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Launching Make My Shop: An Open-Source Telegram E-Commerce & CRM Platform

Launching Make My Shop: An Open-Source Telegram E-Commerce & CRM Platform
I’m excited to share Make My Shop — an open-source Telegram e-commerce platform and lightweight CRM designed to launch fully functional online stores directly within Telegram in minutes.
While Telegram is becoming a primary sales channel for many businesses, managing orders, catalogs, and customer communication manually often creates unnecessary friction. Make My Shop solves this by providing a complete automated storefront out of the box.
Core Capabilities
Product Catalog & Search: Category-based navigation, real-time product search, rich media cards, and direct manager communication routing.
Interactive Shopping Cart: Live cart item counter, structured multi-step checkout, shipping address capture, and automated order total calculation.
Payment Verification: Streamlined customer receipt uploading (photo/text) paired with real-time admin payment confirmation workflows.
Embedded Order Chat: Isolated 1-on-1 messaging thread embedded directly within each order detail card for seamless customer-manager clarification.
Merchant Control Panel: Complete CRUD interface for product catalog management, order status tracking, and instant new order event notifications.
Native Localization: On-the-fly, edit-in-place interface switching across English, Spanish, and Russian.
Technical Architecture
Backend & Framework: Python 3.12, aiogram 3.x, Pydantic v2
Persistence & Database: Async SQLAlchemy 2.0 (PostgreSQL / SQLite), Alembic schema migrations
Execution Model: Fully non-blocking background task execution (asyncio), structured service layer, and comprehensive integration testing.
The project is completely open-source, lightweight, and ready for self-hosting.

submitted by /u/MakeMyShop
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Launching Make My Shop: An Open-Source Telegram E-Commerce & CRM Platform

Launching Make My Shop: An Open-Source Telegram E-Commerce & CRM Platform
I’m excited to share Make My Shop — an open-source Telegram e-commerce platform and lightweight CRM designed to launch fully functional online stores directly within Telegram in minutes.
While Telegram is becoming a primary sales channel for many businesses, managing orders, catalogs, and customer communication manually often creates unnecessary friction. Make My Shop solves this by providing a complete automated storefront out of the box.
Core Capabilities
Product Catalog & Search: Category-based navigation, real-time product search, rich media cards, and direct manager communication routing.
Interactive Shopping Cart: Live cart item counter, structured multi-step checkout, shipping address capture, and automated order total calculation.
Payment Verification: Streamlined customer receipt uploading (photo/text) paired with real-time admin payment confirmation workflows.
Embedded Order Chat: Isolated 1-on-1 messaging thread embedded directly within each order detail card for seamless customer-manager clarification.
Merchant Control Panel: Complete CRUD interface for product catalog management, order status tracking, and instant new order event notifications.
Native Localization: On-the-fly, edit-in-place interface switching across English, Spanish, and Russian.
Technical Architecture
Backend & Framework: Python 3.12, aiogram 3.x, Pydantic v2
Persistence & Database: Async SQLAlchemy 2.0 (PostgreSQL / SQLite), Alembic schema migrations
Execution Model: Fully non-blocking background task execution (asyncio), structured service layer, and comprehensive integration testing.
The project is completely open-source, lightweight, and ready for self-hosting.

submitted by /u/MakeMyShop to r/CRM
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How do agencies handle data privacy when working with clients’ CRMs?

I recently learned that some agencies work directly inside their clients’ CRMs, and it got me wondering how data confidentiality works in practice. You’re basically handling customer information, sales records, and other business data that don’t belong to you.
For those who do this, what safeguards do you typically have in place? Do clients set specific rules around access, data handling, governance and confidentiality, or is it mostly handled informally, especially with smaller businesses? What scale of businesses even do this mostly?

submitted by /u/lusionice2424 to r/CRM
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How do agencies handle data privacy when working with clients’ CRMs?

I recently learned that some agencies work directly inside their clients’ CRMs, and it got me wondering how data confidentiality works in practice. You’re basically handling customer information, sales records, and other business data that don’t belong to you.
For those who do this, what safeguards do you typically have in place? Do clients set specific rules around access, data handling, governance and confidentiality, or is it mostly handled informally, especially with smaller businesses? What scale of businesses even do this mostly?

submitted by /u/lusionice2424
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If you’re switching CRMs, don’t just copy your old setup over

Sometimes switching is the right call. Some tools really do fit how modern teams work better. But the most common mistake I see is migrating the same messy structure into a new tool and getting the same result.

