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 ?