// Receipts
Show me the receipts.
Every honest diagnosis we've delivered. No affiliate revenue, no kickbacks, no edits after the fact — 94 got a no, 222 got a yes. Find a situation that sounds like yours.
"tons of phone calls and a way to send emails to those people and track whats happening over time Lead channels: Phone calls. Inquiry vo…"
"Printing and marketing conpany Lead channels: Referrals, Phone calls, Email, Web form. Inquiry volume: 50–200. Team size: 2–3."
"CRM recommendations for a small service based business I am looking for CRM recommendations for a small business (3–4 employees across s…"
"iT consulting and MSP company bootstrapping a new startup in a new area. Zero local clients. All team members new. Scoped pipeline proces…"
"Ai digital twin tech working across sports and healthcare. Currently using a spreadsheet to track a pipeline Lead channels: Email, Phon…"
"Safety consultant company in Geelong, 4 employees, jobs come in via email and phone calls, using a paper based system at the moment, comp…"
"Can you tell me what information is needed for me to help you assess? I work in B2B pharma exports. We export equipment to pharma compan…"
"Boutique payroll with complex requirement Lead channels: Email, Web form, Referrals, LinkedIn. Inquiry volume: 10–50. Team size: Just me."
"Fuel logistics Software company in Manchester also specialising in access control, CCTV, fire and security. 8 sales staff, enquiries most…"
"Small three person MSP startup Lead channels: Phone calls, Referrals, Web form. Inquiry volume: <10 / mo. Team size: 2–3."
"consulting start up in Chicago, IL that specializes in supporting small businesses wanting to build a portfolio of clients, need help tra…"
"consulting start up that specializes in supporting small businesses, building a portfolio of clients, need help tracking time and buildin…"
"A Shopify CRO agency. 500K€ / year Lead channels: LinkedIn, Referrals. Inquiry volume: <10 / mo. Team size: 2–3."
"Recruitment agency for agencies Lead channels: WhatsApp. Inquiry volume: <10 / mo. Team size: Just me."
"Okay, I am trying to find a CRM that will work for my team. We rent, lease, sell shipping containers, trailers. We do some diesel service…"
"Catering company with 3 sales people booking about 20 events per month on average."
"PI firm that gets phone calls and emails for consultations Lead channels: Email, Phone calls, Web form. Inquiry volume: 10–50. Team si…"
"Event venue with multiple spaces and small team. Needs a form fill for future clients that populates to a client profile, ability to trac…"
"I need to track project and sales, a platform to keep proposals and lost deals. Also where can I see who I have network. Lead channels:…"
"My partner and I are launching a new small business. We are artists who hand-pull our own screen-printed designs onto goods such as t-shi…"
"ai platform building production grade software Lead channels: Phone calls, Web form, Referrals, LinkedIn. Inquiry volume: 50–200. Team…"
"Solo marketing automation and marketing operations consultant that needs the ability to track hours, share hours billed with clients, gen…"
"running a diagnostic center in one branch. Lead channels: Walk-ins, Phone calls, Referrals. Inquiry volume: 50–200. Team size: 4–10."
"Im a founder doing earlier customer discovery and need a system to track my leads and interactive histories Lead channels: WhatsApp, Ema…"
"B2B App startup rolling out beta testing preparing to scale rapidly, piloting in GA + AL as we speak with multiple venues. Working within…"
"3rd party pharma manufacturing business Lead channels: WhatsApp, Email, Instagram DM. Inquiry volume: 50–200. Team size: 4–10."
"I am director of brand and agency partnerships for a small music production company that offers post-production music & sound services to…"
"web design and seo agency that agents referrals from partner agencies that i need to stay in touch with. Does cold outreach across email,…"
"pos systems selling for the cloud kitchens for the 50 clients and have a deal with them Lead channels: WhatsApp, Email, Instagram DM, We…"
"hey I'm building a CRM I'm not sure what to do about it because I was looking at some CRM so I thought maybe just wipe code it for myself…"
"an event management company and me being the sales head want a software to track their progress their daily lead s, pipeline value .. so…"
"3d printing UV printing and laser printing business. Just started, doing some shows, tracking payments and sales tax but not else. Wha…"
"refrigerated trailer manufacturer. no sales campaigns required. a tool to manage customers, contacts, customer interactions by 4 sales pe…"
"One person web design and SEO agency looking to track cold sales outreach across email, LinkedIn, and Instagram DMS. With reminders to fo…"
"One person web design and SEO agency looking to track sales outreach across email, LinkedIn, and Instagram DMS. With reminders to follow…"
"manufacturing engineering company making products for bulk handling in New Zealand. currently designing and building in new zealand. sell…"
"Event venue for many types of events. Lead channels: WhatsApp, Instagram DM, Phone calls, Web form, Referrals. Inquiry volume: 10–50.…"
"Self service car wash reopening (2 of them). Time til reopen unknown still right now. want to build hype around this car wash and intice…"
"I use pipedrive anything better in market Software sales B2g and b2b 45+ countries 300 current deals 200 leads More coming Lead c…"
"Software sales company Selling saas software in defense industry to over 40 countries, 300+ current deals more coming Lead channels: Em…"
"hi i need crm for pharmaceutical field Lead channels: Referrals. Team size: Just me."
