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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).

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for enterprise teams (1,000+) with highly complex processes.

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

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. folk is a simple yet powerful spreadsheet-like CRM for individuals.

The CRM for small + medium teams (200 or less) that use Google Workspace. The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for enterprise teams (1,000+) with highly complex processes. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The CRM for enterprise teams (1,000+) with highly complex processes. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for enterprise teams (1,000+) with highly complex processes. folk is a simple yet powerful spreadsheet-like CRM for individuals.

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

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for enterprise teams (1,000+) with highly complex processes.

The CRM for enterprise teams (1,000+) with highly complex processes. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for enterprise teams (1,000+) with highly complex processes. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

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

Salesforce vs Copper Video posted on Oct 06, 2022 -

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

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?

The 9 Best Streak Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

HubSpot Review 2024 (CRM): Is HubSpot 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.

The 9 Best Close Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Copper Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Folk Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Salesforce Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Pipedrive Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Best Small Business CRM in 2024? Notion vs Airtable vs Copper vs Pipedrive vs Folk Video posted on Jan 10, 2024 -

Chili Piper Review 2024 (Scheduler): Is Chili Piper 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

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

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

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

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 + 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 + 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

The CRM for small + medium teams (200 or less) that use Google Workspace. For solopreneurs + very small teams (3 or less) looking for a CRM that feels more like a spreadsheet.

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

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

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

The 8 Best HubSpot Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

In this article, we will compare five of the most popular project management tools: Motion, Asana, ClickUp, Monday, and Notion.

A simple calendar scheduling tool with a solid API for teams of all sizes. Conversion-focused meeting scheduler for enterprise sales teams.

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

Salesforce + 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

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

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

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

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

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

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

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