I'm currently a one man team and generally have been keeping track of clients through a mix of Google Sheets, pen and paper, and just memory. I'm looking to free myself of this burden and get everything organized.
Essentially, I'm just looking to keep track of client/org/phone/email with notes on last contact and what to do next. I do see my one man operation expanding to potentially multiple people sometime later in 2021.
In a way, Google Sheets fills most of this nicely but it feels clunky when I want to add notes/last contact. I've searched around for a lot of "CRM" Google Sheets but most of them have been too excessive for what I need. On the other hand, Hubspot looks decent for a free version in accomplishing everything related to a client, but I feel like I'm at ends with constantly be upsold to their higher pricing tiers, using their branded material, and generally being nickel and dimed for little add ons, whereas this could be improved on Google Sheets overtime.
I'm also not completely sold on a need for Zapier or Integromat, which can create automation between say a contact form and Google Sheets. For example, Zapier only allows 5 hooks and 100 tasks per month, which is probably enough to capture emails and have them automate into Google Sheets, but may not be enough if I want to add in other things.
I imagine a lot of people here are facing or have gone through a similar situation. I've spent a couple of hours researching both and I'm going to make a decision tomorrow. Any recommendations?
Essentially, I'm just looking to keep track of client/org/phone/email with notes on last contact and what to do next. I do see my one man operation expanding to potentially multiple people sometime later in 2021.
In a way, Google Sheets fills most of this nicely but it feels clunky when I want to add notes/last contact. I've searched around for a lot of "CRM" Google Sheets but most of them have been too excessive for what I need. On the other hand, Hubspot looks decent for a free version in accomplishing everything related to a client, but I feel like I'm at ends with constantly be upsold to their higher pricing tiers, using their branded material, and generally being nickel and dimed for little add ons, whereas this could be improved on Google Sheets overtime.
I'm also not completely sold on a need for Zapier or Integromat, which can create automation between say a contact form and Google Sheets. For example, Zapier only allows 5 hooks and 100 tasks per month, which is probably enough to capture emails and have them automate into Google Sheets, but may not be enough if I want to add in other things.
I imagine a lot of people here are facing or have gone through a similar situation. I've spent a couple of hours researching both and I'm going to make a decision tomorrow. Any recommendations?
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