"automobiles, 2 and 4 wheelers Lead channels: Email, WhatsApp, Phone calls, Web form, Walk-ins, Referrals. Inquiry volume: 200–500. Tea…"
"automotive crm with lead management Lead channels: Email. Inquiry volume: <10 / mo. Team size: 2–3."
"Starting a Transcriber company for combines, hospitals, insurances, banks to help transcribe bills and plans and docs. Lead channels: Ph…"
"Transcriber for customer medical bills and plans. Lead channels: Phone calls, Email. Inquiry volume: 50–200. Team size: Just me."
"influencer amrketing agency that is trying to keep track of leads + client outreach + follow ups and email campagins and keeping track of…"
"i am running a surgical and diagnostics firm which is a wholesale business, i cater to retail as well as directly to hospital, part of th…"
"i am running an ed tech where I am selling video editing course 1 to 1 mentorship , Lead channels: Web form. Inquiry volume: 200–500.…"
"Website that captures 200 leads per day with automated WhatsApp messages sent out and deed, introduce on a mailing list. I need a place t…"
"Short term luxury vacation rental agent. Need to keep track of rentals and communicate with them at certain points before their trip date…"
"Transitional housing intake forms Lead channels: Walk-ins. Inquiry volume: 10–50. Team size: 2–3."
"Small cleaning services company (residential and commercial clients). Quote requests come in mostly by phone, email, and word-of-mouth re…"
"a an admaker hawtads.com that's hitting the unicorn growth curve right now Lead channels: Email, Web form, Referrals, LinkedIn. Inquiry…"
"Requiero un crm para un usuario que lleve seguimiento de mis clientes Lead channels: WhatsApp, Email, Phone calls. Inquiry volume: 200–…"
"Sheetmetal fabrication business (jobbing shop). Approx 8 tradesmen, approx 2.5 office staff. Typically 20 jobs per week, e.g. taking on…"
"Independent sales rep in the furniture and mattress industry. I represent a number of companies and my job is to sign up new accounts, s…"
"We have 10 years of prior customers in hundreds of spreadsheets. We have no easy way of reaching out to them about new services, and no e…"
"agency team need to handle leads Lead channels: WhatsApp, Email, Phone calls, Walk-ins, LinkedIn. Inquiry volume: 50–200. Team size: 2–3."
"travel consultancy firm Lead channels: WhatsApp, Email, Instagram DM, Phone calls. Inquiry volume: 200–500. Team size: 4–10."
"real estate investing business along with a business/commercial dscr brokering company ( one feeds deals to another , do I need a crm to…"
"I need a CRM where my clients can contact through WhatsApp, and then it should connect with Shopify and fetch the product list and send i…"
"Credit union taking in leads for loans from 5 different sources. I taking customer data and comparing to member data in core system. Lea…"
"Credit union taking in leads for loans Lead channels: Email, Phone calls, Web form, Walk-ins, Referrals. Inquiry volume: 200–500. Team…"
"Recruitment agency in US. Head hunter Lead channels: Email. Inquiry volume: 50–200. Team size: 4–10."
"Acme duct maintenance pvt limit. Running maintenance/service business. 50% repeated client. Work range from 4 days to 20 days per work or…"
"a commercial duct cleaning business, processing around seven to eight orders a month and 80% of the clients are repeat orders. So do I ne…"
"Insurance broker offering term, and health insurance. Lead channels: WhatsApp, Email, Instagram DM, Phone calls, Web form, Referrals, Li…"
"Art printing, dropshipping and marketing agency, bringing in clients worth $4000 and $1,400,000, we need to track predicted value, what s…"
"I'm a Real Estate agent running Meta Ads to Whatsapp Business. I got some qualified leads and some non-qualified leads. I need to tell Me…"
"Aviation software, long sales cycle and most sales come from referrals. participate in lot of RFPs but tend to see us losing the ones whe…"
"online platform where people sign up for memberships to a monthly platform, sometimes on a yearly basis, and then they also from there up…"
"i want to start a campaign, add a bunch of leads, and then contact them via LI and track metrics such as how many booked a demo. can i do…"
"export company in vadodara, shipping equipments and services to pharma manufacturers worldwide. our sales cycle is 4 -6 months with multu…"
"300k revenue a year. Selling to schools. Only inbound sales that comes in via partners or Google. First point of contact is via forms, e…"
"Currently have a spreadsheet CRM. One tab is the CRM and one tab is the Customer data. I need better data entry on the client activities,…"
"Luxury jewelry and crystal shop. In-store, website, and Instagram live sales. Sales are invoiced via shopify. Team uses gorgias to deal w…"
"Luxury jewelry and crystal shop. In-store, website, and Instagram live sales. Live sales are tracked with claim ticket written out in the…"
"Luxury jewelry and crystal shop. In-store, website, and Instagram live sales. Team of 8 to 10. Uses shopify and gorgias. Lead channels:…"
"Marketing agency with creative lab, no clients booked yet, US/EU market, e-commerce brands doing 40-80k in ad spend. One man job Lead ch…"
"do business development for a biotech company. I need to keep track of contacts, notes from meetings/interactions, history of emails, dea…"
"Ailin Health (ailin.es) is a Madrid-based health-tech startup. We run at-home and decentralized diagnostics and B2B population screening…"
"Printing company with a 25 year old database of customers, many new orders come from our website. We do not have a way to track customer…"
"Small electrician business want to send email, update FB, Instagram, gather leads"
"I need a personal contact management system to organize myself. Preferably it would be free or inexpensive, and here are some thoughts an…"
"Solo Founder for Consulting of small and Medium sized B2B companies Lead channels: Email, LinkedIn, Referrals. Inquiry volume: 10–50.…"
"Yoga studio selling online courses Lead channels: Instagram DM. Inquiry volume: 50–200. Team size: Just me."
