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!

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?