Uploaded July 2026 | Updated September 2026, 3 weeks ago
Watch the full episode here: inspiredinsider.com/jon-ferrara-interview
Jon Ferrara is the Founder and CEO of Nimble, a CRM company that helps businesses build and manage relationships through modern contact and relationship management tools. A pioneer in the CRM industry, he previously co-founded GoldMine Software, one of the earliest CRM platforms for small and mid-sized businesses. He has helped grow Nimble into a widely used platform with integrations across tools like Microsoft 365 and Google Workspace, as well as a strong presence in the Microsoft partner ecosystem. Jon is also known for his focus on authentic relationship-building, blending AI with human connection, and his journey toward purpose-driven leadership.
In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Jon Ferrara, Founder and CEO of Nimble, to discuss building technology that supports authentic relationship management. They explore why most CRMs fail at true connection, how AI can enhance — not replace — personalization, and how Nimble makes relationship-building easier across teams. Jon also shares lessons on service-driven business and personal resilience.
Watch the full episode here: inspiredinsider.com/jon-ferrara-interview
Jon Ferrara is the Founder and CEO of Nimble, a CRM company that helps businesses build and manage relationships through modern contact and relationship management tools. A pioneer in the CRM industry, he previously co-founded GoldMine Software, one of the earliest CRM platforms for small and mid-sized businesses. He has helped grow Nimble into a widely used platform with integrations across tools like Microsoft 365 and Google Workspace, as well as a strong presence in the Microsoft partner ecosystem. Jon is also known for his focus on authentic relationship-building, blending AI with human connection, and his journey toward purpose-driven leadership.
In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Jon Ferrara, Founder and CEO of Nimble, to discuss building technology that supports authentic relationship management. They explore why most CRMs fail at true connection, how AI can enhance — not replace — personalization, and how Nimble makes relationship-building easier across teams. Jon also shares lessons on service-driven business and personal resilience.
![[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff](https://i.ytimg.com/vi/EtjJikIzeQo/mqdefault.jpg "[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff
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Sasha Orloff is the CEO and Co-founder of Puzzle, an AI-powered accounting platform helping startups, small businesses, and accounting firms gain real-time financial insights through a smart general ledger. Before Puzzle, he was a serial entrepreneur, serving as Co-founder and CEO of LendUp and Co-founder & Advisor to Mission Lane, with previous ventures collectively raising over $1 billion. Sasha also hosts the “Tech Finance” with Sasha Orloff podcast, where he interviews leaders shaping the future of finance and accounting.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [1:44] Sasha Orloff explains how modern platforms make building startups easier
• [5:49] Why strong accounting practices are critical for raising capital and scaling a business
• [8:34] How Puzzle uses AI to improve financial accuracy rather than just increase speed
• [13:45] Rebuilding accounting infrastructure for the AI era
• [16:44] The advantages of AI agents over traditional accounting automation
• [19:01] Puzzle’s evolution from serving startups to becoming a platform for accounting firms
• [20:32] Why great go-to-market execution often beats having the best product in SaaS
• [35:20] Creating customer “wow” moments through AI-powered error detection
In this episode…
For many businesses, accounting remains a slow, backward-looking process that delivers insights long after decisions have already been made. As AI reshapes industries across the economy, could financial operations become real-time, accurate, and proactive rather than reactive? What would it take to modernize one of the most critical yet overlooked functions in business?
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
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When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
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We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
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![[Top Agency Series] Mastering SEO Success With Damon Burton of SEO National](https://i.ytimg.com/vi/G4CNq0A99h4/mqdefault.jpg "[Top Agency Series] Mastering SEO Success With Damon Burton of SEO National
[Top Agency Series] Mastering SEO Success With Damon Burton of SEO National")