"MSP - providing it support, digitalization, etc... productivv.cz small czech company. Lead channels: Email, Web form, LinkedIn, Referra…"
"mental couching and psychotherapy, making appointments, mostly 1:1. SOmetimes, like twice a year some business contract. Lead channels:…"
"Exhibition stand builder Lead channels: Web form, WhatsApp, Email, Phone calls. Inquiry volume: 10–50. Team size: 4–10."
"Exhibition stand builder Lead channels: Web form, WhatsApp. Inquiry volume: 10–50. Team size: 4–10."
"Exhibition stand builder Lead channels: Web form. Inquiry volume: 10–50. Team size: 2–3."
"solopreneur - independent college counselor working entirely online with families. I have a mix of first-year and transfer students, typi…"
"Custom shelving installer with a few other lines of business. Complex set up - basically a manufacturing rep. 186 employees- sales team o…"
"Custom shelving installer with a few other lines of business Lead channels: Referrals, Phone calls, Email, Web form, LinkedIn. Inquiry…"
"leads from facebook ads to be added as contact to CRM. once it's changed to prospect, add the name to sendfox list, send autmoated watsap…"
"i do manual lead sourcing by looking at sites and getting leads and mailing them manaully and i want to keep them i a clean setup and als…"
"Dental software company, 14 staff. We sell software but we also sell x-ray imaging, maybe 80 ongoing prospects."
"events business managing 2 different workflows - stationery and onsite services for draping. Running on Google workspace, leads through I…"
"Estou estruturando a base tecnologica de uma clinica de estetica. Hoje apenas a DRA trabalha sozinha, atendimento, agendamento, etc. os…"
"Ad agency. Mumbai. Need retainer clients. Lead channels: WhatsApp, Email, LinkedIn, Web form, Referrals, Phone calls. Inquiry volume: 1…"
"Behavioral science based marketing strategy consultancy Lead channels: Referrals. Inquiry volume: <10 / mo. Team size: Just me."
"just launched a cyber safety education platform and offering content like writing, training, and education programs. have no experience w…"
"Bag factory in guangzhou. Need to tracks sales, sampling, BOM creation, costing, purchasing, manufacturing, packaging, delivery..."
"Web development and marketing and Web hosting infra management and VPS, vm ds Lead channels: Email, WhatsApp, Instagram DM, Phone calls,…"
"Web development and marketing firm Lead channels: Email, WhatsApp, Instagram DM, Phone calls, Web form, Referrals, LinkedIn. Inquiry vo…"
"170 person family office. Maybe get 20 new clients a month on 100 inquiries We think a CRM can help track pipeline but more importantly…"
"Accurova, a professional photography service provider based in singapore providing portraits, events and product shoots Lead channels: R…"
"170 person family office. Maybe get 20 new clients a year on less than 100 inquiries. We think a CRM can help track pipeline but more im…"
"I provide high ticket b2b video production for nonprofits. After attending a conference as a exhibitor I received many inquiries, some wi…"
"Aluminum anodize business, receiving 2 business to business inquires per month. Mostly from referrals, some from google. I am the only s…"
"Childcare that has a manual spreadsheet that they input parents in and call them, they need them to enrol in their centre they invite the…"
"Starting a new media company, an independent news bureau for a specialized field (independent film). Need to track tips, lead generation,…"
"im a small glassblower business, we are setting up a Trophy product line, i want a tool to track the business we sent the catalog or e…"
"i want tracking pipelines for various pipelines for our 3 products Lead channels: Email. Inquiry volume: 10–50. Team size: 4–10."
"Moving company in Hannover, Germany Lead channels: WhatsApp. Team size: 10+."
