Looking for some advice on managing internal 'pre-work' in HubSpot Starter.
We’re a small startup team (4 people), and for high-touch deals, we need to track 10-15 internal tasks across the 4 of us before we can even get to a contract. Tracking these in the Deal activity feed is too cluttered, and our current Google Sheet is becoming a black hole. I need a way to visualize 'who is doing what' across all 20+ deals in the pipeline in one view. For those of you in small teams, what’s your setup? Is the best option a PM plug in (like Monday.com or Asana) that cleanly syncs to HubSpot or something else?
Trying to keep it low-cost and high-visibility so nothing slips through the cracks.
