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Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The Best CRM Software (Copper vs Pipedrive vs Hubspot vs Salesforce vs Airtable) Video posted on Nov 17, 2022 -

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

Notion Calendar (Cron) Review 2024 (Calendar): Is Notion Calendar (Cron) worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Everything you need to know about the main differences between HubSpot and Copper CRM.

Notion Review 2024 (Knowledge Base): Is Notion worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Hubspot & Ensure potential and future customers get the perfect email at the time it's intended

HubSpot + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

HubSpot + Outfunnel Integration—Send automated emails straight from HubSpot & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

HubSpot + Surfe Integration—Easily add LinkedIn Contacts and conversations to Hubspot CRM without ever leaving LinkedIn & Track leads and conversations in Hubspot CRM without ever leaving LinkedIn

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

Notion + Xero Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

HubSpot + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

HubSpot + Asana Integration—Automatically trigger an Asana project template or task straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

HubSpot + Motion Integration—Automatically trigger the creation of Motion tasks straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

HubSpot + Webflow Integration—Automatically add leads to HubSpot, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

HubSpot + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Ironclad Integration—Automatically create and send secure contracts straight from HubSpot & Save time, reduce friction, and deliver secure contracts from HubSpot effortlessly

Calendly + HubSpot Integration—Sync booked appointments and question data automatically to HubSpot & Automatically have all scheduling context and form submission information right within HubSpot

HubSpot + PandaDoc Integration—Automatically populate & send proposals from HubSpot & Save time, reduce friction, and deliver secure proposals from HubSpot effortlessly

HubSpot Review 2024 (CRM): Is HubSpot worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

ClickUp Review 2024 (Project Management): Is ClickUp worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Asana Review 2024 (Project Management): Is Asana worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

HubSpot + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

QuickBooks Online Review 2024 (Accounting): Is QuickBooks Online worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Whalesync Review 2024 (Integration & Data Sync): Is Whalesync worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Choosing Between Hubspot vs Copper For Your CRM? Watch This First! Video posted on Mar 08, 2023 -

Airtable Review 2024 (Database): Is Airtable worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 13 Project Management Software & Tools in 2024 - Best Project Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Project Management software alternative is best for your team in 2023?

HubSpot + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Notion + QuickBooks Online Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

Top 4 Database Software & Tools in 2024 - Best Database software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Database software alternative is best for your team in 2023?

Of all the time tracking tools we've looked at that are team focused, we'd place Harvest at #1 (as it's the most user-friendly and well-rounded), Toggl at #2 (but still a non-starter if any semblance of invoicing capabilities are needed), and #3 is Timely

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

Vimcal Review 2024 (Calendar): Is Vimcal worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Salesforce Review 2024 (CRM): Is Salesforce worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Chromium Review 2024 (Web Browsers): Is Chromium worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Brex Review 2024 (Expense Management): Is Brex worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Let's just say, I've tried every single help desk on the market (and continue to evaluate new solutions), and yet I keep finding myself coming back to Help Scout, and here's why...

Arc Browser Review 2024 (Web Browsers): Is Arc Browser worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Xero Review 2024 (Accounting): Is Xero worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

BILL Spend & Expense (Divvy) Review 2024 (Expense Management): Is BILL Spend & Expense (Divvy) worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 5 VoIP Software & Tools in 2024 - Best VoIP software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which VoIP software alternative is best for your team in 2023?

Top 14 Web Browsers in 2024 - Best Web Browsers software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Web Browsers software alternative is best for your team in 2023?

Top 4 Knowledge Base Software & Tools in 2024 - Best Knowledge Base software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Knowledge Base software alternative is best for your team in 2023?

Ramp Review 2024 (Expense Management): Is Ramp worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Coda Review 2024 (All-In-One): Is Coda worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Slite Review 2024 (Knowledge Base): Is Slite worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Zapier Review 2024 (Automation): Is Zapier worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Google Calendar Review 2024 (Calendar): Is Google Calendar worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 6 Expense Management Software & Tools in 2024 - Best Expense Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Expense Management software alternative is best for your team in 2023?

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

Salesforce vs Copper Video posted on Oct 06, 2022 -