I know everyone has a CRM story. My biggest issue is that it's a slog to keep it up to date. Does anyone have lightweight CRM recs? (We're only a 3 person team so we've just been using google sheets up till now, and I've used Hubspot in the past but it's way too much for a small business.)
Paris P. any ideas?
What about hubspot starter? It’s light and would be something familiar for you
Attio is your answer
If you are caught between needing starter and pro it can be hard, but if starter is a good fit it’s solid.
Julia X. I’m moving from HubSpot to attio - happy to chat - cal.com/jaredrobin
Attio takes a lot of work to build, evolve and maintain. HubSpot starter or Pipedrive will get you far. Preference for HS myself.
Not HubSpot specific, but if you’re comparing new like attio, coffee.ai etc to PipeDrive, HS etc, you will have a harder time finding support and bringing in team members that are knowledgeable on the platform
I'm in a similar position. Hub spot is spectacular. It's been working well for us.
I love hubspot. There are some workarounds you can do with workflows, so you dont need to upgrade in certain situations.
Might recommend www.folk.app