"a site where people sign up for monthly payments to return resources to marginalized communities. I need an organized way to do outreach…"
"Vfx animation design and creative agency producing high quality video content for brands Lead channels: Email, Instagram DM, Referrals,…"
"I am not able to track leads from website, ads etc at the top of the funnle to outcomes. Lead channels: Email, Web form. Inquiry volume…"
"Need some way to manage appointment inquires that come through WhatsApp or walk in Lead channels: WhatsApp, Phone calls, Walk-ins. Inqu…"
"I am looking for a CRM platform to use for one of my clients. We previously used FreshSales but it was honestly too robust and complicate…"
"Also ich bin Soloselbstständiger und, äh, gewinne Leads entweder, wenn die sich bei mir auf der Website in Calendly eintragen und, äh, vo…"
"B2B sales company representing several manufacturers of precision measurement equipment. We are currently logging leads into Excel and up…"
"an aircraft leasing company and I have been tasked with setting up a CRM - The goal here is not to necessarily drive a sales process, but…"
"Contact, quote and Bill management Lead channels: Email. Inquiry volume: 200–500. Team size: 10+."
"Contact, quote and Bill management Lead channels: Email. Inquiry volume: 500+. Team size: 4–10."
"Contact, quote and Bill management Lead channels: Referrals, Email, WhatsApp, Web form, Walk-ins. Inquiry volume: 500+. Team size: 2–3."
"F&B marketplace that connects restaurants ad suppliers Lead channels: WhatsApp, Web form. Inquiry volume: 10–50. Team size: 4–10."
"Contact, quote and Bill management Lead channels: Web form, Email, Walk-ins. Inquiry volume: 10–50. Team size: 2–3."
"Okay, so I am a consultant for wholesale-based product businesses. We do not need a pipeline, but we do need a way to keep in touch with…"
"a creative product-based business that is primarily wholesale so I need a CRM for wholesale retailers. Orders come through Faire, F-A-I-R…"
"Engineers merchants, 150 orders per month average, selling to 10-15 existing customers Lead channels: Phone calls, Email, WhatsApp. Inq…"
"Engineers merchants, selling to 10-15 customers per month, 150 orders per month average Lead channels: Phone calls, Email, WhatsApp. In…"
"Mortgage processing team Lead channels: Referrals. Inquiry volume: 50–200. Team size: 4–10."
"We're a small nonprofit. We run a 250 person conference each year and some smaller events. We also have donors. I want a way to send pers…"
"Construction accessories and clothing. less than 10 new leads per month among all sales channels. Lead channels: Email, Web form, Linked…"
"Ligation service provide and gauge sales. Have a website form and phone calls. Current customers need custom quotes and email requestin…"
"Athletics coach in Australia Lead channels: Email, Phone calls, Web form, Referrals. Inquiry volume: 10–50."
"Capture inbound from our enterprise email, do some warm outreach to existing users, track partnerships and conversations that come throug…"
"Real estate agency that manages existing customers coming via referrals and also generated leads through ad campaigns. Several whatsapp a…"
"Lending operation that offers SMB financing to small businesses in the US and Canada. We have a team of over 20 sales reps that make out…"
"three departments going on -- sales, ops, and billing. we heavily use gmail and ai for sales communication and customer service using our…"
"a small but scaling accessibility services and event production company based in Washington DC. We offer CART captioning, ASL interpretat…"
"......................... ....... Lead channels: WhatsApp, Email, Instagram DM, Phone calls, Web form, Walk-ins, Referrals, LinkedI…"
"My Aged Care provider in Adelaide; about 60 customers and 15 part time staff"
"lead follow up and intelligent documentation Lead channels: LinkedIn, Instagram DM. Inquiry volume: 50–200. Team size: Just me."
"online ai ad creation saas tool Lead channels: Email, Web form. Inquiry volume: 10–50. Team size: 2–3."
"An adtech startup working on cool automated ads creation Lead channels: WhatsApp, Email. Inquiry volume: 10–50. Team size: 2–3."
"We work with two brands of new vehicles (we recently entered the market a year and a half ago). A few weeks ago, I was trying to find a C…"
"tiny industrial design / product design business in melbourne australia running since 1971. Abandoned a PSA system based on accelo 6 mont…"
"i need to manage my outbound calling campaign- i need to be able to call and put a note on what happened during each call. Lead channels…"
"Software developer and consultant, solo Lead channels: Email, Web form. Inquiry volume: <10 / mo. Team size: Just me."
"Dental splint manufacture with approximately 50 orders per week. Manufacture is tracked by two parallel processes for 3D printing resin t…"
"Remote Communication and Content Services provider, based in India, with 10 people. Outreach is via Meta Ads and Inbound form on website.…"
"Go to growmybusiness r/growmybusiness • 1d ago Shikely-Manojkumar startup's 8 months old, finally need proper crm for startups. am i ove…"
"A marketing agency in Denmark with all salespeople calling around 2-3 hours a day, mainly focusing on outreach through phone calling and…"
"Marketing agency needs to generate more leads, get greater visibility into pipeline, automate outbound communications, align the BD team,…"
"B2B full cycle sales with an existing pre-defined customer base, repeat buying cycles typically lasting 5 years. Looking for follow up re…"
"2 person marketing consulting with 10-15 clients, one-time and recurring payments around 20 leads a month Lead channels: Web form. Inqu…"
"Custom exhibition builder Lead channels: Web form. Inquiry volume: 10–50. Team size: 2–3."
