What r/CRM keeps coming back to
Complaints raised here by more than one person. One-off posts are not included.
72 recurring problems · 288 threads read · read since September 2026 · Reddit
Raised more than once here
Most people first.
- 47how do I get my first client?“I launched my CRM. I am now struggling of getting my first sale. I reach out to contractors on Facebook Marketplace. They reject. What do I do? What are your tricks/techniques? Put me onto it.”
- 43How to find a cheaper CRM when HubSpot gets too expensive“That said, HubSpot is becoming too expensive. I’m now looking for a CRM that can offer similar benefits to HubSpot but at a lower cost.”
- 33Should customer support live inside our CRM?“the part i'm struggling with is that this isn't just a support decision. our sales and customer data already lives in a crm, so i'm trying to figure out whether having support tightly connected to that data is actually useful in practice or just sounds good on paper.”
- 29How to handle a toxic school principal who abuses power“i have a coworker who has been here for around 3 months now and i noticed that she has been messing with the vinsolution CRM. one of the things being her messing with the advanced settings putting her name on all of the sticky round robin, giving her a BIG advantage on our leads even when she is not there.”
- 28How to get first paying customers without an audience“every conversation went the same way. They'd say it looks good, come back when you have some clients using it, then we'll talk. Which is funny because how am I supposed to get clients if nobody's willing to be the first one.”
- 25How to understand a confusing legacy software system you inherited“I require a 50% proficiency in this tool within three days. I would greatly appreciate the assistance of a one-on-one meeting with an individual possessing in-depth knowledge of its functionalities.”
- 22Why is project management just doing admin and updating trackers?“Having run sales teams and marketing as a founder, you do need a CRM but the tedious part is to fill everything manually and hoping teams will do it too.”
- 21How to clean up messy CRM data after importing“I have a unique instance we're struggling to work through and was hoping someone might have ideas.”
- 19Why isn't cold outreach booking any client meetings?“I do outbound for mid market SaaS, spend half my day trying to guess who the real technical buyer is at each account and the rest cleaning up crm notes.”
- 16Why can't I just see the price of software without a sales call?“Having a nightmare with salesmen ATM hounding me for 45 mins calls just to get a rough idea of costs.”
- 16Why pay for an expensive SEO suite when you barely use it?“if seo work is only happening a couple times a quarter the full suite would be a massive waste”
- 15Why is enterprise work software so frustrating to use?“Our company just switched to salesforce this year and it’s been the biggest disaster of my entire Sales life. I’ve never seen such a piece of shit software anywhere ever - I hate it more than anything I’ve ever used”
- 14Why is it so hard to export and switch accounting software?“stuck doing manual CSV exports between Pipedrive and our cold email tool, there has to be a better way in 2026”
- 14How do you know HubSpot and QuickBooks are still in sync?“Accounting. It's always accounting who catches it because they are literally the business data QA function.”
- 13How to test if a software integration actually works“i'd ask to see the CRM and contact center integration live. Have a call come in identify the customer and pull up their history without their history without switching screens. Id also test duplicate and outdated records because thats usually where these integration fall apart..”
- 12Why are cloud bills so unexpectedly high?“The bill that came today was very much unexpected”
- 12Why is there no CRM with native AI insights out of the box?“Would love a CRM with real-time AI insights.”
- 12How do you keep track of clients, projects, deadlines, and follow-ups?“Right now I have stuff scattered and spend too much time finding contact info, paper notes, photos via text etc.”
- 11How to take notes on sales calls without losing focus“I’ve been in sales for years and I still miss important details on calls. Either I type notes and lose focus… Or I stay present and forget half the context later.”
- 11Why built-in software AI features don't fit real work“the built in dashboards, they looked great during demos, but day to day I mostly care about a few basic reports and whether my pipeline is moving”
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sales operations83.7×sales tools83.7×crm software83.7×business intelligence83.7×