fiz um CRM porque cansei de usar CRM, e queria ouvir quem vive isso no dia a dia

trabalho com vendas B2B há um tempo e sempre tive uma relação meio de ódio com CRM. na prática ele vira o lugar onde o vendedor presta contas pro gestor, não onde ele trabalha de verdade. aí ninguém atualiza, o gestor olha número velho e no fim todo mundo volta pra planilha e pro WhatsApp.

umas coisas me irritavam muito. cadastrar empresa digitando razão social e endereço na mão, sendo que tá tudo na Receita. mandar proposta em PDF e ficar no escuro, sem saber se o cliente abriu ou se é hora de ligar. o SDR qualificar um lead, passar pro vendedor e a informação se perder no meio do caminho. e pagar caro em ferramenta gringa que cobra por módulo, numa conta que não fecha pra time pequeno.

então comecei a construir o meu, o sales2revenue. a ideia é ser simples pra quem vende e útil pra quem gerencia. você coloca o CNPJ e ele preenche a empresa sozinho, importa a planilha de leads que você já tem sem duplicar tudo, e toca os negócios num funil em Kanban. a proposta sai de dentro do próprio negócio, com a cara da sua empresa, e você fica sabendo quando o cliente abriu de verdade (não conta robô nem ele dando F5). se ele gostar, aceita ali mesmo com um clique.

pro gestor tem um painel com funil, conversão, receita e metas por vendedor, e dá pra clicar no número pra ver quais negócios formam ele.

a parte que mais tenho curtido é a Mavis, a IA que fica dentro do CRM. no dia a dia ela resume o histórico de um lead ou negócio, sugere o próximo passo, rascunha e-mail e ajuda a preencher a qualificação. mas onde ela brilha mesmo é como SDR. você define o perfil de cliente ideal da sua empresa (ela até monta um rascunho olhando os negócios que você já ganhou) e delega os leads pra ela. ela pesquisa a empresa na internet, cruza com os dados da Receita pelo CNPJ, dá uma nota de 0 a 100 de aderência explicando o porquê e já te entrega uma sequência de três e-mails pronta. ela mostra de onde tirou cada informação e não manda nada sozinha: você revisa, ajusta e aprova, e aí as atividades caem na agenda do vendedor. a ideia é tirar do SDR a parte chata de pesquisar e deixar com ele a parte de conversar.

o que eu queria mesmo era achar uns times comerciais pequenos dispostos a usar e me falar sem dó onde tá ruim. se curtir a ideia, me fala aqui embaixo que eu libero o acesso.

e fica a pergunta pra quem quiser só opinar: o que mais te irrita no CRM que você usa hoje?

Hey, I’m new to CRM and looking for sample data to practise with for Hubspot service hub. Can anyone help me with sample datasets or suggest how I can practise using CRM tools hands-on? I’m learning CRM to transition from EdTech to SaaS Customer Success roles. Thanks!

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I am curious about how do you actually do it.

Businesses often have customer feedback and signals coming from multiple channels - chat, emails, tickets, etc. Keeping track of what actually is relevant is not as easy as it seems. One issue may be mentioned across two separate channels, and it is very easy to miss it.

So, I wanna know how are you doint it?

1. How do you de-duplicate incoming feedback?

2. How do you differentiate between noise and actual signals?

3. How do you categorize it (theme, tag, sth else)?

4. Do you have a threshold before you decide if a feedback is worth focusing upon?

5. What happens if you do not have enough evidence/feedback to take action? (For example maybe one or two customers complaining about a feature)

I'm from a technical domain, so I don't really know how feedback analysis is actually done on scale. Would like to know what approach do you follow. Trynna explore into this so your actual experience and workflows would be helpful

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!

Solo dev in Melbourne. Last 12 months I've been building and selling ops software to small businesses on a monthly sub, about a dozen on it now. One of them also runs a small finance company and has asked me to build their back office from scratch.

Rough shape: a portfolio of active customer accounts, each with separate budgets (rego, insurance, fuel, servicing), money coming in monthly from employers, expenses paid out and recorded, monthly statements to each customer, and the whole thing has to reconcile to one bank account every month. All client money, none of it theirs, so a stuff up is serious. 2 or 3 users to start.

Where I've landed:
- Three phases, fixed price each, half up front half on sign off. Around $48k AUD total. A quoting tool as an optional fourth phase later.
- Software records and calculates, never moves money. Humans pay from the bank, system reconciles.
- I keep the IP so I can sell it to other businesses in that industry, they pay less because of that.
- Small yearly fee for hosting and updating the tax tables.

Never priced a custom build before, only ever done subs, so no reference point. Questions:
1. Fixed price per phase with a written sign off each, is that the right shape or do people regret it?
2. Does $48k sound low for ledger grade work where a mistake costs real money?
3. Anyone done the "I keep the IP, you pay less" thing, what did you wish you'd put in writing?

Cheers

Advertising platforms can tell you what you spent and how many conversions they recorded. Your CRM can tell you which leads moved through the pipeline and which became customers. But those numbers don’t automatically tell you what acquisition actually cost once the data is reconciled.
That gap is what led me to build CDAI (Capital Decision Accuracy Intelligence) under Allocera Intelligence.
CDAI is a deterministic reconciliation engine built to connect advertising data with CRM outcomes and available acquisition-cost data. It calculates True CPL, True CAC, and contribution margin, then evaluates campaign economics and produces a directive: SCALE, HOLD, CUT, PAUSE, QUARANTINE, RENEGOTIATE, INVESTIGATE, or FLAG.
The point isn’t to replace a CRM or another reporting dashboard. It’s to reconcile the numbers behind acquisition decisions so a campaign isn’t judged on lead volume or platform-reported performance alone.
I’m looking for a company using HubSpot or Salesforce alongside paid advertising to participate in a pilot. I’d work directly with the team to compare CDAI’s findings against its existing reporting and identify where the numbers agree, where they don’t, and whether those differences change a budget decision.
For people responsible for paid acquisition and revenue operations: how do you currently reconcile ad spend with CRM outcomes and the actual cost of acquiring customers?

Dear community, I'd appreciate hearing about your experience with a challenge I'm facing in Dynamics CRM (Customer Insights - Journey).

In CRM, we have contacts that interact with our company from different roles: partners, alumni, donors, event attendees, newsletter subscribers, etc.

They also have different emails for different roles: corporate emails, private emails, etc.

So, in the end, we end up with duplicates, which I can merge, of course, but it raises the following questions:

• What happens with their consent/subscriptions?
• How do I distinguish, in segments/journeys, which email to use for different communications?
• How should I behave with forms? For example, if I have different emails for different roles in a related table, how would I match them with existing contacts
• And if I match them to that contact with flows, then for example, with event forms, I will need to send an email confirmation, and Journey is set up to send it to emailaddress1.

So, for forms, I assume the obvious approach is to use leads, not contacts, but then I will need to create an event registration for a lead, not a contact? How would I then see this history?

Thank you to everyone who finds time to answer it

In growing businesses, it becomes harder to track customers' data and follow-up with them. Information might be scattered around, there might be some people who do not know about the changes and duplicated entries become a problem.

The first problem is related to the fact that one needs to have all customer information in one place. The second problem is to understand which activities should be automated while others remain manual. Integration of a CRM system with email, sales, and customer support systems is complicated when these applications are not compatible.

In my opinion, it is very important to understand the approach to customer information in order to choose a CRM system accordingly.

If you are using CRM software already, what problems did you face in working with it? Was it information management or follow-up tracking, tool integration or team participation in using the system?