u/Ishmeisterr

Which CRM feature? Web forms or auto-drafted emails?

We're building a customer-facing CRM that's starting to get pretty robust. Now we're at a crossroads on what to prioritize next and would love your input.

Option A: Web Forms
Embeddable forms you drop on your website that capture leads straight into the CRM. No Zapier, no mapping fields rather the form fields are the CRM fields.

Option B: Auto-drafted Emails
We recently added meeting transcription. The idea: after a meeting ends, a draft email is waiting for you, written in your tone, referencing what was discussed, ready to send or tweak.

If this was your CRM, which would you prioritize and why?

reddit.com
u/Ishmeisterr — 21 hours ago
▲ 3 r/CRM

Which CRM feature? Lead capture through web forms or write emails with AI?

We're building a customer-facing CRM that's starting to get pretty robust. Now we're at a crossroads on what to prioritize next and would love your input.

Option A: Web Forms
Embeddable forms you drop on your website that capture leads straight into the CRM. No Zapier, no mapping fields — the form fields are the CRM fields.

Option B: Auto-drafted Emails
We recently added meeting transcription. The idea: after a meeting ends, a draft email is waiting for you — written in your tone, referencing what was discussed, ready to send or tweak.

If this was your CRM, which would you prioritize and why?

reddit.com
u/Ishmeisterr — 21 hours ago