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Re:Show HN: I made a CRM system to make sales fun by rrggrr on Monday August 26, 2019 @09:19AM (#20799616)
As someone who evaluates CRMs pretty much for a living I'm sad to report there's nothing new here. Great UI - Kudos. But, this is way more expensive than Pipedrive whose UI is arguably as user friendly. I think you've got potential here... but you're priced same as close.io with far fewer features and a similar UI.
Re:Show HN: I made a CRM system to make sales fun by lima on Monday August 26, 2019 @04:15PM (#20803285)
I tried Pipedrive but if you want to sync contacts with Google Contacts, they insist on accessing your mails as well. No way to reduce OAuth scope. To make matters worse, they use a third party API to do this, so you trust not just one, but two random companies with access to your email. This is an issue since email is not just used for marketing (think password reset tokens and so on).

Their support has been useless when I asked about this, insisting that their approach was perfectly secure and that their other customers don't care:

> We have now more than 85,000 companies from all over the World who have accepted and agreed with our Terms and Conditions and I am happy to say that we have never had any issues with these matters.

Re:Show HN: I made a CRM system to make sales fun by Sophistifunk on Monday August 26, 2019 @07:23PM (#20804723)
Isn't the whole genre of CRM kinda useless without access to your emails though?
Re:Show HN: I made a CRM system to make sales fun by lima on Tuesday August 27, 2019 @11:11AM (#20810404)
Not necessarily, many CRMs (including Pipedrive) allow you to forward mails to them.
Re:Show HN: I made a CRM system to make sales fun by drikerf on Wednesday August 28, 2019 @01:25AM (#20817011)
Yep! That's what I do with Wobaka too. You don't have to give access to your complete email. Just BCC or forward messages to a specific email.
Re:Show HN: I made a CRM system to make sales fun by dotancohen on Monday August 26, 2019 @09:28AM (#20799683)
You evaluate CRMs for a living?

If I may, an off-topic question. I am completely unsatisfied with any addressbook software and have been looking at a ton of CRMs for personal use. I would prefer something open source, but anything self-hosted would do.

The one feature that most CRMs are missing is CardDav and CalDav syncing. I need my contacts on my phone. Do you know of any opens source or otherwise self-hosted CRM that supports CardDav and CalDav for contacts and appointments?

Thank you!

Re:Show HN: I made a CRM system to make sales fun by rrggrr on Monday August 26, 2019 @10:39AM (#20800234)
Streak or Copper would be my go-to for this, but they sit atop Gmail and Google Calendar which doesn't give you the open open source solution you want. I'm sorry to say that I don't have a FOSS recommendation.
Re:Show HN: I made a CRM system to make sales fun by aantix on Monday August 26, 2019 @02:19PM (#20802336)
Personally, I'd actually like a CRM that sits atop LinkedIn. That's where the leads and data truly exist.

Any recommendations?

Re:Show HN: I made a CRM system to make sales fun by onetype on Monday August 26, 2019 @02:34PM (#20802438)
LinkedIn already has that -- it's sales navigator.
Re:Show HN: I made a CRM system to make sales fun by sangerSCB on Monday August 26, 2019 @04:22PM (#20803369)
insidesales.com. I was the product manager when we launched Playbooks. Its core value prop is this.
Re:Show HN: I made a CRM system to make sales fun by dotancohen on Tuesday August 27, 2019 @03:26AM (#20807046)
Thank you for your input, at least it gives me a bit of perspective.
Re:Show HN: I made a CRM system to make sales fun by ckluis on Monday August 26, 2019 @09:32AM (#20799716)
Check out https://www.monicahq.com/ for a self-hosted CRM (personal).
Re:Show HN: I made a CRM system to make sales fun by smush on Monday August 26, 2019 @11:56AM (#20800866)
I love the idea of Monica but I've had serious challenges getting it going in self-hosted land. I plan to keep trying though as the idea of a personal CRM is nearly irresistable.

