Dropped $800 on a new CRM and it nearly killed my workflow

I switched to HubSpot's paid tier last quarter thinking it would organize everything... but the setup took three full afternoons and I still can't get the pipeline reports to match my old system. My account manager in Austin kept pushing features I don't need. Has anyone else sunk money into a tool that made things worse before they got better?

2 comments

2 Comments

gavinwood6d ago

...and that reminds me of when I bought that expensive air purifier for my home office. I spent like $600 on one of those fancy HEPA units with the phone app and all that. Only problem was the app kept crashing and the unit itself was so loud I couldn't hear my own thoughts during calls. It took me two weeks of messing with the settings and talking to customer service to realize I just needed to put it on the lowest fan speed and stop using the app altogether. Your CRM situation sounds similar where the thing that was supposed to help just got in the way at first. Sometimes you gotta just ignore half the features and force it to do the basic stuff your old system did.

ninam866d ago

Guess you had to strip it down to the basics before it actually worked for you, huh? @gavinwood, after all that hassle with the app and the noise, do you still think the air purifier was worth the money or would you have been better off with a cheaper, dumber model? I'm curious because sometimes the simpler stuff just works better without all the extras trying to show off. The CRM thing sounds like a similar trap where the new system has bells and whistles nobody asked for.