Let's be real – most of us got into real estate to close deals, not to stare at spreadsheets, chase paperwork, or manually update CRM entries.

I was spending way too much time on repetitive tasks that added zero value to my actual business. So I built a system to automate the boring stuff.

What my Real Estate Automation System does:

> Lead routing – Automatically assigns new leads to the right agent based on location, source, or availability

> Follow-up scheduling – Auto-reminds you and your team when to reach out to leads, buyers, and sellers

> Dashboard & reporting – See your pipeline, conversion rates, and agent performance in real time

> CRM sync – Integrates with your existing tools so you don't have to switch between 5 different tabs

> Smart notifications – Get alerts for hot leads, pending tasks, and deal milestones

Why I'm sharing this:

14-day free trial – no credit card required.
I built this for myself but realized other agents/teams could benefit too. I'm actively developing it and would genuinely love brutally honest feedback from people who live and breathe real estate daily.

If you're tired of drowning in admin work and want to focus on what actually makes you money, give the 14-day trial a shot and tell me what's missing, what's overkill, or what would make your life easier.

Happy to answer questions in the comments or DMs.

We're a CPG brand that's been killing it D2C but we're trying to expand into wholesale/B2B. Having a hard time finding retailers and distributors that would be a good fit.
Right now we're basically doing manual outreach on LinkedIn and cold emailing lists from trade shows. Also tried some lead generation tools but most are built for SaaS/tech companies not physical products. Looked at Lemlist briefly but it felt very much geared toward software outreach sequences, not really what we need.
For those of you doing wholesale, how are you finding new B2B accounts? Are you going to trade shows? Using brokers? Or just grinding it out with cold outreach? Would really love to hear what's working for other ecom brands in the wholesale game.

I've been seeing more companies move beyond AI copilots and start talking about AI agents that can actually take actions inside a CRM instead of just answering questions.

On paper, it sounds useful. Updating records after calls, qualifying inbound leads, drafting follow-ups, summarizing meetings, routing tickets, creating tasks, or kicking off workflows without someone clicking through everything manually.

But I'm more interested in what happens after the pilot.

Has anyone here actually rolled this out and kept using it?

What platform did you go with? I've seen Salesforce Agentforce, HubSpot Breeze, Microsoft Copilot, Zoho's AI, Lyzr, and a few others, but it's hard to tell which ones are delivering real value versus nice demos.

Did it actually reduce admin work for your sales or support team? Were there things you expected it to do but still needed people for? And how much time did you spend getting your CRM, permissions, and workflows into a state where the agent was actually useful?

I'd rather hear from people who've lived with these tools for a few months than read another vendor case study.

I've worked with a number of small businesses over the last few years, and one thing I see repeatedly is teams trying to manage their entire sales pipeline in Excel.

Excel is an amazing tool, but once your business starts getting more inquiries, it begins showing its limitations.

Here are the most common mistakes I've seen.

1. Multiple versions of the same file

One person updates "Leads_Final.xlsx"

Someone else edits "Leads_Final_v2.xlsx"

Another saves "Leads_Latest_Updated.xlsx"

Eventually, nobody knows which file contains the latest information.

2. Follow-ups get forgotten

A salesperson says,

"I'll call this customer next Tuesday."

Unless someone manually creates a reminder somewhere else, that follow-up often gets missed.

Many lost sales happen simply because nobody remembered to follow up.

3. No one knows who spoke to the customer

One employee calls.

Another sends an email.

A third sends a WhatsApp message.

Without a shared activity history, the customer ends up repeating the same conversation multiple times.

It doesn't create a great experience.

4. Duplicate lead entries

The same person gets entered two or three times.

Sometimes with different phone numbers.

Sometimes with slightly different names.

Reporting becomes inaccurate, and the sales team wastes time contacting the same lead again.

5. Difficult to track the sales pipeline

Questions like:

• How many hot leads do we have?
• How many deals are waiting for follow-up?
• Which salesperson is performing best?

...usually require manually filtering rows or creating Pivot Tables.

As the spreadsheet grows, this becomes harder every week.

6. Data can be changed accidentally

One incorrect copy-paste.

One deleted column.

One accidental overwrite.

Suddenly, important customer information disappears.

Unless version history is available, recovering that data can be frustrating.

7. Excel wasn't designed for team collaboration

Excel works well for calculations.

It wasn't built to manage daily customer interactions across multiple people.

As teams grow, everyone needs a single place to see:

• Lead status
• Notes
• Tasks
• Calls
• Emails
• Follow-up history

Trying to do all of that inside a spreadsheet becomes difficult.

I'm not saying Excel is bad.

For many businesses, it's the perfect place to start.

