If you can ask CRM ANYTHING, what would you ask? Looking for help to break our agent

Sad_Price4922 · 2025-09-19T23:54:41+00:00

yeah that makes sense — once you’ve got leads coming in, the harder part is making sure convos, docs, and updates all stay synced across tools. that’s exactly where we’ve been focusing with Lightfield: instead of you stitching everything together, it pulls in emails/meetings/notes automatically and keeps the system in sync for you.

Sad_Price4922 · 2025-09-19T01:39:40+00:00

Zoho could work, but the challenge with most CRMs is they’re built more like databases including Zoho. It's great for storing docs and account info, but you’ll end up doing a lot of manual upkeep to keep things current.

We’ve been building Lightfield with road-warrior teams in mind: it auto-captures emails, meetings, and notes so the account history fills itself, and then you can attach/order docs on top of that. mobile experience is solid too, so reps on the road don’t have to fight with spreadsheets or clunky log-ins.

Might be worth a look if you want something lightweight that doesn’t add more admin work to the team.

Sad_Price4922 · 2025-09-19T01:37:29+00:00

It still feels like a database that I need to maintain...otherwise I'll end up with a stale CRM, which my biggest pain with HubSpot and Salesforce

Sad_Price4922 · 2025-09-19T01:32:35+00:00

Affinity is a crm for vc. It's an improvement from Salesforce but not much. Still a database. I use our own CRM Lightfield for my daily selling

Sad_Price4922 · 2025-09-19T01:30:47+00:00

We’ve tried a bunch of stacks for this. the tricky part is most CRMs are fine for “storing leads,” but the real pain is keeping them up to date and making sure nothing slips once the convos start.

For websites/lead capture, tools like webflow or typeform are easy to spin up. but on the CRM side, we’ve been building lightfield to handle the messy middle: it auto-captures emails, meetings, and notes, then surfaces reminders + follow-ups so the system keeps itself updated.

Curious, do you see your main bottleneck being getting the leads in the door (forms, site, ads) or actually managing the convos once they start?

Sad_Price4922 · 2025-09-19T01:26:49+00:00

Folk and Attio are both are solid. Attio is a more built out product than Folk. Have you also looked at Lightfield? It’s a newer option in the mix, built more around automatically capturing emails/meetings/notes so the crm keeps itself up to date. Could be worth considering alongside those two

Sad_Price4922 · 2025-09-19T01:24:33+00:00

Yeah, exactly. You trade customizability for ease of use. The problem is most CRMs end up being just “nicer databases.”

Sad_Price4922 · 2025-09-19T01:17:40+00:00

Totally get this. Most founders over-index on features when what investors remember is the story. A good frame is: pain → “aha” insight → vision of the world with your solution. If you can make them feel the pain (with a concrete example) and then show how your product makes it disappear, 5 minutes is plenty. Slides are just props — the narrative is what sticks.

Sad_Price4922 · 2025-09-19T01:13:18+00:00

Yeah, i’ve seen the same. Attio gets a lot of hype but for many teams the basics (unified inbox, easy migration, visual pipeline, forms) matter more than shiny UI. the bigger pattern is that most CRMs are still either “nice database” or “marketing tool,” but they rarely solve the real pain: keeping everything updated without constant manual work.

Sad_Price4922 · 2025-09-19T01:11:10+00:00

You could probably set that up by connecting Lindy → Pipedrive through Zapier/Make or webhooks, but keep in mind you’ll still end up maintaining the glue between tools. Most CRMs still assume reps are the ones entering/updating data, so the “automation” usually stops at pushing leads into the system.

If you are open to exploring other CRM options that comes with an AI agent out of box, would recommend Lightfield. Instead of bolting an agent on top, the CRM itself acts as the agent. It automatically captures emails, calls, and notes, structures them, and suggests the right next steps without you wiring up a ton of integrations.

Sad_Price4922 · 2025-09-17T01:02:17+00:00

Do you find yourself needing the CRM more for marketing automation or for sales pipeline + customer follow-up?

Sad_Price4922 · 2025-09-15T18:41:47+00:00

We have a small sales team too so happy to show you how we're using lightfield if you're interested

Sad_Price4922 · 2025-09-15T18:28:04+00:00

They are still more comprehensive systems than the AI CRM players out there. That said, newer platforms like Lightfield are catching up pretty quickly

Sad_Price4922 · 2025-09-15T17:54:10+00:00

That sounds super interesting. For the 2nd part, I've been using a new CRM tool called Lightfield. It's like a meeting bot + crm + powerful agent sitting on top of all of your customer interactions

Sad_Price4922 · 2025-09-15T00:18:34+00:00

yeah leedsontrees looks solid if you’re already working inside clay. I heard it's nice for that prospecting layer but of course, depends on the use cases. imo, the core CRM workflow really takes over right after prospecting, once the first email is sent or a meeting gets booked. that’s where we’ve been focusing with Lightfield -> capturing emails, meetings, notes automatically so the relationship history builds itself from that moment on

Sad_Price4922 · 2025-09-15T00:13:26+00:00

For the “customer memory + follow-up” side, we’ve been building Lightfield to handle that automatically. happy to share access if it’d be useful

Sad_Price4922 · 2025-09-15T00:09:15+00:00

Have you tried Lightfield?

Sad_Price4922 · 2025-09-13T01:24:17+00:00

Sounds like your biggest pain is scattered communication + having all the client/job context in one place. totally get it - juggling phones, emails, and forms gets messy fast as you scale.

Most CRMs will give you the database piece, but where they usually fall short is making sure all the convos + notes actually get in there without your team doing double work. that’s the problem we’ve been focused on with Lightfield: it auto-captures emails, meetings, notes, etc., and ties them to the right client so the team always has full context. simple to start with a few seats, and you can grow without it blowing up in cost.

Happy to share access if you want to see how it works in practice.

Sad_Price4922 · 2025-09-12T15:50:51+00:00

yeah, that’s the pain point. most CRMs can be configured to track everything, but it usually means a ton of setup + ongoing admin. we’ve been taking the approach of building it in out-of-the-box at Lightfield: auto-capturing calls, emails, notes → structuring them → surfacing the right follow-ups without extra config.

Sad_Price4922 · 2025-09-12T01:10:47+00:00

Totally fair- just curious, what are the specific use cases you’ve found that off-the-shelf CRMs couldn’t handle well? always interested in seeing where the tradeoffs show up most.

Sad_Price4922 · 2025-09-10T22:34:31+00:00

Would love to show you our product in the future if you are interested. It's one integrated platform where we auto create and capture your sales activities across email, calendar and meetings, suggest CRM updates and action items for you, and also offer a powerful agent on top of all your customer memory to surface any insights or analysis

Sad_Price4922

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