r/CRMSoftware

I’m trying to find a good CRM for travels, specifically for managing bookings, client communication, and maybe even itineraries in one place.

A lot of CRMs seem more focused on general sales, but I’m not sure how well they translate to something like a travel business where you’re dealing with repeat clients, custom trips, and lots of back-and-forth.

If you’re in the travel space, what CRM are you using? Does it actually help streamline things, or do you still rely on multiple tools?

Would really appreciate hearing what’s worked for you and what to avoid.

Bit of a marketing stack question. Our team runs email campaigns, landing pages, ads, and some marketing automation but the biggest problem is that everything lives in or uses different tools. 

So marketing data is in one place but sales activity is somewhere else, and reporting across them is pretty painful to say the least. A lot of the time we’re manually moving data around or exporting spreadsheets just to understand what’s going on. I’m starting to think the real issue is that our CRM doesn’t connect well with the marketing tools we’re using.

Any recs? Ideally something that keeps marketing and sales data in the same ecosystem?

I'm 32 years old and have been in professional services (management consulting) for most of it. I just quit that job because of burnout. I want to learn more about sales and CRM. I'm doing this because full disclosure, I want to eventually maybe build something around it.

So, here's my pitch: you call me directly at the end of your day for 10min and I will do all of your CRM logging, input, follow-ups, documentation, whatever you don't want to do, etc. for you (no AI, actually me doing it), and in return I get to ask you 3 questions about sales and CRM.

Let me know if you're interested!

I’ve been thinking about using a CRM for project management to keep everything in one place, like clients, tasks, communication, and progress tracking.

Right now I’m juggling a CRM plus a separate project management tool, and it feels a bit messy switching between them. But I’m not sure if CRMs that claim to handle project management actually do it well or if they’re just okay at both.

Has anyone here gone all-in on a CRM for project management? Did it simplify things or just create new headaches?

Curious what tools you’re using and whether it actually improved your workflow.

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?

I need a CRM that can feed me leads from Facebook and Wix into a clear pipeline structure. When I move a lead to a certain column of the pipeline, an SMS Automation is sent to the customer. I have all my appointment booking setup, just need the sms automation and lead management too

we’ve got 3 people running our nonprofit and 7 different apps trying to keep things together. it’s exhausting. donors get duplicate emails, i forget who’s registered for what, and everything takes twice as long as it should.

does anyone have a realistic suggestion for the best crm software for nonprofits that won’t make me cry every month?

i just want something that keeps everything in one place.

Comparing GoHighLevel and ClickFunnels, and they both seem to cover a lot of similar ground, especially with funnels, automation, and lead generation.

For those who’ve used either or both, what are the biggest differences in real use?

I’m mainly looking for something reliable for building funnels and managing leads, but I don’t want to end up paying for features I won’t use.

Would love to hear honest experiences.

Hey people, I’m kinda new to CRM systems, I know the basics but I’m not a programmer, Im actually a graphic designer and filmmaker. But here’s my idea:

I went through a pair of software devs that sell white label CRMs with WhatsApp and Meta Ads integration, and even an AI assistant for WhatsApp. So I wanted to ask y’all if it’s a good deal to sell custom CRM for each client needs with its own logo, or create a CRM with everything integrated and my own logo. I currently have a social media marketing agency, so… good idea to integrate the CRM service in my agency portfolio?

Do y’all think is it a good business nowadays? (I live in Colombia)

The devs would manage bugs and reports from clients, and problems with the platform btw, and the keep 30% of every monthly payment, Im thinking of a 50 - 70 USD subscription.

What y’all think? I’d love to hear opinions. Thanks!