Looking for a CRM for a small tree business. Ideally would allow us to store customer details (names, numbers and addresses), job details, payment, etc and be accessible from a smart phone as well as a desk/laptop. Needs to be reasonably priced since it’s a small, family owned business.
Je suis responsable commercial dans une boîte de distribution, et franchement j'en peux plus de mon outil.
Entre les données qu'il faut aller chercher dans trois endroits différents, les relances qu'on rate parce que rien ne remonte automatiquement, et le temps passé à préparer un point hebdo qui devrait se générer tout seul... j'ai l'impression de passer plus de temps à alimenter l'outil qu'à vendre.
J'ai l'impression qu'on voit toujours les problèmes trop tard. Un client qui part, une opportunité ratée, alors qu'avec les bonnes infos au bon moment on aurait pu réagir.
Avant de chercher une alternative, je voulais savoir si c'est juste moi ou si c'est un ressenti partagé. Vous utilisez quel CRM vous ? Et quels sont ses avantages et inconvénients ?
Has anyone else felt like they're constantly losing track of people they've met? I'll have a great conversation at an event or on a call, and six months later I can barely remember their name, let alone what we discussed.
I came across a company called Sumbios AI out of Sweden that's building what they call a "networking agent." It connects to your email, calendar, LinkedIn etc. and builds a persistent memory of everyone in your network. Who you know, how you know them, what you talked about, career changes, the works.
The interesting part is the shared layer. You can either request warm intros through a collaborator's network (they review and approve, you never see their full contacts) or share network visibility with trusted partners so your team can see the full picture of who you collectively know. All permission-based.
They just opened a waitlist for the product (called O). Swedish company, GDPR by design, data stays in EU. Feels like a different approach from the American personal CRM tools I've seen discussed here.
Just thought the concept was genuinely different from the Dex / Clay / Folk type tools that keep coming up. Anyone else tracking this space?
Has anyone else felt like they're constantly losing track of people they've met? I'll have a great conversation at an event or on a call, and six months later, I can barely remember their name, let alone what we discussed.
I came across a company called Sumbios AI out of Sweden that's building what they call a "networking agent." It connects to your email, calendar, LinkedIn etc.. and builds what they call a persistent memory of everyone in your network. Who you know, how you know them, what you talked about, career changes, the works.
The interesting part is the shared layer. You can either request warm intros through a collaborator's network (they review and approve, you never see their full contacts) or share network visibility with trusted partners so your team can see the full picture of who you collectively know. All permission-based.
They just opened a waitlist for the product (called O). Swedish company, GDPR by design, data stays in EU. Feels like a different approach from the American personal CRM tools I've seen discussed here.
Just thought the concept was genuinely different from the Dex / Clay / Folk type tools that keep coming up. Anyone else tracking this space
Most CRMs help you manage data.
Magudam CRM helps you run your business.
We are building a modern, agent-driven CRM designed for automation, scalability, and real execution.
What makes Magudam CRM different?
• Pay-as-you-go pricing — no heavy upfront commitment
• 100 users included in the free edition
• Agentic CRM — AI agents that automate and execute workflows
• Built-in POS — manage sales and customers in one system
AI at the core
• AI-powered summaries for leads and activities
• Intelligent workflow automation
• Voice-to-text for faster data entry
• Context-driven insights from your data
Built for integration and scale
• OpenClaw for AI skill automation
• n8n for workflow orchestration
• MCP for modern connectivity
The shift is clear
CRM is no longer about dashboards and manual updates.
It is about systems that think, act, and execute.
Magudam CRM is built for that future.
Launching soon
I was approached by a 5-star hotel in my city to build a chatbot for Meta, Instagram, and Whatsapp. They didn't really know what they wanted, so I built them a whole CRM. Since my development costs were already covered, I figured I could use this as a good opportunity to launch a SaaS.
But now that I'm thinking about it, the CRM market is extremely saturated. A lot of local companies and hotels still don't have one, but I can't justify trying to sell a very limited tool when mature solutions like Hubspot and Messagebird offer so much more than I'll probably ever add.
Basically my question is: Is it worth getting into the CRM SaaS industry? Even though I have a ready product, I'll still need to invest out-of-pocket into marketing. If there are potential clients who need a CRM, why not just sell them GHL or Hubspot (tried and tested products) instead?
I have been struggling to improve my conversation tracking in CRM during sales calls, but it still feels messy.
Right now, it’s a mix of notes, follow-ups, and trying to remember important information after each call. However, the process is not always reliable, so I’ve looked into things like call recording, transcripts, and AI summaries, but I’m not sure what actually works well in practice.
Trying to get better at preparing before sales calls, but I feel like I’m either overchecking everything or missing important context. Currently, I go through past call notes, deal status, and customer information; however, it still seems to be a disorganized process.
Alguien a podido integrar WhatsApp a su desarrollo de CRM, sin tener que utilizar un nuevo número, estoy perdido con eso, soy de Latam. Y el principal canal de comunicación es con WhatsApp y me parece increíble que no pueda encontrar una solución a esto sin tener que recurrir a la API o a prácticas que puedan provocar un baneo a mi número como las extensiones de Chrome.
Alguien realmente a podido lograr integrar esto en su CRM? (Específicamente usándolo desde el móvil no en pc) qué solución pudieron encontrar?
Quiero que mi CRM pueda extraer la información de las conversaciones que se tienen en el WhatsApp sin tener que pedirle a los usuarios que den de alta una nueva cuenta y nuevo número
Hi Everyone,
What kind of CRM reports do you build and would it be helpful for you if your reporting stack is automated with a google sheets connector which imports data and gives you sample template reports to build.
I am currently building a google sheets connector specifically for CRM reports so that it is easy to build and easy to share.
thanks and good day
