Looking for advice on evaluating a migration to either Neon One or Member 365. We are a Canadian member-driven org (900 members) and are looking to move away from Wild Apricot.
I'm wondering if anyone could share the top factors they considered when making the move. I am looking to make a decision that will best set the organization up with an effective and usable tool for the next five years.
Has anyone actually managed to remove a contact from a pending Manual Call (Power Dialer) task automatically?
Setup: contact enters Stage X → Manual Call action adds them to the dialer queue. When the stage changes to Y, I want the pending call task gone.
"Remove from Workflow" doesn't seem to clear the task from Conversations > Manual Actions, and I can't find a dedicated action for it. There's an open feature request for this on the ideas board.
But someone showed me a sub-account where it apparently does work: contact moves to Hot Lead and disappears from the dialer. The workflow is locked, so I can't see how it's built.
Has anyone got this working? If so, what's the actual setup?
Thanks!
I have tried so hard. My whole life.
I have been blessed compared to most.
16 yr old mom
Alcoholic dad
But they loved me
Huge family. 33 first cousins just on my mom's side.
It all just came so easy to me.
I breezed through high school.
Went to a great college in Boston. No idea how my mom managed that.
Never had a pot to piss in, but didn't know I was really missing a pot.
Always had what I needed I guess.
BS Aerospace Engineering. Why engineering? My 10th grade architectural drawing teacher told me I'd be good at it. That was enough for me. I always seemed to take the path of least resistance.
Bought a one way plane ticket to SoCal with the first $200 I earned washing dishes at an ice cream parlor after I graduated.
Had to lie to the manager to get the job. Why would they hire a recent grad with a BS in Engineering for a dishwasher job.
I couldn't wait to leave. I don't know why. My life was nice. OK.
Like I said, never wanted for anything.
And from that point on, it all just seems to be a blur.
I packed everything I had (honestly I don't remember at all how that happened, but I am sure it was packed in an old hockey bag, and my 3 pairs of pants and few shirts)
I am 58. So that was 36 years ago.
I have 5 kids (fathered 4, 1 step).
Moved to SoCal, lived with my larger than life uncle J. Love and hate him, he was a force of nature.
Lived near the marine base at El Toro. No car.
But wtf, I was in Cali.
But, no car. Hard to apply for jobs in 1990 with no way to get to the interviews.
After a month or two, my cousin asked me to come visit NorCal, East Bay.
She was considerably older than me (like an aunt). She babysat me when I was young.
She paid for me to fly up (I had no money)
It was amazing. East Bay Cali in 1990. Beautiful weather, beautiful people.
She said I could stay and live with her and her family, my uncle Jack, and their 2 young kids.
I jumped at the chance. They had a house, food, and cars. Don't get me wrong, I loved them very much, and was very grateful. But this was a much better situation.
I remember being there for a few weeks, and having an odd feeling. I couldn't put my finger on it.
It was sunny ALL THE TIME. And hot. Boston wasn't.
And the biggest thing I think I noticed was, no fights.
None.
Never.
In Boston, you went to a bar, a party, the park. And someone was pissed at someone else for something fucking stupid and usually came to blows.
Now, I wasn't a fighter, only 1 in my life and hated it. But I was around it a lot. Too much.
My cousin had some friends that got me my first waiter job. Making pretty good $. No real bills. I was living the high life.
They even helped me get a job in the Embarcadero in SF. Nuclear Piping Analysis.
$32,600/year and a Diners Club card. Never had a credit card before.
I worked in the city for a year. Waited tables at night in the East Bay. White table cloth.
Tableside prep.
Closed the bars after work (never had $ in college, so never spent much time in bars - it was all engineering school frat parties, if that tells you anything, it was great)
The company I worked for was so big they actually had commuter vans they would let you buy seats on, that would pick you up in the East Bay and drive you to the Embarcadero. BART or the drive would have been brutal.
So I would work 7-5 in the city. Take the van back to the East Bay, it would drop me off at the restaurant, work until close, go out and spend my tips until the bar closed. Sleep til 5, and meet the van at a local bar parking lot that opened at 6 for the night crew.
The people on the van thought I was a narcoleptic. I slept every minute I was on that van. I would get on at 6am and wake up in the parking lot at 6:50. Then after work, I would be asleep by 5:10, and wake up in the parking lot of the restaurant at 6pm, work until close and then close the bars at 2am. Rinse, repeat. Oh what glorious days lol.
Looking back, that is a skill I wish the 58 year old me still had. The ability to SLEEP like you had no worries in the world. Nowhere to go and all day to get there.
