Do we need a CRM, or is a spreadsheet enough?
Decision toolFind out when shared email is enough, when to add a spreadsheet, and when a CRM is worth considering. Answer a few questions for a suggested setup.
Shared inbox, sheet or CRM?Software & automation
Compare CRM and automation tools by team needs, upkeep, and total cost.
Start with the situation you are in. You can use each guide on its own.
We need a CRM. Which one fits our work?
Comparison + decision worksheetPipedrive for managing sales, or HubSpot for forms, conversations, and CRM together? Compare fit, plan requirements, and costs for a small team.
Pipedrive or HubSpot for a small team?I want to connect apps and reduce manual copying.
Comparison + configuration checklistChoose around the apps you need to connect and the person who will maintain the connection. See the differences through an inquiry-to-spreadsheet example.
Make or n8n: which fits your team’s automation?Is this task worth automating?
Interactive calculatorCompare manual work with the setup and running costs of automation. The calculator includes checking and maintenance time, with optional subscription costs.
Is automation worth it? Calculate the full cost