your live site. If they aren't obvious, the visitors who never called had no way to get them.

This won't give you a perfect number, but it gives you a floor and a directional signal using tools you already own. If anyone has a cleaner way to quantify uncaptured intent, I’d love to hear what’s working for you.

A few days ago I posted here about what we left out of a CRM built for one to ten person service businesses. One reply told me to put up a pricing table, because people are not going to put their data in without knowing what the price will be once the beta ends. I pushed back at the time. I said I would rather show nothing than a number I might have to change in a month.

That was the wrong call and it is obvious once you write it out. Asking somebody to import a client list is asking for the one asset in a small business that cannot be rebuilt if it goes wrong. In that situation "free for now" is not a discount, it is an open liability, and the person carrying it is the one doing the import, not me.

So the price is public now, and it applies from day one rather than from whenever we decide the beta is over.

$39 a month for one person. Teams start at $89 a month. Every person after that is a flat add on rather than a new tier.

No feature tiers, no contact sales, no plan where a field you were using disappears if you downgrade. The reasoning is that everything we cut out of the product for the sake of simplicity comes straight back in through the pricing page if the pricing page has nine boxes on it. If the bill does not fit in one sentence, the product is not simple, it just looks simple until the invoice shows up.

The part I genuinely do not know is the team side, so one question for anyone running a service business with two to ten people: at that size do you actually need roles and permissions, meaning who can see which clients and who is allowed to delete something, or is one shared client list where everyone sees everything the correct answer and the permissions are just a habit we picked up from bigger companies?

I am looking for a CRM to track incoming leads/form fills, set tasks for sales team (two people), log client communication, some automation, marketing emails, and some useful marketing data for myself to see so I can take it to the owner. We have ~6 employees who would actually be using the CRM. I would like to connect my google ads, analytics, outlook, maybe business central if its not too messy, I'm sure theres others I'm missing. I dont want to get over my head in HubSpot and the team gets overwhelmed and it doesnt get used. An app that they could log things on their phone is a huge plus too. I'm not married to anything yet so before my next meeting with another high pressure hubspot salesmen, I'd love feed back on other options that are more cost effective.

We build HubSpot tools for a living, so when a customer mentioned this recently, it stuck with us more than it maybe should have. They manage HubSpot config constantly (properties, pipelines, list logic) essentially every other day. Nearly 1,000 lists, built up over time, entirely by hand. We asked the obvious question: if something changes and breaks a report, how do you find out what happened? Answer: mostly, they don't. There's no real history below Enterprise tier, and even with it, only a 30-day window.

That's the moment it clicked that CRM config has basically the same failure mode infrastructure had over a decade ago (manual, undocumented, drifting silently), and the fix (declare desired state as code, diff against reality, review before applying) is the exact same fix that worked for infrastructure.

So we built terraform-provider-hubspot: open source, manages the config plane (properties, pipelines, schemas, lists), not actual records. Works with Terraform and OpenTofu.

Genuinely curious: if you manage CRM at scale (HubSpot or otherwise), does this "no real audit trail, drift you only catch by accident" thing sound familiar? What do you currently do about it, if anything?

Hello ! (en français). Notre principal problème n'est pas l'inscription, mais tout ce qui passe après : présence réelle, lead transmis auc commerciaux et relances ..

Je cherche donc un outil qui se connecte proprement à salesforce ou marketo sans exports CSV permaments. Vous conseillez plutôt un EMS avec un CRM intégré ou une plateforme évenementielle connectée au CRM ?

i started a new sales job where we are just using excel sheets. i have adhd and this system is not organized enough for me. i wish sales force and sales loft sold to individuals. any advice??

i need something easy that tells me when i am to follow up with someone. i also want to be able to see the last time i spoke with someone & the notes. i want to be able to search in my list of contacts by organization type. i want to be able to easily be able to pull a list of prospects i can call. it would be super amazing if somehow i could use a system that also creates lists for me and pull prospects in (ik prob not likely) as i am starting fresh with 0 customers.

also i go door to door sometimes so bonus points if there’s anything that can help me with tracking/ planning that

i don’t need to be able to send calls or emails or even keep track of deals. simply just need help organizing my prospects and leads

pls help im trying to not rip my hair out

I’m in the middle of building a pretty robust CRM. We have virtually no CRM that exists right now and any one that we have tried in the past off-line or with consultants just wouldn’t meet our business needs and they didn’t know how to extend to it.

We don’t necessarily have stocked inventory of what we sell because a large portion of what we sell is used equipment. Some of it is on consignment and then some of it is owned. And the inventory is ever changing because of that.

I’ve spent about 150 hours talking with chatgpt and building it on visual code. I have no prior experience with coding outside of engineering school (and that was dated coding for mechanical type systems). However, I have a pretty well built CRM right now that meets our needs.

My only concern at this point is how to hook it into our website and all of the privacy measures I need to take for it so that it can’t be hacked. I’ve created authentication and logins, but I don’t think that meets the bill of needs. Is privacy and security something that you can create yourself or do you need to outsource for that? I really have no idea what I’m talking about on this level except my research into it.

What all should I consider on this front?

AI is being added to almost every CRM these days.

From your experience, has it actually improved your workflow, or has it mostly added more complexity?