My most recent attempt a few weeks back (following the debian guide in the GH repo + a few fixes on Stack Exchange) resulted in a page that lets you 'register' your first account but for some reason does not load any page. It just appears to either infinitely load or returns nothing, not even an empty HTML file.

I'm sure the hosted offering is great, I'd rather not invest any more personal information onto someone else's servers.

OT -> At some point I'm gonna get up the nerve to crack open a F# giraffe site and write up a small Personal CRM site.

I would want to track things like name, high school graduated, favorite color, name of dog, relationship to me, relationship to other people in the site, reminders to write them a letter every X days, 'on deck' lunch dates I need to plan, etc. Something like a mobile web-ready email-reminder enabled Farley File (https://en.wikipedia.org/wiki/Farley_file).

Re:Show HN: I made a CRM system to make sales fun by c-smile on Monday August 26, 2019 @01:46PM (#20802003)
I am personally doing all that with my own Sciter Notes [1]. That is a free form personal database of HTML documents if you wish.

With notebooks, tags and events.

For customers I have single template in form of definition list (html's <dl> under the hood):

  - principal contact:
  - address: 
  - service until:
So to make new customer I simply copy that template and fill those fields. Adding more info if needed for particular customer, etc.

[1] https://notes.sciter.com GitHub: https://github.com/c-smile/sciter-sdk/tree/master/notes

Re:Show HN: I made a CRM system to make sales fun by anatolinicolae on Tuesday August 27, 2019 @08:01AM (#20808640)
Simply spin up the docker container which has everything ready to run correctly...

https://hub.docker.com/r/monicahq/monicahq

Re:Show HN: I made a CRM system to make sales fun by dotancohen on Monday August 26, 2019 @09:46AM (#20799820)
Thank you, I have looked at Monica in the past but it was rather rough then. I see now that CardDav support is now in the "alpha" phase for the project. I will take a renewed look.

Thank you!

Re:Show HN: I made a CRM system to make sales fun by robbiemitchell on Monday August 26, 2019 @09:33AM (#20799719)
Have you checked out Monica?
Re:Show HN: I made a CRM system to make sales fun by drikerf on Monday August 26, 2019 @09:45AM (#20799815)
Hey!

Thanks for your feedback! I just want to mention that Wobaka is $49 for all of your team, not per user. So if you're more than 3 users it's not more expensive :).

Re:Show HN: I made a CRM system to make sales fun by zaroth on Monday August 26, 2019 @02:51PM (#20802564)
Despite the advice to add enterprise pricing — advice which I’ve given in the past too — I think you’ve done exactly the right thing with your pricing.

Pricing is a form a bike shedding. You can spend an infinite amount of time worrying about it, and there is no one right answer.

But one thing that a fixed price of $49/mo regardless of team size will do for you is put a hard cap on how much you will work on closing a single account.

Even assuming a very sticky product, by fixing the price your guaranteeing a whale isn’t going to show up in your inbox, promise the world if only features X, Y, Z existed, get you running in circles chasing that ghost, and then disappear without paying a dime, leaving with a pile of code that adds no value to your true customer base.

This pattern is extremely common for small companies that dream of being the next Enterprise SaaS, and the big companies with high probability will never buy from you, but will have no problem dangling carrots that waste your extremely valuable cycles.

Fixing the price is a very overt way to maintain focus and declare that you are going to own your own feature set and build the product you want to build, take it or leave it.

As a sole proprietor this is the safest way for you to grow your company at this stage.

Ignore all pricing discussions and just focus like hell on features that increase your SAM (the number of customers who could actually use your product), your reach (the percentage of your SAM that know you exist) and your conversion (the percentage of people who know you exist that ever actually pay you money).

Also remember that when you start out, the customers you have are not always the customers you want. The low monthly price is a great way to say, tell me what you like and don’t like, but don’t expect me to move mountains to build something special for you.

Re:Show HN: I made a CRM system to make sales fun by kristiandupont on Monday August 26, 2019 @03:53PM (#20803080)
Agreed, I do this as well.

