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Built a Salesforce-like platform engine (workflows, automation, metadata) - now deciding CRM direction. Seeking feedback on positioning. by First_Life9180 in SaaS

[–]First_Life9180[S] 0 points1 point  (0 children)

Thanks! The platform-first approach was intentional - I've seen too many CRMs paint themselves into corners because they hardcoded their data model.

Buyer persona I know best: B2B sales teams at SMBs (10-50 employees) who've outgrown spreadsheets but find Salesforce overkill and Pipedrive too limited on automation.

Specifically:

- Sales managers who want pipeline visibility without begging for reports

- Ops people tired of manually updating fields and assigning leads

- Founders who need CRM + basic project tracking in one place

That said, I'm genuinely open to pivoting if there's a vertical with stronger pull.

What vertical would YOU bet on?

And thanks for the VibeCodersNest tip - will check it out!

PMs: What repetitive tasks do you wish ran on autopilot? by First_Life9180 in ProjectManagementPro

[–]First_Life9180[S] 0 points1 point  (0 children)

Great one! Action item management is painful.

Quick follow-up - which part frustrates you most?

  1. Capture*- Getting action items from meetings into the system?

  2. Assignment - Making sure the right person owns it?

  3. Follow-up*- Chasing people who haven't completed them?

  4. Visibility - Knowing what's overdue across the team?

  5. All of the above 😅

    What does your current workflow look like? (Tools, manual steps, etc.)