Lightweight CRM Recommendations for Small Teams

Julia X. · 2025-06-03 20:24:10.090026+00

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.)

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Lightweight CRM Recommendations for Small Teams | RevGenius

Alex F.
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Pat H. - What's your basis for Attio only having access to Companies and Contacts, and that you need to construct everything from scratch? Have you setup Attio yourself? Attio has the core Objects (Companies, People, Deals) all defined for you with enriched fields. They track activity data, and auto create people and companies for you based on your email history. Curious to know where your getting this from?
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Julia X.
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So it looks like https://www.tango.ai/ is pivoting into an AI CRM agent - but their pricing is too expensive for us.
Julia X.
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Not sure about the others RPunt but hubspot does create leads and will track emails if the chrome extension is enabled. (No mobile solution though) With meetings and other things like slack notifications probably requires setup from hubspot app marketplace or make.com. So not sure if there are CRMs that do more auto updating out of the box but would love to hear it.
RPunt
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My biggest issue is that it's a slog to keep it up to date.
If this is your biggest issue - have you considered solutions that reduce the burden by auto populating/updating the CRM based on meetings, emails etc? Aren't there solutions like that?
Jared R.
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i'm going to dinner w Attio founder tonight - will report back
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Tobi
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Totally hear you—keeping a CRM updated can feel like a full-time job, especially when the tools are overkill for a small team. If you're open to it, I can help customize a lightweight CRM tailored specifically to your workflow. Something simple, clean, and easy to maintain—way better than juggling Google Sheets but without the complexity of HubSpot.
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Paris P.
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Its helpful and has help docs associated with each step
Paris P.
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Hey Julia, I have an implementation spreadsheet you can use if you'd like
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Suchandan
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I think so
Julia X.
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Thanks for everyone's input! Attio sounds like it'll require a lot of setup. For Hubspot, it seems easy - I can just download my CSV and import into Contacts?
Pat H.
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Oh and their importer tool is Import2...the entire platform is reliant on external platforms and tools.
Pat H.
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So either you construct all of that from scratch OR you hire a niche developer to do it for you when you migrate from something more robust.
Pat H.
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Attio is delivered as a shell, a lot like SFDC. You do not have any objects (beyond company and contacts) or associated properties (except for email, name, twitter bio...) ready to go on day one--you have to construct all of it from scratch to meet your needs. HubSpot has all of that figured out out of the box and you can edit/remove/add as you need.
Jared R.
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Pat H. when you say a lot of work, what specific things within Attio are the biggest challenges (vs hubspot CRM) in set up?
Christoph Z.
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Julia X. - to keep up with data-quality, you best work with automation&data-checks. Try HubSpot Starter and make.com or look into Insightly.

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