Also, Basecamp: https://m.signalvnoise.com/why-we-never-sold-basecamp-by-the...

Re:Show HN: I made a CRM system to make sales fun by ivnubinas on Monday August 26, 2019 @07:01PM (#20804583)
This is my first comment in HN. That's a very good advice.
Re:Show HN: I made a CRM system to make sales fun by drikerf on Monday August 26, 2019 @02:55PM (#20802598)
Thank you for taking the time to share this :)!
Re:Show HN: I made a CRM system to make sales fun by uptown on Monday August 26, 2019 @10:29AM (#20800138)
So if a firm with 50,000 employees signs up, you'll charge them $49?

You should reconsider this pricing model because a client of any considerable size is both able and willing to pay for a product that is financially stable. $49 won't keep the lights on, and the fear of investing time and data into a system that won't survive financially due to poor pricing might scare off some potential customers.

Re:Show HN: I made a CRM system to make sales fun by johnwheeler on Monday August 26, 2019 @11:27AM (#20800627)
This is an unnecessary worry. How about they cross that bridge when they get there? If they spent time worrying about all that _could_ go wrong, they’d of never have built anything.

People who spend time worrying about what could go wrong don’t make good business operators. The truth is, when you get a business off the ground so many things go fantastically wrong and so many go fantastically right and you’ll have not anticipated any of it.

Let the person who built this CRM focus on the only thing they really need to worry about: building an awesome product and getting people to pay them for it.

Re:Show HN: I made a CRM system to make sales fun by cloverich on Monday August 26, 2019 @11:48AM (#20800795)
I normally agree with deferring features, but in this case protecting (/preparing) yourself from this scenario is a very simple change (add a second / third price point). You don't even have to do anything to support it, other than put it there and deal with it if / when that number of people do sign up.
Re:Show HN: I made a CRM system to make sales fun by behringer on Monday August 26, 2019 @11:41AM (#20800741)
part of getting people to pay for it is pricing it properly. No business in their right mind would trust a tool that costs 49/mo for 50k users.
Re:Show HN: I made a CRM system to make sales fun by johnwheeler on Monday August 26, 2019 @12:08PM (#20800959)
Yeah because you know, NOW really is the best time to prepare themselves for being the next Salesforce or Office 365.

Don't you think it's a just little premature for that scale of thinking? I mean, they just got the thing posted on HN.

Re:Show HN: I made a CRM system to make sales fun by GordonS on Monday August 26, 2019 @12:54PM (#20801448)
I think there is somewhere in between a startup and Salesforce size - at this pricing, even small businesses are going to be wary.

$49/m is just so obviously underpriced that it rings alarm bells - how could that possibly be sustainable, will it still be around in 6 months?

Re:Show HN: I made a CRM system to make sales fun by paggle on Monday August 26, 2019 @01:25PM (#20801782)
It’s not that - it’s that as a 6-person team who is a target customer, I don’t want to get a bunch of my data locked in to a system that’s not priced to sustain the company.
Re:Show HN: I made a CRM system to make sales fun by antonkm on Monday August 26, 2019 @03:23PM (#20802853)
I mean Basecamp is $99/mo. And it has a bunch more features. I don't know about you but I'd say they run a sustainable business.

CRMs are usually ridiculously overpriced.

Re:Show HN: I made a CRM system to make sales fun by drikerf on Monday August 26, 2019 @02:13PM (#20802274)
Hey!

The company is just me and I'm not trying to land huge customers. Therefore I need no marketing or customer support team. I'm building it for myself and other small businesses. I think I can make that sustainable. I also have no interest in being acquired so you won't have to worry about that either :).

Re:Show HN: I made a CRM system to make sales fun by behringer on Monday August 26, 2019 @01:33PM (#20801871)
It's not premature. It sets expectations. If you can't set expectations for the buyer, they just won't buy.
Re:Show HN: I made a CRM system to make sales fun by dewey on Monday August 26, 2019 @01:50PM (#20802055)
You don’t have to build the feature, just add a “contact us” button for > users. Building enterprise grade features is a pre-mature optimizations.

