Wanted some solid, unbiased feedback from everyday businesses that actually use CRM heavily.
The CRM side is completely free. No paywalls. No per seat fees, or anything like this. Free to use the CRM. Our main product is the Voice and SMS which we do charge for. But it’s not required.
oneearlybird.ai
Consider a CSV used to update existing contacts by record ID. Some phone cells are blank because the source has no new information; others are blank because someone deliberately removed an incorrect number. Those are two different instructions, but the file looks the same.
Ignoring every blank preserves good data, yet also preserves numbers that should be cleared. Treating every blank as a deletion risks wiping fields the export simply didn't include.
I'd lean toward a separate, explicit clear-field instruction and a preview that shows additions, replacements and deletions before import. For example, a blank phone cell would leave it alone, while a clear_phone flag would remove it. That adds a little work for whoever prepares the file.
How do you make that distinction in a repeatable bulk-update process, and who reviews intentional clears? I'm interested in the import convention and review step, rather than a CRM recommendation.
I am looking for a CRM that has:
- Ominchannel
- Kanban Board
- Sales Pipeline and Stages
- Automation
- Webhooks and API
- Not per-user price
What do you suggest?
We used to have Bitrix24 but they have increased the price 3 time in the last 3 months.
I am not talking about clients or sales. I am talking about friends and family.
I am bad at remembering the things people tell me. A friend tells me about a job interview. Tells me about a friend’s kid’s name or says that a friend’s mom is having surgery and a month later the memory is gone. Then I. Do not follow up or I ask the same question twice. I do care,. The memory does not show.
I realized that this is the problem that a CRM solves at work: notes on each person the last contact and a reminder to follow up. But every time I have tried a CRM for this it felt wrong. Pipelines deal stages. The word "contacts" for my own friends feels weird and it is too much work to keep up.
I am curious about the people who know these tools best:
- Do you use anything, like this for your personal relationships?
- If so is it a CRM, a spreadsheet, Notion or just a notes app?
- What made it stick or why did you give up?
- Does it feel strange to "track" people you care about or do you get over that?
I would love to hear what actually works for you.
I asked here a while ago what people actually do with all the information they have after a sales meeting, and the replies were really useful.
one thing I kept thinking about afterwards was trust.
say you walk out of a meeting and tell your CRM:
“met Paul from Atlas today. they need 250 valves, budget is around $18k and I need to follow up next Wednesday.”
if the system understands that and puts the information into the right fields, would you want it to save everything immediately?
or would you still want to see the record and confirm it first?
because there seems to be a tradeoff here.
if you have to review and confirm every single thing, you start losing some of the convenience of just talking to the CRM.
but if it saves everything automatically, one misunderstood customer name, amount or follow-up date could be a much bigger problem.
I've been building and testing a voice-first CRM around this, and this is something I'm trying to get right.
for people who actually use CRMs every day, where would you draw the line?
would you want everything confirmed before saving, only important fields confirmed, or only be asked when the system isn't confident about something?
My.mailstop.ai is being marketed to me by a postal shop in silicon Valley. The guy had me buy my business domain using the crm with cloudflare. He "accidentally" paid with his card instead of mine.
I do not want my domain paid by a stranger. Now I'm paranoid. How do I verify trust and security.
Sono un ex Solution Engineer Salesforce, ora consulente di crm E marketing automation.
Fatemi le domande che volete su piattaforme, soluzioni, CDP e system integrator, etc.