But once you're handling dozens (or hundreds) of leads every month with multiple team members, I've found that the process often becomes harder than it needs to be.

I'm curious - what's the biggest challenge you've faced while managing leads in Excel?

I'd love to hear how others have handled it.

I’ve been building Vyuha (vyuhaos com)

The idea came from watching a close friend run his event planning and décor business in India.

Every time we spoke, the same operational challenges came up:

* Client enquiries spread across different channels
* Follow-ups tracked in spreadsheets
* Documents shared through Google Drive or Microsoft folders
* Vendor coordination happening on WhatsApp
* Event information scattered across multiple tools

The more event businesses I spoke to in India and the UK, the more I realised this wasn’t unique to one company.

There are different software solving part of the problem but not end to end workflow

That became the motivation behind Vyuha.

Today, it brings together:

• CRM & lead management

• Quotations & contracts

• Event planning & execution

• Team coordination

• Vendors

• Client portal

• Shared documents

• Payment milestones

• Expenses & profitability

One early customer recently moved away from Zoho CRM and is now managing 300+ leads and 10 active events inside Vyuha. Their feedback is directly shaping new features

I’m now looking to work with 5–10 more event businesses in India and UK that want to use Vyuha and help in developing the platform with much deeper workflows

If you run a wedding planning company, event agency, decorator business, or corporate events company, I’d love to hear:

* What tools are you using today?
* What’s the biggest operational challenge your team faces?
* If you could remove one manual process from your business, what would it be?

Whether you become a user or not, I’d genuinely value the conversation.

I'm building Lead Operating system for especially for Real estate agency( but it can use other niches too) So this is state machine chatbot it has the memory of each user whether they came in 1 days or 6months, so it will asking the questions to the lead first it ask intent like [Buy, Sell, Rent] and then sending the questions accordingly and updates CRM, and also qualifying the lead according to your rule For example you want only those lead who have more than 50L budget and timeline within 1month so it comes in Hot lead category less than 50L warm. Less than 30L cold it depends on you what kind of rule you want to set. So it has the memory of each user so we can send follow-up message to each user like if we want to ask 6 questions to each user but if user answered 2 questions and disappeared, either we can send the follow-up message of the next question (3rd Question) or user sends the message come again with the same number so it has the memory so agents knows on which step were this user are and asking him/her to the next question. And everything on the dashboard (like hot, warm, cold lead, graphs, charts, follow up details, quick buttons call, whatsApp)which is connected with supabase as backend for frontend replit, lovable,bolt I use lovable. Anyone wants to see a demo, Dm

And please Only those people should come who want to get this build done.

I’m curious how people define “ready to import” when a spreadsheet has already gone through some cleanup.

The difficult part for me is not obvious broken rows. It’s the gray area:

duplicates that are not exact...

conflicting fields...

suspicious values..

rows someone manually edited without a clear record of why...

At what point do you trust the file enough to import it?

Do you rely on:

exact checks only

manual review buckets

another tool/workflow

experience/judgment

And what usually goes wrong even after cleanup?

Using Salesforce as our CRM. 55 reps. Commissions are calculated manually by exporting Salesforce data into Excel every month.

Looking for software that automates this entirely. Ideally it reads deal data from Salesforce, applies our commission plans, and generates statements without manual intervention.

What's the best option that actually integrates well with Salesforce?

Over the past few months, I've been building my web design and automation agency, and I'm now opening a Founding Client Program for the first 3 to 5 businesses.

and you're looking to:

\- Build a new website

\- Redesign an outdated one

\- Improve your online presence

\- Streamline your business with automation or CRM systems (notion or a webapp)

I'd love to work with you.

To build our portfolio and collect real-world case studies, we're offering 50–60% off our normal pricing for these first projects.

In return, all we ask is:

\- An honest testimonial after the project.

\- Permission to showcase the work in our portfolio.

\- A referral if you're happy with the result.

If you're interested, send me a message or book a free discovery call through our website.

found an account last week that had basically been sitting there for over a week.

last note was ""follow up after security review.""

cool. follow up who? whn? was security done? no idea lol.

I asked the AE and he thought CS had picked it up. CS thought the AE was still waiting on something from the customer. meanwhile the account was just sitting there doing absolutely nothing.

this happens more than I'd like to admit.

I've used a few different CRMs and I used to blame the software for messy pipelines, but honestly a lot of it is just us writing terrible notes and assuming future-us will understand them.

we've been messing around with Expertise AI lately to pull the recent account history together before someone picks a deal back up. sometimes it helps. sometimes it basically comes back with a nicer version of ""yeah, your notes suck"" because there's nothing useful in there to begin with.

we still don't let it change owners or important fields on its own. learned that lesson pretty fast.

but it's made me notice how many CRM notes are just ""circle back,"" ""waiting on legal,"" or my personal favorite, ""follow up soon.""

soon when, past me??

where does this usually fall apart for you guys? handoffs between sales and CS are probably our worst one.

