Hi All,
I’m looking for a solid option for a WhatsApp bassist CRM but using coexistence since I need to keep my business account in place without disruption.

I also need to be able to integrate a phone service like ringcentral or justcall, since I believe calling from WhatsApp coexistence integration is not possible in the US.

Might also want to connect to claude or chatgpt, so that’s a plus.

Any recommendations?

Thanks!

* Sorry, i also posted this in r/marketingautomation but thought it might be more suited to this thread - for now i'm keeping it in both*

I'm debating an offer from a CRM agency (providing CRM services to clients). Think ad agency with some technical CRM people could be doing journey planning, creative development, deployment.

With all the new light weight CRM's and even the new SF MCA platform that has native language prompting for segmentation, email copy etc. - where is the future for these guys?

We run a small wholesale distribution business and have been debating whether adding a CRM would make much difference. Our reps know their customers pretty well and most of the order history is already in our ERP. But it's getting harder to keep track of which accounts need attention and where we're missing sales.

For anyone running a smaller distribution business has adding a CRM made a noticeable difference or is it just another system for reps to keep updated?

This is a weekly post for you to let out about something which happened this week for you in CRM that mattered: features, client requests that were either great or awful this week, and just generally chat CRM / CRM consulting chatter.

No self promo, just a place to share tales from the front-line of CRM!

We built a system for a homeopathy clinic with three branches in Pune. The first thing we learned is that a treatment is a course of visits, not one sale, so the sales pipeline stops being the useful view.

What the owner actually needed was who is due back this week, who missed it, and what one branch knows about a patient another branch treated.

We ended up with a record per treatment course, a due date on every follow-up, and one patient record shared across branches. The lead-tracking part was the smallest piece.

Has anyone here used or built a CRM for a business where the real revenue is the repeat visit? What did you have to change from the usual sales setup?

I've talked to a lot of small sales teams over the past few months while building a CRM tool.

Almost every one of them had the same problem - not a bad product, not a bad pitch. Just total chaos in the follow-up layer.

Here's what that usually looks like:

• Deal notes in a Google Doc somewhere
• Last email buried in Gmail
• Next steps written on a sticky note or in Slack
• Meeting logged... nowhere

By the time a rep circles back to a warm lead, they've lost the thread. The lead went cold not because they weren't interested - but because the rep couldn't remember where they left off.

Bigger teams solve this with Salesforce. But a 4-person sales team doesn't need Salesforce. They need something that tracks the deal, logs the activity, and reminds them to follow up - without a 6-week implementation.

That's the gap I'm trying to fill with CRMPro. Accounts, deals, contacts, meetings, campaigns - one place, no fluff.

Does this match what you've seen? What's the messiest part of your current sales process?

I built CRMPro after talking to a bunch of small sales teams who were either stuck in spreadsheets or paying for Salesforce and using 10% of it.

They didn't need AI forecasting or enterprise territory mapping. They needed:

• One place to track leads, deals, and accounts
• A way to log calls and meetings without 5 extra clicks
• Basic campaign tools so they could follow up at scale
• A pipeline view that didn't require a 3-hour onboarding call

So that's what I built. No recruitment module. No HR workflows. No bloat. Just CRM.

55 teams are using it now. Most of them told me the same thing: they'd been patching together HubSpot free tier + a spreadsheet + their inbox, and it was costing them deals.

The ones who switched said the biggest win was having deal activity, contact history, and campaign status all in one place. Not because it's fancy - because it's just less chaos.

Curious if anyone else here has dealt with this. What made you finally ditch the spreadsheet (or not)?

I'm the sales lead at a small B2B software company, so I handle most of our demos and a lot of the follow-up myself. A prospect recently asked to speak with an existing customer before we go any further, which would mean asking someone who's already helped us out with these calls.

They've seen the demo, but we haven't really talked pricing yet. I was going to get a bit further before making an introduction, mostly because I don't want to keep asking the same few customers to take calls unless the prospect is actually serious. At the same time, I get why they'd want to hear from someone who isn't selling them the product.

When do you usually agree to these? I don't want to waste a customer's time, but I also don't want to make a reasonable request awkward.