Every time a 40-page CIM lands in your inbox, the clock starts. But the harder problem isn't analyzing one deal, it's keeping context across the 3 to 10 active opportunities you're juggling at once. You forget where a conversation stalled, and a broker follows up before you remember which business they represent.

Spreadsheets hold up until around deal 30, then nothing ties together. Salesforce is powerful but not built for deal flow; you spend weeks customizing objects for a system that still doesn't know what a CIM or an LOI is.

Curious what people here are actually using. Have you made a general CRM work for M&A pipeline tracking, or found something more specialized? How do you keep CIMs, financials, and broker conversations organized across concurrent deals?

Lead fills form, you emails three days later, books a call, demo happens, proposal goes out as a PDF, three weeks of email negotiation, legal reviews a contract in DocuSign, deal closes in the CRM, someone manually creates an invoice in another tool, payment eventually lands.

How long does it take? how many tools do you use? How many things usually fall thriught the cracks? Any data loss between handovers?

We built something that cuts this to one system. Happy to share if anyone is curious.

I built a Notion CRM for small agencies and consultants who want their sales workflow organized without feeling like they're setting up an entire enterprise system.

It keeps Deals, Companies, Contacts, and follow-ups connected, with views for active, won, and lost deals.

If you just want to try the deal side first, I also made the Deal Tracker available separately for free.

Would love to hear what you’d want in a simple CRM setup.

I feel like when prepping for a client call, the useful context is in email, a drive folder, someone's calendar, or in someone's head. The CRM sometimes has the record, not necessarily all of the important information or is linked in the right way.

How are you guys solving this today? I'm thinking about how AI agents can help with data compilation but AI Assistants need a good data model to build from. Are you running into this?

Hi all,

My org is looking for a new CRM that has strong relationship mapping abilities. We are a membership-based, nonpartisan, public-policy/leadership org and our CRM is most used for internal data tracking like meeting attendance, member engagement, and relationships between both individuals and company entities. Any suggestions appreciated!

Hey all, Quick one

I'm Mansoor, focused on CRM & RevOps and I'm looking for work right now. Open to full-time, contract, fractional, or subcontracting for agencies or companies with overflow. Remote, available EST.

What I do: I build and clean up the CRM side of the GTM stack. Pipeline and deal stages that reps actually follow. Clean data so the reporting means something. I'm currently in the CRM & RevOps cohort here, going deep on the strategy side, not just the button-clicking.

My stack: HubSpot, Salesforce, and Attio on the CRM side. Clay, enrichment, and TAM builds for data. Claude Code and n8n for automation and custom builds. Comfortable wiring these together into one system.

Good fit if CRM is a mess, or you're planning to implement one and want it done right the first time.

If you're hiring, know someone who is, or have overflow, DM me or make an intro. Happy to do a free teardown of your CRM/pipeline first so you can see how I think before you commit to anything.

DM and I'll share my portfolio.

I've got a list of accounts where multiple fields need updating and the thought of opening each record individually is already killing me

i know there are bulk edit/import options in most CRMs, but i'm curious what you guys actually use on your side

Is there a workflow or a tool you've found that makes this quick without creating a mess of duplicate or wrong data? because manual updates don't feel very scalable and joyful.

Today as CRM tools become more flexible and teams use them in different ways, wanted to understand if per-seat pricing still makes sense.
Would it make more sense to pay based on the size of your customer database , the number of contacts or leads, the features your team actually uses, the level of support you need or the value the CRM provides to your business?

Email personalization is often just surface-level, like including the recipient’s first name, company name, and maybe even their industry. It helps, but it doesn't necessarily feel genuine because everyone's getting the same basic level of “personalization” across the board now.

AI personalization takes it a bit deeper by evaluating individual behavior and tailoring the email content to align with what each contact really cares about. It monitors things like opened emails, engaged content, visited pages, and buying process stages.

For example, someone might keep visiting your pricing page, but they haven’t requested a demo yet. In this instance, the AI might trigger an email addressing pricing concerns or showcasing ROI data. Another example is if someone downloaded a case study about a specific use case. The next email they receive could reference that specific use case. The AI determines what content to send based on actual behavior, not generic segments.

The key difference between the two boils down to relevance. Instead of generic batch email blasts, you're sending fewer emails that actually align with where each person is in their buyer journey.
However, this does call for a little more complexity and some data requirements.

Most importantly, you need enough behavioral data for the AI to work from. And you’ll need to set up some content variations ready to deploy. If you only have one generic email template for it to work with, the AI won’t be able to personalize much.

It’s crucial to start simple. Use AI to trigger emails based on specific behaviors (like visited pricing, downloaded a resource, or went dark for 30 days), then expand from there as you build more content.

One thing to keep an eye out for is that AI personalization can feel creepy if it's too specific. There's a line between "this is relevant" and "how do they know that about me?"

The best approach balances automation with authenticity, where the AI handles the targeting and timing, but the content still needs to sound human.

How are you approaching email personalization in your CRM?

[ Removed by Reddit on account of violating the content policy. ]

My team wanna vibe code our own CRM instead of using Zoho CRM , we mainly b2b so we just use CRM lightly for tracking but not like B2c Users.

Is vibe coding it a good idea?