Setting expectations and putting people in the right funnel is not. Especially if it’s a cheap change like adding a button.

Re:Show HN: I made a CRM system to make sales fun by TomMarius on Monday August 26, 2019 @12:14PM (#20801013)
Is that their target market?
Re:Show HN: I made a CRM system to make sales fun by drikerf on Monday August 26, 2019 @11:52AM (#20800835)
Thanks John :)
Re:Show HN: I made a CRM system to make sales fun by johnwheeler on Monday August 26, 2019 @12:25PM (#20801111)
Sure. And don't sweat the comments about "it doesn't do anything new blah blah."

I built an eBay feedback reminder (that's had over 15,000 paying users over the course of its life).

Here's the thing: eBay already sends feedback reminders and people pay to use mine anyway because of some minor differences (and then there are customers who don't know eBay sends feedback reminders).

Pretty much every nay say anyone who hasn't succeeded in business could give you is total fluff.

Re:Show HN: I made a CRM system to make sales fun by drikerf on Monday August 26, 2019 @10:32AM (#20800166)
I don't think that big of a firm will sign up. I'm building a CRM for small businesses and makers. I don't think that large firms would enjoy it.
Re:Show HN: I made a CRM system to make sales fun by tyre on Monday August 26, 2019 @10:42AM (#20800262)
Still useful to have. The most basic version would be something like:

1. up to 10 users: $49/mo

2. 11–25 users: $99/mo

3. 26–100 users: $199/mo

4. 101+ users: call me

EDIT:

As anyone who has tried to buy a CRM will know, these prices are crazy low. Which is a good thing!

Re:Show HN: I made a CRM system to make sales fun by mbesto on Monday August 26, 2019 @12:08PM (#20800961)
> As anyone who has tried to buy a CRM will know, these prices are crazy low. Which is a good thing!

No, no it's not. CRM is incredibly valuable to any business and if your software provider can't sustain it's own businesses because they charge too little, the last thing you want to deal with is switching costs (direct costs and hassle) when they go under.

Re:Show HN: I made a CRM system to make sales fun by chipotle_coyote on Monday August 26, 2019 @03:54PM (#20803101)
You're right about the switching costs if an SaaS provider goes under. But assuming $50/month is unsustainable for the feature set and service guarantees this company provides seems, well, to assume a lot. If they were trying to provide features competitive with Salesforce, maybe, but are they? (And can we really be sure that Salesforce would collapse if they weren't charging $150/user/mo for their "most popular" plan?)
Re:Show HN: I made a CRM system to make sales fun by mbesto on Monday August 26, 2019 @04:57PM (#20803690)
Even if you are able to get 1,000 customers at $50/month, that's only $50k/month or $600k/year. That's barely enough to provide enough support personnel and hosting costs alone to support 1k clients.
Re:Show HN: I made a CRM system to make sales fun by drikerf on Monday August 26, 2019 @11:24AM (#20800609)
Sure! I like to keep it simple. Might add it in the future :).
Re:Show HN: I made a CRM system to make sales fun by eitland on Monday August 26, 2019 @10:49AM (#20800320)
> don't think that big of a firm will sign up.

Better make sure they don't then so you won't have to support a large company that signed up because of the low price.

Re:Show HN: I made a CRM system to make sales fun by koonsolo on Monday August 26, 2019 @11:15AM (#20800534)
Some problems you want to have. A huge firm signing up is definitely a problem you want to have.

I was first introduced to this concept by a colleague who was going to serve customers manually instead of us programmers automating it. I said he was going to have a major issue when lots of people sign up. He replied "That is definitely a problem I want to have, I hope I get completely overloaded, because then we have the money to automate it".

I guess it is related to Paul Grahams "do things that don't scale", but "problem I want to have" is broader.

