CRM migration checklist for growing teams
A pragmatic checklist for migrating CRMs — what to bring, what to leave behind, and how to keep reporting and automations alive through the cutover.
8 December 2024 · 2 min read
Blog
The latest in Pipedrive, marketing, automation and AI
Field notes from CRM, automation, AI and marketing automation projects.
Pipedrive vs HubSpot — Which CRM is best for your business?
An honest Pipedrive vs HubSpot comparison from sales operators — advantages, downsides and pricing of each, and which is the right fit for your business.
15 November 2022 · 5 min read
A guide to CRM requirements gathering
How to identify your CRM requirements before evaluating vendors — the questions to ask, the functions to consider, and how to avoid buying the wrong system.
4 August 2022 · 5 min read
Which CRM system is right for you? A simple guide
A pragmatic guide to choosing the right CRM — what to consider, how to compare options, and why Pipedrive works so well for SMEs.
22 July 2022 · 5 min read