Why Do You Need CRM

Pete Solway
06-08-2024 2 minute read

Recently I've been coming across founder's who're managing their clients in spreadsheets and folder's in their google drive.
A lot of these founder's have something like HubSpot or Pipedrive set up, but aren't using it effectively.

Sometimes It's Because...

• They don't see the value.
• And other times it's because they find the set up overwhelming.

I'm Here To Tell You...

• Having a CRM set up is super valuable (reasons spoken to in video)
• If you're seeing it as overwhelming that's because these are powerful systems. But the truth is if you're doing less than $2M in revenue you probably only need to use 2-3 screens within the CRM to get real value from it (Deals Dashboard, Tasks list & Contacts). You can ignore the 6 million other features for now.
  And the best thing about getting big value from only these features ... they're included in the free version of HubSpot!

If you need help getting clear on the fundamentals of a CRM set up drop me a message

Ps. If you need a hand with a more complex set up, and want to go to the next level with your CRM hit up Ed Frame from Exemplify .
He's the best I've come across for getting true ROI from your Hubspot set up.