❌

Reading view

What do you do with records that are not clean enough to import, but not obviously wrong enough to delete?

I keep running into the same issue with CRM imports:

Some rows are clearly fine.

Some rows are clearly trash.

But the painful ones are in the middle.

Examples:

same email, different phone

same phone, different name spelling

same company, slightly different title / city / source

records that look mergeable, but not safely

The obvious stuff is easy.

What I’m trying to understand is the middle zone.

How do you actually handle that at scale before import?

Do you:

hold them back in a review bucket

manually label them

merge conservatively

import and fix later

just accept some contamination

I’m not asking for theory. I mean your actual workflow.

submitted by /u/ahhrsa
[link] [comments]
  •  

Looking for a CRM for a small business (11 users) that only want to use it for contacts, basic opportunity tracking and notes entered against the contacts.

I specifically want to be able to export those notes, weekly, and use them for a sales report, but Hub Spot dont do this unless you pay for the next tier up, and Nimble dont have the functionality. Can anyone recommend one? Its esentially something we could run out of an excel spreadsheet so we're looking for something cheap. Thankyou!

submitted by /u/badboybubbykitty
[link] [comments]
  •  

Would you combine prospecting and CRM in one platform?

For people who actively use a CRM for outbound sales, do you prefer keeping prospecting, enrichment, outreach, and CRM as separate tools, or would you rather manage more of the workflow in one place?

For example, would it be useful to define your ICP and receive a smaller list of already-researched and qualified companies, including the right decision-makers, enrichment data, why they match, and why they may be worth contacting?

Only approved leads or positive replies would then be added to the actual CRM, rather than filling it with every prospect.

Would that make your workflow easier, or do you prefer using tools such as Sales Navigator, Clay, Apollo, outreach software, and your CRM separately?

What would a combined platform need to do before you would consider using it instead of your current setup?

Thanks for any constructive feedback!

submitted by /u/No-Entertainer8410
[link] [comments]
  •  

Manual managed CRM or AI-integrated CRM?

We (our team) recently made a few websites for a college, integrating a CRM system to make the application process and customer service easier. It was AI-integrated.

We want to know whether a manually managed CRM system is more effective than an AI-integrated CRM, if so, then in what ways? Advantages, limitations and other things.

submitted by /u/void_craft06
[link] [comments]
  •  

We built an AI-native CRM, then mostly stopped saying "AI" in sales calls. Here's why

Some of you might remember a post I wrote about capping our CRM pricing at CHF 350/month flat. Buried in it was one line that got more DMs than the pricing itself: that predictability resonated with our buyers more than any AI capability we led with. A few people asked what I meant by that, so here is the longer version.

Quick context: I spent about 12 years building software inside Swiss regulated banks before leaving to build an AI-native CRM for German-speaking SMEs. And I mean AI-native literally. The product's whole reason to exist is that the AI does the CRM work people hate: logging activity, keeping records current, drafting follow-ups, surfacing what needs attention. Take that away and there is no product.

So naturally, our early pitch led with it. AI-native CRM, intelligent automation, the whole vocabulary. And in demo after demo with our actual buyers, conservative Swiss and DACH SMEs, it landed with polite nodding and no second meeting.

It took me embarrassingly long to understand why. For this buyer, "AI" is not a capability claim. It is a risk claim. It translates to: my data goes somewhere I can't see, the vendor will change things under me, and my industry association just sent a newsletter warning about exactly this. These are firms that kept their accounting software for fifteen years because it never surprised them. Leading with AI meant opening every conversation with the thing they were most skeptical of.

What we changed: we stopped describing the technology and started describing the Tuesday evening. Nobody types meeting notes into a database at 7pm anymore. Your pipeline is current without anyone maintaining it. Same product, zero mystery vocabulary. And we moved data residency, auditability, and "here is exactly where your data lives" from the compliance footnote to the second slide, because it turned out that was the real question hiding behind the AI skepticism all along. My banking years finally paid off there; I can talk about audit trails with genuine enthusiasm, which is a strange superpower.

What happened: conversations got longer and more concrete. Instead of debating whether AI is trustworthy in the abstract, we were debating whether our tool fits their process, which is a discussion you can actually win. Interestingly, once trust was established, customers started asking about the AI themselves, on their terms. The feature didn't change. The sequence did.

The honest cost: our marketing and our sales pitch have split personalities. In search and directories, "AI CRM" is the category people look for, so our website has to say the words our sales calls avoid. And there is a real risk that as AI normalizes over the next few years, the vendors who shouted it loudest early will own the category label while we deliberately whispered. That trade-off is not settled, and it is the part I second-guess.

What I would do differently: I would have talked to our buyers' actual objections before writing a single line of positioning, instead of importing the vocabulary of the SaaS bubble I was reading. The market told us within ten demos. I just needed three months to listen.

Curious about others selling AI products into AI-skeptical or conservative markets: do you lead with the technology or bury it? And has anyone seen the "whisper strategy" backfire once the market caught up?

