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International Address Validation

Is anybody validating international addresses at scale, 60K+ contacts? US address I can validate against USPS, but I am working with a client that is truly global B2B and haven't uncovered an effective way to validate minimally that the city, state/province/county, postal code are all valid. About 50% of the 60K are European, any good low cost options?

submitted by /u/william-flaiz
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International Address Validation

Is anybody validating international addresses at scale, 60K+ contacts? US address I can validate against USPS, but I am working with a client that is truly global B2B and haven't uncovered an effective way to validate minimally that the city, state/province/county, postal code are all valid. About 50% of the 60K are European, any good low cost options?

submitted by /u/william-flaiz to r/CRM
[link] [comments]
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Opinions on Landscaping Software

Landscaping company in Utah here, I have used house call pro for a bit, I tried jobber, and I am just not happy with either of them. Jobber is good at a lot of things but not GREAT at anything in specific, and defintely lacks in a lott of areas. For example when i am routing my jobs on jobber it is just such a pain, and don't even get me started on the upcharges for every little thing. Has anybody had the same experience or am i just not using the software right? I have looked into a couple others like servicem8, SRVCE HQ, etc. But just seeing what everyones thoughts are and what they have tried/heard. Thanks.

submitted by /u/SaltFlamingo9996 to r/CRM
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Email opt-in capture and CRM for Shopify App

Hi - We're soon launching a new Shopify Audience Insights app and we're wondering how we go about setting up an events/trigger-based CRM program and specifically, how we capture email opt-ins for recontact. Knowing that the email address captured when a Shopify merchant registers may not be the same as the email address as our user(s) - for example, a shop owner might register but a marketer would use our app - what is the best way to capture and email? Any tips on the best way to setup CRM within the Shopify ecosystem?

Appreciate any tips provided.

submitted by /u/thizam to r/CRM
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Email opt-in capture and CRM for Shopify App

Hi - We're soon launching a new Shopify Audience Insights app and we're wondering how we go about setting up an events/trigger-based CRM program and specifically, how we capture email opt-ins for recontact. Knowing that the email address captured when a Shopify merchant registers may not be the same as the email address as our user(s) - for example, a shop owner might register but a marketer would use our app - what is the best way to capture and email? Any tips on the best way to setup CRM within the Shopify ecosystem?

Appreciate any tips provided.

submitted by /u/thizam
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Offering a few free CRM/RevOps tear downs this week.. drop your messiest HubSpot (or Clay) problem below

I do RevOps and CRM cleanup work for a living. Mostly HubSpot builds, untangling duplicate/messy data, and keeping Clay and HubSpot in sync. I've got a bit of slack this week and I learn more from real broken setups than anything else, so figured I'd trade.

β†’ Drop a comment with whatever's annoying you most about your CRM.

β†’ Tell me what your setup looks like and what's going wrong, and I'll reply with how I'd actually approach it.

specific, not "book a call."

First handful of comments I'll go deep on and happy to take it to DMs if it's got sensitive data...

See you in comments

submitted by /u/Leztalknow
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What should survive when duplicate CRM accounts are merged?

Merging duplicate company records can clean up reporting while also collapsing details that were intentionally different: regional ownership, consent state, open opportunities, support history, external IDs, and field values from separate systems. What merge contract prevents silent data loss? I would expect a chosen survivor record, field-level precedence rules, a redirect from retired IDs, preserved source attribution, reassignment of related objects, and an audit record that can reconstruct the pre-merge state. How do you handle conflicting permissions and account hierarchies, downstream systems that still reference the losing ID, and the rare case where a merge must be reversed after new activity has already landed on the survivor?

submitted by /u/RocketSeven
[link] [comments]
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Opinions on Landscaping Software

Landscaping company in Utah here, I have used house call pro for a bit, I tried jobber, and I am just not happy with either of them. Jobber is good at a lot of things but not GREAT at anything in specific, and defintely lacks in a lott of areas. For example when i am routing my jobs on jobber it is just such a pain, and don't even get me started on the upcharges for every little thing. Has anybody had the same experience or am i just not using the software right? I have looked into a couple others like servicem8, SRVCE HQ, etc. But just seeing what everyones thoughts are and what they have tried/heard. Thanks.

submitted by /u/SaltFlamingo9996
[link] [comments]
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recommendations focused on event registration software reducing drop off.