A migration is a great opportunity to fix how your CRM is set up. These are some of the issues I see most that stop AI and automations from working consistently:

  1. One pipeline for everything or one too many pipelines when a custom field for filtering would suffice.
  2. Free-text fields that lead to inconsistent data that is hard to build automations around and surface reports.
  3. Duplicate records.
  4. The important stuff is in notes so it's impossible for an automation to act on it.

AI can help with messy data if you ask it to, but if you want to build automations that run without you and actually work consistently you need a strong foundation in place.

Whether you’re staying put or moving, fixing these makes your AI tools, automations and reports noticeably more useful. If you’re migrating, it’s much easier to do it on the way over than after.m

Link to a free session if you want to go deeper on any of this.

Anyone here switched CRMs and found the same problems followed them?

submitted by /u/kaylacampos to r/CRM
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Copywriter moving into CRM marketing (email/lifecycle side). Which roles and skills should I focus on?

Hey everyone,

I’ve worked as a copywriter and content marketer for a few years. With AI changing so much on the writing side, I’m trying to move toward the more digital, technical side of marketing.

I was already writing a lot of emails back then, and I’d also done HubSpot’s free certifications, so lifecycle marketing felt like a natural fit. Over the last three months I freelanced in Mailchimp (the project is finished now), and I built my own automations in Brevo for a personal project.

Now I’m trying to figure out what to do next to become a stronger candidate for jobs, and honestly I feel a bit lost:

  • What kind of roles should I be aiming for at this stage (e.g. email marketing specialist, CRM executive, lifecycle associate, marketing automation), and which ones have more opportunities right now?
  • Should I go deeper into email marketing specifically, or broaden into CRM in general, like learning other CRM platforms?
  • What skills or experience actually make someone stand out when hiring for lifecycle/CRM roles?
  • Are there any guides, courses or certifications you’d recommend?

I’ve also put together a portfolio of what I’ve done so far and would love feedback on it. Happy to share the link in the comments if that’s allowed here.

Would really appreciate any advice from people who’ve made a similar move or who hire for these roles.

Thanks!

submitted by /u/elshan37 to r/CRM
[link] [comments]
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If you’re switching CRMs, don’t just copy your old setup over

Sometimes switching is the right call. Some tools really do fit how modern teams work better. But the most common mistake I see is migrating the same messy structure into a new tool and getting the same result.

A migration is a great opportunity to fix how your CRM is set up. These are some of the issues I see most that stop AI and automations from working consistently:

  1. One pipeline for everything or one too many pipelines when a custom field for filtering would suffice.
  2. Free-text fields that lead to inconsistent data that is hard to build automations around and surface reports.
  3. Duplicate records.
  4. The important stuff is in notes so it's impossible for an automation to act on it.

AI can help with messy data if you ask it to, but if you want to build automations that run without you and actually work consistently you need a strong foundation in place.

Whether you’re staying put or moving, fixing these makes your AI tools, automations and reports noticeably more useful. If you’re migrating, it’s much easier to do it on the way over than after.m

Link to a free session if you want to go deeper on any of this.

Anyone here switched CRMs and found the same problems followed them?

submitted by /u/kaylacampos
[link] [comments]
  •  

Copywriter moving into CRM marketing (email/lifecycle side). Which roles and skills should I focus on?

Hey everyone,

I’ve worked as a copywriter and content marketer for a few years. With AI changing so much on the writing side, I’m trying to move toward the more digital, technical side of marketing.

I was already writing a lot of emails back then, and I’d also done HubSpot’s free certifications, so lifecycle marketing felt like a natural fit. Over the last three months I freelanced in Mailchimp (the project is finished now), and I built my own automations in Brevo for a personal project.

Now I’m trying to figure out what to do next to become a stronger candidate for jobs, and honestly I feel a bit lost:

  • What kind of roles should I be aiming for at this stage (e.g. email marketing specialist, CRM executive, lifecycle associate, marketing automation), and which ones have more opportunities right now?
  • Should I go deeper into email marketing specifically, or broaden into CRM in general, like learning other CRM platforms?
  • What skills or experience actually make someone stand out when hiring for lifecycle/CRM roles?
  • Are there any guides, courses or certifications you’d recommend?

I’ve also put together a portfolio of what I’ve done so far and would love feedback on it. Happy to share the link in the comments if that’s allowed here.

Would really appreciate any advice from people who’ve made a similar move or who hire for these roles.

Thanks!

submitted by /u/elshan37
[link] [comments]
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How do you track SaaS trials and pilot conversions in your CRM?

I handle sales at a small B2B software company, and we're trying to get a better handle on our pilot process before it gets too messy. We sell reporting software, and prospects usually want to test it with their own data before committing. The tricky part is that it's not really a self-serve trial. Someone from our team often has to help with the import, get the first report working, and follow up when they run into issues.