(Disclosure: I'm the founder of Uliasti, the team behind the product: Advanzo. Happy to go deeper in the comments.)

submitted by /u/dejangeorgiev
[link] [comments]
  •  

What building a backend integration for a CRM analytics product taught me about how fragile these platforms actually are

Spent the last 7 months building the integration layer behind an analytics product that connects to a CRM platform, the part that authenticates, pulls historical data, and keeps everything in sync in real time. Wanted to share a few things that surprised me, since most of this never shows up unless you're the one building underneath it.

The biggest one: pagination silently changed strategy partway through large data pulls. The API would start with page-based pagination and switch to cursor-based mid-sync, with nothing announcing it happened. My first sync just quietly dropped records for a week before the counts stopped adding up and I went looking.

Webhooks lied too, in a specific way. An event would fire, I'd go fetch the record it pointed to, and it wouldn't be there yet. The API lagged behind its own webhook system by a beat. Fixed it with a short deliberate delay before the fetch instead of retrying immediately, which just hammered an endpoint that wasn't ready.

Billing got weirder than expected once it wasn't per-user. When access is billed per account rather than per person, you get real scenarios most billing integrations don't plan for: two team members trying to pay for the same thing at once, a payer's card failing on renewal, responsibility shifting from one person to another without anyone losing access mid-transition.

None of this is visible from the outside. As a CRM user you just experience "the integration is being weird again" with no idea why. Usually it's not that the platform is broken, it's that these tools grow faster than their APIs get documented, and things quietly shift underneath the surface.

Curious if others managing CRM integrations have run into similar flakiness, pagination inconsistency, webhook timing issues, or anything else that only shows up once you're deep in the plumbing.

submitted by /u/xm7z1234
[link] [comments]
  •  

Built an AI WhatsApp CRM after getting frustrated with expensive tools β€” Looking for feedback

Hey everyone,

Over the last few months, I've been building an AI-powered WhatsApp CRM because I was tired of using multiple tools for simple business workflows.

Most platforms were either:

  • Too expensive
  • Too complicated
  • Missing AI features
  • Required lots of integrations

So I decided to build one myself.

Current Features

βœ… Official WhatsApp Cloud API
βœ… AI Chatbot (trained on your website & documents)
βœ… CRM with lead management
βœ… AI Follow-ups
βœ… Broadcast Messaging
βœ… Workflow Automation
βœ… Appointment Booking
βœ… Shared Team Inbox
βœ… Templates & Campaigns
βœ… Analytics Dashboard
βœ… Website & Landing Page Integration

The goal is to give small businesses everything in one dashboard instead of paying for 5–6 different tools.

I'm currently offering:

  • 🎁 14-Day Free Trial
  • πŸ’° β‚Ή1499 plan for just β‚Ή499/month (limited-time launch offer)

I'm not here just to promote itβ€”I genuinely want feedback.

I'd love to know:

  • What features are must-haves in a WhatsApp CRM?
  • What's your biggest pain point with WhatsApp automation?
  • Which CRM are you currently using?
  • What would make you switch?

I'd really appreciate any honest feedback, criticism, or feature suggestions. Thanks! πŸš€

submitted by /u/md_modassir
[link] [comments]
  •  

Build a Lead Operating System for Real Estate agency

Before starting this My Agent has Each user memory, and each user's progress saved in the database like whenever any user came agin it started the chat where he/her left off.

Let's begin,{β€’β€’}

I build a complete solution for Real estate agency

1.It has a agent that asks the question to each user and also having each user memory

2.Lead qualification agent that qualifying the lead it's rule based you can change as per your requirements

3.And the Follow up Automation

Let's understand each workflow deeply what actually it will do

For Lead qualification :

it will qualify the lead based on the given rules (No Ai, No hallucinations) just rules, For example you want only those leads who have 30L budget and timeline is 1Month than it's come to HOT LEAD and another lead have 90L budget timeline 1 year it will come in WARM LEAD.

Before diving into the Follow up automation, I used Meta api for sending messages using interactive list, that is dynamic changes according to the user's current_state

Follow up automation:

As we know that Meta starts the 24 Hours Window when user sends the message. and it will charge per messages after the 24 hour window if they sends the message again. So I utilize the 24 window cost effectively. this follow up automation checks rhe user state their intent (buy, rent,sell) check his state and send the question again where the user left off And you can set the time duration as your requirement for demo purposes I used 3Min the agent sends the follow up message every 3 mimutes and only if the user status is active if users give all the answers of the asked questions then it will not going to send the follow up message it only run when the user's state is active

For an example User A came Says I want to buy the property agent starts asking the questions and out of 5 questions user only answered 2 questions and Dissapeared then this automation will run and sends the follow up message to the user according to his current_state where he/her left of. The same user came again and give the answer of 3,4, Questions and again Dissapeared but again 1 question is still left then this automation will sends the follow up message again until they gives the all answers of all asked questions and you can reduce the no. Of questions it depends on you

And maybe you have one question in mind what if users wants to Restart the chat Or Talk to human, my system also solved this problem also We sends the button Or list that is hardcoded (2 Buttons) Restart or Talk to human if user wants Restart the conversation so they can just selecting the Restart button in the list and in the backend it will delete his all details and Restarts again

And everything in the Dashboard or Hubspot Any CRM software

submitted by /u/Big-Following6477
[link] [comments]
  •  

Meeting Prep? Help!