I was a rockstar at both. Barely out of college working with 20 year vets on in depth nuclear platforms.
It was a blur.
I was 24. Did a couple of stints in Alabama, working on a refuel project at a nuc power plant. Made HUGE $. $100k (in 1992 - wtf). Worked 60-70 hours a week, but who cares. I was young and invincible.
And, here was a pivotal time, where some guidance in my life would have been helpful.
I was blessed (or cursed) with being attractive. Enough so that I had some modeling agencies approach me. The bright, level headed engineer would have politely discussed and declined, but the loner I was drank the koolaid.
I got paid off (temporarily, all I had to do was wait a couple months for a new project). But no, instead I took an offer to move to Dallas and model. No guarantees, no plan. $10k in the bank (I was rich as far as I had thought).
I never worried about anything. Things just always worked out.
And they did, until they didn't.
I got the entrepreneur bug when I was in Dallas. 26 yrs old. Pregnant girlfriend. No money, no family, no job.
I was always blinded by the idea that great ideas and hard work led to success.
And it did, until it didn't.
I guess that might be the biggest lesson I learned (and am still learning) in my life.
I had the pleasure and misfortune of being in Dallas in the mid 90s. Deep Ellum, AudioNet, Broadcast.com, Mark Cuban.
I was there. Touched it and tasted it.
And had some success.
And it worked out, until it didn't.
A bad partner.
A bad contract.
Bad timing.
Bad decisions.
Every great idea, great opportunity, sure thing, can't miss, all had an expiration date.
I have used a saying for a long time. I'm pushing this rock up this hill. At some point, it will level out, and the stress and strain of life will subside.
And it does, until it doesn't.
I am 58, and I'm still pushing this rock up this hill. In that time, I've had 3 patents and taken a company public. And I still think I see the plateau, the point it will all make sense.
I even had an ex wife tell me that I was unrealistically optimistic.
I took it as a compliment at the time.
But now, I'm not so sure. At 58, being optimistic seems short sighted, and even conceited.
I am fortunate (or cursed) that I still wake up every day and feel invigorated, but the pressure seems to grow every year. The guilt, the shame. For not making the right decisions. For not living up to my potential. For not being the role model and figure I think I should be for my kids.
Now my babies have babies. I have 4 (soon to be 5) grandbabies. My wife had brain surgery. My brother has cirrhosis. My mom's husband has Alzheimer's.
It all seemed so much easier before.
I wish I could tell the young me to pay more attention. To take care of the little things. Don't stress on the little things, but take care of them.
My journey is far from over. And I feel blessed because I honestly think my best days are still ahead of me.
Hi, can somebody help me find a great CRM I could use my merchant account through NMI or authorize.net. So far I found Zoho and they have too many apps for me. I really just want something simple that allows him to send contracts, manage projects, capture a lead, send invoice that connected through those gateway to connect to my merchant account.
An overdue counter can make five records look like five calls. The notes can tell a different story.
Context: one independent agent, existing enquiries, manual follow-ups. These are fictional examples. Disclosure: I build Boring CRM.
| Record | Latest note |
|---|---|
| A | You promised a two-property comparison yesterday. It hasn't been sent. |
| B | A viewing is in two hours. The meeting point has changed. |
| C | The buyer asked you to pause until next month, but an old reminder is due today. |
| D | A new enquiry asked for the brochure 20 minutes ago. |
| E | The person has asked you to stop contacting them. An old follow-up task is still open. |
My first step is to fix the queue. Mark E as do-not-contact and remove their pending outreach, keeping the preference recorded. Move C out of today's contact list and set an internal review in the agreed month. Neither needs a sales call today.
For the remaining three, I'd handle B → A → D:
That order assumes these are short actions. If A needs 30 minutes of preparation, send D the ready brochure while arranging a realistic completion time for A. The queue is a decision aid, not a rule that forbids judgment.
Copyable task format:
Person | What I owe them | Due date/time | Next concrete action | Contact preference/pause
Example: A | Two-property comparison | Yesterday | Send the comparison with the commute trade-off highlighted | Email preferred
A completed task should say what happened and what comes next, even if that next step is to stop. Otherwise the same vague "follow up" reminder just returns next week.
Where would you put the new enquiry relative to the overdue promise? What specific deadline or context would change your order?
I recently built a custom CRM for an online coaching company that was using Razorpay for payments.
The main problem was that payment data, customer information, course access, batches, emails, and WhatsApp communication were all separate.
So I built a system that connects everything together.
What it does
Razorpay → CRM: I created a webhook that receives payment data from Razorpay and automatically adds the customer and payment information to the CRM.
