[OLD FORMAT] Intro CRM Beta Release

01/27/21 • 10 min

Pipeline Meeting - Marketing Podcast About Sales

⚠️ Please note: This is an old episode of the Pipeline Meeting podcast. In August 2022, the show relaunched in a new format. For the most recent episodes, please visit the podcast page.

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Let's talk about what made it into the beta release and the problems he's trying to solve with Intro CRM. Learn how freelancers and entrepreneurs can quickly add deals; integrate with tools like Basecamp, Trello, and Asana; and forecast your cash flow.

The overall theme for the episode is making the most of the leads you have. If you have a leaky funnel, it's not much good pouring more leads into it—particularly if you're bootstrapping.

Harris is looking for ideas and feedback about how to make Intro CRM better. He's been able to generate interest and traffic, convert sign ups, but once people are in the app they aren't as active as he'd like to see. He needs to get folks to activate and use Intro CRM before leaving. Setting up their account, adding deals, etc. He shares how he's doing it right now and past approaches... But now clearly it's time for something new. Get a sense of the current process by signing up for Intro CRM.

There's also a new social platform called Clubhouse. Harris received an invitation and is trying to get the hang of it. Are you on Clubhouse? Find him @harriskenny.

This show also won an award! Pipeline Meeting was given Honorable Mention in the 2020 SaaS Podcast Awards. Sincere thanks to the MicroConf community for their support. There were so many good shows, including a few that I listen to regularly:

IndieHackers by Courtland Allen →
Build Your SaaS by Justin Jackson and Jon Buda →
Software Social Podcast by Michelle Hansen and Colleen Schnettler →
See all the award-winners and honorable mentions →
Learn more about MicroConf →

⚠️ Please note: This is an old episode of the Pipeline Meeting podcast. In August 2022, the show relaunched in a new format. For the most recent episodes, please visit the podcast page.

•••

The overall theme for the episode is making the most of the leads you have. If you have a leaky funnel, it's not much good pouring more leads into it—particularly if you're bootstrapping.

There's also a new social platform called Clubhouse. Harris received an invitation and is trying to get the hang of it. Are you on Clubhouse? Find him @harriskenny.

Previous Episode

[OLD FORMAT] Do grants count as sales?

⚠️ Please note: This is an old episode of the Pipeline Meeting podcast. In August 2022, the show relaunched in a new format. For the most recent episodes, please visit the podcast page.

•••

Harris shares new updates to the Intro CRM alpha that's being tested right now. New updates include a host of UI and accessibility improvements, single click importing, and the ability to configure deal stages to refine your sales and go to market process. There's also a big announcement:

Alpha testers will get one year of Intro CRM for free. If you are interested in trying Intro CRM, you have until the end of December to join the alpha testing group! The project will move into private beta in January.

Harris also talks about grants! Do they count as sales? He recently learned of the MakerPad community's Creator Grants program for nocode projects, which he applied for.

But there are lots of other grant programs too. In the United States, things like the SBIR program and Coronavirus relief at the state and local level. How should you think about non-dilutive sources of funding like this? Harris also shares one example from a current client.

Creator Grants by MakerPad →

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Pipeline Meeting is a podcast brought to you by Intro CRM, a simple, privacy-friendly CRM for entrepreneurs and freelancers. Hosted by Harris Kenny.

Intro CRM Website →
Twitter Profile @IntroCRM →
LinkedIn Company Page →

Next Episode

[OLD FORMAT] Intro CRM Basecamp Integration

⚠️ Please note: This is an old episode of the Pipeline Meeting podcast. In August 2022, the show relaunched in a new format. For the most recent episodes, please visit the podcast page.

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The Intro CRM Basecamp integration was the first one that I announced in 2020, it's live and I want to share more details about how it works. I also talk about Jason Fried, DHH, and some of the other members of the Basecamp team who have inspired my work over the years.

Read more about Intro CRM's Basecamp CRM integration →
Read the getting started Intro CRM Basecamp documentation →
Learn more and sign up for Basecamp →
Subscribe to the Rework podcast →

The sales topic today is a challenge for you. How much do you need to know about your product to be successful selling it? In my experience, you might need to know a lot less than you think. So does it make sense for people to be so focused on getting their salespeople to be more active in Slack, attend more meetings, and more involved in internal processes? Maybe not.

Lastly, I made a series of upgrades to the equipment that I use to record this show. Are you experiencing any issues with the audio? If you're a regular listener, do you notice a difference? Please let me know.