People asking for Sales & CRM
Covers CRMs, lead tracking, sales tools.
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Redditr/CRM3 h agoasking if is hubspot crm worth it when reps keep emailing the same leads?
we had a major mess a few months ago when two reps emailed the exact same prospect on the same morning. our web forms dropped entries into a spreadsheet while reps worked from separate inboxes, so how do other sales teams handle duplicate lead rules when moving our lead intake i…
Redditr/CRM17 d agoLooking for software suited for mobile business/1 person buisness
Hi everyone, I'm looking for a CRM management program for my brother. He runs a small pellet stove servicing business, its all mobile. My brother likes the model of Jobber, but the price isn't something they he can do right now. Is there a better program for him to use that's mo…
Redditr/CRM18 d agoI am trying open source CRM twenty.com but my team is stuck
Hey everyone, We’re setting up Twenty CRM (twenty.com) as our self-hosted, open-source CRM and like it so far. Our main requirement is integrating it with Instantly for outbound email. Our developer isn’t sure about the best way to handle the integration, so I’d love some advice…
Redditr/CRM18 d agoCRM Advice
I am looking for a CRM that has: - Ominchannel- Kanban Board- Sales Pipeline and Stages- Automation- Webhooks and API- Not per-user price What do you suggest? We used to have Bitrix24 but they have increased the price 3 time in the last 3 months.
Redditr/CRM18 d agoAnyone tried open source CRM
I am about to install open source CRM on server. Anyone have ever tried any open source l. Is it better the closed source and also do you get all the functionality in open source that are in closed source
Redditr/CRM19 d agoCRM evalaluation
We're a small executive search firm that has all full desk recruiters at it who take on BD, Client mgmt, recruitment, candidate mgmt, etc. We use Bullhorn for our CRM/Database but it is a bit cumbersome for our firm and we're growing more and more frustrated with it's functional…
X19 d agohey founders, need your helps 👀 Is there a tool that analyzes your Zoom/Google Meet calls and tells you: ✦ What you did well ✦ Where you messed up ✦ How to improve your pitch and communication Something that helps you get better at sales calls, demos, and meetings. Does anythin…
Redditr/CRM19 d agoIs the CRM Still Relevant in the Age of AI?
My manager is AI’s biggest advocate, and he recently put me on the spot: do I actually believe CRMs will still be relevant a few years from now? As our firm’s CRM admin, he challenged me to come to our next 1:1 with a compelling case for why the CRM platform is here to stay - -…
Redditr/CRM19 d agoHow do machinery companies actually track AMC renewals? Most of the lost revenue I see isn't lost to competitors, it's just forgotten
Something I keep running into with machinery manufacturers and dealers: AMC revenue rarely goes to a competitor. It goes to a spreadsheet nobody opened. The pattern is usually the same: - The AMC list lives in one person's Excel file - The renewal date passes and nobody calls th…
Redditr/woocommerce20 d agoPlugin or external solution to analyse sales
I have a client with two websites - 2 shops: one is on Opencart and the other is on WordPress. The WordPress one becomes slow when working in the backend on orders, products and clients. I used to work with some plugins: MonsterInsights for Google Analytics, and I experimented w…
X20 d agoso I sell educational software where can I ask someone to identify clients? Is there an app?
Redditr/GrowthHacking21 d agoBest free tool to extract 100 LinkedIn emails per day ?
Hey everyone, I have a list of around 200 LinkedIn profile URLs and I need to extract their contact email addresses. Here is what I've tried so far: UI Automation Script: I wrote a JS script to automate searches on freemium tools. It works, but it takes about 20-30 seconds per p…
Redditr/CRM22 d agoAnyone using a CRM for their personal life?
I am not talking about clients or sales. I am talking about friends and family. I am bad at remembering the things people tell me. A friend tells me about a job interview. Tells me about a friend’s kid’s name or says that a friend’s mom is having surgery and a month later the me…
Redditr/CRM22 d agoBest CRM for a growing escrow company with field sales reps + RBJ integration?
I’m helping an established independent escrow company in California modernize and scale its sales/marketing stack, and I’d love some CRM advice.The setup is roughly:Growing sales organization with a sales manager and field repsPrimary customers are real estate agents and mortgag…
Redditr/gtmengineering26 d agoI need help on these, for a beginner in linkedin message automation between dripify and linked helper which should I start with or which alternative would you recommend?
I'm a freelance web designer for local service businesses like dentists, law firms and such. Most of my clients have been through referrals, but I'm now building an actual linkedin lead generation motion since most business owners in my city there. I'm still a beginner when it c…
Redditr/SaaSMarketing27 d agoNew to B2B SaaS lead generation
Hi everyone, I’m exploring different ways to generate B2B SaaS leads organically and would love to hear from people who have actually used these platforms. I’m particularly interested in lead generation for NetSuite and Celigo-related services, such as implementation, integratio…
Redditr/CRM27 d agoOur marketing tool doubles as our CRM and I'm worried personal replies to clients go out with an "unsubscribe" link stamped on them. How do small teams handle client comms properly?
I handle marketing/ops for a small events company in Lisbon (boat cruises, private and corporate events), roughly 500 enquiries a month. Upfront honesty: I come from a marketing background and have never properly set up or run a CRM before, so I'm a bit out of my depth here and…
Redditr/LinkedinAds28 d agoAnyone tried Linkedin Sales Navigator?
So, currently I am trying to start my b2b business, and for that i need to connect with clients in usa on linkedin. Now according to the linkedin rules, you can't send more than 3 connections per month and similar bs. Which leaves me to onky1 option, that is to use LinkedIn sale…
Redditr/u_DepartmentLast882428 d agoNeed solutions for RFP automation I am tired of chasing 3 teams for answers!
I’ve been looking into Request for Proposal workflows, and the part I keep coming back to is the chasing. Most of the document can be ready, but security still needs to confirm an answer, product needs to check a capability, and legal hasn’t approved the wording. It’s frustratin…
Redditr/hiringpakistan28 d agoAnyone tried Linkedin Sales Navigator?
So, currently I am trying to start my b2b business, and for that i need to connect with clients in usa on linkedin. Now according to the linkedin rules, you can't send more than 3 connections per month and similar bs. Which leaves me to onky1 option, that is to use LinkedIn sale…
X30 d agoLooking to upgrade the entire tech stack of the fund. Who has suggestions? Like, what’s the best CRM for an investment company? Or, what do you use to better manage prod agents?
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