Automatic batch & access management: Customers are automatically organized according to the batch/course they purchased and the access they should receive.
Customer 360° view: We can see the customer’s complete history, including how many courses they purchased, payments, batch information, and other details.
Email automation: Automated emails can be triggered based on different events.
WhatsApp automation: Business WhatsApp messages can also be triggered automatically.
Revenue tracking: The dashboard shows revenue and payment-related information.
Automation monitoring: I can see whether a particular trigger/automation was executed successfully or not.
Everything in one place: Instead of switching between Razorpay, spreadsheets, email tools, WhatsApp, etc., the team can manage everything from the CRM.
The interesting part for me wasn’t just building another CRM.
It was connecting the payment → customer → course → batch → access → communication → automation flow together.
I’m curious how other people are handling this.
If you run an online coaching/course business, what does your current workflow look like? Are you using a CRM, spreadsheets, multiple SaaS tools, or something custom?
Initially, our CRM belonged to the sales department, although it has been difficult to maintain this assertion recently because automation has crossed into marketing, finance, and customer onboarding. The person responsible for understanding the process is the sales ops individual, and IT takes care of security and integrations. Meanwhile, departments are claiming that they need to run their own workflows.
There was one case where someone made an alteration to automation that caused changes in the part that does not relate to sales, making us lose information. I am dealing with the query of the governing model before it becomes even more complicated. In large organizations using highly customized workflow in CRM, could you tell me who is responsible for maintaining it? Do business units have administrative rights?
Does IT supervise the changes made? Is it reasonable to have a change management system at all?
I’ve been researching field service software for a while now and Housecall Pro kept coming up over and over again in pretty much every comparison or discussion I found, so I decided to finally give it a try.
I signed up for the free trial and did a demo and honestly I thought I had finally found the software I was going to go with. It seemed like it checked a lot of the boxes I was looking for.
But the more I’ve used it and the more I’ve looked into it, I’m starting to have second thoughts. The platform feels a little more complicated than I was expecting and the price is also a bit higher than I really want to spend. We're a team of 6 so we'd be looking at around $650 a month.
I’ve also been going through a lot of the reviews and experiences people have posted about Housecall Pro and some of them honestly have me a little nervous about committing to it.
The follow up calls after the demo have also been a little excessive too, I get calls every day.
Now I’m basically back to looking at alternatives. I’ve been doing more research and I keep coming back to Jobber and Clientility, I hear good things about them on reddit.
I’m mainly looking for something pretty straightforward with scheduling, estimates, invoicing, customer management, team assigning, payroll, etc.
I’d really like to see alternatives so I can make another decision because I thought I was done researching after finding Housecall Pro.
Hey,
I am looking for a CRM for personal networking. My requirements are:
I have looked into some options but none really check all the boxes. However, I am completely new to CRM so I might not have th best judgment here. Any and all recommendations are highly appreciated, thanks in advance.
Don't do it if any of these are not in place:
- Customers who are really ready to give you the money and have signed a contract;
- Have less than 5 years of experience working with different CRMs
- If you wanna create a domain-specific CRM, talk to that business, because you can 'solve' the problem that doesn't exist
- You have no idea about SDLC and security
- You don't have an enormous marketing budget.
Just don't. You will not make money from Reddit posts about your CRM.
The time of 'Build and users will follow' is past. You can't compete with HS, SF, PD, Zoho, Monday, and other big players. Most of them have literally free or 9$ seats.
A serious company will not consider giving data to a no-name CRM, so you will have to target SMB, which is expensive and hard. Your customers DON'T sit here in this subreddit
To make an MVP you will need at least 160h to make it run. And hundreds of hours of bug fixing and polishing. And you didn't even touch marketing. SEO?- impossible in this niche. Paid ads? - one of the most expensive. GEO? - same as SEO.
In a delusional fever, I made mine, learned my lessons, and made it free for everybody. Even with the rich free package, only 50 people registered, and like 20 are using it regularly.
All the AI, security standards matching ISO2700, UI copied from Pipedrive, customization possibilities. Still, every CRM is a glorified Excel sheet under the hood.
You can check out mine w/o registration just to touch it. There is a demo page.
We have consultants in our industry that service multiple Accounts. I have been adding essentially duplicate contacts to each account, only a few so far but…
Wondering the best way to handle this.
Would we be better off creating these consultants as accounts and creating a field in accounts to select that Account as the Accounts consultant (or Accounts contact), or just stick to using duplicate contact entries?
