I'm actually a very small company right now, so moving platforms would be pretty straightforward. 🙂 My background is in RevOps and Marketing Operations, and throughout my career I've worked primarily in Salesforce environments, building workflows, integrations, lead management, and the processes around them.
My frustration isn't because I don't know how to use HubSpot. It's that I keep running into limitations and finding that even fairly basic functionality is behind another upgrade. It feels like I'm spending more time working around the CRM than actually using it.
At this stage, my business is pretty simple. I need a CRM that can handle things like:
• Importing and managing lists
• Call notes and activity tracking
• Lead scoring and prioritization
• Custom fields
• Marketing integrations so I can measure what's working
• Deal, proposal, and meeting management
• A solid foundation that can scale as my business grows
I've honestly gotten so frustrated that I've been managing much of it manually outside the CRM. I know that's not ideal, but it's been faster than fighting the tool or constantly being contacted by sales. 🙂
I'm less concerned with having hundreds of features and more interested in something that handles the fundamentals well without feeling restrictive. I've even considered building something in Notion, but as a founder I'd rather spend my time growing the business than trying to build the perfect CRM.
That's why I'm asking here. I know there are a lot of smart people in this community who are a few steps ahead of me, and I'd love to learn what to avoid or try.
