CRM Platforms
We are specialized in implementing a couple different CRM platforms for companies. Hubspot, ClickUp, Soho and Notion are the platforms we have used the most. Not every platform is suitable for every company. Below, we've created an overview of most of the important features per platform.
All 4 of these platforms can be fully automated either by using the platforms capabilities or by using Make.com or n8n (our automation platforms of choice).
HubSpot
KEY FEATURES
Contact Management
★★★★★
Company Management
★★★★★
Sales Management
★★★★★
Automation
★★★★★
Email Tools
★★★★★
Reporting
★★★★☆
Customization
★★★★☆
Value for Money
★★☆☆☆
PROS
- ✓ Best-in-class marketing tools
- ✓ Powerful automation
- ✓ Rich contact insights
- ✓ Enterprise-grade features
CONS
- × Expensive for small teams
- × Complex setup required
- × Can be overwhelming
ClickUp
KEY FEATURES
Contact Management
★★★☆☆
Company Management
★★☆☆☆
Sales Management
★★★☆☆
Automation
★★★★☆
Email Tools
★★☆☆☆
Reporting
★★★★☆
Customization
★★★★★
Value for Money
★★★★★
PROS
- ✓ Affordable pricing
- ✓ Great task management
- ✓ Modern interface
- ✓ Regular updates
CONS
- × Limited CRM features
- × Basic email tools
- × Learning curve
Zoho
KEY FEATURES
Contact Management
★★★★☆
Company Management
★★★★☆
Sales Management
★★★★☆
Automation
★★★☆☆
Email Tools
★★★★☆
Reporting
★★★☆☆
Customization
★★★☆☆
Value for Money
★★★★☆
PROS
- ✓ Good value for money
- ✓ Solid basic features
- ✓ Integrated suite
- ✓ Easy to use
CONS
- × Dated interface
- × Limited integrations
- × Basic automation
Notion
KEY FEATURES
Contact Management
★★★☆☆
Company Management
★★★☆☆
Sales Management
★★☆☆☆
Automation
★★☆☆☆
Email Tools
★★☆☆☆
Reporting
★★★☆☆
Customization
★★★★★
Value for Money
★★★★★
PROS
- ✓ Highly customizable
- ✓ Great documentation
- ✓ Flexible workflows
- ✓ Good value
CONS
- × Manual setup needed
- × Limited automation
- × No built-in CRM features
Note: Ratings are relative to other platforms in this comparison. ★★★★★ = Excellent, ★★★★☆ = Very Good, ★★★☆☆ = Good, ★★☆☆☆ = Fair, ★☆☆☆☆ = Poor
CRM Advisor
Get your perfect CRM match in just 3 minutes by using our custom CRM advisory tool. Answer a few quick questions and discover which platform will actually work for your business.
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