Disclosure: I work with Expertise AI.

We're a CPG brand that's been killing it D2C but we're trying to expand into wholesale/B2B. Having a hard time finding retailers and distributors that would be a good fit.

Right now we're basically doing manual outreach on LinkedIn and cold emailing lists from trade shows. Also tried some lead generation tools but most are built for SaaS/tech companies not physical products. Looked at Lemlist briefly but it felt very much geared toward software outreach sequences, not really what we need.

For those of you doing wholesale, how are you finding new B2B accounts? Are you going to trade shows? Using brokers? Or just grinding it out with cold outreach? Would really love to hear what's working for other ecom brands in the wholesale game.

Been looking at CRM options for my lawncare business. People here love to recommend Jobber, but I have some concerns about the bloat. I doubt I'll need GPS tracking, payroll management, or crew dispatch as someone that runs the work solo lol. Also checked out Housecall Pro, but it looks like it has the same issues as Jobber. But I have no experience with CRMs, so if I'm wrong please tell me.

Then I started to look into lightweight options, stuff like YardBook, GorillaDesk, Tofu which seemed to be built with solo operators in mind. So yeah, I'm thinking I'd need a suggestion from this side instead of the bigger side. But again, I have no prior experience with looking for CRMs, knowing what makes them better than the other, or if I even need a CRM to begin with. Afterall, I've managed just fine so far without, but I'm more on the side of feeling like I've scaled enough to need this.

I'm open to any suggestions as long as it has basic features like scheduling, client tracking, and invoicing. Let me know if I'm wrong about the CRMs I've mentioned, or if you have any straight recommendations. Thanks guys!

I'm looking for 5-10 advanced Slant users. My linkedin connection volume is pretty high and i'm trying to automate a lot of processes and I'm not 100% the best process flow.

I've already built a killer chrome extension that exports Sales Nav profiles directly into Slant. It works great. I'm trying to refine my internal Slant process workflow now and I'm looking for help.

Anyone want to jump on a zoom and chat for 20-30 minutes about Slant?

Hi everyone!

A group of coworkers and I have left our jobs to open our own accounting firm (We were all working in the accounting field previously) and we're looking into alternatives to the programs we've been using the past few years at our old place of employment.

The program we want to replace most out of all of them is Goldmine as Goldmine has been an absolute nightmare for us in the past.

We mainly used it to schedule appointments and as a logging system for our client files. So, that's what we're mainly looking for.

In terms of logging client files, we just need a system that lets us enter the names and phone numbers of clients and allows us to log the date they brought their paperwork in and who their file was given to within our office. Having a program to log files like this makes it easier for us to quickly look up who has each client's file in and when their paperwork was dropped off.

What we don't want:

- Nothing too complicated, we'd prefer to keep things as user friendly as possible

- Nothing too expensive, this is a new business and a lot of the other programs we need are not cheap lol

- No AI. We'd like to keep client info as secure as possible. We also like to avoid Gen AI as much as possible for moral and ethical reasons.

Any help is greatly appreciated! Thanks in advance!

Dear redditors, would you use a CRM that has lead-generation with AI automation? Like basically CRM that searches for potential clients, stores them as leads, evaluates whether they are worth contacting, and helps prepare a personalized offer.

"I've worked with different CRM systems and one thing keeps happening.

The software is rarely the biggest problem.

Usually it's the process around it.

Messy data.

Different teams tracking things differently.

Nobody knowing who owns the next step.

What problems did your team struggle with the most?"

I do not know how this fits into the rules so please let me know if it is not allowed.

I propose a battle to see how fast the community CRMs are. I feel this gives everyone a chance to name drop their CRM without being spammy to people in the other threads and presents a challenge for who has the fastest and leanest CRM (or most optimized). Most of the test is network latency but server time is the time it takes for your CRM to receive the request, run your auth system and respond to the client (TTFB - SSL). Scripts are what javascript has to load after the request to fully serve the page.

Post your VM provider and server specifications and if you are located in the same geographical area. Then run the script or run the command on its own and post your results. May the fastest CRM win.

----------------------------------------------------------------------------------------

Google Cloud - E2-Micro 2 cores 1GB RAM

Running google central and located on the SD/WY border.

