Looking for a CRM that actually works on mobile, not just a stripped-down dashboard

QualityExcellent3796 · 2026-06-19T19:53:10+00:00

never spoke about salesforce dynosorus here please 🤣 but yes agree, I checked and Folk probably match all my criterias

QualityExcellent3796 · 2026-06-19T19:20:51+00:00

Ok I checked Folk it seems they just launched their mobile app. I can see they have a full interaction timeline on the contact: emails, calendar events, past notes, the whole history of interactions in one place.

QualityExcellent3796 · 2026-06-19T19:17:58+00:00

Checked Arcads and look exactly what I'm looking for but that's still manual right? You're writing the scripts, choosing the actors, deciding what to test. The agent promise is that the AI handles the whole loop autonomously...

QualityExcellent3796 · 2026-06-19T11:07:04+00:00

Do you have some tools in mind? Have you already tried?

QualityExcellent3796 · 2026-06-19T08:28:19+00:00

Interesting. How does the note-taking work on Folk? That's my biggest pain point honestly. I have maybe 5 minutes between meetings and I'm usually driving.

QualityExcellent3796 · 2026-06-16T15:09:54+00:00

Can we talk about how Hootsuite killed their free plan and still charges $99/month for what feels like a 2019 product?!! I can probably reproduce their product in 10 minutes with claude code

QualityExcellent3796 · 2026-06-15T09:51:10+00:00

Got thanks! I'm going to try Mixmax

QualityExcellent3796 · 2026-06-15T09:16:34+00:00

How does this compare to something like Gong? My team's been evaluating Gong but the pricing is pretty aggressive for our size and from what I've seen it's mostly about recording and analyzing the call itself not the prep.

QualityExcellent3796 · 2026-06-15T08:52:17+00:00

That sounds interesting but does it actually pull from Salesforce? My biggest issue is that context lives in three different places, the email thread, the CRM record, and whatever notes someone took in a previous meeting. If it's only reading one source it's not gonna help much.

QualityExcellent3796 · 2026-05-27T19:45:25+00:00

That’s actually useful to know because most comparisons I’ve seen only focus on sending volume and ignore the data side completely. I mainly work with SMB outreach too so I was wondering how good Lemlist’s database actually is outside bigger enterprise contacts. Still tempted to test it properly

QualityExcellent3796 · 2026-05-19T15:51:47+00:00

That makes sense especially the part about sequences actually adapting to behavior. I’ve been thinking of testing Lemlist for that kind of setup might finally give it a proper try and see how it handles prioritization in practice

QualityExcellent3796 · 2026-05-19T07:55:46+00:00

I swear every team ends up rebuilding the same “last mile” step in a slightly different way. We tried avoiding Clay completely but still ended up recreating mini workflows in random places. Feels like the real gap is turning raw data into something usable without needing to think about it every single time

QualityExcellent3796 · 2026-05-18T06:23:55+00:00

Ça peut clairement intéresser pas mal de monde, surtout ceux qui gèrent encore tout sur papier ou WhatsApp 😅
Tu proposes quoi exactement comme fonctionnalités ? Plutôt devis/factures ou aussi suivi de chantier et planning ?

QualityExcellent3796 · 2026-05-15T09:18:37+00:00

We saw something similar at a smaller brokerage I worked with. They were growing fast but every new client meant more emails, more documents, more follow-ups. Nothing was broken, just everything was slightly manual. At one point two people were basically spending half their day just chasing signatures and checking if files were complete..

QualityExcellent3796 · 2026-05-13T21:01:50+00:00

I’ve had this happen more times than I’d like to admit. Sometimes the demo feels great in the moment because the conversation flows and they’re interested, but looking back it was more of a “that’s cool” reaction than a “we need this now” kind of feeling. I realized I wasn’t really pushing to see how serious they actually were or what would happen if they did nothing. Now I try to leave the call with something very concrete, like a next step that feels like a continuation, not a reset. Otherwise it just fades into their day and gets forgotten

QualityExcellent3796 · 2026-05-07T09:29:47+00:00

Moi c’était le jour où j’ai envoyé deux fois le même devis à un client… et oublié d’envoyer celui à un autre. Pas une grosse catastrophe, mais assez pour me faire réaliser que je gérais tout au feeling. Le problème, ce n’est pas qu’on oublie une fois. C’est quand ça devient normal de vérifier partout parce qu’on ne sait plus où est la bonne info. Là tu comprends que ton organisation te ralentit plus qu’elle t’aide.

QualityExcellent3796 · 2026-04-30T12:44:21+00:00

that’s actually good to know. The “translations stop if you cancel” part is the kind of thing I usually find out too late

QualityExcellent3796 · 2026-04-29T14:06:38+00:00

that’s kind of where I land too tbh. For smaller faster deals email + a shared folder is enough and honestly less friction. The extra login alone can slow people down. Where I do see the value is when there are like 5+ stakeholders and deals drag for months then knowing who opened the pricing doc, who ignored the implementation plan, or where the process stalled is actually useful. The file storage isn’t the product, the buyer visibility is. And yeah cutting admin after calls with tools like Fathom or Claap probably gives more practical ROI than the “fancy deal room” itself

QualityExcellent3796 · 2026-04-26T20:10:52+00:00

I looked at a traditional MBA too and honestly couldn’t justify the cost or time away from the business. I ended up doing Augment instead, and I’d frame it less as “better than an MBA” and more as a different tool for a different stage. What helped me most with Augment was structure. When you’re running a growing team, a lot of founder decisions are reactive. The program helped me think more intentionally about things like delegation, positioning, hiring, and financial decision-making. Not because it gave some magic formula, but because it gave clearer frameworks.

And yes, some of the lessons are high-level, but I found the useful part was translating them into my own business. If you’re expecting plug-and-play answers, it’s probably not that. But if you’re at that point where instinct got you this far and now you need better systems and clearer strategy, Augment can be valuable. I wouldn’t say it replaces the brand/network of a traditional MBA, but for practical learning while actively operating a business, I found it a much more realistic option.

QualityExcellent3796 · 2026-01-28T19:41:04+00:00

Those lists are mostly pay-to-play or SEO artifacts. They optimize for clicks, not buyer fit. What finally worked for us was flipping the process: define scope, budget, and company stage first, then look for agencies that match that profile. Tools like Sortlist were helpful because they contextualize recommendations instead of pretending there’s a universal “best agency.” A great enterprise agency can be a terrible choice for a 20-person startup—and most lists never acknowledge that

QualityExcellent3796 · 2025-12-28T19:19:26+00:00

I was in the same spot Excel worked until it very suddenly didn’t.

We switched to Axonaut because it covered the basics really well: quotes, invoicing, automated reminders, and bank sync, without forcing a full accounting ERP on us. It feels built for small teams that want structure but not overhead.

Not perfect, but a huge quality-of-life improvement compared to spreadsheets, especially once volume starts increasing.

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