Can’t decide between.. clickup vs monday vs asana vs jira vs linear. I like simplicity but scalability is a factor too, along with superior ai and such. Built out clickup once a few years back but never moved on with it. What do you use?

Bold statement but, as a sales leader, I don't look at the CRM to get the information I need from my team. Yes, reporting, general forecasting, trends, billing, etc. But when I need to know something about an account, the state of a renewal, update on a pursuit, the CRM is not where I go.

I'm curious.

For people who work with clients and leads:

What was the moment you realized spreadsheets weren't enough anymore?

Was it:

Missing follow-ups?

Losing track of deals?

Too many active clients?

Reporting?

Something else?

I'd love to hear your experience.

Somebody asked a slightly tangential question about 'talking to a CRM' a couple of days ago.

I knew it was possible only by layering something atop MCPs.

So I started exploring Pipedrive’s MCP capabilities. I explored it myself with a use case I had been putting off out of sheer laziness.

I’ve referred quite a few leads to my referral partners over time, and I keep all of them in a dedicated 'referral' pipeline in Pipedrive.

Here’s what I did:

1. Fed Claude context about my pipeline and what I was trying to achieve (re-engaging lost deals with a fresh angle).
2. Asked it to pull the lost leads.
3. Had it review the notes on each deal.
4. Asked it to draft personalized follow-up emails with a different proposition.

Result?

I ended up sending 4 personalized emails to lost leads in one sitting.

The outputs were genuinely good — way better than I expected from a quick session.

I’m still learning the constraints (you have to be very specific about which fields to look at and how to interpret the values), but the potential is clear.

Tomorrow I’m planning to tackle the leads that never even responded to the initial outreach.

Has anyone else been using AI (Claude, ChatGPT, etc.) directly with their CRM for lead revival, email drafting, or pipeline cleanup?

Would love to hear what you have tried — use cases, tools, prompts, wins, or gotchas.

Cheers!

What's the one thing that slows you down the most when using your CRM?

Hey everyone,

I’ve been talking to a few solo consultants lately and the consensus seems to be: Salesforce/HubSpot is too much, and Spreadsheets are too little.

I’m a dev building Relix - a lean tool specifically for people who just need to see their unread lead emails, drag a card on a Kanban board, and send a follow-up without leaving the tab.

The "Where I'm At" part:

The core engine is built, but I haven't finished the 6-week Google API verification yet. It’s essentially a "raw" MVP.

I’m looking for 5-10 solo consultants who:

1. Are currently drowning in inbox chaos & forgotten follow-ups.

2. Want a "dumbed down" CRM that just works.

3. Would be willing to look at a 2-minute demo video and tell me if I’m solving a real problem or just wasting my time.

If this sounds like your current headache, let me know in the comments. I’d love to have you in the early birds list.

I’m a CRM/automation builder looking to work with a few small businesses that want a CRM built around their actual workflow.

Instead of selling you a generic CRM with features you’ll never use, I can build something tailored to how you currently manage your leads, customers, sales, and follow-ups.

Some things I can build:

• Lead & customer management
• Sales pipelines
• Follow-up systems
• Task management
• Automated notifications
• Dashboards & reporting
• Custom workflows
• Integrations with the tools you already use

I’m currently looking to take on a few projects at a reasonable introductory rate while I continue building my portfolio.

If you're currently using spreadsheets, Notion, Airtable, or a bunch of different tools to manage your business, feel free to DM me.

I am new to this and I need to know what CRM to use for sales

Did anyone have any luck with building their own custom CRM using the AI tools?

Hi,

I know how important SMS is for most businesses especially in the service industry. 80% of messages are automatically read moments after receipt, and roughly 75% of businesses in the west uses sms messaging to communicate to customers.

So what I did is that I integrated an SMS platform to a CRM that will handle your messaging, booking, answering of inquiries, and marketing campaigns for your business.

Unlike other CRM, there will be no need to register to SMS SaaS platforms, instead, you just download the app to your business phone and connect to the CRM via API. There will also be no need to pay a fee per message, cause what this will do is it will use your business number's sSMS bundle.

For 29.99 a month, you can use the following feature:

- Shared inbox for you and your team
- Calendar to keep track of your appointments and schedules
- SMS Marketing Campaigns
- Receive and send messages inside the CRM
- No need to juggle to multiple platforms.

Im putting the link down on the comments for the project.

Please note that this only connects with android phones for now.