Project: CRM Software

[eleventh19]

Project Description

We've been talking about the idea of CRM software for a while and are finally looking into it. I haven't had a chance to write up a project plan for this yet. I had a call with someone from Hubspot last week and someone from Raklet 2 weeks ago (not really CRM so not right).

In the hubspot call, I gave a download of some of the main requirements so they're pitching us solutions in the upcoming call this Fri.

Work Plan

Enter the steps as reflected in your Work Plan:

• [x] call this Fri with hubspot rep to discuss how their tool can help us
• [x] review with core ops team
• [x] do we want to do any more work exploring? if yes, who is doing it?
• [x] set up account with hubspot if we choose to go with them
• [ ] hire a hubspot consultant to help get it set up and configured

Resources

• Need project plan
• Miro board with stages of outreach mapped out

[eleventh19]

Closing this out as we've chosen a CRM