Find a smaller,
smarter setup.

A few practical questions. A transparent recommendation.

One workflow · two researched CRMs · no email required

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1Your team

People who need to edit the CRM1–10 working users; not view-only observers.Contact databasePaid capacity above this limit is not modeled.Other CRM recordsAdd companies, deals and other standard-object records together; exclude contacts. HubSpot Free has a separate combined limit of 1,000 for these records.

2Your starting pointWhich best describes your setup?

3What needs to happen?Manual follow-upI create the task and contact the client myself.Automatic task at a deal-stage changeThe CRM creates a to-do; I still contact the client.Automatic client emailsOutside this research edition. See the scope limit.

Which additional functions do you need from the CRM? Leave these off if you will handle them manually with existing tools.

Native website inquiry formA personal booking link

One-to-one scheduling only. Team routing, e-signatures, proposal creation and external integrations are not verified.

4Your budget & billing

Total monthly budget (USD)Compared with the monthly equivalent before tax. Setup charges may be additional.Preferred payment scheduleUnverified prices stay unknown. Payment schedule is separate from contract length.

Find a smaller,smarter setup.

Find a smaller,
smarter setup.