I manage a software service with my team, handling both development and sales to client companies. I’d like to share an experience I had last year.
I successfully closed a deal with a new client. They were very positive about our service, and the contract had already been signed. However, I lost the client due to an absurd mistake, resulting in financial loss.
Once the contract was signed, I mentally filed the matter away as "done." I was busy developing new features at the time and focused more on coding than sales; since the client didn't reach out, I assumed everything was going smoothly.
The problem lay in the ambiguous position of the client's point of contact. API integration required approval from their IT team; a request had been submitted, but the IT team was slow to act. From the contact person's perspective, this was an internal company matter—not something to discuss with a vendor. Yet, had I known the situation, I could have resolved it by sending security documentation or contacting their IT team directly.
Consequently, the implementation was delayed, and the contract faded from both my memory and theirs. I only realized what had happened when I noticed the contract was missing while reconciling quarterly sales figures. Had I simply sent a quick email to the contact person, the contract might still be active today.
After that, I decided I needed a way to handle follow-ups after closing a deal, so I looked for such a feature in HubSpot, the CRM we were using. While the feature existed, it was only available in the Professional plan. We were on the Starter plan, and we couldn't justify paying an extra $80 per user just for that "cadence" feature.
So, I built a custom cadence tool myself. It connects our existing CRM with our email system; once a deal is marked as "won," it automatically generates CRM tasks and sends emails on scheduled dates—both after the deal closes and before the contract expires. Curious if it would be useful to others, I asked five acquaintances who work in sales to give it a try.
For some, it wasn't necessary because the CRM they were already using offered "cadence" features even in their low-cost plans. However, those in a similar situation to mine found it quite useful.
If you’re in a similar position and would like to try it out, please leave a comment.
I’ll send you the link if you do. It hasn't officially launched yet, so I'm currently collecting names for the waitlist.
When a prospect says, "We're interested, but reach out next quarter,” where do you put them?
Keeping the deal open could make the active pipeline look bigger than it really is. Closing it as lost feels inaccurate when timing is the only issue.
Do you use a separate nurture stage, close the deal and set a task, or something else?
Also curious about what happens when that reminder comes due. Does the original rep still own the follow-up?
I require a 50% proficiency in this tool within three days. I would greatly appreciate the assistance of a one-on-one meeting with an individual possessing in-depth knowledge of its functionalities.
I welcome any relevant responses below.
I’m building a Business Management OS that helps businesses manage CRM, leads, quotations, invoices, payments, bookings, operations, finance, marketing, analytics and more — all in one place.
I’m now looking for salespeople, marketers, agencies, or growth partners interested in a collaboration / commission / revenue-share model.
Currently exploring niches like wedding planners, event businesses, agencies and service businesses.
Looking for people who can help with lead generation, sales and customer acquisition.
If interested,
DM me with your experience and how you’d like to collaborate.
Went through all 3 - what a mess - even after all these years in biz. Onboarding wizzard with no skip option, internal search from 10 years ago and instead of fixing the ui and letting users do the work via api with agents who will read the docs they still force all that reading onto the human users.
Is there an api-first crm besides these dinosaurs?
Currently in beta. Would anyone care to test? Dm me
I ran a dedupe check on my own contacts (about 2,400 numbers, mostly US and Italy) and hit something I can't fix cleanly.
566 of them have no country code, so whatever normalizes them has to guess one. For 46 of those, both guesses give a valid number. A ten digit number starting with 347 is a New York number and also an Italian Vodafone mobile. 339, 330 and 320 do the same thing. libphonenumber calls it valid either way, so validation never catches the wrong pick, and 41 of those cards had no other number on them to go by.
I build a contacts export app (Contact Exporter) and ran into this while testing its cleanup step.
Where does yours take the default country from? The user's locale, the account's country, the contact's address? And does anything flag a number that's valid in two places?
Looking for some honest feedback from other Applied Epic agencies.
We're currently using InsuredMine (and have been for a year), but adoption has been tougher than expected. Our producers want to work in Outlook, not log into another system, and right now it feels like they're being asked to spend more time documenting activities than they would by just working in Epic.
Part of the challenge is that we've tried CRMs in the past that never really stuck, so there's already a lot of skepticism. Nobody wants double work, duplicate data entry, or another system to maintain.
We're a team of about 15 producers, and our goal was to have a CRM that could become the primary workspace while syncing activity back to Epic. InsuredMine does some of that, but not as seamlessly as we hoped.
For those using Applied Epic:
I'm also starting to look at Salesforce because of its relationship with Applied, but I'd appreciate hearing what's working (or not working) in the real world.
Login