Since then I always evaluate if certain problems are the ones I want to have, because then I know I can postpone them.

Re:Show HN: I made a CRM system to make sales fun by hobofan on Monday August 26, 2019 @11:21AM (#20800581)
> because then we have the money to automate it

I think you are missing the point that in this case you _don't_ have the money.

Re:Show HN: I made a CRM system to make sales fun by emteycz on Monday August 26, 2019 @12:15PM (#20801032)
I am sure they are perfectly able to negotiate once the usage gets out of hand.
Re:Show HN: I made a CRM system to make sales fun by koonsolo on Monday August 26, 2019 @01:59PM (#20802141)
If a big company with 50,000 employees is your customer, you must be pretty blind or stubborn to not get the money you want.
Re:Show HN: I made a CRM system to make sales fun by chipotle_coyote on Monday August 26, 2019 @04:01PM (#20803157)
The problem is what zaroth outlined at the start of this thread: the big company doesn't start as your customer. They start out as "Hi, we're a Fortune 500 company and we'll become your Number One Customer if you jump through these hoops...before we sign a contract!" And you start jumping. And there are more hoops. And you jump. And they have a strategy change and blow you off for six months, then come back with a different set of hoops. And you jump. And you jump. And you've spent hundreds of thousand of dollars for the promise of getting that big customer, on the belief that they'll surely sign and that other customers of their size will follow.

And they don't sign.

And it turns out what you worked on for them isn't something other customers of their size really quite want. But if you jump through these hoops...

Re:Show HN: I made a CRM system to make sales fun by koonsolo on Tuesday August 27, 2019 @03:31AM (#20807068)
If they don't start as your customer, then there is no problem in the first place.

If they are your customer, there's no more hoops to jump through.

I don't see the problem you are describing here.

Re:Show HN: I made a CRM system to make sales fun by johaugum on Monday August 26, 2019 @11:23AM (#20800593)
Supporting thousands of users from a huge firm, while only charging them $49, is not a problem you want to have. You're just giving away resources at that point.
Re:Show HN: I made a CRM system to make sales fun by TomMarius on Monday August 26, 2019 @12:16PM (#20801036)
No, you're letting them start to depend on the tool which allows you to renegotiate for a good deal later
Re:Show HN: I made a CRM system to make sales fun by spookthesunset on Monday August 26, 2019 @02:09PM (#20802227)
$49 for thousands of users is basically free. For a CRM, a company with a 2000 seat license should be paying well into the tens of thousands of dollars a year, if not significantly more.

You don't renegotiate from $49 to $60,000...

Re:Show HN: I made a CRM system to make sales fun by koonsolo on Tuesday August 27, 2019 @03:42AM (#20807140)
Renegotiate? You probably mean changing the license terms. Way easier.
Re:Show HN: I made a CRM system to make sales fun by fernandotakai on Monday August 26, 2019 @10:42AM (#20800263)
yeah. if you have 50k employees, you are already using salesforce with a LOT of custom code/workflow.

a lot people seem to forget that there's a lot of b2b on the small-to-medium size.

Re:Show HN: I made a CRM system to make sales fun by a012 on Monday August 26, 2019 @11:39AM (#20800723)
Even for a 100 people size company, charging $49 IS giveaway.
Re:Show HN: I made a CRM system to make sales fun by adrianmsmith on Monday August 26, 2019 @12:42PM (#20801299)
basecamp manages it. They charge a flat fee, no matter how many users: https://basecamp.com/pricing

They blogged (alas can't find the link now) they did that deliberately in order not to be beholden to larger customers, they wanted to treat all customers equally.

Re:Show HN: I made a CRM system to make sales fun by nightski on Monday August 26, 2019 @12:59PM (#20801496)
Couldn't they choose to not be beholden to larger customers regardless of the pricing? That seems like a business choice that is independent of the pricing model.
Re:Show HN: I made a CRM system to make sales fun by adrianmsmith on Monday August 26, 2019 @01:10PM (#20801626)
Alas I can't find the link, it was a really great article, I've just spent about 10 minutes searching for it.

