![]() Your team is using Notion collaboratively with some of your clients now, eh? That's great! We have a collaborative shared knowledge base, what would make this even better? A project management tool-let's build that right into Notion as well, because tasks are really just line items in a database, right? Wrong. Versus getting into this point further here, that's where we've written a post explaining why Notion is not a CRM. Yes, Notion has relational databases at the core, and a CRM is really just a bunch of relational databases at the end of the day, but the difference here is opinionation and structure. We're taking customer notes in Notion, what if we actually had our customer's information in Notion as well! Thus the mistake of trying to use Notion as a CRM is born. When teams start having micro-success with Notion, they end up trying to use it for everything, and this is exactly where Notion's limitations and flaws are shown. When To ConsiderĪlthough, if you're looking for an incredibly flexible note taking tool that struts the lines of " no-code builder", where you actually see structure as a negative, then that's where an all-in-one app like Notion will actually shine. What structure should I add these notes in? Should I add tasks here? Or over here? Do I message you on Slack, or you here in Notion? Because it does "everything", it introduces micro-fatigue for doing anything. We know, it'll be incredibly exciting at first-all of the limitless potential! But then that "potential" turns to overwhelm in weeks and months. In them deciding to make it super flexible, allowing it to "do anything", it by design becomes overwhelming with time. ![]() We've found that rolling out all-in-one solutions with customers is actually more difficult to get team adoption due to overwhelm. The problem is, as you're doing well in a single category, some apps decide to double-down, while others look to increase their TAM (Total Addressable Market). ![]() Notion started as a team knowledge base app, and that's what it should really be defined as. The main problem we have with this is it feels more like a cop-out when asked to define what you are- we do everything. Notion is part of a category of apps often referred to as an " all-in-one", for which we aren't particularly fans of. The original email was sent through the CRM or sent from your connected email client with the sales email extension or add-in installed and the Log checkbox selected. Replies to emails will be logged automatically on the contact's timeline if you have connected your personal email and the following is true:ġ. Important Email Logging NotesĪnd finally, there's quite a bit that needs to "go right" in order for emails to automatically log from your team's inbox into HubSpot. We will also add that we work with HubSpot often, and Copper + Pipedrive have far superior API's to HubSpot (in that we can build the same integration in 1/2 the time), so there is a second-order unseen cost associated to HubSpot. HubSpot is more user-friendly than Salesforce, and you aren't going to be totally stuck in the expensive enterprise software stack that a tool like Salesforce often requires. Now if your team is quite large and considering Salesforce, we actually do recommend Hubspot in most cases. Because after the first year, you will be paying 2-4x more for HubSpot than the competing solutions (even at their proposed "Year 2+ discounts"). So if you're a startup or a team of 20 or less (that will actually be using the CRM day-to-day), we highly recommend looking at a different CRM ( we've done a deep-dive on that here ). It wasn't until HubSpot realized that acquiring customers for their $20–60k+/yr marketing automation suite was a difficult sell out of the gate, that they decided to built a "free CRM" as a lead magnet (and gateway) to their expensive core product. It's just, most companies often need to start with just a CRM to streamline their business operations. A powerful (and expensive) one at that-but credit where credit is due. HubSpot was not initially built as a CRM, it was a marketing email automation platform. ![]() If you are considering HubSpot because of price (after hearing things like 50–90% off the first year)-let me stop you right now, you're playing directly into their marketing shtick (you'll see the #1 concern with HubSpot is actually price).
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