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

Chill&Automate · v1 · 2026-09-27

Work in a copy. Replace bracketed placeholders with your own information. Keep only necessary information and references; credentials belong in a password manager.

## Required task / why it matters

[complete]

## Current setup: fits / gap

[complete]

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

[complete]

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

[complete]

## Quote, currency, term and quote date

[complete]

## Chosen route, reason and accepted tradeoff

[complete]

## Check before use

- [ ] The record is complete and relates to the correct job.
- [ ] The receiver can open the references.
- [ ] Exceptions have an owner, next action and date.