I'm trying to figure out a way to simplify and shorten the amount of time it takes me to prep for customer meetings. I have a manual process with claude, but it takes me a ton of time to find an upload or copy/paste the right information. My manual process I use all or some of these, email, chat, meeting transcripts and notes. I've tried using HubSpot meeting prep and it was ok, but I wasn't able to get it to use my meeting transcripts so it missed a lot. Maybe there is a way to do it, but I couldn't figure it out. I primarily use Krisp for recordings, & transcripts and have tried meeting prep in their tool. It does a good job on the transcript, but it's not using anything else so I don't get the whole picture for meeting prep. Is anybody else using their CRM or any other tool for meeting prep?

submitted by /u/miwootto
[link] [comments]
  •  

Researched "AI" features among different CRMs. Here is my Top value and Slop-top

So, I had a research assignment to understand the added value of AI features. Here is what I've found valuable and a list of bs.

Top value:

- CRM autofill after the call - Much appreciated by salespeople, really saves time. 9/10. 1 point deduction because of the degrading engagement and belittling human effort.

- AI summarise / Contact briefing - useful when history is large and you need to ramp up the context. Some of them do a brief online research to add some value (like the company raised money, acquired, or released something. It can be a good hook or suggestion for a follow-up. 8/10. 2 point deduction for a stupid summary when there are not enough data in the CRM. It could just paraphrase that your one note and email

- Lead prioritisation - takes a long history to work properly, but can analyze which leads were closed-won, craft an ICP that will more likely become a customer, and highlight it. More helpful for new reps. 7/10. Not that valuable for experienced reps and historical judgment can't understand company made an ICP pivot.

- Workspace health - valuable for Sales managers. Really great day-to-day tool to track who is slacking around, risks, rotten deals, overdue tasks, deals w/o next steps. 10/10 for manager, 2/10 for rep :(

- duplicate detection and automatic contact/account matching \ - prevents mess in CRMs, especially helpful for large teams and multichannel outreach approach

Crap list:

- AI Chat - a-ka ask about something inside CRM. An inexperienced user will not get their answers anyway, and an experienced one already knows what they are doing, 2/10. Only works for Notion to find something in the mess

- Follow-up generator - no comments. It can only be useful as a source of ideas. 4/10

- Sentiment analysis - Customer sentiment: 72% positive. junk. 0/10

- AI Forecasting - no sense, just a candy for the Sales director. 1/10

- AI motivational coaching/ AI avatars - "Great job! Try asking more open-ended questions". I'm about to throw up. -100/10 minus vibe/

What other good AI features have you seen among CRMs?
I'm working for Ln2CRM (https://ln2crm.com), the best LinkedIn-to-CRM integration extension, so I spent quite a lot of time researching CRM workflows and AI features.

The main idea isn't to replace existing CRMs, but to make them easier to use directly from LinkedIn. You can create and manage contacts, companies, deals, notes, and tasks without switching tabs, see CRM information while browsing LinkedIn, and use an AI Copilot that drafts context-aware follow-ups based on your CRM history and previous interactions instead of generating generic AI text.

submitted by /u/Admirable_Comedian_2
[link] [comments]
  •  

Relay.app closing

Just read the email about Relay app shutting down :( I have several client workflows set up on it and I'm gutted.
It's so easy to use and reliable, plus it was free.

What is everyone using instead, to connect CRM with other systems? And don't you dare tell me Zapier!
I am specifically interested for a solution that works well with Attio, which Relay was.

submitted by /u/fierce-and-wonderful
[link] [comments]
  •  

Biggest Traps in Free CRMs

Hey, there are tons of "free CRMs" out there, but there's almost always a catch. What are the worst ones you've run into?

I've seen so many tools advertised as "free CRM," but then you find out they're only free for 14 days, free for a single user, or free only for nonprofits.

I get that software companies need to make money, and I'm happy to pay for a CRM if it delivers real value. What drives me crazy are all those "Top 10 Free CRM" articles. Half the products on the list are just free trials, and the other half are basically ads for paid products with a "contact sales" button slapped on them.

Am I the only one who's annoyed by this?

submitted by /u/Downtown-Gas-438
[link] [comments]
  •  

Would you change CRM if not priced per seat ?

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.

submitted by /u/lennartoester
[link] [comments]
  •  

[Weekly] CRM Rant/Rave Thread - What's great/awful in CRM for you this week?

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!

submitted by /u/woodss
[link] [comments]
  •  

What CRM message reading

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!!

submitted by /u/Fer_Gazcon
[link] [comments]
  •  
❌