Most CRMs have hundreds of features, but what's one thing you still wish your CRM did better?

Could be a missing feature, a workflow that feels clunky, or something that wastes your time every day.

Curious to hear what people actually struggle with.

I have been wondering if you would change your current CRM if there was one with the same features you use, but one that didn’t charge per seat ?

If yes, what would be important for a smooth change ?

If no, why not ?

Both, which do you use today or which do you recommend?

For me it’s the export/import options and fear of losing data.

Hi everyone,

I'm researching how sales teams use CRM Mobile.

I'm curious:

What is the most frustrating part of using the mobile app?

• Following up with leads?
• Creating activities?
• Notifications?
• Working offline?
• Updating records after customer visits?
• Something else?

I'd love to hear your experience. #vtigercrm

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!

Hello! Ive been working the last month on configurating Bitrix for a real state company. We are about to connect our platforms with bitrix although some of them have leads with more info than others.

Since bitrix is not able to read the actual text I'm trying to find an External solution that could read the incoming messages per platform, identify if the lead comes with any property of interest and provide different responses from the leads who come with 0 information.

If anyone has a solution to this kind of situations and know how to make the connection with bitrix I'll appreciate it!!

I've been curious about how much of a difference a CRM actually makes for gyms, studios, and personal trainers.

Some people seem to manage everything manually, while others rely on a CRM to keep track of leads, member follow-ups, appointments, and client communication.

For those who've used one:

-Did it noticeably improve your day-to-day workflow?
-Which features ended up being the most useful?
-Was there anything you expected to use but rarely did?

I'd love to hear some real experiences before deciding whether it's worth investing the time to learn one.

I need to find a way to pass the info of the UTM parameters that I have in Google Analytics to pass it to my CRM, Apollo. The form on the website passes the information from the filled-out fields directly to Apollo, but it doesn't track the UTMs.

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

My latest project is a CRM for freelancers and small teams.

Instead of focusing on aesthetics, I tried to make it practical:

• Lead tracking • Revenue forecasting • Connected contacts and companies • Follow-up visibility

I'd genuinely appreciate feedback from people who use CRMs in their business.

What would you add or remove?

“Put everything in the CRM” works until delivery starts.

Sales owns the deal, project management owns the work, finance owns the invoice, and support owns the customer issue. Copying every field into every system creates duplicates, but leaving them separate makes the customer relationship hard to understand.

It feels like the real challenge is deciding which system owns each fact while still connecting the full history.

How do you draw that boundary without forcing everyone to work from the same tool?

I think most CRMs seem to be built around email, calls, forms, and meetings.

But many customer relationships now start and continue through platforms like Reddit, LinkedIn, Instagram, Facebook, WhatsApp, or X.

Is anyone here using a CRM specifically designed to manage those relationships across social platforms?

I mean something that helps you keep track of:

• who you have spoken with
• where the conversation happened
• the full interaction history
• notes and important context
• follow-ups and reminders
• whether the person is a prospect, customer, partner, or someone else

I’m currently working on something in this space and would love honest feedback from people who already manage customer or prospect relationships through social media.

How are you handling this today, and what features would you expect from a platform like that?

For companies that use Reddit for customer support, community management, or customer acquisition, how do you keep track of conversations across posts, comments, and DMs?

Someone might report a bug, mention your brand, compare you with a competitor, ask for advice related to your industry, or show interest in your product but need a follow-up later.

Are you adding these conversations to your existing CRM, using a social-listening tool, working from spreadsheets, or simply managing everything through Reddit?

I’m currently working on something in this space and would genuinely appreciate honest feedback from people who already use Reddit as a customer support, community, or customer acquisition channel.

What is the most frustrating part of your current process, and what features would you want to see in a platform built for managing these conversations?

​Hey everyone,

​I published my Notion Pro CRM on the Notion marketplace. It’s designed specifically for freelancers and small businesses who want a clean, minimal, and dark-themed workspace to manage their clients and deals.

​Here is a quick breakdown of how it works:

​Active View: Your main working dashboard to keep track of everything happening right now.

​Inbox View: A quick-add section to dump new leads on the go without cluttering your active work.

​Health Check Formula: Automatically shows if a deal is on track, closing soon, late, or done based on expected dates.

​Weighted Value Formula: Calculates your expected revenue automatically based on which stage the deal is in.

​Seamless Connections: Companies, Contacts, and Deals are all connected, so updating a status moves everything automatically.

​If you're looking for an aesthetic and automated way to clear the client chaos, the link to the template is in the comments

​I’d genuinely love to hear your thoughts or any feedback on this setup.

Pricing.

Most agencies I've spoken with end up using one of these approaches:

• A static price list
• A calculator in Google Sheets
• Custom values and workflows
• Manual quotes from a salesperson
• Sending the lead to another quoting tool

That seems to work for simple jobs, but it gets complicated quickly.

Things like:

• travel distance
• emergency fees
• different service areas
• commercial vs. residential
• customer-specific discounts
• minimum margin requirements
• technician approval for larger jobs

are difficult to manage inside a traditional CRM.

I've been building a pricing engine that sits between customer intake and CRM like GHL. The idea is that forms, AI agents, APIs, or webhooks send the request to the pricing engine, it applies the company's pricing rules, generates a proposal, and then syncs everything back into CRM.

I'm not launching or selling anything yet.

I'm trying to understand how agencies are solving this today and whether I'm solving the right problem.

A few questions:

• How are you currently calculating quotes?
• What causes the most mistakes?
• If you could automate one part of your pricing process, what would it be?

If anyone is interested, I'm also looking for 5–10 agencies willing to test what we've built and give honest feedback before we officially launch.

