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People asking for Sales & CRM

Covers CRMs, lead tracking, sales tools.

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Reddit

X1 h ago

Looking 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?

Wants: CRM and tools to manage agents for an investment company
Open on X
Redditr/CRM1 d ago

CRM for private hosting

Hi there. Does anyone have advice re best CRM platform to build and host a private consultancy (up to 100 members) with group calls (+ replays), manage subscriptions, posting-storing resource, creating virtual rooms (adding people to different rooms), chat function pls?

Wants: CRM platform for a private consultancy of up to 100 members, with group calls and replays, subscriptions, resources, virtual rooms, and chat
Open on Reddit
Redditr/CRM1 d ago

What’s the best workflow CRM for managing processes that extend beyond sales?

We're reviewing the CRM because the platform has become more than a place to gather leads and deals. The sales team utilizes the platform for pipeline management purposes, while the operations team seeks information about onboarding as well as the implementation of renewals and…

Wants: A CRM or workflow platform for sales and post-sale operations, or separate systems
Open on Reddit
Redditr/CRM2 d ago

CRM for Salon

Looking for a CRM solution for a salon business. I was able to narrow down what I find to be must-haves: 1. Client Self-Check-In2. Integrated Intake Form3. Appointments4. Advanced Esthetic Documentation: Visit-specific records for consultation, treatment notes, protocols, contra…

Wants: Salon CRM with esthetic records, memberships, Clover POS, retention, multi-location and HIPAA support
Open on Reddit

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