Been looking at CRM options for my lawncare business. People here love to recommend Jobber, but I have some concerns about the bloat. I doubt I'll need GPS tracking, payroll management, or crew dispatch as someone that runs the work solo lol. Also checked out Housecall Pro, but it looks like it has the same issues as Jobber. But I have no experience with CRMs, so if I'm wrong please tell me.

Then I started to look into lightweight options, stuff like YardBook, GorillaDesk, Tofu which seemed to be built with solo operators in mind. So yeah, I'm thinking I'd need a suggestion from this side instead of the bigger side. But again, I have no prior experience with looking for CRMs, knowing what makes them better than the other, or if I even need a CRM to begin with. Afterall, I've managed just fine so far without, but I'm more on the side of feeling like I've scaled enough to need this.

I'm open to any suggestions as long as it has basic features like scheduling, client tracking, and invoicing. Let me know if I'm wrong about the CRMs I've mentioned, or if you have any straight recommendations. Thanks guys!

I'm looking for 5-10 advanced Slant users. My linkedin connection volume is pretty high and i'm trying to automate a lot of processes and I'm not 100% the best process flow.

I've already built a killer chrome extension that exports Sales Nav profiles directly into Slant. It works great. I'm trying to refine my internal Slant process workflow now and I'm looking for help.

Anyone want to jump on a zoom and chat for 20-30 minutes about Slant?

Hi everyone!

A group of coworkers and I have left our jobs to open our own accounting firm (We were all working in the accounting field previously) and we're looking into alternatives to the programs we've been using the past few years at our old place of employment.

The program we want to replace most out of all of them is Goldmine as Goldmine has been an absolute nightmare for us in the past.

We mainly used it to schedule appointments and as a logging system for our client files. So, that's what we're mainly looking for.

In terms of logging client files, we just need a system that lets us enter the names and phone numbers of clients and allows us to log the date they brought their paperwork in and who their file was given to within our office. Having a program to log files like this makes it easier for us to quickly look up who has each client's file in and when their paperwork was dropped off.

What we don't want:

- Nothing too complicated, we'd prefer to keep things as user friendly as possible

- Nothing too expensive, this is a new business and a lot of the other programs we need are not cheap lol

- No AI. We'd like to keep client info as secure as possible. We also like to avoid Gen AI as much as possible for moral and ethical reasons.

Any help is greatly appreciated! Thanks in advance!

Dear redditors, would you use a CRM that has lead-generation with AI automation? Like basically CRM that searches for potential clients, stores them as leads, evaluates whether they are worth contacting, and helps prepare a personalized offer.