"Custom exhibition builder Lead channels: Web form. Inquiry volume: <10 / mo. Team size: 2–3."
"a small team tying to send our virtual assistants and we are contacting people by email using mailing lists we get in several way Lead c…"
"a interior products business in india Which is 50% b2c and 50% b2b Our leads come from facebook ads,google ads and walk-ins Lead channel…"
"manage my whatsapp contacts and have better conversations with followup reminders and notes"
"association of medical professions who host one conference per year, manage about 1000 members, collect due, accept donations, accept pay…"
"need to system where costumer requests quote and i get it back to him, if he aproves moves it on to sales Lead channels: Email. Inquiry…"
"Private investigators who have over 1,000 clients who report things to us. We then need to go out into the field to look into how the inc…"
"I am a GYM owner with around 200+ Members, out of which mostly 50 stay active… Do I need a CRM?"
"Somos uma agência de inteligência comercial que ajuda outras empresas a vender mais com as ferramentas certas alinhadas aos processos de…"
"Pharmaceutical medicine supplier in UK dealing with around 20 B2B customer enquiries. Two teams (total 8 people) would need to be involve…"
"Polymer distributor in Malaysia, wants to capture project and potential product enquiry for new products lines. Lead channels: WhatsApp,…"
"i am doctor i have a clininc I'm running a Meta ad and generating about ten leads per day who have to be contacted back by WhatsApp and t…"
"Business loan brokerage firm that manages leads and referral sources to see where those leads came from. Pipeline, client information and…"
"CRM Revamp Lead & Prospect Management Capture leads from various channels (website, brokers, partners, events). Score and segment leads…"
"equipment exporters to pharma manufacturing companies. our ticket size varies from 5k to 100k usd as all products are custom. we have 4 p…"
"A doctor run hospital providing subscription based home care services Lead channels: WhatsApp, Phone calls. Inquiry volume: <10 / mo.…"
"A claims communications and management system Lead channels: Email. Inquiry volume: 50–200. Team size: 2–3."
"Life insurance company managing leads, claims and collections tickets Lead channels: Web form, Referrals, WhatsApp. Inquiry volume: 50–…"
"Building a mutual fund broker and advisory business. Lead channels: Phone calls, Referrals, LinkedIn, Instagram DM. Inquiry volume: 10–…"
"B2B Marketing consultant based in the UK and working with clients in North America, UK and Europe Lead channels: Web form, Referrals, Li…"
"Real estate agents in Singapore. Lead channels: WhatsApp, Referrals, Web form. Inquiry volume: 10–50. Team size: 4–10."
"CRM Recommendations for Small Tech Startup that values customer experience We're a small SaaS in the property/hospitality space, team of…"
"Ai Software agency startup, 1 month out from launch and getting lots of interest Lead channels: Referrals, Phone calls, Web form, Email.…"
"I need a sales team to track leads coming from WhatsApp, Instagram, calls, web forms, and referrals without losing follow-ups or context."
"Financial products distribution channel in India Lead channels: Web form. Inquiry volume: 500+. Team size: 2–3."
"SaaS company with 70 paying customers and 2000 registered users, 6000 email list Lead channels: Web form. Inquiry volume: 50–200. Team…"
"People don’t respond Lead channels: Email. Inquiry volume: 50–200."
"SaaS solution for founders Lead channels: LinkedIn. Inquiry volume: <10 / mo. Team size: Just me."
"Here's exactly how a job goes. We have a good reputation, we don't have issues with leads. They call us, set up an appointment for me to…"
"Currently a window and door business that does $1M+ in sales annually. Certified with Andersen, Pella and Therma-tru. We are a paper copy…"
"Fire engineering consultant in norway Lead channels: Referrals, Phone calls, Email. Inquiry volume: <10 / mo. Team size: Just me."
"digital marketing ageny Lead channels: WhatsApp, Instagram DM, Phone calls, Walk-ins, Referrals. Inquiry volume: <10 / mo. Team size:…"
"The company is Regie, as AI first sales platform, that integrates with your CRM, enriches your leads, creates sequences for you, find peo…"
"Alleppey Houseboat tour leads Lead channels: WhatsApp. Inquiry volume: 500+. Team size: Just me."
"3PL logistics/supply chain provider in India, clients are mostly other enterprises or QSR chains. Client conversion cycle is 30-90 days.…"
"Insurance agency needs crm to manage leads coming from email and answer them Lead channels: Email. Inquiry volume: 10–50. Team size: 10+."