We’re losing people between the start of registration and completed payment. Long forms and a payment experience that feels separate from the event both seem to contribute.

Eventify keeps the full checkout flow branded and connects directly to Stripe, while still allowing custom questions and ticket types without developer support. That combination appears to be why some organizers reported better completion rates after switching.

What registration setup have you used that felt simple for attendees while still giving you the data and ticket flexibility you needed?

submitted by /u/Silly_Captain2089 to r/CRM
[link] [comments]
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recommendations focused on event registration software reducing drop off.

We’re losing people between the start of registration and completed payment. Long forms and a payment experience that feels separate from the event both seem to contribute.

Eventify keeps the full checkout flow branded and connects directly to Stripe, while still allowing custom questions and ticket types without developer support. That combination appears to be why some organizers reported better completion rates after switching.

What registration setup have you used that felt simple for attendees while still giving you the data and ticket flexibility you needed?

submitted by /u/Silly_Captain2089
[link] [comments]
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I built a crm spending months on it I need feedback to continue

Hi everyone

I have spent months to build crm for small agencies and real estate now I need few people to test my crm and give a feedback or opinions and say what is broken in the crm or what is missing in the crm

It is very simple to use and simple ui to understand and free to use not credited card or payment required to use it

Test it and give a feedback and opinions

Crm.hero-industries.in

Feedback and opinions is must

submitted by /u/Exciting_Initial_362 to r/CRM
[link] [comments]
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I built a crm spending months on it I need feedback to continue

Hi everyone

I have spent months to build crm for small agencies and real estate now I need few people to test my crm and give a feedback or opinions and say what is broken in the crm or what is missing in the crm

It is very simple to use and simple ui to understand and free to use not credited card or payment required to use it

Test it and give a feedback and opinions

Crm.hero-industries.in

Feedback and opinions is must

submitted by /u/Exciting_Initial_362
[link] [comments]
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What I learned building a CRM for field-sales SMBs (and where the big CRMs miss)

I spent the last few months building Griddus CRM β€” a CRM made for small and medium businesses anywhere in the world, with a visual pipeline, accounts, contacts, tasks, field visits, geolocation check-ins, and a layer of AI (lead scoring, sentiment analysis, and follow-up email drafting).

I set up a free demo environment β€” no account, no strings attached:

Griddus CRM

Accessing the main website, click the DEMO button.

All data is fictitious and is periodically updated. I am open to honest feedback (praise and, especially, criticism) β€” the goal is to make it truly useful for sales teams in their daily work.

What do you think? What's missing for a CRM for SMEs to be worthwhile?

submitted by /u/ar_silva to r/CRM
[link] [comments]
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What I learned building a CRM for field-sales SMBs (and where the big CRMs miss)

I spent the last few months building Griddus CRM β€” a CRM made for small and medium businesses anywhere in the world, with a visual pipeline, accounts, contacts, tasks, field visits, geolocation check-ins, and a layer of AI (lead scoring, sentiment analysis, and follow-up email drafting).

I set up a free demo environment β€” no account, no strings attached:

Griddus CRM

Accessing the main website, click the DEMO button.

All data is fictitious and is periodically updated. I am open to honest feedback (praise and, especially, criticism) β€” the goal is to make it truly useful for sales teams in their daily work.

What do you think? What's missing for a CRM for SMEs to be worthwhile?

submitted by /u/ar_silva
[link] [comments]
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I’m building a CRM specifically for home-service businesses β€” Pobalt

I’ve been building Pobalt around a problem I kept seeing with home-service businesses: their customer management and their actual day-to-day operations often live in completely different systems.

