Paris P.

I would start doing contract work via Upwork or your network to gain experience, but expect to get paid a lower rate if you don't have relevant experience yet.

Yea this client does not want to add any external systems to the mix

But I can see the appeal from a reporting standpoint

The only issue is this client already has 2-3 custom objects so I worry it will be too many custom objects

Delivery and just trying to make it until I can hopefully take a vacation 😂

I'm a HubSpot partner but when clients invest in the switch to HS they're investing quite a bit to implement so convincing them to buy another tool is difficult. The product sounds somewhat interesting but HubSpot already has a buyer intent product. Regarding the chat bot, I think it depends on the client. Capturing additional info is useful but you also want to engage the prospect.

It's not so much for organizing products as it is for sending products in a design forward fashion, quickly - if that makes sense?

Here's my issues/opinion with each software in the CRM market: SFDC - Expensive, easy to over-engineer making ongoing costs hefty, still enterprise go-to CRM, go-to for large sales teams, marketing accepts it against their will but hopes to use it with a slay marketing system HubSpot - Can get expensive easily, sales functionality needs improvement, Marketing team go-to, ideal for MM not ENT, too much functionality for most SMBs getting overwhelming fast. For a small sales team, it's affordable and not reliant on zapier with workflows Zoho - Everything is an add-on and UI is super overwhelming, but it's cheap and can do a lot if you know how to use it so common for APAC businesses Close - Perfect for sales heavy teams, still reliant on Zapier tho for most automations but they are improving it Copper/Pipedrive - lumping these together because they are simple CRMs, but super easy to make a complete mess and I haven't seen that many companies using it in an optimized way, it's good for SMB but companies seem to outgrow it and it doesn't have much marketing functionality from what I've seen Attio - up and coming CRM that's getting lots of hype but prob needs a bit more functionality to take over the market GHL - UI seems overwhelming and confusing to use, but nice for a free software, mainly popular with agencies