u/BrewVerse

If you are a small business and someone asks your for a sales quote, do you use a dedicated software or just use the old and reliable MS excel?

So, I am planning to write a blog on the top needs of a B2B CRM. I am thinking of getting real insights into what real B2B businesses are using in 2026 and how well their needs are being met by their current CRM. I wish to understand what type of business you are and what CRM you use, its Pros and Cons. Please only provide real insights as it will be helpful for me to curate a good blog and this thread itself will be quite valuable for anyone who needs to get a CRM software for their B2B business. Let's get this rolling

To all the business owners, at what point did you realize that you now need automation tools for your business. I hear all the hype around automation using AI agents but many of my friends who are running businesses or part of some businesses don't really use the agents but they are still working good. So it is always kind of bothers me like when does a team sit and decided that we need automation now

So if a client asks you for a quotiation, do you use simple spreadsheets or use a software for it? Those who use software, what is the good thing about it?