We're tracking deals in our CRM, but it's hard to get a clear picture of how much time we're spending on pilots and which ones actually turn into customers. Some leads move through setup quickly, others go quiet halfway through, and sometimes we only realize how much work went into a pilot when we're looking back at the deal.

I'm considering setting up a more structured process to track each pilot's stage, setup tasks, blockers, and outcome. We might also start charging for pilots that require a lot of hands-on work, but I'd want to understand our conversion rates first.

For those running B2B sales through a CRM, how do you track pilots from the initial request through setup and conversion without creating a ton of admin?

submitted by /u/InzaneVercetti to r/CRM
[link] [comments]
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How do you track SaaS trials and pilot conversions in your CRM?

I handle sales at a small B2B software company, and we're trying to get a better handle on our pilot process before it gets too messy. We sell reporting software, and prospects usually want to test it with their own data before committing. The tricky part is that it's not really a self-serve trial. Someone from our team often has to help with the import, get the first report working, and follow up when they run into issues.

We're tracking deals in our CRM, but it's hard to get a clear picture of how much time we're spending on pilots and which ones actually turn into customers. Some leads move through setup quickly, others go quiet halfway through, and sometimes we only realize how much work went into a pilot when we're looking back at the deal.

I'm considering setting up a more structured process to track each pilot's stage, setup tasks, blockers, and outcome. We might also start charging for pilots that require a lot of hands-on work, but I'd want to understand our conversion rates first.

For those running B2B sales through a CRM, how do you track pilots from the initial request through setup and conversion without creating a ton of admin?

submitted by /u/InzaneVercetti
[link] [comments]
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Proposing CRM to an established business

Hi guys, just looking for a few tips here. Our business uses old legacy software and has a lot of flaws, I come from teck background and my skills are being overlooked as I am new to the company. What's the best way to propose it? It can make the work we do so much quicker. I am thinking of a presentation and demo, but I also want to include factors like time management and extracting reports and stuff.

submitted by /u/mayuri_negi
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CRM

He montado una web para ayudar a autónomos y pequeñas empresas a elegir CRM sin tener que tragarse 20 páginas comerciales de cada proveedor.

La idea surgió porque cuando buscas “qué CRM elegir” acabas encontrando comparativas que muchas veces mezclan planes, precios y funciones sin explicar para qué tipo de negocio tiene sentido cada uno.

He intentado reunirlo de una forma bastante sencilla: comparativas de HubSpot, Pipedrive, Zoho, Freshsales y monday CRM, opciones gratuitas, CRM para autónomos, diferencias según el tamaño del equipo, WhatsApp, automatizaciones, etc.

Todavía está empezando y me vendría muy bien feedback real, sobre todo de gente que use un CRM en su negocio.

¿Qué información echáis de menos normalmente cuando buscáis una comparativa de este tipo?

La web es: crmaldia.es

submitted by /u/Ragnarokk99 to r/CRM
[link] [comments]
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Proposing CRM to an established business

Hi guys, just looking for a few tips here. Our business uses old legacy software and has a lot of flaws, I come from teck background and my skills are being overlooked as I am new to the company. What's the best way to propose it? It can make the work we do so much quicker. I am thinking of a presentation and demo, but I also want to include factors like time management and extracting reports and stuff.

submitted by /u/mayuri_negi to r/CRM
[link] [comments]
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I make Claude update my CRM because I was bad at it

I'm probably like a lot of you who have tried lots of crms and inevitably fall back to old patterns, or get so behind on logging notes and activity that I dread going back in. I think I finally solved this forever for me.

I have Claude review my emails and proposals three days per week, then follow some instructions about making recommendations for updates to companies, people, and deals. Then in the morning when the notification comes in I just look through the list, confirm or ask for adjustments, and then let Claude do the updating.

Honestly, I haven't spent much time in the CRM interface in a while! And I'm so happy about it. Because my records and data are spotless, and the grunt-ish work of updating is all handled by Claude. For now that data is becoming more useful because I use it as context for Claude to do more research and other things.

I can't see myself ever going back to manually using a CRM with the exception of some special occasions, like setting up different kinds of lists or workflows for special pushes or new product releases or things like that.

submitted by /u/Hooblah2u2 to r/CRM
[link] [comments]
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I make Claude update my CRM because I was bad at it

I'm probably like a lot of you who have tried lots of crms and inevitably fall back to old patterns, or get so behind on logging notes and activity that I dread going back in. I think I finally solved this forever for me.

