I have client calls pretty much every day, sometimes a few back to back, and I usually take notes after each one.

But when I talk to the same client again a week or two later, I still forget a lot of the context. I’ll remember we talked about budget or a timeline change, but not always what they actually meant at the time.

The CRM has the basic info, but before a call I still end up going through old notes or transcripts to refresh my memory. Sometimes there just isn’t enough time.

What are you guys doing for this? Curious if anyone has a good pre-call workflow.

I've been seeing Attio everywhere. Any feedback from anyone who's used it? Seems like Attio is a crm + AI, which pretty much every CRM already has. Am I wrong?

Hey all, I build and fix end-to-end business systems, not just single tools. If your CRM, scheduling, marketing, AI agents, and reporting platforms aren't talking to each other properly, that's my niche.

What I do:

CRM architecture & automation in GoHighLevel/LeadConnector — pipelines, lead routing, setter/closer assignment, follow-up sequences

Workflow automation in n8n, Make, Zapier — multi-step, branching logic, error handling, cross-platform sync

AI agents, chatbots & voice agents — building and integrating AI-driven sales/support agents, lead reactivation bots, and voice agents into CRM and scheduling workflows

REST API & webhook integrations — including connecting platforms with no native integration

Scheduling infra — GHL Calendars, Google Calendar, iClosed AI Scheduler, appointment routing

Comms automation — Twilio, Mailgun, SendGrid, Zoom

AI call analysis — extracting objections, pain points, and budget data from sales calls, AI-assisted follow-up recommendations

Marketing/funnel tracking — ClickFunnels, Meta Ads lead attribution into CRM

Payments — Stripe automation

Reporting — Airtable KPI dashboards

Where I add the most value: Troubleshooting broken automations across systems — duplicate triggers, webhook failures, API rate limits (429s), missing metadata, calendar conflicts, misfiring bots/agents, wrong system generating meeting links, etc. I figure out where in the chain something's breaking, not just patch symptoms.
I think in terms of the full flow: Ad → Funnel → Lead → CRM → AI Agent/Chatbot Qualification → Appointment → Sales Call → AI Analysis → Follow-up → Reporting — and build/debug with that whole picture in mind.

Available for: one-off builds, ongoing retainer work, audits/troubleshooting, or migrations.

DM me or comment and I'll share more examples of past work.

same as title

I'm thinking about building a small app for people who have to keep checking multiple platforms throughout the day.

The basic idea:

• Connect Jira
• Connect HubSpot
• Connect Zoho Desk
• Connect 1–2 other popular support/CRM platforms
• See the total number of open tickets/issues from all of them in one place

For example:

🎫 Open Tickets
Jira — 24
HubSpot — 17
Zoho — 31
Zendesk — 9
Total — 81

And potentially have this available as a phone home-screen widget on both iOS and Android, so you could glance at your phone without opening 4 different apps.

The goal isn't to replace Jira/HubSpot/etc. just to give you a quick "what needs my attention?" overview.

Would you personally use something like this?

And if yes, what would make it valuable enough that you'd actually pay for it?

For example:

• 🔔 Notifications when ticket volume suddenly increases
• 🚨 Alerts when a high-priority ticket appears
• 📊 Trends like "open tickets increased 35% this week"
• ⏰ Tickets approaching SLA/deadline
• 👤 See tickets assigned specifically to you
• 🔄 Track tickets across multiple clients/projects
• 📱 iOS/Android home-screen widget
• 🤖 AI-generated daily summary of what needs attention
• Something else?

Also curious:

What platforms would you absolutely want supported?
Jira / HubSpot / Zoho Desk / Zendesk / Salesforce / Freshdesk / something else?

And finally, if this saved you from checking multiple platforms every day, what would you consider a reasonable monthly price?

I'm mainly looking for honest feedback before building too much.

This is a monthly megathread where you can all clamour for CRM attention without being banned for spamming this forum. Share your CRM, or consultancy service to your hearts content, (just keep your dignity!) The idea here is to keep the rest of r_crm less spammy, so don't be surprised if your regurgitated chatGPT output and link don't ever get approved elsewhere on this sub.

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I've been wondering whether lead scoring sometimes adds an extra layer of interpretation that businesses don't really need.

A CRM might give someone a score of 72 because of their company size, job title, pages visited, or a few other fields.

But then someone still has to look at the actual request and figure out what the person is trying to do.

It makes me wonder whether, in some cases, the information someone provides directly is more useful than turning that information into a number first.

For example, if a customer explains exactly what they need, why not use that information to determine how the request should be handled instead of relying mainly on a score?

I've been thinking about this, where the submitted information can be used directly when deciding how a customer request should be handled.

For people who work with CRMs:

When has lead scoring genuinely helped your team make a better decision, and when has it just created another field for someone to interpret?