From memory, their logic was that even if you decide to treat all customers equally, if you have one customer with 1k seats paying $30k, and another with 1 seat paying $30, you'll just end up treating the customers differently, it's just human nature, and there's nothing you can really do about that.

Re:Show HN: I made a CRM system to make sales fun by perk on Monday August 26, 2019 @01:32PM (#20801860)
Re:Show HN: I made a CRM system to make sales fun by hnarn on Monday August 26, 2019 @10:27AM (#20800120)
Maybe the feedback here is to make that clearer, without knowing much that sounds like a huge selling point compared to your competition, so you should pull attention to it. This is what your website says right now:

> Start your 7 day free trial now. After that it's $49 per month, total.

How about clarifying it to something like:

> 7 day free trial: after that unlimited users costs $49 per month. That's for your entire team!

Something that brings home the point of how much of a difference this is compared to the "per-agent" pricing that's pretty much standard.

I'll leave it to others to decide how viable this pricing is :-)

EDIT: Also, just wanted to let you know there's a typo on https://wobaka.com/#/sign-up

> That's a total, no matter how many people --> your <-- are.

Re:Show HN: I made a CRM system to make sales fun by drikerf on Monday August 26, 2019 @12:09PM (#20800972)
Thanks! I don't really want to compete on price so that's why I'm not highlighting it more. I just want to speak to small business owners :). Fixing the typo now!
Re:Show HN: I made a CRM system to make sales fun by hnarn on Tuesday August 27, 2019 @08:47AM (#20808962)
> I don't really want to compete on price

If that is the case, can I ask why you are not mirroring the pricing of your competitors more? If you're not competing on price, what are you competing on?

Re:Show HN: I made a CRM system to make sales fun by drikerf on Wednesday August 28, 2019 @01:30AM (#20817032)
Because I don't like it. And for small businesses I don't think it makes sense because team members end up sharing accounts and it just becomes a mess of who did what.

I'm competing on making a CRM that's actually enjoyable to use and not just a way to keep track of your sales team :).

Re:Show HN: I made a CRM system to make sales fun by bbmario on Monday August 26, 2019 @09:40AM (#20799769)
What would you recommend for a mom and pop ecommerce? Trying to find something for a couple of friends, but everything is bloated and complex.
Re:Show HN: I made a CRM system to make sales fun by wickedwiesel on Monday August 26, 2019 @01:39PM (#20801937)
In our SMB we went with Nutshell CRM [0]. The starter version has all the features minus sales automation. The UI is fine, they have well written docs [1] and their security docs is actually insightful [2]. Things like an well written API and an actual, live and up-to-date status page etc. make it look like a decent run SaaS business imho.

[0] - https://www.nutshell.com/pricing/ [1] - https://www.nutshell.com/security/

Re:Show HN: I made a CRM system to make sales fun by andyfowler on Monday August 26, 2019 @04:01PM (#20803153)
Hey thanks! I'm a cofounder at Nutshell. Always great to hear from other hackers getting value from what we're building.
Re:Show HN: I made a CRM system to make sales fun by wickedwiesel on Wednesday August 28, 2019 @11:36AM (#20820841)
Happy to see that this comment has reached you in person. Please pass on my compliments to your team. It looks like they are doing a good job.
Re:Show HN: I made a CRM system to make sales fun by rrggrr on Tuesday August 27, 2019 @02:19PM (#20812827)
Nutshell looks great. Wasn't on my radar at all, but I'm going to start evaluating it next week. Good job Andy!
Re:Show HN: I made a CRM system to make sales fun by rrggrr on Monday August 26, 2019 @10:36AM (#20800201)
Pipedrive. Its not perfect and there are many situation where I would recommend differently, but it will meet you needs.
Re:Show HN: I made a CRM system to make sales fun by dgudkov on Monday August 26, 2019 @10:48AM (#20800305)
I confirm - Pipedrive is pretty good for SMB.
Re:Show HN: I made a CRM system to make sales fun by jofke on Monday August 26, 2019 @01:14PM (#20801664)
Would you be willing to briefly elaborate?
Re:Show HN: I made a CRM system to make sales fun by rrggrr on Monday August 26, 2019 @02:03PM (#20802182)
Too many items to elaborate over HN. Here's three easy issues:

1. Estonia company creates some issues for corporate clients. 2. Form fields jammed together & tiny & harder for older users. 3. Not much going on in terms of automation, A.I. or triggers based on contact activity.

Again, much to say, but those are few.

Re:Show HN: I made a CRM system to make sales fun by standrews on Tuesday August 27, 2019 @02:04AM (#20806727)
Pipedrive does have workflow automation though.
Re:Show HN: I made a CRM system to make sales fun by cityzen on Monday August 26, 2019 @09:51AM (#20799851)
What would you be looking for in a less bloated CRM? I have considered writing one as a starter for clients but not sure what features to include.
Re:Show HN: I made a CRM system to make sales fun by bbmario on Monday August 26, 2019 @10:23AM (#20800085)
Well, they need to track orders, send newsletters to their customers, some help preparing physical newsletters, track inventory, etc. The basics. However, they do it all with Excel right now, so some intelligence from a CRM would be nice: forecasting? When and how much inventory should I have for next season? etc.
Re:Show HN: I made a CRM system to make sales fun by Axsuul on Monday August 26, 2019 @12:32PM (#20801181)
What e-commerce platform are they on? For example on Shopify, you can install a wide range of apps to get access to different functionality (like Klaviyo for sending out newsletters).

You mentioned they need to track inventory! Are they looking to do that across multiple sales channels?

I built Trunk[1] which would centralize their inventory and sync it in real-time across everywhere they sell (e.g. Etsy, Shopify, Faire, eBay, Amazon, Square, Squarespace, etc.). If they also need to track their bundles/kits, Trunk can do that too.

Feel free to visit the website and chat with me (bottom right icon)!

1. https://www.trunkinventory.com

Re:Show HN: I made a CRM system to make sales fun by rrggrr on Monday August 26, 2019 @10:37AM (#20800215)
What you are looking for is as much ERP as CRM. You might have a look at Unleashed for inventory and Zapier integration to something like close.io for the outreach & CRM portion.
Re:Show HN: I made a CRM system to make sales fun by bbmario on Monday August 26, 2019 @10:39AM (#20800232)
Precisely. This is a niche: ERP/CRM mix for mom and pop shops, so they can afford the software and not get swamped in integrations/complex docs.
Re:Show HN: I made a CRM system to make sales fun by Jwarder on Monday August 26, 2019 @10:55AM (#20800362)
Funny, but I bounced off of Pipedrive.com pretty quick. Why should I trust a product if they are too afraid to show me meaningful screenshots? They have more detail in the dinky little videos, but I don't want to just sit there for a few minutes just for a chance to see something slightly real.

The Wobaka "screenshots" are also obviously fake, but there is enough detail that they still give me a clear idea of what the intention is.

Re:Show HN: I made a CRM system to make sales fun by rrggrr on Monday August 26, 2019 @11:14AM (#20800531)
Agree that screenshots are key. Also not a huge fan of hosting critical data where ultimate control is overseas (eg. Estonia). Its not so much a trust issue as speed to remedy (eg. injunctive relief) if needed.
Re:Show HN: I made a CRM system to make sales fun by drikerf on Monday August 26, 2019 @12:16PM (#20801040)
Not sure what you mean? Screenshots are actual screeenshots. They've just been cropped since it would look really odd otherwise :).
Re:Show HN: I made a CRM system to make sales fun by Jwarder on Monday August 26, 2019 @12:51PM (#20801415)
The window chrome and the shot with the overlapping windows look bogus. Not in a terrible way, but it is still noticeable.
Re:Show HN: I made a CRM system to make sales fun by writepub on Monday August 26, 2019 @04:10PM (#20803237)
Pricing does not work this way [1]. Smaller companies tend to offer a lot more accessible support, which is not as loudly advertised. In any case, if pricing did work this way, Saas would be a race to the bottom, which the market has shown to not be the case.