Which CRM tasks do you think AI handles well, and which ones are still better left to traditional automation or humans?

We are currently on Sage Evolution, but are finding it very antiquated. Our CEO is very gung-ho on AI integration, and I thought that Salesforce would be the best contender due to it being at the forefront of innovation, due to its funding and popularity.

We are a team of 20, and there are some oldies in the team who are very used to our system and would likely struggle with adapting a bit. Our finance department is also very comfortable and quite attached. The apparent complexity of SF is one thing that deters me.

The finance side of our current CRM works and is fine, but the sales side sucks. It doesn't give us any insights or anything useful aside from reminders that you manually set for each "incident."

We have about 20 years of data on the CRM, and we are currently looking at cleaning it up, creating good metadata, etc. so that we can use an AI system for better insights and workflow.

I've also looked at Pipedrive and HubSpot. It's a small team, but the company makes a lot of money, so money isn't really an issue. It's more about efficiency and our system not becoming redundant with the AI boom. There are lots of competitors and we want to keep our finger on the pulse so as to speak.

Any insight from operations managers would be epic.

I've been looking at AI customer support tools, and I keep hearing the same complaint: integration is a nightmare.

Mid-market companies buy these AI chatbots, but they can't get them to work properly with their existing CRM (Zendesk, Salesforce, HubSpot, etc.).

The AI lives in a silo. It doesn't have access to customer data. Agents end up copying and pasting responses anyway.

Is this a common problem? Has anyone actually made this work? What's the secret?

I'm not selling anything—just trying to understand the gap between the hype and reality.

Is there a way to integrate reddit messages into your CRM? Wether thats just notification and messagin takes action in reddit or the reddit messaging gets overtaken within the CRM just like email, sms and whatsapp?

Been seeing a stat going around that around 95% of IT leaders name data integration as their number one barrier to AI adoption, not the AI models themselves, the plumbing underneath.

That tracks with what I’ve seen anecdotally: a lot of AI pilots (lead scoring, forecasting, customer health scoring) get built on top of a CRM or ERP that has duplicate records, stale fields, or data that’s only half-synced with whatever other system holds the rest of the picture. The AI ends up confidently wrong because the input was never clean or complete in the first place.

Curious if others have seen this play out.

Has an AI pilot at your company stalled or underdelivered because the underlying data wasn’t in good enough shape to feed it? What ended up being the actual blocker: data quality, systems not talking to each other, something else entirely? And did anyone go back and fix the data/integration layer first before trying again, or is that too big an ask when leadership wants an AI win now?

We hooked up with Respond.io because on paper it had everything we needed. WhatsApp business messages, calls, VoIP, SMS, the automations. Turns out the SMS part was more of a suggestion.

You can't send an SMS longer than 153 chars through their API. It doesn't split it for you, it just rejects it. So now I have to chop up my own messages and send each part separately, and the customer gets like 6 texts instead of one.

I thought that we can use their UI instead, as on your side long text still looks like one single SMS. Turns out it's even worse. Underneath they hack it into pieces at completely random points, sometimes mid word, and deliver it as separate messages. The customer gets "Your appointment is confir" and then "med for Tue".

They also don't guarantee the order. Message gets split into 6 parts and the customer receives them as 1, 3, 5, 4, 2, 6. My customers are basically solving a word puzzle to figure out when their appointment is. Makes no fucking sense for a platform with SMS in its literal marketing.

I dug into it and Respond.io uses Telnyx as their SMS provider. Concatenated SMS has been a solved problem since roughly the Nokia 3310, and Telnyx supports it out of the box. Send Telnyx a long message through their API directly and it splits it properly, the phone stitches it back together, customer sees one message, parts = 6. Tested it myself, works exactly as expected.

Respond.io instead chops the message up themselves and sends each chunk to Telnyx as a completely separate standalone SMS. So obviously they arrive as separate messages, in whatever order the network feels like. They took a provider that handles this correctly and built a layer on top that breaks it.

Here's what the Telnyx delivery report looks like for the exact same ~900 char message sent both ways (content swapped for an example, structure is 1:1 with my real log):

Sent directly through Telnyx:

One row. One message. Customer sees one text. Revolutionary stuff.

Same message sent from the Respond.io UI, shown in the order the customer's phone received it:

I'm so done with them at this point. Anyone have personal recommendations for something that actually works with:

1. API
2. WhatsApp Messages + Calls
3. VoIP
4. SMS (that arrives whole, in order)

Would take any suggestions.

I recently built a CRM it has a lot of the features and functions as an enterprise CRM. I was wondering if anyone might be in need of this that is willing to try it out at no cost to help me beta test it and build out more features and custom functions for your specific business. If you're interested please DM me and happy to jump on a call and explain more.

We have multiple SaaS products. Products and delivery are solid, but I'm wondering if hiring full-time AEs is premature.

My idea: offer independent sales operators 20% recurring rev share for the lifetime of each account instead of a salary. But I keep hearing that good closers won't touch commission-only deals.

For those who've done this where did you find these people? What's your experience?

Agency/reseller partners instead of individuals?
LinkedIn outreach?
And what terms actually made someone to commit to this?

Would love to hear what worked (or spectacularly didn't).