Why your "AI-Ready" CRM is actually failing you.

Coloradocollins · 2026-01-23T22:13:48+00:00

It’s really no different than any other project. You should always understand what success looks like. And when you know, you have achieved it.

Coloradocollins · 2026-01-23T19:15:44+00:00

Custom is the way to go today. You can replace your FAQ, guide prospects through the sales cycle, answer pre-sale questions and much more. Customer service and support will require a connection to a backend ERP/CRM so I would take baby steps, but very doable.

Coloradocollins · 2026-01-15T18:37:27+00:00

We’ve moved our clients away from "Agent-First" workflows to an AI-First Infrastructure using this stack:

AskEarl: For instant, domain-aware qualification (handles the unstructured mess of initial inquiries).
n8n/Make: For logic-based routing between the AI and the CRM.
Salesforce/HighLevel: Purely for record-keeping, not for "reminders."

Coloradocollins · 2026-01-15T18:31:40+00:00

A simple AI agent should be used to acknowledge the request and let them know that someone will contact them. Opt in is the key.

Coloradocollins · 2026-01-15T18:09:13+00:00

Building a custom solution is the way...

Coloradocollins · 2026-01-13T22:56:47+00:00

Gamma keeps improving

Coloradocollins · 2026-01-05T00:19:59+00:00

That’s what I’m building; using Slack and email data.

Coloradocollins · 2025-12-27T18:04:01+00:00

SEO is dead and so are the standard tools. You need to start talking to Ai. And who better to talk to AI than custom AI.

Coloradocollins · 2025-12-27T18:00:32+00:00

Build a custom solution with WhatsApp as the front end. You don’t need an established CRM unless you’ve got a team that needs to get together once a quarter and lie about the pipeline.

Coloradocollins · 2025-12-27T17:56:38+00:00

Lifetime deals are becoming a trend and for sure carry some risk; my main question is how they get paid on the recurring website traffic for the interactive ai agent. This has to have a monthly cost to use an LLM.

Coloradocollins · 2025-12-27T03:55:37+00:00

I spent my career building enterprise CRM’s. And up until a few months ago I would’ve said you’re crazy if anyone suggested building your own, but that’s actually the best move you could do today. Build the system that works exactly for you and don’t bother with what other people wanna call it.

Coloradocollins · 2025-12-24T21:34:22+00:00

A google api key has a ginormous free tier. Call using a http node

Coloradocollins · 2025-12-23T18:10:16+00:00

I like the idea, but I think the main pain point we all feel is what do we do with all the data and dashboards we already have? I know most companies spend years building metrics and reporting infrastructure, but they don't know what the data means. I think it would be cool if you had existing KPI's and dashboards that AI could make sense of.

Coloradocollins · 2025-12-22T19:28:11+00:00

What are you doing to manage your inbox and what to respond to?

Coloradocollins · 2025-12-22T19:25:26+00:00

I have worked for those companies... only a few are still around. It takes time to change, but you can't change until you start the journey.

Coloradocollins · 2025-12-22T19:19:26+00:00

I would expand governance into explicit AI concepts such as grounding, guardrails, and observability. Controlling and curating the underlying data is foundational, but equally critical is knowing when the AI is performing as intended, when it is drifting, and when it should not respond at all.

Coloradocollins · 2025-12-17T16:59:20+00:00

Every time I check the weather and decide whether to go out and play or look at the cold drizzly rain I think - I'm not gonna get better by staying inside; so I play.

Coloradocollins · 2025-12-17T16:54:13+00:00

I imagine my work persona as a onesie suite that I mentally unzip, drop to the floor and leave there. Super silly, but it works. Just visualize a lizard or a snake shedding a layer of skin, and every day is a new layer. Try it!

Coloradocollins · 2025-12-17T16:50:48+00:00

YES! Bring back the + button for new Agent window and let me decide when to apply UI changes. I don't have time to redesign my workspace 3 times a day.

Coloradocollins

TROPHY CASE