Recent content by David Pate

  1. David Pate

    CRM recommendations for small company

    Yesterday I suggested HubSpot Free Tier, and I still think that's a good call (Free is useful in smaller teams). Thinking about this question again last night I thought Pipedrive might be a good fit as well. For 1-2 people doing research-led outbound, Pipedrive works in small teams - setup takes...
  2. David Pate

    CRM recommendations for small company

    Worth thinking about what you actually need the CRM to do before picking one. From what you have described - outbound prospecting, call logging, follow-up scheduling for a team of 1 to 2 - you really do not need much. The risk with most CRMs is that you end up spending more time updating the...