I'd really appreciate any thoughts.

I searched the subreddit first and found a few HubSpot vs. Dynamics discussions, but not many detailed first-hand accounts from companies that have actually completed this specific migration.

We are an international B2B services company with roughly 100–150 people. Our commercial model combines consultative sales, account management, inbound and outbound lead generation, partners, referrals and events.

HubSpot is currently much more than a contact database for us. We use it for CRM and multiple sales pipelines, email and activity tracking, marketing automation, forms, landing pages, campaign attribution, reporting, sequences, shared inboxes and parts of our corporate website. We also have a substantial historical database with thousands of deals and well over 100k contact records.

Most of the company already works in the Microsoft ecosystem, especially Outlook, Teams, SharePoint, OneDrive and Excel. We also have access to several Dynamics 365 products and sandbox environments, so we are evaluating whether Dynamics 365 Customer Engagement could improve integration, reduce platform duplication and provide a better long-term operating model. HubSpot is also a meaningful part of our annual software spend, although cost reduction is not the only objective.

The main concern is replacing an accessible CRM with something that becomes overly complex, heavily customized or permanently dependent on external consultants.

I would especially appreciate first-hand experiences from companies that migrated from HubSpot to Dynamics 365 CE:

• How complex was the migration in practice?
• What historical data and activities were you able to retain?
• Did user adoption become easier or harder?
• How much training and ongoing administration was required?
• How much customization did you actually need?
• Did the Outlook, Teams and wider Microsoft integrations deliver meaningful operational benefits?
• How dependent are you on an implementation partner?
• What hidden costs appeared after licensing, implementation, support and maintenance?
• How did total cost of ownership compare after one or two years?
• What would you do differently if starting again?
• Did you migrate HubSpot’s marketing and CMS functions too, or keep them separate?

Genuine customer-side experiences would be extremely helpful. I’m not looking for vendor pitches, affiliate links or implementation offers. I’m particularly interested in lessons from people who have lived with both systems after the migration.

One thing I learned after trying different B2B sales tools...
I used to think adding more features would automatically make a sales teams more productive.

It doesn't.

I've seen with expensive CRM software still using WhatsApp to share customer updates, Excel to track leads, and phone calls to ask, "Did anyone follow up with this client?"

The issue isn't software.

It's updating a customer visit takes five minutes, most reps will do it later.

And "later" usually means never.

The tools I've seen work best have one thing in common.

sales reps don't feel like they're updating the CRM.

They just finish a visit, add a quick note, schedule the next follow-up, and move on.

Everything else happens in the background.

Managers get live visibility.

Reports stay accurate.

The pipelines reflects reality.

Simple beats powerful almost every time.

I'm interested to hear from from others working in B2B sales.

What's one feature in a CRM field sales app that genuinely made team's job easier-not just something that looked good in a demo

I work at a B2B SaaS. And right now I’m managing over 30 referral agencies. Tracking all these relationships has been a headache. And our pipelines don’t fit well into a sales CRM, as each partner relationship is completely different when it comes to revenue structure, contract dates, health signals, payout history, etc. Our current CRM just doesn’t give us much customization for relationships that don’t fit nicely in the current structure.

So I’ve been tracking everything in a spreadsheet with conditional formatting and I’m over it. I need something automated. The more flexible the better. Any recommendations for a CRM that can handle stuff like this? I really don’t want to build out something (that’s not my strong suit), but airtable has been recommended to me for this. There’s gotta be something else that’s easy to customize and track?

Hi everyone!

I'm a GoHighLevel CRM & Automation Specialist with over 2 years of hands-on experience managing 100+ GoHighLevel accounts for agencies and service-based businesses.

I enjoy working behind the scenes building systems, solving technical issues, and keeping CRMs running smoothly so agency owners can focus on growing their business.

Here's what I can help with:

CRM Setup & Management
• Sub-account setup
• Pipelines & opportunity management
• Calendars, tags & custom fields
• Contact organization

Workflows & Automations
• Lead nurturing & follow-up sequences
• Appointment reminders
• Workflow optimization
• Zapier & Make integrations

Funnels & Websites
• Landing pages & funnels
• Websites
• Forms & surveys
• Custom HTML, CSS & JavaScript

Snapshot Development & Deployment
• Build and customize agency snapshots
• Deploy snapshots to new client accounts
• Standardize onboarding across multiple sub-accounts
• Import and configure workflows, funnels, pipelines, calendars, forms, and settings for faster client launches

Technical Support
• A2P 10DLC
• Domain & DNS setup
• Payment gateway integrations
• Third-party integrations
• Advanced troubleshooting
• Ongoing CRM maintenance

Whether you need someone to build your CRM from scratch, deploy and customize snapshots for new clients, or manage the day-to-day backend of your GoHighLevel accounts, I'm happy to help.

📍 Available for: Full-time | Part-time | Project-based
🕒 Time Zone: Comfortable working across all US time zones (EST–PST)

If you're looking for someone reliable, detail-oriented, and able to work independently without constant supervision, feel free to send me a DM. I'd love to see how I can help your team. 😊

We still do ride alongs but they take a lot of time and only cover a few reps. I’m looking at AI sales coaching as a way to review more real conversations without spending half the week on the road. Has anyone made the switch or used both together and did the feedback stay useful and did reps actually stick with it?

I'm looking at CRMs for Professional Services Orgs and most options seem configurable but not fully customizable. Also some seem to support retainers, some support block hours and other projects, not many seem to allow all 3 types.

I'm considering building this in Microsoft Dataverse or Frappe Framework.

Is this a good area to explore? What do we think?