Small Business CRM
- Current examples of excel + outlook.
- Limitations of this strategy
- Insurance company example of using a spreadsheet and comparative rater but no CRM.
- Limitations of this strategy
- Do you need a CRM for your business?
- Hubspot
- ActiveCampaign
- MailChimp (debate whether it’s a crm or not)
- Google Drive + Forms?
- Hubspot
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