▲ 1 r/AiAutomations
Those of you selling AI automation as a service : how are you actually tracking your client pipeline and projects?
I build and sell AI automations to SMBs. My actual delivery work is fine, the chaos is everything around it. Proposals going out with no follow-up system. Projects running across three tools. Invoices sent and then forgotten about. Wondering if anyone else feels like their backend is genuinely embarrassing compared to what they deliver for clients.
What does your actual client management setup look like? Spreadsheet? Notion? A proper CRM? Or just vibes and anxiety?
u/NeuralVelvet — 22 hours ago