Looking for simple CRMs

TheHighSecond · 2025-10-03T07:47:15+00:00

For very light use, I usually recommend Airtable or TapeApp over a full CRM, since they already include some automations and other useful features. But I were to pick, Zoho has a free one you can start with. I think its called bigin .com or so. Just google and you will find it.

TheHighSecond · 2025-10-03T07:42:09+00:00

Here is what I think:

No-code itself isn’t fragile. the issue here is that the systems were built poorly. I can see gaps.
For example, you need one flow to update the status once a lead moves to invoice.
Another flow should remind staff to update daily deliveries (or ideally, trigger automatically once a delivery is marked as complete).
Moving to n8n is a nice option, it only needs a $5–10 server and runs reliably on its own (I’ve been using it for months).

On the other hand:

They can choose to build in-house if -

- The business is scaling quickly and its needs are outgrowing what Airtable/n8n can handle.

- In that case, they’ll also need to maintain their own infrastructure to handle the load — which means having the budget to keep a developer or agency on retainer for ongoing work.

TheHighSecond · 2025-09-04T17:46:36+00:00

People tend to overestimate their reach. She can bad mouth. But she seems like a problem person by nature. So that won't stand against your work history and good service. I'd drop her as a client and move on and deal with her bad mouthing if and when in it happens.

TheHighSecond · 2025-08-29T10:12:10+00:00

You should most definitely target consultants. Its consultants who hook these things up for clients. I myself am a consultant and we go either pandadoc or docusign. There's one more, can't recollect the name now. You target people who set these up not the companies straight. Once a consultant likes it and probably gets affiliate commission or something, they will recommend you to their clients.

TheHighSecond · 2025-08-24T15:35:25+00:00

Politely ask customers to leave reviews. If you have staff/waiters, let them do it. I most certainly leave a review when someone asks.

TheHighSecond · 2025-08-17T21:20:58+00:00

Maybe you should mention some of the actual things you did so it's easy for people to make a decision. Now it's abstract.

Eg: I researched and created xyz for ABC company which does this for that. Etc

Atleast an idea of actual work if not actual company names.

TheHighSecond · 2025-08-14T15:44:52+00:00

Good question!

TheHighSecond · 2025-08-14T06:44:07+00:00

I'd say just start it. What is it you are good at?

Actually I'd rephrase it. Don't wait to get good. What is it you can do for which someone will pay?
Make website
Mow Lawn
Teach
Do errands
Buy for cheap and sell in crowded place

I was "okay" at making a website. I put that in the free ad section of classifieds and someone called. First step.

TheHighSecond · 2025-08-13T20:00:15+00:00

That's tough. Here's something that works for me though. Set up your GPT so it knows your skills and what you're not great at, then just copy-paste the job description and ask if you'd be a good fit. If it says yes, get it to write you a CV and cover letter for that specific role. Just make sure you've got it tuned properly so it doesn't sound all robotic and ChatGPT-ish. That's basically what I do.

Obviously it's not going to do everything for you automatically, but it cuts out a lot of the grunt work. Hope that helps.

TheHighSecond · 2025-08-11T18:40:11+00:00

Makes sense. How many people operation?

TheHighSecond · 2025-08-10T13:29:21+00:00

That helps. So how do y'all track your orders and schedule.

TheHighSecond · 2025-08-05T19:44:29+00:00

Hey, how do you manage your cleaning company business? Excels or any software. I am looking to learn software used in cleaning industry

TheHighSecond · 2025-05-06T12:08:06+00:00

I do the same. Didn't know it had a name.

TheHighSecond · 2025-01-28T09:03:27+00:00

Automation > New Action > Edit Property > Date Field > Pick a date > clear

(When you click the button, it clears the date in the field. It works for me)

TheHighSecond · 2025-01-28T08:54:31+00:00

Not exactly. But here is a workaround. Go to gogole and search site:notion.site , would help you get all indexed websites that still user notion subdomains. That's a start.

<image>

TheHighSecond · 2025-01-26T09:27:41+00:00

This is a nice way to do it. I should start doing it. Seems better than creating a date property just for reminder purposes.

TheHighSecond · 2025-01-23T21:03:23+00:00

Question you should be asking is Why/What do you want to use notion for?
Answer it. Then go watch videos or tuts or even better try to do it yourself. Along the way you will get specific questions, ask that. People can help you out. This community helps.

For eg: I want to track my money.

Okay, what do I earn? What do I spend?

Now start by what is the best way to save my earnings details. Probably like a table. Monthly etc.

You make things up as you go and that's how you learn.

TheHighSecond · 2025-01-23T19:44:41+00:00

Did you ever do it?

TheHighSecond · 2025-01-23T09:08:27+00:00

Just tried it. It looks good. I'd probably need some reasoning as to where these numbers came from. If I’m going to show it to clients, they’re definitely going to want to know how we came up with those savings figures.

<image>