I’ve been building Interdatum CRM primarily for small service businesses, and figured [r/CRM](r/CRM) might have some useful feedback.
The idea is pretty simple: a lot of small businesses don’t need a $50–100/user/month CRM. They need somewhere to manage leads and customers, send estimates/invoices, schedule work, keep everything organized, and automate repetitive stuff.

So I built Interdatum with a pretty substantial free tier:
Contact and lead management
Estimates and invoicing
Scheduling / job management
Customer portal
Forms
Email campaigns
Documents and photos
Workflow automations
Basic reporting

There are also integrated payments and phone/SMS features that have usage-based costs, but the goal is to keep the actual CRM useful without requiring a monthly subscription.

I’ve been using it for service businesses myself, so a lot of development has basically come from “this is annoying, I’m going to automate it.”
It’s still relatively new and I’m actively building it. I’d genuinely appreciate feedback from people here who have used or administered a lot of CRMs—especially what you think is missing or what would prevent you from actually using it.

Happy to answer technical/product questions too.

Twenty is an open source CRM with about 55k stars on Github.
Their website mentions the features and how good it is.

I am also interested to know what it can't do and its shortcomings.
If you tried it and didn't like it, why and what turned you off from using it.

Curious how other small agencies handle this.

Once you have several leads and deals going at the same time, I feel like follow-ups are one of the easiest things to lose track of.

You might know a deal needs attention next week, but then a few other things happen and suddenly you're trying to remember who you were supposed to contact and when.

I've been working on a Notion CRM for small agencies specifically around this kind of workflow, and one thing I found useful was having follow-ups tied directly to the deal rather than keeping a separate to-do list.

I also added a simple deal health indicator so it's easier to spot things that are coming up, late, or still on track.

Curious what other agency owners are doing for this — dedicated CRM, Notion, spreadsheets, or just calendar reminders?

What actually works for you?

Hi I have been a Bigin user for a few months but I think I would better using the main ZOHO platform. I've asked ZOHO if the migration is simple and will preserve deals/pipelines and of course they say yes but just wanted to check in if anyone has done this and how painless it was.