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Hi All, I’m interested to find out what CRM platform you’d recommend? What about this platform works well for you?
We are dipping our toe in the water and looking to manage our contacts and how they flow through the business more formally.
I’m equally interested in ones you’d avoid!
Many thanks
David
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I have set up Pipedrive at over 10 companies. Super easy to use, track clients and deals, send newsletters and do marketing campaigns and a reasonable price and great support. All data backed up in the UK. !
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Chicken and egg question: what is it that you want from your CRM, how much data do you need it to manage and who is going to be using it? There are great free CRMs out there and some that work well if you’re happy with basic functionality (HubSpot, for example, which can be cost-effective if used at small-scale). Let me know if you’d like to chat about it.
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We use Hubspot here at TPC which I find to be intuitive and pretty user friendly, but I believe not particularly cheap
Many years ago I dabbled with Salesforce and at that time I remember the user interface wasn’t the easiest to navigate.James Bebbington has used Pipedrive before, I believe, so might have some insight for you?
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Thanks Charlotte Owen
Hi David Cullimore. I’ve worked with and embedded a few, including Pipedrive, Hubspot, Monday, Copper, and am currently trying to explore the hype that is Attio!
Context plays a bit of a part in terms of what else might be in the tech-stack, how much functionality you want from it now and long term. I suppose out of all them Hubspot and Pipedrive probably win most often.
– Hubspot has the advantage of mass market adoption, meaning slightly more lik…
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Hi David,
I will echo what a couple of others have already said – HubSpot and Pipedrive are excellent places to start for a SMB, and I will also add Monday CRM into the mix since I’ve heard very positive feedback on it.
HubSpot is great if you want an all-in-one platform that scales. The free tier covers core contact management, and you can grow into automation, reporting, and marketing tools without changing systems.
Pipedrive shines for sales pipeline management. It is very vi…
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Hi David — apologies, I’ve only just seen this.
As others have noted, the “best” CRM really depends on your objectives (short, medium, and long-term), the integrations you need now (and soon), and ultimately budget versus immediate functional need. Most modern CRMs cover similar core features; the differences tend to show up in depth, extensibility, and pricing.
From experience, Microsoft Dynamics 365 can be very cost-effective and flexible, especially if you want to tailor workflo…
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Hi everyone,
I’m Angela, Co-Founder & CEO of LAM’ON® Compostable Films.
After six years of R&D, we’ve launched bio-based, compostable packaging films to replace conventional plastics in food, apparel, cosmetics, and industrial packaging.
We’re already working with early customers and running trials with major partners like Carlsberg and Decathlon. With the EU Packaging and Packaging Waste Regulation driving demand, the market potential is huge.
Right now, we are opening a bridge funding round with small angel tickets of €30–40K to help us scale production and accelerate market entry.
If you’re passionate about climate impact, circular economy, and backing deep-tech with tangible traction, I’d love to connect and share more.
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Great to have you, Angela!
Tagging some of our climate focussed members who may be interested/able to make referrals for you: Iwana Johannsen, Geoffroy Bauer, Veslemøy Klavenes-Berge, Patrick Casey, Adam Oskwarek-Sanford, Annapoorna Virdi, Tariq El Haj Omar, Taran Glasson, Cara de Lange, Siegfried Dagba, Barry Trout, Carmel Rafaeli
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Hey Angela, please feel free to contact me, [email protected]
The Table is a non-commercial community of 280+ investors committed to funding climate ventures co-led by women.
Our members — syndicate leads, funds, family offices, and CVCs (no individual angels) — actively share deals they’re backing.
By convening a trusted and diverse network, The Table helps founders and investors close rounds faster, smarter, and with greater alignment. Later-stage funds also contribute by revie…
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Charlotte Owen
posted in the group Applied Generative Artificial Intelligence (A.I.)Thanks for the invite, Tom! Were you hoping to share tips and tricks in this group? Or do you have another purpose?
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Love this, Mike! Is this aimed at HR professionals or others?
