AI Companies Are Recruiting Electricians and Carpenters By the Thousands
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If you're a small agency owner and managing multiple clients, companies and deals at the same time, you've probably experienced at least one of these:
• Forgetting to follow up
• Losing track of deal status
• Having contacts scattered across different places
• Not knowing the real value of your pipeline
So I built this Notion CRM to solve those problems.
Problem: Losing track of which deals are active vs closed
Solution: Change one status, everything (companies, contacts, reports) moves automatically between Active/Won/Lost views
Problem: Forgetting to follow up until it's too late
Solution: Health check formula flags deals as On Track, Closing Soon, Late, or Done based on expected date
Problem: Not knowing real pipeline value
Solution: Weighted value formula calculates expected revenue based on deal stage a "New Lead" worth $10k isn't the same as a "Proposal Sent" worth $10k

lying...
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I’ve spent the last year building a CRM/revenue platform, one thing I’ve realized is that everyone seems to hate something different about the software they already use but is it enough to switch?
Some people complain about data entry.
Others hate moving deals through pipelines.
Some spend hours creating quotes.
Others struggle with the handoff between sales and operations.
Before any useful tools can be built, we need to learn from people who use CRMs every day rather than assume we know the answers.
I personally come from a corporate energy and infrastructure role and the crm was the glue we used to hold our teams together but still each one had lacking capabilities which fostered the current platform I’ve built fortifiers.
So I’m not looking to promote anything but genuinely curious:
What’s the biggest frustration with your current CRM?
What’s one feature you wish existed but doesn’t?
If you could delete one part of your workflow forever, what would it be?
I’m not here to pitch anything. I’m genuinely trying to understand where existing CRMs still fall short. If anyone is interested in seeing what I’m building afterward, I’m happy to share it privately, but I’d value the discussion regardless.
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does anyone have resources to study the sla for the on prem version? because Microsoft's documentation is focused on the power platform version (the cloud version)
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How do you handle flagging customers who didn’t return? I am building agent/dashboard for my crm and wonder how to do it best.
My problem is that orders have very different notes each time and I thought - maybe to send it to ai on creation to analyze and return json, but that introduces data pollution.
I need to make it possible for operator to see which customer had orders for specific occasion so they can be touched with appropriate reason.
Currently can’t sort on text notes.
Would appreciate any advice!
I'm curious how CRM and lifecycle marketing teams are using enterprise LLMs (ChatGPT, Claude, Gemini) in their day-to-day work.
I don't mean using AI to write emails.
I'm interested in workflows like:
For teams managing email, SMS or WhatsApp campaigns, where has AI actually made a measurable difference?
Need a reliable Virtual Assistant to help with the tech and admin side of your business?
I’m here to make your day-to-day easier by handling the behind-the-scenes tasks that keep things organized and running smoothly.
Here’s what I can help with:
✅ Admin Support – Data entry, managing emails and calendars, organizing documents, and doing research when needed.
✅ Automation – Setting up workflows in GoHighLevel and cleaning up large spreadsheets so everything flows better.
✅ Website & Funnel Help – Building and updating websites and funnels using WordPress (Elementor), GoHighLevel, or Kajabi.
✅ Graphic Design – Creating posters, flyers, banners, brochures, logos, and social media posts that match your brand.
✅ General Tech Support – Keeping contact lists organized and spreadsheets clean and easy to manage.
I’m detail-oriented, easy to work with, and focused on making things simpler. If you’re looking for someone you can count on, let’s chat!
My team of 3 is looking to move off spreadsheets and upgrade to a lightweight CRM. We’re currently looking closely at folk.app, but I wanted to get some unfiltered feedback from people who have actually used it day-to-day.
Our setup and needs:
If you’ve used folk for a list of this size: