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Show HN: Simple CRM and Sales Automation
- z3ugma 5y agoI love products like Basecamp and this, with one-price, and an opinionated workflow. It's like having a consultant built in with the tool: here's the right way to do it! We know better than you because this is what we do all day.
- drikerf 5y agoThanks :)!
- vmsp 5y agoHow does this differ from the other CRMs?
- drikerf 5y agoKeeping it simple by not focusing on enterprise market and still offering powerful features like email automations and kanban pipelines. Also no per-user fees :)!
- sprain 5y agoI like this approach and will have a closer look.
- pcmaffey 5y agoI was researching CRMs recently and could not find a single one that offered imap or pop3 integration. Which means you have to bcc every outgoing email and forward every incoming one just to achieve a conversation history within the context of CRM data. On the flipside I couldn’t find either an email client that offered minimal CRM features to be able to do this well either. I just want to open a contact and see entire history plus any notes, tags, data Ive added…
- itsmemattchung 5y agoI noticed the same thing. Due to shaky imap/pop3 integration with a lot of CRMs, I ended up writing my own Greasemonkey script that would push both outbound and inbound e-mails to my own personal crm.
- waterside81 5y agoThat doesn't strike me as being entirely true, unless I misunderstand your needs? Hubspot does this - my sales guys send emails via Google, I see everything in Hubspot. Prior to Hubspot we used Close.io - same thing. Every email sent (and every reply) showed up in Close.io in the context of the contact(s). As for IMAP tags etc. - yes I've never seen that. Although you can probably use Streak for that (streak.com)
- cbnotfromthere 5y agoMay I ask you why you switched from one to another? I'm actually evaluating both for our company and your feedback would be great.
- drikerf 5y agoInteresting! I like bcc because it has minimal footprint and you can setup most popular clients to automatically bcc an address if you want all emails to go there. I've just added my bcc mailbox as a contact since I don't want all my email in my CRM :).
- alooPotato 5y agoThere are a few CRMs that do what you describe. Streak (I'm the founder) connects to Gmail's APIs to automatically index the conversation history of contacts you've added. We go one step further and also show you the conversation history between your contacts and anyone on your team, not just you.
- pcmaffey 5y agoYeah, unfortunately Gmail…
- rpgbr 5y agoIt looks great! But I’m having a hard time to understand your business model. A single, flat price may be cheap or expensive depending on customer’s revenue. I, for instance, run a very small publication and would love giving Wobaka a shot, but it’s steep price for my use case (one user, a dozen advertisers/customers per year). You said in a comment here you’re not chasing enterprise market, but flat prices also spooks very small business. Basecamp solved this by offering a limited version for free — which I use to managed the editorial part of my publication.
- drikerf 5y agoThanks! What do you think would be a fair price for a CRM with email automations etc? I do think Wobaka is competitive in pricing, even for a solo businesses :). I like Basecamps offering and they've been an inspiration for choosing flat pricing!
- dotancohen 5y ago> ...with email automations etc Actually, your current $50/m is probably fair. But many users won't need these things, and for them $50/m is too expensive. That's why lots of software packages have tiers. I'd personally be very interested in a "personal plan" version that included CardDav sync so that I could use it with the contacts on my phone. But I'm currently using NextCloud for that, so you'd have to compete with free. If the CRM is decent (NextCloud is not a CRM) then I'd pay maybe a buck per month - not something you'll make money on and probably a support sink for many non-technical users.
- ehutch79 5y agoNot every product fits everyone. It's ok if a certain product doesn't fit someones needs or budgets.
- rpgbr 5y agoSpeaking for myself, email automations isn't a needed feature. As I said, I deal with a dozen or so clients per year, so it's perfectly doable manually, even considering all other things going on. I got instantly interested in Wobaka because of it's simplicity (take that as a compliment) and the direct to the point approach. I tested several CRMs last year, and the closest to my needs was Capsule CRM[1] — yet it's too much for my taste. So, for now, I'm running my relationships with customers with a mix of my calendar and a few txts. Surprisingly, it's been working quite fine, although slight weird. Maybe I'm asking too much, but I like Basecamp's idea: a free, barebones, and no-support plan for really small business. If the said business grow, the next, ultimate step is right there for a fair, flat price. I'd try Wobaka in a heart beat if it had a less featured free tier. Btw, Capsule CRM offers a free tier. It has basic features for up to 2 users and 250 contacts. [1] https://capsulecrm.com/ https://capsulecrm.com/
- btrautsc 5y agothis is really slick Fredrik. the site and purity of message is awesome.
- drikerf 5y agoThanks :)!
- lysecret 5y agoHey so quick question is there such a thing as a "modular" CRM. I am thinking of using Retool for it.
- nickgervasi 5y agoWhat do you mean by that?
- itsmemattchung 5y agoCan you elaborate on this?
- byteofbits 5y agoWe’re building Attio (https://attio.com https://attio.com) for exactly this use case! We have a really modular data structure and a flexible API that feels a lot like Airtable or Notion with all the CRM features you’d expect. I’d love to learn more about your use case as I really believe the idea of a “modular, developer focused” CRM is long overdue! Disclaimer: I am the CTO :)
- dotancohen 5y agoDoes Attio support CardDAv, so that one could sync it with a phone's contacts? That's the one feature that so many CRMs are missing.
- itsmemattchung 5y agoLooks great. Would you recommend this (or another CRM) for a solo-entrepeneur running a boutique software consulting company? To tailor my needs (and satiate the inner geek in me), I ended up building my own little personal CRM after trying several that didn't quite fit my needs. Really, I want a CRM that combines the amazing aspects of both a personal CRM (like Monica) with more traditional, enterprise features like SugarCRM or Hubspot or Salesforce.
- drikerf 5y agoI'm a solo-entrepreneur and use it myself every day! Give it a try if you have time, and don't hesitate to contact me if you have any questions etc :)!
- Beefin 5y agolooks kinda like notion
- ytjohn 5y agoVery clean looking. Of course, the part that caught my eye is probably the least relevant. I've integrated robohash in a few places, so seeing it here was a treat. Is that just for the screenshots or is it part of the application?
- drikerf 5y agoThanks! Yes, I use Gravatar with Robohash fallback :)
- bingohbangoh 5y agoInteresting pricing model, I personally use less annoying crm as a technical, non-too-salesy guy who wants something simple.
- sgadimbayli 5y agoHey! Love your API docs, with what did you make it with? Yourself or some framework? If so, can you share please?
- drikerf 5y agoThanks! I've made a framework in ClojureScript that generates the docs from Clojure maps/JSON. Will try to open source it soon :)!
- enahs-sf 5y agoschysst!