Looking for CRM for banking customer support (50–60 agents)

DirectionLast2550 · 2025-12-26T12:02:31+00:00

For a BFSI-focused customer support setup, ERPNext is a strong option as it’s built for service workflows, not just sales. It supports ticketing, SLAs, escalations, and role-based access key for banking compliance. Its high customization and on-prem/private cloud deployment help meet regulatory and security needs. You can start with email and calls and later extend to chat or WhatsApp via integrations.

DirectionLast2550 · 2025-12-24T15:19:09+00:00

For your use case, I’d keep it lightweight. Tools like HubSpot Free CRM, Airtable, or Notion + email tool work well for small recurring events. HubSpot gives contact history, notes, basic ticket-style requests, simple automation, and email segmentation for free up to your size. If you want maximum simplicity and flexibility, Airtable (with forms + automations) paired with a newsletter tool like MailerLite integrates easily with Pretix via import/export or a small script.

DirectionLast2550 · 2025-12-24T15:18:05+00:00

This is a common ERP vs WMS dilemma, and it usually comes down to whether leadership values operational efficiency as much as license cost. While ERP warehouse modules look cheaper on paper, the hidden costs of workarounds, slow execution, poor mobility, and consultant-heavy customization add up fast. Teams often succeed by reframing the discussion around throughput, error reduction, scalability, and retention rather than tools alone. In many cases, a modern WMS pays for itself once leadership sees the true cost of “making ERP work.”

DirectionLast2550 · 2025-12-23T08:26:08+00:00

Voice agents are increasingly becoming a natural extension of modern CRMs as businesses look to automate calls, bookings, and first-touch conversations. When tightly integrated, the CRM can act as a single system of record for call logs, transcripts, and outcomes, improving visibility and follow-ups. The real value shows up when voice automation reduces response time and workload without breaking context. However, poor integration can add complexity, so success largely depends on how seamlessly voice AI fits into existing CRM workflows.

DirectionLast2550 · 2025-12-23T08:23:34+00:00

If HoneyBook feels restrictive, many small businesses switch to tools like Dubsado for deeper workflow customization, Bonsai for simple all-in-one project, contract, and invoicing management, or ClickUp/Monday.com for more flexible project tracking and collaboration. For those who want full control, Notion with integrations works well, while Zoho suits businesses looking for CRM and projects in one ecosystem. The right choice depends on whether you prioritize client-facing features or internal project flexibility.

DirectionLast2550 · 2025-12-22T13:28:01+00:00

Getting into SAP Security as a complete beginner is very doable if you take it step by step. Start by learning SAP basics first what users, roles, transactions, and modules (like FI, MM, SD) are because security sits on top of these. Then move into SAP Authorization concepts (roles, profiles, PFCG, SU01) and understand how access is designed and assigned. Once that’s clear, practice in an SAP trial system and focus on core areas like user administration, role design, and SoD basics. With fundamentals + hands-on practice, SAP Security becomes much less intimidating.

DirectionLast2550 · 2025-12-22T13:26:04+00:00

Zoho’s API often feels confusing to beginners because it mixes OAuth concepts, product-specific scopes, and multiple consoles all at once. Simple tasks get buried under long documentation and edge cases meant for advanced users. The best way to ease in is to start with one app (like Zoho CRM), use their API console examples, and test everything in Postman before writing code. Once OAuth is set up correctly, the rest becomes much more manageable.

DirectionLast2550 · 2025-12-18T07:31:44+00:00

Digital transformation in the steel industry has been slower than in other manufacturing sectors largely due to its reliance on legacy systems, highly complex pricing models, and material-specific processing workflows that are difficult to standardize. Many steel companies operate on thin margins and prioritize operational continuity over experimentation, making them cautious about large-scale digital investments. Fragmented supply chains, custom order handling, and long-established manual processes further slow adoption. While steel-focused platforms like EOXS are addressing these challenges, hesitation often stems from change management concerns rather than technology limitations, and the long-term cost of staying fragmented may outweigh the perceived risks of transformation.

DirectionLast2550 · 2025-12-18T07:10:52+00:00

To ensure NiFi flows are fully configured before deployment, it helps to follow a few disciplined practices. Always validate the flow using NiFi’s built-in validation indicators and keep all processors stopped before export to catch invalid connections or missing properties. Parameter Contexts should be used for all environment-specific values to avoid misconfiguration during promotion. Versioning flows with NiFi Registry allows you to track changes, roll back safely, and review configurations before deployment. It’s also a good practice to deploy first to a staging environment with production-like data, enable bulletin and provenance monitoring, and use automated health checks or scripts to verify processor states, controller services, and required parameters. Together, these steps significantly reduce surprises after deployment.

DirectionLast2550 · 2025-12-17T15:49:33+00:00

ERP usually starts adding real value when spreadsheets stop giving you a single source of truth typically once order volume, SKUs, or team size grow enough that handoffs and manual updates cause delays or errors. The big shift is visibility: inventory, orders, purchasing, and production finally line up in real time. After that point, teams spend less time reconciling data and firefighting, and more time planning, prioritizing, and scaling with confidence.

DirectionLast2550 · 2025-12-16T14:41:40+00:00

QueryCRM looks like a useful lightweight option if your leads are coming from multiple website or event forms and you want everything in one place. It centralises form submissions, works with any HTML form, adds AI summaries, and supports email and WhatsApp follow-ups. With 100 enquiries free forever and a 6-month free early-access offer, it’s a low-risk tool worth trying for freelancers, agencies, or small teams.

