which crm for a startup
I have my own startup and I need a crm for my sales funnel, what is the best crm that is free and hooks up easily to APIs for autonomous monitoring, what do you recommend and why?
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I have my own startup and I need a crm for my sales funnel, what is the best crm that is free and hooks up easily to APIs for autonomous monitoring, what do you recommend and why?
Been working on this solo for a while and I genuinely just want to know if itβs actually useful or if Iβm solving a problem that doesnβt exist.
The idea: I kept hearing (and personally experiencing) the same thing β itβs never that you donβt have enough leads, itβs that you forget to follow up. You meet someone, things get busy, and 2 weeks later you either forgot entirely or you remember but donβt know what to even say anymore since the momentβs passed.
So I built Shaks β basically a dead-simple
CRM for people who don't want a CRM. No dashboards, no pipelines, none of that HubSpot-style bloat. Just:
β’ Add a contact (or scan their business card and it auto-adds them)
β’ It reminds you when to follow up
β’ AI writes the actual follow-up message for you based on context, so you're not staring at a blank text box
Built it mobile-first, 3 taps max for anything, no clutter.
What I want from this post honestly: tear it apart. Would you actually use this? Does the business card scan thing sound gimmicky or genuinely useful? What's missing that would make you go "ok yeah Id pay for this"? Or is this just a feature bolted onto Notion in disguise?
Not linking anything here, just want opinions before I sink more time into it.
Hello,
I've been working as an Admin Assistant for 1 year.
I'm trying to get a Salesforce Administrator certification, to get a job. I've been wanting to work with CRM, and maybe work my way up to be in operations/sales ops/revenue ops.
I know this experience might not be enough, so where else can I look to make my experience better to get hired? Or what else can I do?
A few threads ask this but end without answers, so posting our setup. We needed texts triggered off HubSpot lifecycle stages without paying for an enterprise tool. Went with Textedly connected through its HubSpot/Zapier integration as contacts sync over and campaign sends log back as activities. Salesmsg is the other one that plugs in cleanly if you need calling too. Native HubSpot SMS exists now but the per-contact pricing didn't work for our list size. Happy to share the Zap structure if useful.
No limitations, better UI, AI features, integrations, reports, automation... what would your ideal CRM look like?
Did anyone here actually vibe code or build their own CRM in-house instead of paying for Salesforce or HubSpot?
With AI dev tools getting so good, I keep wondering if standard CRMs are still worth it.
If youβve actually taken the plunge and built your own (or vibe-coded an internal app that handles your CRM stuff), howβd it go?
Mainly curious about:
* What stack or tools you used to build it
* What ended up being way harder than expected (email/calendar sync, edge cases, maintenance?)
* If the upside of having a tailored UI/workflow was actually worth the effort
* Bottom line: would you do it again, or just buy off-the-shelf next time?
Would love to hear some honest post-mortems or cautionary tales before I start breaking things:)
I'm looking for a CRM for a growing service-based business, and I'd love to hear what others are using.
The main things I need are contact management, SMS messaging, email campaigns, simple automation, and an easy way to keep all customer communication in one place. Integration with a WordPress website for lead capture would also be a big plus.
I've looked at a few different platforms, but I'm trying to avoid paying for enterprise-level features we won't use or piecing together multiple tools just to get basic functionality.
I'm especially interested in solutions that are easy to manage without a dedicated tech team.
Built my own investor CRM for my holdco. Worth productising or is this space already too crowded?
I run a holdco with a few companies under it, each raising on its own timeline. Seperate investors, seperate data rooms, nobody sees anyone elseβs.
So I built it. Pipeline stages, a room per investor, tracking on who opened what and when, document permissions per room.
Works for what I need. But theres already a dozen tools doing this so Iβm not sure theres a reason for another one. Worth turning into something other people can use, or am I just rebuilding what already exists?
Been on Outgrow for about a year. The calculator and quiz features are solid but the price point relative to what I actually use is getting difficult to defend. Feels like I'm paying for a lot of features that aren't relevant to my use case.
Mainly need quiz or assessment style funnels with lead scoring and some kind of automated follow-up. Nothing too complex. Curious what people have moved to or evaluated as alternatives.
The Lead Operating System
Hello
I built lead operating system for \*REAL ESTATE\* that asks the question to the lead qualify them, and also follow up them, and update the dashboard.
\*Why should I pay for it, what's unique in this? :\*
\- so it has the each user memory
\- Automated follow-ups using the user's current\_state
\*For example:\*
\_if the user gave the answers of only 2 Questions out of 5, then this system knows the progress of the lead. whenever the user will come 1 Month, 2 Months, even 2 years the agent have the memory of each of your leads and ask them a next questions no previous one that already asked. And if user Dissapeared after giving the answer of 2( Out of 5) questions then we sends him/her the follow up msg according to the lead current state\_
\- Lead qualification agent \`(Hot, Warm,Cold Leads)\` based on your rules like if you want only those lead whose timeline is within 1 Month (\`Bcz timeline is more important than a budget\`)
\- And everything is on the dashboard
If anyone wants to see a demo please DM