r/WhichCRM

As I've been evaluating a few CRM systems and booking platforms recently, the question of what is sufficient software amount for a service business keeps arising.

When all you need is to organize appointments, keep contact information, schedule follow-up calls and manage your calendar, it seems that a simple system would be enough. However, once there is more than one person, multiple services, scheduling problems and cancellations come into play, a simple system does not seem to work anymore.

It made me question if the system should incorporate all CRM features or only focus on doing several things right.

For those who use these platforms already, how far is enough?

Hey everyone, just got my license and started selling last week. I’m looking for some advice on CRMs.

What CRM do you guys recommend for someone just getting started? Ideally, I’d like something that also allows me to purchase leads directly through the platform, so I can manage the leads and follow-ups all in one place.

Hey guys, im new here. My name is Henry, and I work as health insurance agent based off NYC. The company I work for provides us with a CRM, but honestly I’m not completely satisfied with it and I’m looking into other options. I'm mostly looking for CRMs that have a mass emailing feature or just a general emailing feature, it would save me a lot of time.

Is there any CRMs with emailing features at all? What do you guys use/recommend?

P.S Im new the insurance field, don't know much about CRMs, do be patient with me LOL.

If you run a local service business — mechanic shop, plumbing, electrical, HVAC, handyman — you probably have this problem:

Someone messages you on WhatsApp or Instagram. Before you can even think about pricing or scheduling, you need:

• Their name
• Their address
• Exactly what broke
• How urgent it is
• When they're available

So you ask. They reply slowly. You search through 10 other conversations to find their info again next week. And it repeats every single time.

I got tired of watching this happen (I talked to a bunch of local service guys about it) and built a simple fix.

PrimaCRM gives you a unique intake link you share with new clients. They fill it out in under 60 seconds on their phone. You see everything organized in a table — no more digging through chats.

No app to install. No complicated setup. No monthly fee (free right now).

The link looks like: primacrm.app/i/your-business-name

You share it once in your WhatsApp status, bio, or when someone first messages you. That's it.

Does this sound like a problem you actually have? I'm genuinely trying to figure out if I'm solving the right thing before I add more features. Honest feedback welcome.

Try it free: "primacrm.app"

Hi - I'm trying to get starting with digitisting our hires process for our small community charity (we hire out event resources). Currently we rely solely on paper hire forms and carbon copies.

We need a system that can keep client info for regular customers, automate invoicing, automate reminders about bookings and hire return dates, and enable customers to request appointments, but leave us the control of actually booking, so we can control the flow of the day. Ideally the system will be from a company that is environmentally conscious too, as part of our charitable mission is recycling and reducing waste.

Totally stuck on where to get started, or even if a CRM is right for us, so any suggestions and ideas are most welcome.

Edit to add - we are UK based so any platform has to have data centres based in the UK or EU

In a niche aerospace manufacturing business, we are AS9100 approved.

Any recommendations on what ERP to look into?

Employees: 5-8 at any given time

Sales: 2-4 million a year

Currently running everything though offline quickbooks, and paper copies, so looking at moving into the 21st century to streamline everything.

Essentially a ton of paperwork creation is currently put on one person.

Looking for something that can handle inventory, accounting, CRM, some level of quality

Have had a demo with Proshop (quality aspect is impressive) and looked into Odoo.

Any other ERPs people would recommend