We're also trying to use AI more thoughtfully than just bolting on a chatbot. We're planning to consider each workflow our customers need and how AI might help speed them up - even letting them build custom AI workflows. I think most businesses (especially smaller businesses) don't want to work at the level of Claude Code, Codex, etc. They want to work on higher level problems - build this dashboard, connect these data sources, invoice this customer, etc.
Aside from that, we've noticed that the basics really matter, so we're trying to nail that first.
We're definitely a bit delusional, we're just 3 people, we're doing it without funding and the competition is stiff, but we really believe in the product. Additionally, I think a lot of CRMs go south by taking on too much VC that naturally pushes them to prioritize ROI instead of continually improving the product.