The most draining work in a business is rarely the complex stuff. it's the small, repetitive decisions: Did we reply? Who’s following up? Was this booked? Is someone owning this? When those answers live in people’s heads, progress slows and mistakes creep in.When they live in systems, teams move faster without working harder. That shift from memory to design is where momentum comes from. What’s one thing in your workflow that still depends on someone remembering to do it?

Most businesses don’t lose customers because of bad service. They lose them in the gaps. The missed call that never gets followed up. The lead that sits untouched for 2 days. The CRM note no one checks. The reminder someone meant to send “later.” None of this feels dramatic in the moment, but over time, it quietly compounds into lost revenue and frustrated teams. The fix usually isn’t more hustle or more too. it's s designing the workflow so the next step always happens, even when people are busy. Where do things most often fall through the cracks in your business?

One of the most common issues I see isn’t a broken tool, it’s broken handoffs. The phone system lives in one place. The CRM lives in another. Follow-ups happen… sometimes. Each tool works fine on its own, but nothing is connected, so important context gets lost. A call comes in, a lead exists, but no one knows what happened or what’s supposed to happen next. When systems don’t talk to each other, people end up filling the gaps manually, and that’s where things slow down or fall apart. Where do handoffs break most often in your workflow, calls, leads, follow-ups, or internal ownership?

Most CRM problems aren’t caused by the software. They’re caused by unclear ownership and unclear processes. I’ve seen teams invest in powerful CRMs, customize them heavily, and still end up with messy data, broken automations, and low adoption. Not because people don’t care, but because no one knows who owns the system or how it’s meant to be used day to day. When a CRM feels like extra work instead of support, people naturally avoid it. At that point, adding more features or automation usually makes things worse, not better. The fix often starts small: Define one clear process. Assign one clear owner. Automate only what already works manually. Curious to hear from the group Where have you seen CRMs go wrong, tooling, process, or ownership?

I’m trying to understand where businesses usually get stuck with CRMs like HubSpot, Salesforce, GoHighLevel, Zoho, or Pipedrive. If you work around founders or teams who already have a CRM but constantly complain that it’s messy, under-used, or more work than help, I’d love to connect and learn from what you’re seeing. Just looking to meet people who are close to those day-to-day frustrations and can help point me in the right direction. Appreciate any insights or connections.