# A decision sheet comparing both CRMs and the existing process against one job.

Chill&Automate · v1 · 2026-09-27

> Fictional example, not a real client record.

In a fictional three-person studio, Jane handles sales, Peter provides cover and Eva receives the work. They handle two inquiries from one contact, one reply from the shared address and a handover to Eva. A route where Peter cannot see the sent reply or Eva lacks the agreed scope needs further configuration.

## Required task / why it matters

A three-person team needs shared reply visibility and a next-review date.

## Current setup: fits / gap

The shared inbox shows replies and a spreadsheet holds deadlines. Deal stages and cross-project history are not needed.

## Pipedrive: plan, seats, add-ons, limits

No plan selected. Managing a sales pipeline is not the current problem.

## HubSpot: plan, seats, add-ons, limits

No plan selected. Connected forms and other CRM capabilities are not needed yet.

## Quote, currency, term and quote date

No new quote needed because no purchase is proposed. The current setup’s cost is not quantified in this example.

## Chosen route, reason and accepted tradeoff

Keep the inbox and spreadsheet; assign one person to each inquiry. Revisit CRM selection if shared deal history and sales stages become necessary.

Start your own record with the blank worksheet.