How I Actually Use Our Own CRM Every Day

Not a Feature Tour

I use Founders Kit every day to manage my own work — not as a test, as my actual daily tool. Here's what that really looks like.

Morning Routine

First thing: the daily coffee briefing. It's an email that lands before I've had my actual coffee — overdue tasks, deals that need attention, meetings coming up. Most mornings it confirms what I know. But twice a week it catches something I forgot.

Some mornings I skip the email and just ask Kit: "What should I focus on today?" Faster than scanning a dashboard.

How I Use Kit

I don't use Kit for everything. I still click around the UI when I want to browse my pipeline. But Kit is where I go when I need to do something fast:

• "Show me my overdue todos"
• "What deals haven't been touched this week?"
• "Log a call with Thomas at Reevo, we discussed pricing, he wants a proposal by Friday"

One sentence, everything gets created. I also use Kit to draft emails — I give it the key points and it writes the first version. Saves me a lot of time.

What I Use Most

Todos. Plain tasks. Create through Kit, check off in the UI. Email. Having it inside the CRM means I see every thread when I'm looking at a deal. No tab switching. Calendar. Synced so meetings appear as context on contacts. Daily briefing. The thing that keeps deals from slipping through the cracks.

What I Skip

Reports. Our team is small enough that I know the numbers. Automations. I prefer doing things through Kit — automations feel like something I'd set up and forget.

What Surprised Me

How much I rely on conversational input. When I first used Kit, I thought it was a nice-to-have. After months of daily use, I can't imagine going back to forms.

And using our own CRM every day is the best QA we have.

The best CRM disappears into your workflow until you forget it's there.