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

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101–105 of 105 posts

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

#101
post #85

Congratulations on the launch. I have not seen the product, but please treat contacts, accounts and opportunities as very first class if you don't do it already. Also, make change data capture easier. This will go a long way in doing cohort analysis, integrations and workflows. Make this first class for things like deal stage changes, and make out of the box reports around this

On day one of product design, we decided to track all revisions by default. As you're alluding to, I expect this will make reporting vastly easier. In traditional CRM products, seemingly simple -- and important -- tasks like calculating pipeline at a previous point in time turn out to be really difficult. There's also the non-obvious changes that become really frustrating. To use a SaaS-based example, suppose you wan…

This is golden, and not just for reports. If you expose the change data stream as an API, many integrations become 10x simpler for your partners and customers. Providing a consistent definition for read-after-write (or search specifically) will make this even better. This is often problematic because the search index is often a different store and there are lags between primary writes and search index. Many bi-directional integrations need consistent read-after-write capabilities, or at least some way to tell how current the read paths are.

I say this as a founder of a company with a significant part of the product doing integrations with other systems. And most are painful.

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

#102
post #79

> We think the way you win in CRM in 2024 is by keeping the flexibility of SObjects, and then tacking on modern UX. What is driving that thinking? Is it something the market is asking for? > Salesforce is slow and clunky. And that doesn’t matter because people don’t buy Salesforce to be delighted. So if they are buying it despite bad UX, it stands to reason that UX isn't important to them. Who does your CRM attract,…

Exactly these two statements are completely contradictory

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

#104
Love the vision here, always worth a stab at dethroning something this entrenched that everyone seems to dislike so kudos for the swing at it. Feature-wise, pulling in information about the folks i'm interacting with and having customizable views is what I would gravitate towards (especially if you can pull in the person's other social info). In terms of the site, you did this on your about page a bit but what you described here in your description is what people will want to hear (not necessarily the part about Salesforce but your vision of creating something with modern UX with this capability). More thoughts here: https://www.youtube.com/watch?v=Y1ECuZtEuPc

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

#105
post #100

Earlier quoted context omitted.

I think i’ve built just that, can we get in touch? I would appreciate the feedback

Would love to see it. How do I get in touch (preferably without ending up as a marketing lead in your system)?

Sorry for the late reply, my email is in my profile (and the link to the product if you want to see before contacting me, though in would prefer to get in touch either by email or discord that you can find on the main page)
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