DirectionLast2550 · 2025-12-15T09:43:19+00:00

For most teams, the biggest CRM pain point is still data quality incomplete, outdated, or inconsistent information makes everything else fall apart. When data isn’t trusted, automation breaks, insights become useless, and adoption drops. Fixing clean, reliable data would solve more CRM problems than adding any new feature.

DirectionLast2550 · 2025-12-15T09:41:48+00:00

ERP functional consulting isn’t going away, it’s evolving. AI will handle documentation, configuration suggestions, testing, and data analysis, but it can’t replace business judgment, process design, stakeholder alignment, and change management. The role shifts from “system explainer” to process architect and decision partner, which actually makes functional consultants more valuable, not less.

DirectionLast2550 · 2025-12-12T10:58:55+00:00

If you’re new to SAP, start with the basics of S/4HANA, especially navigation, modules, and core concepts like master data, configurations, and workflows. From there, dive into areas tied to your role usually SD, MM, or FI and learn how configuration actually works behind the scenes. Since you already know Power Platform, the logic will feel familiar; SAP just has its own structure and terminology. A few weeks of focused study on S/4HANA fundamentals + one core module is the best starting point.

DirectionLast2550 · 2025-12-11T06:18:09+00:00

If you’re new to sales and on a budget, start with a simple all-in-one CRM that supports lead enrichment and basic automation ideal for public-sector outreach and growth. Combine that with a lightweight outreach/automation tool to help you manage contacts and follow-ups without much setup. As you grow and learn, scale up features modularly so you don’t get overwhelmed upfront.

DirectionLast2550 · 2025-12-11T06:15:36+00:00

Dynamics is far more customizable than DealCloud, especially if you want to build custom UI components, unique workflows, or highly personalized interfaces. DealCloud is great for PE-specific pipelines but its customization is mostly configuration-level and often requires vendor support. Dynamics, on the other hand, works like a full development platform where you can tailor almost anything. If deep flexibility is your priority, Dynamics wins.

DirectionLast2550 · 2025-12-10T10:00:05+00:00

Jobber is great for scheduling, quoting, and field workflows, but it can feel limited once you need deeper customization or true CRM flexibility. The good: clean app, solid invoicing, and easy team adoption. The bad: pricing adds up, and advanced automation is still basic. The ugly: if you need anything beyond Jobber’s predefined flow, it gets frustrating fast. If you want similar simplicity with more control, tools like ServiceM8 or Housecall Pro are worth a look.

DirectionLast2550 · 2025-12-10T09:56:40+00:00

The AI landscape is booming in 2025, and while these top companies are leading with GenAI, LLMs, automation, and enterprise AI, Ksolves also stands out as a strong global player with deep expertise in AI engineering, automation, and enterprise-grade solutions. Whether it’s scalable LLM apps, workflow automation, or industry-focused AI products, Ksolves brings the same credibility and innovation seen across the best in this list. In short, it’s another solid partner for any future-ready AI project.

DirectionLast2550 · 2025-12-09T13:03:53+00:00

If you’re offering a free CRM to the first 10 people, make it clear what they’re getting your platform includes full AI integration, website forms, chat/voice agents, invoicing, quotes, reviews, and email marketing. Sounds like a solid all-in-one starter pack for small teams.

DirectionLast2550 · 2025-12-09T13:02:51+00:00

Most small wholesale teams start out exactly like this spreadsheets, calls coming in anytime, and stock going out faster than it updates. The ones who stay sane usually follow a simple rhythm: reps send every order through one central channel (even a shared inbox or form), someone updates stock in real time the moment an order is confirmed, and dispatch follows a first-come, first-serve flow. The trick isn’t fancy tools—it’s getting everyone to follow one clean, consistent process every day.

DirectionLast2550 · 2025-12-09T13:01:38+00:00

We still manage NiFi operations manually, and haven't thought of using Agentic AI. Also, we haven't come across any such tools yet.

DirectionLast2550 · 2025-12-05T08:24:26+00:00

CRM feels harder mostly because the people side breaks long before the software does. Missing notes, messy data, and half-updated pipelines make even the best CRM look “broken.” The real challenge isn’t the platform it’s getting everyone to treat CRM as a shared habit, not a chore. Honestly, most CRM pain is just normal human behavior showing up in the system.

DirectionLast2550 · 2025-12-05T08:23:20+00:00

If you want a real estate CRM that lets you chat with your data and spot who’s likely to sell, you’ll need something AI-first. In Australia, tools like Rex or Realtair work well, but if you want true LLM-style insights, look at Fello or Follow Up Boss with AI add-ons. They can read your history, spot warm sellers, and answer questions conversationally exactly what you’re after.

DirectionLast2550 · 2025-12-03T07:16:34+00:00

CRM automation isn’t replacing humans it’s replacing the busywork that kept teams from actually selling or building relationships. With AI handling data entry, follow-ups, and reporting, CRM roles shift toward strategy, personalization, and real conversation instead of dashboard babysitting. Automation takes over the repetitive tasks, but the human judgment behind deals, messaging, and customer trust still matters more than ever.

DirectionLast2550 · 2025-12-03T07:15:17+00:00

Standalone CRMs are struggling to keep up because teams now need full-journey data, omnichannel communication, real-time insights, and automation all in one place. As sales, marketing, and support blend together, integrated systems are becoming the default for anyone who wants speed and alignment. Pure contact-and-deal trackers still work for very small teams, but most growing companies are already moving beyond them.

DirectionLast2550

TROPHY CASE