[1]: https://training.kalzumeus.com/newsletters/archive/saas_pric...

Re:Show HN: I made a CRM system to make sales fun by EGreg on Monday August 26, 2019 @11:24AM (#20800598)
Can you tell us what you consider to be THE MAIN features / traits of a CRM that makes it good? Like 90% of it? We are building one now.

What we already have: An app that is used by 100000+ active users to manage their contacts and put them into groups.

What we want to add:

Each Group would have a Tree of States

Each State would have (full HTML) Email Templates that you customize with our mobile editor

You would be able to send template emails from your phone and track email opens and link clicks, and get notifications.

Each “email open” or “link click” can move people into a new state, from 5a to 5b so to speak. Of course, primary states would have names.

You would also be able to place calls and take HTML notes on each contact, which can include images etc.

The CRM would let you see at a glance who is in what state in the pipeline (actually, a tree).

Also, business card scanning that saves contacts in bulk, then you categorize them based on Group

We may also, later, want to add other features, such as “countdown” graphics and other widgets to the templates, and tasks for teams.

Charging

In your experience, what would be a good market clearing price for such a CRM? You would be able to do everything from your PHONE, rather than having to go to your computer. Do you know of a CRM like this? Or even an app that an track email opens? I only know NewtonMail maybe.

I was thinking of charging $20, $50 and $100 a month plans, for 200 emails, 1000 emails or 10,000 emails per month, respectively.

Re:Show HN: I made a CRM system to make sales fun by rrggrr on Monday August 26, 2019 @11:57AM (#20800879)
contact me - gardner ...\at/... hiredinsight ...\dot/... co
Re:Show HN: I made a CRM system to make sales fun by rajangdavis on Monday August 26, 2019 @03:29PM (#20802890)
Really curious on your thoughts regarding RightNow Technologies/Oracle Service Cloud.

I used to use it as a customer and was a consultant for it until a lot of the work in that area started drying up.

Seemed to be the CRM of choice in 2010; nowadays, Salesforce, ServiceNow, and Zendesk seem to be the frontrunners in that space.

Re:Show HN: I made a CRM system to make sales fun by mistrial9 on Monday August 26, 2019 @02:35PM (#20802439)
recommendations an ubuntu-based CRM for a researcher with ~300 PDFs; requires basic metadata, some kind of tagging support, not a year's worth of setup, please!.. coder here!
Re:Show HN: I made a CRM system to make sales fun by generatorguy on Tuesday August 27, 2019 @12:59AM (#20806462)
Qiqqa? Although that’s not a CRM but it does metadata, tagging, and PDFs. Maybe it will work for you.
Re:Show HN: I made a CRM system to make sales fun by Grzegrzolka on Monday August 26, 2019 @10:37AM (#20800213)
What's your opinion about Base CRM?
Re:Show HN: I made a CRM system to make sales fun by rrggrr on Monday August 26, 2019 @11:11AM (#20800502)
My problem with Base (evaluated last year) was pricing for advanced features (eg. predictive AI). Also, and very subjective (I apologize in advance) I felt the UI was stale and inaccessible to older users. There are lots of things to like about Base though, and it's a heck of lot better IMHO than MSFT dynamics. But I cannot recommend unless things have changed since my last evaluation.
Re:Show HN: I made a CRM system to make sales fun by wufufufu on Monday August 26, 2019 @05:30PM (#20803997)
Doesn't mean it won't succeed
Re:Show HN: I made a CRM system to make sales fun by randall on Monday August 26, 2019 @09:43AM (#20799792)
*close (they got close.com)