I have Claude review my emails and proposals three days per week, then follow some instructions about making recommendations for updates to companies, people, and deals. Then in the morning when the notification comes in I just look through the list, confirm or ask for adjustments, and then let Claude do the updating.

Honestly, I haven't spent much time in the CRM interface in a while! And I'm so happy about it. Because my records and data are spotless, and the grunt-ish work of updating is all handled by Claude. For now that data is becoming more useful because I use it as context for Claude to do more research and other things.

I can't see myself ever going back to manually using a CRM with the exception of some special occasions, like setting up different kinds of lists or workflows for special pushes or new product releases or things like that.

We use Attio and it seems well made for this use case but I think all CRMs will go in this direction very soon if they aren't already there.

submitted by /u/Hooblah2u2
[link] [comments]
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What are the hidden costs of Salesforce CPQ migration?

With salesforce CPQ reaching end of sale we have been thinking of switching to another solution. This is bc we are not sure how much salesforce will continue inventing in it even though we still have the option to renew our license.

The biggest thing holding is back is how we have already built into our current setup. we have 3 yrs of pricing logic, custom rules, approval workflows, product configs and integrations that our sales team relies on every day.

Moving to another system sounds simple but rebuilding all that could be a much bigger project than we expect. that is why we are trying to understand costs beyond the software license. we want to understand things like migrating data, recreating pricing rules, connecting the systems, training the team and hiring consulatnts.

For those who have gone through salesforce CPQ migration what were the biggest hidden costs and was it worth it?

submitted by /u/Apprehensive_Art1301 to r/CRM
[link] [comments]
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What are the hidden costs of Salesforce CPQ migration?

With salesforce CPQ reaching end of sale we have been thinking of switching to another solution. This is bc we are not sure how much salesforce will continue inventing in it even though we still have the option to renew our license.

The biggest thing holding is back is how we have already built into our current setup. we have 3 yrs of pricing logic, custom rules, approval workflows, product configs and integrations that our sales team relies on every day.

Moving to another system sounds simple but rebuilding all that could be a much bigger project than we expect. that is why we are trying to understand costs beyond the software license. we want to understand things like migrating data, recreating pricing rules, connecting the systems, training the team and hiring consulatnts.

For those who have gone through salesforce CPQ migration what were the biggest hidden costs and was it worth it?

submitted by /u/Apprehensive_Art1301
[link] [comments]
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Best phone setup if you live inside Salesforce?

My sales team pretty much lives inside Salesforce and we found that our old calling setup was becoming a pain in the ass.
Reps would make calls in one app, then just make one of those “mental notes” to enter the outcome into Salesforce later. You can guess how that worked out for us… notes were late, vague, or missing altogether. Not just because people were being careless - it's just that we're all human and when you're working through a long call list, manual admin is one of the first things that are going to slip.

But the problem we wanted to solve was actually pretty simple. We just needed calling to fit into the CRM worklow so useful call information would end up on the right contact, account or opportunity without someone having to remember to copy everything over manually later on.

That made it easier for us to compare providers, given that pretty much every platform these days says, "We have full Salesforce integration, trust me bro." The devil's in the detail. We wanted to know what's being logged, where it goes, and how much work's left. We looked at RingCentral, Dialpad, and Aircall.

RingCentral can create call logs automatically. It also has Activity Sync that can associate calls from RingCentral devices with contacts. You can configure the automatic call logging settings too, which could come in handy if your admins want more control over what's written back.

Dialpad also caught our eye, as it can log calls and messages as Salesforce activities, and then associate them with leads, contacts or accounts. I really liked that you can choose between recording calls as Salesforce tasks, Dialpad call log records, or both. Pretty useful.

We also liked Aircall because it felt close to how our reps already work. It has click-to-dial, can give reps helpful contact context, and it can sync call activity back to the right record. That solved the issue I mentioned before about someone having to remember to update the activity history after every call.

We took a look at the Power Dialer and Voicemail Drop features on the professional plan for our outbound team too. You have to check the plan structure carefully - the full Salesforce integration isn't available on every Aircall plan.

Of course, I wouldn't choose any of these based on a product page or on watching a demo and don't expect you to either. You've got to ask each vendor to connect a test environment and run some of the calls your team actually makes - the whole shebang from completed calls, missed calls, transfers, recordings, and follow-up notes.

That's going to show you pretty quickly what lands in the CRM and what still needs to be handled manually.

Interested to hear what other Salesforce heavy teams are using, and has anyone else found a setup where reps don't have to update records by hand?

submitted by /u/Quinflawless101 to r/CRM
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