Pobalt is designed to bring both sides together:

β€’ CRM & customer management
β€’ Jobs & work orders
β€’ Scheduling
β€’ Invoicing
β€’ Team management & permissions
β€’ Automations
β€’ Business dashboard

The workflow I'm aiming for is simple:

Customer β†’ Job β†’ Schedule β†’ Team β†’ Invoice

All connected in one system.

I’m the founder, so I want to be transparent that this is my own product.

For people who work with CRM systems: what's one feature you think most CRMs still get wrong?

submitted by /u/kinfemichael_tilahun
[link] [comments]
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I’m building a CRM specifically for home-service businesses β€” Pobalt

I’ve been building Pobalt around a problem I kept seeing with home-service businesses: their customer management and their actual day-to-day operations often live in completely different systems.

Pobalt is designed to bring both sides together:

β€’ CRM & customer management
β€’ Jobs & work orders
β€’ Scheduling
β€’ Invoicing
β€’ Team management & permissions
β€’ Automations
β€’ Business dashboard

The workflow I'm aiming for is simple:

Customer β†’ Job β†’ Schedule β†’ Team β†’ Invoice

All connected in one system.

I’m the founder, so I want to be transparent that this is my own product.

For people who work with CRM systems: what's one feature you think most CRMs still get wrong?

submitted by /u/kinfemichael_tilahun to r/CRM
[link] [comments]
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True question: what is it about your CRM system that gets your staff really frustrated?

I'm a developer in the initial stage of building a CRM β€” before writing any code, I'm trying to find the users of these solutions for now.

No intentions to make a pitch here. I really need to know what is wrong.

Here are a few issues I've heard from people that I talked to:

- Pay-per-seat pricing that causes headaches in scaling

- Manual logging of the activities feels like doing the second job

- Documentation and email correspondence exists everywhere but not in the CRM

- Artificial intelligence is useless or demands transferring your data to some third-party

However, I want to hear your opinion:

What does your CRM fail completely? What is that issue you hear from your team during every stand-up?

Additional question: did data privacy or "Where is our client data actually stored?" become an issue ever? Or, probably, this is a non-issue in reality?

Every comment helps. Even the single one liner will be good.

submitted by /u/devttp to r/CRM
[link] [comments]
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True question: what is it about your CRM system that gets your staff really frustrated?

I'm a developer in the initial stage of building a CRM β€” before writing any code, I'm trying to find the users of these solutions for now.

No intentions to make a pitch here. I really need to know what is wrong.

Here are a few issues I've heard from people that I talked to:

- Pay-per-seat pricing that causes headaches in scaling

- Manual logging of the activities feels like doing the second job

- Documentation and email correspondence exists everywhere but not in the CRM

- Artificial intelligence is useless or demands transferring your data to some third-party

However, I want to hear your opinion:

What does your CRM fail completely? What is that issue you hear from your team during every stand-up?

Additional question: did data privacy or "Where is our client data actually stored?" become an issue ever? Or, probably, this is a non-issue in reality?

Every comment helps. Even the single one liner will be good.

submitted by /u/devttp
[link] [comments]
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For those who build/implement CRMs for clients: do you see real estate (or other niche) owners leaning custom or off the shelf?

For the devs/consultants here who've actually built these for clients: in your experience, do real estate owners (or whatever niche you work in) usually end up wanting something custom, or do they just take GHL/Zoho/HubSpot and configure it?

What tips them one way or the other, budget, missing features, or just not wanting to deal with a dev long term?

And if you've built custom for a client, did it actually hold up, or did they end up wishing they'd just used an off the shelf tool?

submitted by /u/vexabots
[link] [comments]
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For those who build/implement CRMs for clients: do you see real estate (or other niche) owners leaning custom or off the shelf?

For the devs/consultants here who've actually built these for clients: in your experience, do real estate owners (or whatever niche you work in) usually end up wanting something custom, or do they just take GHL/Zoho/HubSpot and configure it?

What tips them one way or the other, budget, missing features, or just not wanting to deal with a dev long term?

And if you've built custom for a client, did it actually hold up, or did they end up wishing they'd just used an off the shelf tool?

submitted by /u/vexabots to r/CRM
[link] [comments]
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