Add a Project Management tool
Add a Project Management tool (something like BaseCamp) so that we can handle all of our needs in one place.
Since HubSpot is able to handle the majority of our client needs, the ability to communicate with our clients using a project management tool (along the lines of BaseCamp) would be of huge benefit. The ability to keep everything we need in one spot, and share with our clients the info they need, would be amazing.
It would be ideal to be able to Convert Closed Deal to Project and see the entire Process, since the moment we got the lead to the moment we close them to the moment we started to work on their project and on and on
Agreed- if you want to have CRM with true account management possible- you really need something like this. Our teams do fluctuate depending on the account- so being able to build a team around something like a contact, company, or deal is very important.
Brittany Sobieski commented