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I spotted your email, Mike, so tagging some people people who may be interested in learning more: Jasmin Ghoul, Patrick Sutton, Aylin Abdullah, Merlin Giles, Julie-Ann Wyatt, Suf Baileche, Amanda Doueihi, Andrea Zilla, Ramune Le, Liz King, Becky Turner
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Hi everyone,
I’m looking to connect with CMOs and Brand Leaders who’d be open to giving me some feedback on my solution: The Ai.BrandGuide. It’s a way for brands to be managed with A.I. at their core.
What I build are bespoke brand tools that turn guidelines into something interactive and practical. The idea is to help brands think of themselves as operating systems, while also giving teams a clear path to explore how A.I. can be meaningfully integrated.
I’d love to share what I’m working on, hear your honest thoughts, and learn from your experience.
If future proofing a brand and marketing machine sounds interesting, drop me a note, I’d really value your perspective.
Cheers,
Tom
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Lovely stuff, Tom! Tagging some community members who might be able to offer feedback and suggestions: Elena Melnykova, Faisal Laljee, Mala Morris, Emma Potter, Helen Christopher, Nicky Dibben, Mark Varley, Pavan Konanur, Martyn Jobber, Lara Martini, Kevin Mason, Sarah Dunn, Adam Oskwarek-Sanford
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Happy to help Tom Morrell. Feel free to drop me a line at [email protected] and perhaps we can schedule a call for next week Wed or Thu?
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Happy to give you some thoughts Tom Morrell , feel free to reach out to me on TPC or at [email protected] and we can chat about this.
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EIS investment opportunity in building materials marketplace.
A property developer friend of mine from uni co-founded BuildBuddy in 2023 – it’s a price comparison marketplace for building materials.
They’re generating healthy GMV from a growing core of users with no ad spend (and no competition). They’re raising funds to grow and scale, and specifically (but not exclusively) are interested in investors with a background in construction, property, trade products or similar.
If you’re interested in a £20-25k+ ticket (potentially less if you have relevant expertise), give me a shout for more details and an intro!
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Thanks for sharing this opportunity, Paul!
Tagging some of our investor/construction related members who may be interested: Eric Braune, James Du Boulay, Carmel Rafaeli, Thomas Hamilton, Alex Fries, Jonny Seaman, Suzannah Steele, Catherine Cheng, Atanas Georgiev, Angelos Pampos, Darren Kirby, Verity Batchelder, Misan Nwokorie, Begona F Alepuz, Stephen O'Donnell, Amanda Gibson, Siegfried Dagba, Nicole Reilly, Darren Armitage
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Jacque Cilliers posted in the group The Community
Looking for:
Event managers or marketing managers who need event photos taken.
I’m exploring event photography and would like to have a chat with people who book event photographers.
Below is my landing page for event photography – I’d love some feedback!
jcphotographyevents.carrd.co
I’m getting setup for headshot photography – I can repay you with a nice headshot for linkedin!
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Tagging some event managers in the community who may be able to lend a hand!
Lerease Sweeney, Rebecca Joy, Jadis Tillery, Lexi Radcliffe-Hart, Hamish Dickie, Nicola Twiston Davies, Ryan McGee, Nika Brunet Milunovic, natalie green, Emma Bewick
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Thanks Zia.
I’m currently testing it in a facebook ad – I haven’t looked at the stats just yet.
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Hi Jacque! Word of mouth is the thing I always go for these days which I know is tough to hear when starting out. I definitely would love to see a picture of you on your site as well. You might also find it more useful to have an event form on your site, most ppl don’t know how to start an email and so prompts like: date/number of people/occasion etc can be handy. Do you have any case studies you can add to each of your headings? Also happy to jump on a call for 30 mins in september if yo…
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Good advice.
I was out shooting an event last night – This is more for the portfolio and could act as a cast study. I also shoot for IQVIA – their summer and christmas parties were shot by me.
I now have a portable portrait kit for potential linkedin images. I just need to get a background. I shot some linkedin portraits at last nights event and they came out GREAT!!
I’ve replied to your message with a calendly link. Hope to chat soon. I mainly want to focus on nail…
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Good question to ask, David! Tagging some community members who may be able to offer some words of wisdom: Lexi Radcliffe-Hart, Aurelie Genet, Quentin Boyes, Valeriia Sierikova, Lisa Power, Johnny Morris, John Rospenda, Ruth Napier, Caroline Silver, Clive Flood, Tom Simpson, Beth Marchetti