Building a WhatsApp-first CRM for small businesses would love honest feedback from fellow builders

Solo building a CRM aimed at small business owners and founders who don't have a dedicated sales/ops team — the core idea is: connect your WhatsApp in a couple clicks, and every lead coming in across WhatsApp, calls, and web forms lands in one place instead of scattered across tools, with no two people on a team accidentally chasing the same lead.

It actually started as an internal tool I built for a dental clinic, and I'm now generalizing it to work for other small businesses — clinics, D2C brands, real estate, coaching institutes, etc.

Before I put more time into this, I'd rather hear the honest "this won't work because..." than build in a vacuum. So, genuinely:

- Does this sound like a real problem worth solving, or does it feel like a crowded space that's already been done well enough?

- If you've built or worked on something similar, what tripped you up — technically, or just in terms of getting people to actually switch from what they're using?

- Would you personally use something like this, or know someone who would?

Not sharing a link or asking anyone to sign up for anything, just want real feedback before going further. Appreciate any thoughts, positive or brutally honest.

reddit.com
u/Odd-Park6048 — 2 days ago
▲ 1 r/DentistryIndia+1 crossposts

Dentists/clinic owners :how do you currently handle patient inquiries that come in while you're mid-procedure?

Not a dentist myself, but working on something for dental practices and want to check this against reality before assuming anything.

For those of you running your own clinic (or managing front desk ops) — when a new patient inquiry comes in on WhatsApp, or your reception is busy with a walk-in and misses a call, what actually happens to that inquiry? Does someone call them back same day, does it sometimes just... not happen?

Also curious:

- If someone gets a treatment plan quote (say for an implant or ortho case) and doesn't book right away, does anyone follow up with them later, or does that mostly fall through?

- Do you or your staff ever lose track of who already contacted a particular patient, especially if more than one staff member handles the phone/WhatsApp?

- Are you using any software for this right now (practice management tool, WhatsApp Business, plain notebook), and what's the most annoying part of it?

Genuinely trying to understand how real this problem is before building anything around it — appreciate any honest answers, especially the messy ones.

reddit.com
u/Odd-Park6048 — 2 days ago