I require a 50% proficiency in this tool within three days. I would greatly appreciate the assistance of a one-on-one meeting with an individual possessing in-depth knowledge of its functionalities.

I welcome any relevant responses below.

I’m building a Business Management OS that helps businesses manage CRM, leads, quotations, invoices, payments, bookings, operations, finance, marketing, analytics and more — all in one place.

I’m now looking for salespeople, marketers, agencies, or growth partners interested in a collaboration / commission / revenue-share model.

Currently exploring niches like wedding planners, event businesses, agencies and service businesses.

Looking for people who can help with lead generation, sales and customer acquisition.
If interested,

DM me with your experience and how you’d like to collaborate.

Went through all 3 - what a mess - even after all these years in biz. Onboarding wizzard with no skip option, internal search from 10 years ago and instead of fixing the ui and letting users do the work via api with agents who will read the docs they still force all that reading onto the human users.

Is there an api-first crm besides these dinosaurs?

Currently in beta. Would anyone care to test? Dm me

I ran a dedupe check on my own contacts (about 2,400 numbers, mostly US and Italy) and hit something I can't fix cleanly.

566 of them have no country code, so whatever normalizes them has to guess one. For 46 of those, both guesses give a valid number. A ten digit number starting with 347 is a New York number and also an Italian Vodafone mobile. 339, 330 and 320 do the same thing. libphonenumber calls it valid either way, so validation never catches the wrong pick, and 41 of those cards had no other number on them to go by.

I build a contacts export app (Contact Exporter) and ran into this while testing its cleanup step.

Where does yours take the default country from? The user's locale, the account's country, the contact's address? And does anything flag a number that's valid in two places?

Looking for some honest feedback from other Applied Epic agencies.

We're currently using InsuredMine (and have been for a year), but adoption has been tougher than expected. Our producers want to work in Outlook, not log into another system, and right now it feels like they're being asked to spend more time documenting activities than they would by just working in Epic.

Part of the challenge is that we've tried CRMs in the past that never really stuck, so there's already a lot of skepticism. Nobody wants double work, duplicate data entry, or another system to maintain.

We're a team of about 15 producers, and our goal was to have a CRM that could become the primary workspace while syncing activity back to Epic. InsuredMine does some of that, but not as seamlessly as we hoped.

For those using Applied Epic:

• What CRM are you using?
• Do your producers actually use it?
• Can they work mostly from Outlook?
• Does it reduce work or create more of it?

I'm also starting to look at Salesforce because of its relationship with Applied, but I'd appreciate hearing what's working (or not working) in the real world.

Hey guys, what sales stack or CRM do you use? I am single founder (CTO is just building), tried bunch of free subscriptions, always ended up going back to my excel. Record and analyze my calls, and do summaries. Is that good enough? Also havent yet sold anything.. But did lots of discovery but cannot convert

Every email workflow comprises a trigger and a sequence mapped out in detail. But so few of them have a real answer for when the sequence should stop.

It’s a pattern that pops up across many different setups. A nurture sequence is built for new leads, or a re-engagement flow for dormant contacts, and it works well for the first few weeks. Then a lead converts, or a dormant contact responds through a different channel entirely, but the automation keeps going.

What you’re left with is a contact who signed a contract last month, who is still receiving your "Here's why you should switch" emails. And the person who already responded to your emails is still receiving your re-engagement drip because there’s nothing telling the sequence to check.

What tends to happen is that teams create the trigger and the content first, because the outreach is what they’re focused on. The exit condition often becomes an afterthought. But it's arguably the part that determines how helpful the automation actually is.

A sequence without any exit logic isn’t primed to scale well. It just quietly multiplies the number of people receiving the wrong message at the wrong time. And most teams don't find out until someone complains or unsubscribes.

The fix is to tie the sequence to a status change or a completed goal and let that pull the contact out automatically. But it requires thinking about how the workflow will end with the same care as you do when planning how it begins.

How do you handle this in practice? Do you build exit conditions into every sequence by default, or only add them after something's already gone wrong?

Hey everyone!

We’ve been building PipelineIQ.EU, a lightweight CRM and revenue intelligence platform for small B2B teams, startups, agencies, consultants, SaaS companies, and growing sales teams that want a proper sales system without the complexity that often comes with larger CRM platforms.

We’re now opening PipelineIQ.EU up to a small group of early users.

The main idea is simple: help teams spend less time digging through spreadsheets, tabs, and disconnected tools, and more time actually knowing where deals stand, what needs attention, and what should happen next.

Right now, PipelineIQ.EU includes things like company and contact management, deal tracking, customizable pipeline stages, multiple contacts per company, activity timelines, notes, calls, follow-ups, tasks and reminders, forecasting, pipeline dashboards, revenue reporting, deal history, company intelligence, CSV imports, duplicate detection, record merging, import cleanup, multiple currencies, team accounts, invitations, and user roles.

We’ve also built tools around data quality and pipeline visibility, so teams can get a clearer picture of what is happening across their sales process instead of relying on manually updated spreadsheets or scattered notes.

On the automation side, we’re working on more AI-assisted data cleaning, pipeline analysis, prioritization, and identifying which opportunities need attention, while keeping the underlying data and logic visible rather than turning the CRM into a black box.

PipelineIQ is designed to sit in that space between “we’ve outgrown spreadsheets” and “we don’t need the weight of a huge enterprise CRM.”

The goal is to keep it straightforward enough that people actually use it, while still giving founders, salespeople, and managers the information they need to understand their pipeline.

If you run or work in a small B2B company, agency, consultancy, SaaS business, startup, or sales team and you’re looking for a simpler CRM, we’d love to have you as one of our early users.

You can check it out and let us know what you think.

We’re based in Denmark, but early access is open internationally.