HubSpot is great for an all-in-one approach, but if you want something more customizable, I highly recommend checking out Salesforce. It has a ton of features and integrations that can be tailored to your specific sales process. Biggest challenge for us has been getting the team to consistently use the tool and keep data up to date. Would love to hear how others have tackled adoption and data hygiene issues!
For SaaS, I’ve found that the best tools depend on the complexity of your funnel. Tools like HubSpot are amazing for an all-in-one approach, especially with automation, but if you want something more visual, Pipedrive has worked wonders for me.
That said, we’re currently experimenting with Notion for a more flexible and tailored funnel setup for CloudFit. Curious to know—what’s the biggest challenge you’re facing in managing your funnel?