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Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

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51–60 of 105 posts

Re: Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

#51
IMO, what makes UX for enterprise software bad is time waiting. Salesforce has multiple redirects and terrible load times with a huge JS bundle size.

Datadog isn't as slow, but it's loads 2.7MB of data. It's unusable on a 4G tethered connection (ie my car's hotspot).

I pray that you keep load times minimal. I see almost 1MB loaded over the wire for a list of 15 objects.

Also, your sidebar icons (Risks/Companies/etc) look too much hotkeys, I was disappointed when I couldn't navigate to a section by it's first letter.

Re: Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

#52

I'm confused why YC funded this. This is the lowest engagement I've seen for a launch HN. It's because most people are too kind to give you the honest feedback that this seems extremely undifferentiated. It made me think of a CS-class project. Every significant CRM has custom objects, in-place editing UI, and custom fields. Most have email integrations. Look at Monday CRM for example - it has a very powerful no-code…

I suggest you ask ChatGPT to name 10 CRM systems which support custom objects. The list didn't include the three mentioned in the comments here (Attio, Twenty, Monday). My strong suggestion is that you look at the current entrants and try to find some differentiation. Response from ChatGPT: "CRM systems with the capability to support custom data objects are designed to offer businesses the flexibility to tailor the C…

Shame that this is downvoted, I assume for tone - this is the feedback the founders need to hear

Re: Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

#53
My personal objective with CRM is always the sales/cs team productivity at different stages and I don’t see the impact of your product yet on that. Every sales or CS agent needs to know what is their next task: they shouldn’t go through the list of the deals or customers to figure that out. Ideally they get their tasks assigned in some round robin algorithm taking into account their availability and skills. If agents nevertheless work with lists, they are going to create several dozens of views filtering certain stages of journeys and build up arcane knowledge on how to look at them. Not great, but if they want it, it must work - they are stakeholders in CRM purchasing process. Overall CRM must be customizable on tasks and journeys level, not just on record field level.

Do you need Apex for that? God, please, no. Apex doubles or triples the cost of Salesforce, because you usually end up spending tens of thousands euro on some agency doing the customization. If you want to compete with SF, offer Java, JavaScript or TypeScript as lambda or managed microservice hosting with fast links to your db/api (and do it better than Heroku). The better are your integration options with custom code, the more attractive it will be for digital services and non-trivial use cases.

I would love to see proper communication management respecting user subscription preferences and consent. Maybe look at Braze for that. If you could handle the calls, both inbound and outbound, internationally and with power dialer that would be awesome.

Re: Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

#54

IMO, what makes UX for enterprise software bad is time waiting. Salesforce has multiple redirects and terrible load times with a huge JS bundle size. Datadog isn't as slow, but it's loads 2.7MB of data. It's unusable on a 4G tethered connection (ie my car's hotspot). I pray that you keep load times minimal. I see almost 1MB loaded over the wire for a list of 15 objects. Also, your sidebar icons (Risks/Companies/etc)…

Definitely going to add the hotkeys-for-objects feature! That's on my to-do list.

Want to work on reducing bundle sizes. Just haven't gotten a chance to get to that yet. Totally agree that load times really matter here, I've been focused on that and still have a few ways to speed that up.

Re: Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

#55
post #30
post #10

Earlier quoted context omitted.

Attio is great. I think it's among the best new entrants. So far, the main difference is that Okapi can be even simpler than Attio if you'd like it to be. There are no mandatory built-in objects, and no enrichments/automations/etc that you can't disable. You can KISS your sales process as much as you like. To that end, we've also been eschewing self-service onboarding. We just set up customer's CRMs and import their…

Adding another simple point: we're simply earlier than Attio by several years. Our long-term differentiation will be more obvious as we mature the product and distribution model.

Don't you mean later? You ought to have a clear idea of your differentiation from the beginning.

Re: Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

#58
post #33

I've done some work with salesforce integrations and from my perspective, the pain comes in when trying to keep a bi-directional link between data in the CRM and data in the custom backend systems. At least in my case, there is a desire for a low latency sync so that the two data sources are as similar as possible. Salesforce, with its batch loads, open api spec, soap/rest api and 'use mulesoft' approach makes this p…

You should check out https://www.stacksync.cloud/ (YC W24) -- they do a bidi realtime sync between CRMs and databases. Not sure if that scratches your itch! We are definitely looking to make our API public. We've built our core data model in such a way that business users can't accidentally break API users by, for example, making backwards-incompatible changes to their objects. It baffles me that everyone else in the…

A couple years back this may have been useful, but we've pivoted towards a different approach with less reliance on an external crm, except as a routing and presence engine

Re: Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

#59

Earlier quoted context omitted.

I suggest you ask ChatGPT to name 10 CRM systems which support custom objects. The list didn't include the three mentioned in the comments here (Attio, Twenty, Monday). My strong suggestion is that you look at the current entrants and try to find some differentiation. Response from ChatGPT: "CRM systems with the capability to support custom data objects are designed to offer businesses the flexibility to tailor the C…

Shame that this is downvoted, I assume for tone - this is the feedback the founders need to hear

Always downvote copy-pasted LLM garbage seems to be a good heuristic. HN is a valuable community exactly because human beings provide their valuable insights here.

Re: Launch HN: Okapi (YC W24) – A new, flexible CRM with good UX

#60
post #47
post #45

Great job launching your product! This interface looks slick and I'm excited to see your product progress. Hopefully I can get beta access ;) I have some QA feedback for some quirks I noticed and some potential feature ideas/requests: 1) On the companies list, it would be nice if you automatically grabbed the favicon.ico from the domain. It would be nice if you could tether fields together so information can be autom…

These are all great points! 1. Definitely want to improve favicons. For deriving fields, we do have formula fields. Would love to show that to you, it's not obvious enough how to use to enable for this HN launch. 2/3. Sorry about that. This username/password approach for the HN launch is definitely a hack. 4. Right now, search is just on the current type of record you're looking at. I want to fix this, and I just hav…

Hey! I'm glad you found these helpful :)

Feel free to shoot me an email (found in my profile) when you update the product, I'm curious about how the formula fields will work and what kind of interface I'll be given.

P.S. for 4, the speed very impressive!

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