Question

CRMs

  • 24 May 2023
  • 2 replies
  • 72 views

Userlevel 2
Badge +1

Hi Everyone, we are looking at using a CRM. Right now we are going to demo Hubspot and Pipedrive.

Does anyone have experience with these programs?

Have you been able to scan business cards? 

 


2 replies

Userlevel 7
Badge +19

We’ve used Hubspot, but I’ve never tried scanning a business card.

I like Hubspot, but it can get expensive to access medium-level functionality. The entry-level tools are inexpensive and work very well, in my opinion.

Userlevel 3
Badge +4

We were using the free version of hubspot (never scanned a card). 

I’ve ended up no longer using it and just use Karbon. I have contact types, prospect, prospect lost, etc, I keep all my emails and call in the timeline of that client, and I have a work that flows through how we handle prospects. 

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