"provide content and growth for restaurant software companies Lead channels: Email, LinkedIn. Inquiry volume: <10 / mo. Team size: Just…"
"120 dental clinic network each with a seperate phone number. Also Google utm track,meta ads, other utms, needs to connect with ehr. Lead…"
"I am a manufacturer's representative in the plastics industry. I rep molding and extrusion equipment companies, and sell to manufacturers…"
"i operate a marine construction business in pinellas county florida with approximately $5 million in annual revenue. I am looking for a…"
"My biz offers services and products I curate so I feel like I have 2 separate businesses! Plant/Garden care and handmade CBD topicals. Bo…"
"English proficiency test preparation provider in India. Lead channels: Web form, WhatsApp, Phone calls, Instagram DM, Referrals. Inquir…"
"I'm a dental clinic with 2 chairs . Wanting to expand"
"Calisthenics Coach and fitness trainer providing online workout sessions. Get around 600 enquires per week from Facebook and Instagram ad…"
"Fitness coach and online fitness classes , 100 leads everyday through Facebook ads and referral program and have a team of 4 members in s…"
"Property Maintenance company based in North Carolina. Working as a contractor to get the maintenance done by 1099 employees. Currently do…"
"a small, low budget nonprofit that produces a book festival. We need a way to manage the hundreds of applications we receive each year,…"
"Volunteer team within a non-profit needs a way to keep up with event planning, donor information, volunteer hours, volunteer tasks, coord…"
"software developer company, 6-12months implementation time and also new coming customer Lead channels: Referrals, Phone calls, Email. I…"
"Property manager in Toronto manages 87 addresses each with four rooms, each room rented individually. Leads come in from Facebook Messeng…"
"Party planning agency in Singapore providing entertainment solutions. I get leads from google ads, eventually trying to branch out to oth…"
"Asesor independiente de seguros de automotor y vida. Lead channels: WhatsApp, Email, Web form, Instagram DM, Referrals. Inquiry volume:…"
"Trading company, we travel and talk to the client , 1-2 power day Lead channels: Phone calls. Inquiry volume: 10–50. Team size: 2–3."
"It msp in hampshire reselling Microsoft 365 Lead channels: WhatsApp, Email, Phone calls, Web form, LinkedIn, Referrals. Inquiry volume:…"
"Startup in the UK raising capital with 3 employees. Looking for a system to help us manage the process consistently and keep shared reco…"
"digital marketing agency that offers SEO, webdesign and many more services. digital marketing agency that offers SEO, webdesign and many…"
"Prostitute, mostly doing dominatrix, but do some other stuff too. Need to keep inventory of dildos, cockrings and many other things. Pipe…"
"Edtech founder doing B2B sales - 1 person company, hoping to expand. Lead channels: Referrals, LinkedIn, Web form, Email. Inquiry volum…"
"Saas product company Lead channels: Email. Inquiry volume: 200–500. Team size: 10+."
"cold reach Lead channels: Email. Inquiry volume: <10 / mo. Team size: 2–3."
"marketing agency online focussed Lead channels: Email, Instagram DM, Web form, Phone calls, LinkedIn. Inquiry volume: <10 / mo. Team s…"
"Book Printing company about 5 jobs per day some small and some large, we have 2 main categories 1 is soft cover and 2 is hard cover, mor…"
"SAas in he atlassian marketplace, handling partnerships, and enterprise sales. Lead channels: LinkedIn, Web form, Email. Inquiry volume…"
"Our team needs a CRM for contact management, lead tracking, follow ups, and reporting, but we don’t want something that becomes too diffi…"
"Utility contractor with a team of 5 estimators doing different lines of service. The majority of our leads are inbound, sent to a bids em…"
"Catering company doing business in India Lead channels: WhatsApp, Web form. Inquiry volume: <10 / mo. Team size: 2–3."
"accountant with 5 ongoing clients Lead channels: WhatsApp. Inquiry volume: <10 / mo. Team size: Just me."
"Agency based in india with around 15000 usd monthly rev Lead channels: Email, Referrals. Inquiry volume: 10–50. Team size: 10+."
"Manufacturer of nondestructive test equipment for precious metals, total of 40 employees but global sales and one of a kind device in the…"
"Building apps for local governments in belgium. 3 man team. Leads come from networking, events, previous project. Long to very long funne…"
"SaaS company with inbound organic leads Lead channels: Email, Web form. Inquiry volume: 10–50. Team size: 4–10."
