If you're a small agency owner and managing multiple clients, companies and deals at the same time, you've probably experienced at least one of these:

• Forgetting to follow up

• Losing track of deal status

• Having contacts scattered across different places

• Not knowing the real value of your pipeline

So I built this Notion CRM to solve those problems.

Problem: Losing track of which deals are active vs closed

Solution: Change one status, everything (companies, contacts, reports) moves automatically between Active/Won/Lost views

Problem: Forgetting to follow up until it's too late

Solution: Health check formula flags deals as On Track, Closing Soon, Late, or Done based on expected date

Problem: Not knowing real pipeline value

Solution: Weighted value formula calculates expected revenue based on deal stage a "New Lead" worth $10k isn't the same as a "Proposal Sent" worth $10k

I’ve spent the last year building a CRM/revenue platform, one thing I’ve realized is that everyone seems to hate something different about the software they already use but is it enough to switch?

Some people complain about data entry.
Others hate moving deals through pipelines.
Some spend hours creating quotes.
Others struggle with the handoff between sales and operations.

Before any useful tools can be built, we need to learn from people who use CRMs every day rather than assume we know the answers.

I personally come from a corporate energy and infrastructure role and the crm was the glue we used to hold our teams together but still each one had lacking capabilities which fostered the current platform I’ve built fortifiers.

So I’m not looking to promote anything but genuinely curious:

What’s the biggest frustration with your current CRM?
What’s one feature you wish existed but doesn’t?
If you could delete one part of your workflow forever, what would it be?
I’m not here to pitch anything. I’m genuinely trying to understand where existing CRMs still fall short. If anyone is interested in seeing what I’m building afterward, I’m happy to share it privately, but I’d value the discussion regardless.

does anyone have resources to study the sla for the on prem version? because Microsoft's documentation is focused on the power platform version (the cloud version)

How do you handle flagging customers who didn’t return? I am building agent/dashboard for my crm and wonder how to do it best.

My problem is that orders have very different notes each time and I thought - maybe to send it to ai on creation to analyze and return json, but that introduces data pollution.

I need to make it possible for operator to see which customer had orders for specific occasion so they can be touched with appropriate reason.

Currently can’t sort on text notes.

Would appreciate any advice!

I'm curious how CRM and lifecycle marketing teams are using enterprise LLMs (ChatGPT, Claude, Gemini) in their day-to-day work.

I don't mean using AI to write emails.

I'm interested in workflows like:

• Audience segmentation
• Campaign planning
• Journey optimization
• Trigger recommendations
• Offer personalization
• Customer clustering
• Predicting campaign performance
• Automatically generating customer segments from business requests

For teams managing email, SMS or WhatsApp campaigns, where has AI actually made a measurable difference?

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I’m detail-oriented, easy to work with, and focused on making things simpler. If you’re looking for someone you can count on, let’s chat!

My team of 3 is looking to move off spreadsheets and upgrade to a lightweight CRM. We’re currently looking closely at folk.app, but I wanted to get some unfiltered feedback from people who have actually used it day-to-day.

Our setup and needs:

• Team size: 3 people working out of a shared workspace.
• Database size: 3,000+ contacts (and growing).
• Core requirements:
  1. Audience Segmentation: Easy ways to tag, filter, and group contacts based on custom properties.
  2. Data Enrichment: A quick way to update missing emails and keep job titles/organizations up to date automatically.
  3. Native Outreach: Sending batch or sequenced emails directly out of connected inboxes (Gmail/Outlook) straight from the platform.

If you’ve used folk for a list of this size:

• How well does it handle performance, segmentation, and deduplication at 3k+ records?
• Is the native contact enrichment reliable, or do you find yourself needing third-party tools (like Apollo, Clay, etc.) anyway?
• How is the native emailing experience (deliverability, limits, custom fields)?

For the last few years I’ve bounced between Notion, a spreadsheet, and an abandoned HubSpot instance trying to keep track of my clients. None of it ever stuck, and I think I finally figured out why: every CRM I tried was built for sales teams running leads through a funnel. That’s just not how consulting works.
I don’t have “leads.” I have 15-20 real relationships — clients, prospects, referral sources — that I need deep context on, not pipeline velocity. I think in engagements and retainers, not deals and contacts. And the stuff that actually matters (what the CFO said about budget in the kickoff, what the sponsor’s concern was last quarter) always ends up scattered across email threads and my own memory instead of living anywhere useful.
So I’ve been building Retainer — a CRM built around how consultants actually think:
• Engagement pipeline that matches the real lifecycle: Prospect → Proposal → Active → Retainer → Renewal, instead of generic sales stages
• AI meeting intelligence — synced to your calendar, it turns your notes (and eventually call transcripts) into structured summaries and action items automatically
• Stakeholder mapping — track sponsors, champions, and blockers within an account, not just “contacts”
• Time tracking + invoicing built in, so winning the client and delivering the work don’t live in two disconnected tools
• Relationship Radar — nudges you before a relationship goes cold, tied to things like renewal windows and budget cycles, not just “it’s been 30 days”
Basically the goal is one flow from first conversation to paid invoice, in language that actually matches how consultants talk, instead of forcing “opportunity” and “deal stage” onto something that isn’t a sales pipeline.
It’s pre-launch right now (targeting Q3 2026), and I’m mostly here to sanity-check the idea with people who’ve actually lived the CRM-for-consultants problem:
• What do you currently use to manage client relationships, and where does it break down?
• Is billing/time-tracking something you want in the CRM, or do you prefer keeping that separate?
• Anyone tried Productive or Dex for this and have thoughts?
Not trying to spam the sub with a pitch — genuinely want the feedback before I lock in the MVP scope. Happy to share more details or a waitlist link if anyone’s curious, but mostly just want to hear how y’all are solving this today.