Hello fellow hunters!
I'm excited to share with you the product we've been building for the past few months.
It's a simple, beautiful (I hope!) CRM specifically designed for agencies and small companies.
We wanted a simple software to store all the interactions with our clients. A software that would analyze how often we usually interact with clients, and remind us to do it when we forget.
I hope you'll like it! I'm around, feel free to ask your questions!
@paddy Hey Patrick! Maybe. We are in early talk with potential buyers though, but nothing's done.
Feel free to email me gregoire at nerdy makers dot com :)
@jrgd Thanks Jerome. The post was focusing on using Trello to create a sales pipe.
Going from new lead to client, step by step. http://www.entrepreneurloop.com/...
Story CRM is focusing more on the operational life of a company than on the sales.
Even though you can definitely put your leads and track them in Story, we primarily use it to track interactions with actual clients.
If you hire a new engineer, a new account manager or a new sales, they can easily access the history of any client (thanks to the timeline) and get up to speed in no time.
Just to chime in some more. We use Asana to do this in a lightweight CRM from. This looks better though. How do you think this differs from a task management system like Asana?
@dereckbreuning I'm not an Asana user, although I'd say the angle's very different.
Asana clearly focuses on task-lists + projects. It's very advanced for this usage (you can assign tasks to someone, set up milestones (iirc), etc.).
Story's angle is: the relationship you have with a client.
Sure you can use reminders the same way you would use tasks in Asana.
A major difference though is that when you mark a reminder as "done" in Story, it doesn't disappear. It actually gets logged on the client's timeline.
Also, we really like the automatic-reminder system that analyze how often you talk to a given client and reminds you when it's time to do it.
Very useful when you're part of a small team, with a lot on your plate and that you tend to forget to keep in touch with you clients :)
Congrats on launching! The pricing does seem a little odd, FWIW. Starting from the smallest plan, it goes from $5/person to $6, then back to $5, then down to $4. I'm curious what thinking led to those price points - was there research that pointed to e.g. lots of 2-person shops needing something like this, and thus lots of demand at that point? Something else?
@tnorthcutt Hello Travis! Thanks.
We *really* wanted a solo plan for starting entrepreneurs. And we wanted it to be super cheap because, well you know, when you start you don't necessarily have a lot of money to spend on tools.
So yes, the solo plan is very cheap. The counter-part is that you pay yearly.
Less administrative work for us, less payment fees, etc.
Besides this plan, all other plans have a "normal" degressive price as you raise the number of seats.
Prices aren't written in stone. We put what felt right to start with and might change them along the way.
Thanks for this great question! 👌🏻
Report
Super work @gregoiregilbert has been a pleasure watching this come together. Really like the simplicity of this.
this is awesome! been looking like something similar for a while. Traditional CRMs were too focused on customer acquisition and things like Gainsight were too pricey/overkill. Can't wait to try this out.
My one feature request: e-mail integration :D
@sayangel Hello Angel!
Thanks for the nice comment. I'm thrilled that you want to try it!
Email integration is definitely something we'd like to have too.
Please ping me (gregoire@storycrm) if you need help with anything!
Signup!
Transistor
Signup!
Signup!
Opendesk
Signup!
Easy Software Deployment
Signup!
The Independent Consulting Manual
Signup!
Signup!
Valentina Studio
Insite VR
Signup!