"Commercial refrigeration business mainly service maintenance some installations and residential heat pumps Lead channels: Phone calls, R…"
"Used car dealerships with ads running on social media Lead channels: Instagram DM, WhatsApp, Phone calls, Walk-ins. Inquiry volume: 200…"
"Robotic company with plenty of leads and opportunities and 1000s of accounts and contacts Lead channels: Referrals, Web form. Inquiry v…"
"Legal nurse consultant providing behind the scenes consulting on medical malpractice from intake to trial. Occasional testimony component…"
"I sell croissants in bulk. My clients are stable, but from time to time I get clients through our website and sometimes also referrals wo…"
"Injection molding specific SaaS company with 2 employees and I'm going to say <100 customers. Need to track customers, what role each con…"
"Lifting equipment company offering equipment, loose tackle and service and testing a €50m revenue uk and Ireland"
"Utility contractor with a team of ~6 estimators emailing out proposals for ~6 pipelines. All proposals are sent to client with company bi…"
"Utility contractor with a team of ~6 estimators emailing out proposals. All proposals are sent to client with company bid email CC'ed. We…"
"Utility contractor with a team of ~6 estimators emailing out proposals for multiple pipelines (multifamily, commercial, transportation, g…"
"Utility contractor with a team of ~6 estimators emailing out proposals, plus a bid coordinator. All proposals are sent to client with com…"
"Utility contractor with a team of estimators emailing out proposals. All proposals are sent to client with company bid email CC'ed. We ne…"
"Utility contractor with a team of estimators emailing out proposals. We need a way to track customers and bids. Automation would be helpf…"
"Logistic provider. Need To align communication between interaction with top 30 customers. Total customers 400. Delivery and performance d…"
"research institute selling services, e.g. materials testing, surface treatment. Lead channels: Phone calls. Inquiry volume: 50–200. Te…"
"Telecom small enterprise. 2000 clientes. Need update and renew offers every day"
"Need a way to track when our members are contacted, if they'r ebeing engaged with, etc. also the ability to see the support tickets they'…"
"I have so many inquiries from different areas asking me for more information, requesting bookings, I’m working out of my Gmail and don’t…"
"Remplacement pare brise automobile Lead channels: WhatsApp, Phone calls, Email. Inquiry volume: 50–200. Team size: 4–10."
"CPA and RIA under one roof having trouble tracking specific client notes and open items and following up and no visibility on sales funne…"
"CPA and ria firm under one roof having trouble tracking specific client statuses and open items and tracking sales funnels and steps. Le…"
"a external sales team of ten people with around 200 customers but not many new ones"
"I am in charge of an effort to regroup and reorganize a statewide coalition. currently, the coalition uses Wild Apricot which is satisfac…"
"small restaurant pizza and pasta Lead channels: WhatsApp. Inquiry volume: <10 / mo. Team size: Just me."
"Transport compagnie 3th party, trying to have a follow between all sales person on contact who was contacted and what comes of it Team s…"
"We’re running a mobile car detailing business. We want to be able to auto text leads, follow up with previous customers, and blast sales…"
"early prerevenue saas, cold outreach + partners Lead channels: Phone calls, Email. Inquiry volume: 50–200. Team size: Just me."
"Higher education recruitment Lead channels: Web form, Email, Phone calls, Walk-ins, Instagram DM, WhatsApp. Inquiry volume: 200–500. T…"
"we're a procurement team looking for a CRM with the following features: **Sourcing campaign management** Ability to launch a campaign by…"
"Legal recruitment company. 7500+ candidate files physical and digitized in legacy dos hris. Only 30 active freelancers and payroll weekly…"
"Consultancy operations Lead channels: Referrals, Web form. Inquiry volume: <10 / mo. Team size: Just me."
"Micro financiera con 15 ejecutivos, con 200 créditos al mes y 1500 recibos de pago. 7 sucursales. Lead channels: Walk-ins. Inquiry volu…"
"i am a solo consultant. I either work on the lead myself, or refer it out to partners for a commission. Lead channels: Email, WhatsApp,…"
"Webdesign in Tübingen Germany, only referral leads Lead channels: Referrals, Phone calls. Inquiry volume: <10 / mo. Team size: Just me."
"Specialist contractor for multi utility installations Lead channels: LinkedIn, Referrals, Email, Phone calls. Inquiry volume: 10–50. T…"
"New consulting for corporate cloud apps Lead channels: Web form, Referrals, LinkedIn. Inquiry volume: <10 / mo. Team size: Just me."
"How are you handling the same lead across email, chat, and social? Running into issues where the same user reaches out on email first, t…"
"We're a 5-person commercial cleaning company in Dallas. Around 120 inquiries a month come in through our website form, Google Business ca…"
"a small interior design studio. Enquiries come in through Instagram DMs and my website contact form — maybe 40 a month. It's me plus one…"
"small biotech with niche product line Lead channels: Referrals. Inquiry volume: 10–50. Team size: 4–10."
"We sell consumable products to our customers that are industrial businesses like mining companies or companies that do maintenance for mi…"
"Petcubes Pte. Ltd. In Singapore. We have a customer service team of 3 people servicing 10 calls a day, 15 WhatsApp messages a day and 5 e…"
"I need a system where digital leads log into CRM automatically once generated"
"I am launching a new insurance agency and need a modern setup where all my calls are recorded and summarized, customer lifecycle is track…"
"i am a mobile car valeter been told to use quoteiq or hivesuite Lead channels: WhatsApp, Email, Instagram DM, Phone calls, Web form, Wal…"
"i am a mobile car valeter been told to use quoteiq Lead channels: WhatsApp, Email, Instagram DM, Phone calls, Web form, Walk-ins. Inqui…"
"i am a mobile car valeter Lead channels: WhatsApp, Email, Instagram DM, Phone calls, Web form, Walk-ins. Inquiry volume: 10–50. Team s…"
"B2B/B2C that sells online (japonism/meditation/incense). Our sales representatives (field sales) visit our B2B clients (small shops and b…"
"I am a solo fractional CTO. I collect leads from my website contact form, LinkedIn, and inbound email."
