Sales & CRM apps
Keep customer details and sales activity together.
Explore this category
- HubSpot CRM — Customer relationship management software for organizing contacts and sales activity.
Buying and comparison guides
- How to choose a CRM for a small business: a practical checklist — Define your sales process, test duplicates and ownership, compare required plans, and use a copyable CRM acceptance checklist.
What to check
Follow a contact through an interaction and a handoff. Check ownership, imports, and reporting requirements.
Documented features are a starting point. Check the current plan and platform, then complete a small trial before moving live work.
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