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. Not selling anything here, 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.

Quick question for the group, What’s one problem in your business or workflow that’s been annoying you lately but you haven’t had time to fix yet? Drop it below. You might be surprised how easy some problems are to solve once you say them out loud.

When something keeps getting missed, forgotten, or delayed, we usually blame effort. Not focused enough. Not disciplined enough. Not organized enough. But more often than not, the real issue is design. If a task relies on memory, motivation, or perfect timing, friction is already baked into the system. And over time, that friction shows up as stress, dropped balls, and burnout, even with good people involved. Automation works best when it’s quiet. removes the “did I remember to…?” moments without getting in the way of human judgment. The goal isn’t to do more, it’s to make the right things inevitable. So here’s today’s question What part of your work still depends too much on remembering instead of being designed to happen automatically?

One thing I’ve noticed across all types of businesses is this: Most problems aren’t caused by lack of effort, they’re caused by friction. Friction shows up as: • Missed calls that never get followed up • Leads sitting in inboxes too long • Invoices that need reminders • Clients asking the same questions repeatedly • Tasks that only get done when someone remembers None of these are “hard” problems. They’re consistency problems. And consistency is exactly where systems and automation shine. Not to replace people, but to support them. When the repetitive, predictable work runs automatically, teams can focus on judgment, relationships, and growth. The shift usually starts small: Automate one follow-up. Systemize one reminder. Remove one manual step. But those small changes compound fast. So I’ll ask a deeper question today Where does friction show up most often in your business, and what would change if that friction disappeared?