"Startup home repair business that we're trying to expand. Lead channels: Web form, Referrals, Instagram DM. Team size: 2–3."
"Cadeaukaarten uitgever in Nederland, voornamelijke focus op B2B, van bedrijven die een paar kaarten per jaar kopen tot organisaties die d…"
"How does this help me Lead channels: WhatsApp, Email, Instagram DM. Inquiry volume: <10 / mo. Team size: Just me."
"Brand New retail strategy start-up consulting firm. 1 owner doing everything. No clients yet, hard to start without the structure already…"
"Brick and mortar store with 2 locations and also selling online Lead channels: Phone calls, Web form, Referrals. Inquiry volume: 50–200…"
"Brick and mortar store Lead channels: Phone calls. Inquiry volume: <10 / mo. Team size: Just me."
"B2B Saas for carpooling. Our customers are companies that want to offer carpooling as a benefit to their employees. Lead channels: Email…"
"Remodeling company in Los Angeles that specializes in kitchens bathrooms and adus need a better way of organizing and a better web form…"
"I work as the IT and Marketing guy in a F&B company. We have 4 outlets and don't have any loyalty system for the customers. We want a CRM…"
"I attached here the list of requested features we think we would need for our new CRM system. Also, below you will find the screenshot of…"
"a jwelery business and we have two locations, right now we have 2 gohighlvl subaccounts but the deduplication between stores is just a pa…"
"Lately I’ve been trying to get better at keeping in touch with friends, professional contacts, and people I meet through networking event…"
"a paid ads agency, specialized in meta ads management and setup Lead channels: WhatsApp, Instagram DM, Web form, LinkedIn. Inquiry volu…"
"Need to auto populate specific columns on monday.com board with certain information from lead emails on outlook using zapier or monday.co…"
"Consultancy business working with SaaS / Services businesses to help operationalise their sales + customer support + marketing processes…"
"Custom window treatments, franchise thats part of a corporate entity. Have to manually enter phone (using Podium) or walk in leads into…"
"most leads from a webform or phone. webform leads send to an email. Manually enter them into monday.com as well as our company site we ha…"
"As Eco Group expanded across multiple divisions including labels, print consumables, signage and property services, we quickly realised s…"
"A CRM company with revenue of around ₹2,00,00,000 per month and a team size of 70 employees. Lead channels: WhatsApp, Email, Web form, R…"
"Indian ethnicwear boutique in Aligarh, UP, India. Around 2-3 leads come from WhatsApp and referrals everyday. Sales is around 10-20 dolla…"
"website where I get questions every day Lead channels: WhatsApp, Email, Instagram DM, Phone calls, Walk-ins, LinkedIn. Inquiry volume:…"
"Yoga studio in Lisbon, 35 trial bookings/month from Instagram and a Squarespace contact form. Two instructors + a part-time front desk. T…"
"a manufacturers rep group with about 50 independent sales reps covering multiple territories. We represent around 40 different factories/…"
"Chiropractic clinic in Mumbai, ~50 inquiries/month split between WhatsApp and Instagram DMs. I'm losing track of who's been replied to."
"I am a Dentist running a dental clinic and dental academy. The number of patients in the clinic are less but leads for academy is once in…"
"Whatsapp leds coning from the meta ads and we are 2 people will call"
"SAAS provider - 2 employees - Run Ads and whatsapp enquires and we once qualified the leads then we call and set demo and make them purch…"
"B2B IT Services. Target audience CXO of manufacturing, managed services industries. Currently connecting via LinkedIn sales navigator,No…"
"Kremers Painting & Graphics Inc., a small family-owned business in Hudsonville, Michigan with about 10 employees. We have been in busines…"
"Bakery in Manchester, ~30 catering inquiries/month over WhatsApp and phone. I keep losing track of follow-ups, customers chase me."
"B2B SaaS in Berlin, 8 demos a week, one rep using a Google Sheet. HubSpot keeps trying to upsell us to €600/mo."
"sales manager for archiving company, 40 clients+, leads come from market sources and public internet data, need to automate tasks for kee…"
"sales agent, leads come from internet listings"
"medium size business that participates in international food and beverage trades. The team is currently relying on emails and WhatsApp gr…"
"Wedding photographer in Toronto, 15-20 inquiries/month from Instagram and referrals. I want to track what actually converts."
"Bookkeeping firm in Sydney, ~12 client referrals/month via LinkedIn and word-of-mouth. We use Xero already and a Google Sheet for trackin…"
"Solo founder running an AI agency in Toronto, ~6 leads/week from cold outbound and LinkedIn DMs. I track them in Notion. Pipedrive is $39…"