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Received — 12 September 2026 ⏭ CRM - Customer Relationship Managment

Built our own CRM — looking for beta testers before we officially hit the ground running

Hey everyone!

We’ve been building Cenvi.events, a CRM designed specifically with venues, restaurants, caterers, private chefs, and other event-based businesses in mind.
Before we really hit the ground running, I’d love to get the platform into the hands of some beta testers who can actually use it and give us honest feedback — what you like, what you don’t like, what’s missing, and what would make it more useful in your day-to-day workflow.
Cenvi currently helps businesses manage things like leads, customers, bookings, communication, contracts, and the overall sales/event process in one place.
But our bigger vision goes beyond just being a CRM. Down the road, Cenvi.events will also have a marketplace, giving businesses the opportunity to showcase and promote their venue, restaurant, catering company, services, etc. to people actively looking to book events.
We’re still early, so this is exactly when we want feedback. We’d rather build around what businesses actually need than assume we know everything.
If you own/manage a venue, restaurant, catering business, event company, or regularly work with a CRM and would be interested in testing it out, send me a DM!

submitted by /u/Altruistic_Lack8362
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Rescheduling an agreed callback: update the task or create a new one?

I’m building PitchWhip and looking at how callback changes should appear in a CRM.

Say a prospect asks for a call on Tuesday, then messages before Tuesday to move it to Thursday. No call has happened in between.

My instinct is to keep one open task, update it to Thursday, and retain the original date and the change in its history. Leaving both tasks open gives the rep two reminders. Closing Tuesday’s task and creating another might keep the history clearer, but could also muddy completion reporting.

If a call actually happened on Tuesday and ended with ‘try me Thursday’, I’d record that attempt and create a separate follow-up.

Does that match how your team works? Are there cases where moving the existing task causes problems with reporting, reassignment or accountability? Interested in which CRM you use and what breaks in practice.

submitted by /u/PitchWhipFounder
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CRM for schools

wibecoded CRM for schools where AI do all the work - chat with clients, make appointments, send reminders, move funnel, process payments, enroll clients, billing. Did this for my friends business as a pet project. Currently used by football academy and arts school. I'm now thinking to sell it as a product

submitted by /u/TransportationFree91
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Priced four all-in-one platforms with usage fees included - the plan price is the smallest part of the bill

Most CRM comparison threads here end up arguing about plan prices, and for a couple of these platforms the plan price is the smallest part of the bill. I got tired of guessing, so I read the pricing pages and help centers for GoHighLevel, HubSpot, ClickFunnels and Kajabi and wrote down what each one actually costs.

Plan prices, the easy part:

GoHighLevel - $97/mo Starter, $297/mo Unlimited, $497/mo Agency Pro.

HubSpot - Marketing Hub Starter $20/mo per seat, capped at 1,000 contacts. Professional is $800/mo for 3 seats, plus a mandatory one-time $3,000 onboarding fee that isn't shown next to the price.

ClickFunnels - $97/mo monthly, $81/mo if you commit annually.

Kajabi - $179/mo Basic, $249/mo Growth, $499/mo Pro.

The part that isn't on any pricing page: GHL meters phone numbers, SMS, calls and email on top of the plan, and those rates only live in the help center. One modest client (1 number, 2,000 texts, 500 call minutes, 10k emails) adds roughly $30/mo. A2P registration to text US numbers is about $23 one time plus a small monthly fee, which is why a first bill usually looks worse than every bill after it.

HubSpot doesn't meter usage that way, but it's seat-priced, and the Starter to Professional jump is the real wall. $800/mo plus $3k onboarding lands exactly when you outgrow one seat or 1,000 contacts.

Worth saying for this sub specifically: ClickFunnels and Kajabi aren't really CRMs. Neither does sub-accounts or proper contact management, so if that's what you're shopping for they're not in the same category, they just get named in the same breath a lot.

Where I landed: if you're managing separate client accounts it's a GHL vs HubSpot question, and it comes down to seat count versus how much SMS and calling you actually do. If you're a single business with a real contact database and no heavy texting, GHL's metering mostly doesn't apply to you and the comparison looks completely different.

If your real bill on any of these looks different from this, I'd rather hear it than keep quoting numbers off a pricing page.

submitted by /u/ElectronicIron4588
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Team of 3 using Apollo and HubSpot - where does Sales Navigator fit?

We’re a team of three in software development, using Apollo, LinkedIn and HubSpot.

I’m trying to get my head around where Sales Navigator fits into that setup when we’ve already got Apollo. For people using both, what are you actually doing in Sales Navigator that makes it worth having as well?

Is it finding the right people, researching accounts, keeping up with changes, or something else that becomes more useful once you’re working with it every day?

In the meantime, one thing we knew we wanted was our LinkedIn conversations and connection statuses in HubSpot, both for me individually and across the team.

There’s a detail here that matters even with three people: a contact being “connected” doesn’t tell you who they’re connected to. I might already know them while someone else on the team has a request pending. We wanted to be able to see that alongside the conversation history.

We built a Chrome extension called LinkSyncer to handle that for ourselves, then decided to turn it into a product. So, full disclosure, we’re the people behind it. It brings conversations we open on standard LinkedIn into HubSpot and tracks connection statuses for each teammate.

That still leaves the Sales Navigator question. I can see how it could fit alongside Apollo, but I’d like to understand what that looks like in practice for a small team.

If you kept Apollo but dropped Sales Navigator, what would you actually miss in your weekly workflow? An example of how you use the two together, and which Sales Navigator plan you’re on, would be really helpful.

submitted by /u/Alone-Travel4843
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