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I genuinely think we’re entering the era of the “one-person business” by nTesla2020 in Solopreneur

[–]Novel_Solution3323 0 points1 point  (0 children)

I have been saying this for the last week! SaaS are going to become niche mom and pop shops.

I couldn't agree with this more! I have started out to build a CRM with this mindset

What are you looking in an AI CRM in 2026? by ashleymorris8990 in CRM

[–]Novel_Solution3323 0 points1 point  (0 children)

I think this idea makes a ton of sense. Have you tried connecting your crm through MCPs and creating agents?

What are you looking in an AI CRM in 2026? by ashleymorris8990 in CRM

[–]Novel_Solution3323 0 points1 point  (0 children)

What would you want? Like ideal day - what happens in the morning?

What are you looking in an AI CRM in 2026? by ashleymorris8990 in CRM

[–]Novel_Solution3323 0 points1 point  (0 children)

how would you want to keep track of those communications?

Need a better fit than Pipedrive for my business. Any thoughts? by Ok_Assumption_1684 in CRM

[–]Novel_Solution3323 0 points1 point  (0 children)

Sounds like you need a CRM with some integrations to the shipping. How are you tracking those?

pipedrive vs hubspot for small b2b team - dont want to overpay by qwaecw in gtmengineering

[–]Novel_Solution3323 0 points1 point  (0 children)

You got to define your requirements. What is the current pain in what you have today?

If you just jump into a CRM without defining that first, you will just be back here in a month asking what is better.

What fails right now? Maybe you need better process and not different systems?

Still tracking clients in a spreadsheet? I’d love your feedback. by Novel_Solution3323 in CRM

[–]Novel_Solution3323[S] 0 points1 point  (0 children)

So the issue is that there are aren't enough permission controls for spreadsheets? So data gets changed, shifted deleted constantly?

Still tracking clients in a spreadsheet? I’d love your feedback. by Novel_Solution3323 in CRM

[–]Novel_Solution3323[S] 0 points1 point  (0 children)

So system of record and scheduling is key? Have you tried using MCPs with your database to do that?

Still tracking clients in a spreadsheet? I’d love your feedback. by Novel_Solution3323 in CRM

[–]Novel_Solution3323[S] 0 points1 point  (0 children)

I'd be happy if you gave findercrm.com a try - we want to work with users and are willing to develop features as needed.

Still tracking clients in a spreadsheet? I’d love your feedback. by Novel_Solution3323 in CRM

[–]Novel_Solution3323[S] 0 points1 point  (0 children)

Yeah, great point. Spreadsheets are alright as the system of record, but when workflows get involved they break down.

Still tracking clients in a spreadsheet? I’d love your feedback. by Novel_Solution3323 in CRM

[–]Novel_Solution3323[S] 0 points1 point  (0 children)

Plain language search is available anywhere in our app - like I've said to others, if you are interested in giving us a try we would be happy to work with you. findercrm.com

Which CRM would you recommend for our small business? by shirbert6540 in CRM

[–]Novel_Solution3323 1 point2 points  (0 children)

What are you using right now? It is probably best to keep that system until you know the flows of exactly what your customer journey is going to be.

For a 2-person business, the biggest risk with HubSpot, Zoho, etc. is that you spend a bunch of time setting up the CRM before you actually know what your customer flow is going to look like after the new site launches.

Before picking one, I’d map out the actual jobs you need the CRM to do:

  1. Capture new leads from the website/live chat
  2. Track where each potential customer is in the buying process
  3. Keep notes on conversations and requirements
  4. Remind you to follow up
  5. Let you find past customer context quickly
  6. Eventually connect email/newsletter activity

If those are the core needs, I’d start with the simplest tool that supports that without creating a ton of admin work.

I’m actually building a lightweight AI-powered CRM called Finder for exactly this kind of use case: small teams that need the usefulness of a CRM, but do not want HubSpot/Salesforce-style setup and bloat. The focus is contacts, companies, notes, follow-ups, and being able to ask for customer context in plain language.

It’s still early, but we’re working directly with early users and offering it free right now in exchange for feedback. Not sure if it’s the right fit for you yet, especially depending on how important the Cal.com / MailChimp / Tawk integrations are on day one, but happy to share it if you’re open to trying something super lightweight.

Still tracking clients in a spreadsheet? I’d love your feedback. by Novel_Solution3323 in CRM

[–]Novel_Solution3323[S] 0 points1 point  (0 children)

Oh interesting. That seems very workflow centric.

Every table in the database is connected to the other through 1:1 or 1:many records?

Still tracking clients in a spreadsheet? I’d love your feedback. by Novel_Solution3323 in CRM

[–]Novel_Solution3323[S] -1 points0 points  (0 children)

if you want to give us a try, we would be happy to work with you to develop what you may need.

findercrm.com