----------------------------------------------------------------------------------------

Me (SudleCRM) TTFB: 240ms Server: 34ms Size: 0.9KB Scripts: 0

Pipedrive TTFB: 426ms Server: 234ms Size: 36.7KB Scripts: 8

GoHighLevel TTFB: 294ms Server: 90ms Size: 9.3KB Scripts: 6

Salesforce TTFB: 326ms Server: 113ms Size: 12.0KB Scripts: 9

HubSpot TTFB: 465ms Server: 261ms Size: 20.1KB Scripts: 19

Zoho CRM TTFB: 1255ms Server: 281ms Size: 28.3KB Scripts: 11

The links used are in the script and all providers are tested the same way.

----------------------------------------------------------------------------------------

Here is an internal test that requires your session cookie and actually tests the speed of the CRM. Use your real session cookie in the script and hit an actual route in your CRM.

----------------------------------------------------------------------------------------

Endpoint: /api/leads/rows (59892 leads, paginated, server rendered HTML)

TTFB: 334ms

Server: 65ms

Size: 7.7KB

I've got a few GoHighLevel sub-accounts available if anyone's looking for GHL without paying full price.

Each account includes:

• Independent platform sub-account
• Unlimited users
• Unlimited contacts
• Built-in CRM & pipelines
• Unlimited funnels
• Email & SMS builder
• Calendar & appointment booking
• Forms & lead capture

Pricing

• $39/month
• $400/year (works out cheaper if you know you'll be using it long term)

I also handle GHL setup if you don't want to spend days figuring everything out. That includes CRM configuration, funnels, workflows, calendars, forms, pipelines, and full account setup.

There's a 3-day free trial, so you can log in, test everything, and decide if it's a good fit before paying.

One thing to mention: I only onboard 30 new accounts each month so I can actually provide support instead of disappearing after the sale. Once those spots are gone, new signups have to wait until the following month.

If you're interested or have any questions, just send me a DM or leave a comment and I'll be happy to help.

Myself and my team recently decided to consider newer CRM options to speed up our outreach/tracking process. We're a small advisory firm, maybe 6 or 7 or so of us who'd actually be in the system day to day.

We work project by project. For each advisory project we build a list of people who might be interested in that particular transaction, and then we reach out to them. So it's not selling a product to customers one at a time, it's more like, here's a mandate, who are the right people to talk to about it, and then we work that list. Each project ends up being something like 200-ish people, and we've got several of these projects running at the same time.

The way we want it to work: we've already got a big pile of contacts we've been in touch with over the years, and we want the CRM to hold those and enrich as we go. So we'd drop in a list of companies (an Excel sheet), and for the ones we've already dealt with, the CRM would pull up the contact we already have there (which would be imported from our Outlook system). For the companies where we don't have anyone yet, we use a separate tool to go find new contacts. Between the two we end up with a full outreach list for each project.

There’s an important issue that we want to address. Since we run a separate pipeline per project, the same person often shows up in more than one of them. Say we reach out to a guy named Zack at Company ABC about one project, and a while later we're also reaching out to Zack about a completely different project. We need the CRM to get that Zack is on two different outreach lists and to keep the email tracking straight between them, so it knows which emails belong to which project and tracks them separately. A couple of tools we tried just dump everything onto the contact and blur the two projects together, which does not work for us.

We also want that tracking to be automatic. We don't want to manually mark each email so it gets logged, that defeats the point, we want it to pick up the outreach and file it under the right project on its own.

And we're not trying to auto send anything. We send our emails ourselves because most of them need proper review before they go out. But it'd be great if the system could at least draft a rough first version by pulling from the info in our spreadsheet, so we can review it, fix it, and then send it ourselves.

The rest of the wishlist: we're a Microsoft/Outlook shop so Outlook syncing that runs in the background without us babysitting it is preferable. Being able to auto sync most email but keep certain confidential threads out of the system entirely would be great. Some decent internal dashboards plus reports we can export and send to clients. Dedupe and a shared contact history so we can tell if anyone here has been in touch with a person before. And it has to stay internal, no client logins or portals, and we're small so we're not looking to spend enterprise money.

So, what are you all running, how big is your team, and what do you like/hate about it? Would really love to hear from anyone doing deal or project-based work rather than high volume Saas sales. Thanks! 😊

Hi everyone,

I've been researching the CRM migration industry before building anything and I'm trying to understand how consultants actually run these projects. If you've ever worked on CRM/data migrations (Salesforce, Hubspot, Zoho, etc.) I'd love to hear about your experiences.

Some questions I have:
- What are some parts of the process that really manual?
- What is your least favorite part of the process?
- What tools do you currently use?

If anyone knows anyone who has experience or knowledge in the field please let me know as well.

Thanks for the help!