Possible to set up Hubspot CRM for GTD?

Discussion in 'PUBLIC: Discuss Tools & Software for GTD' started by TAF, Jul 1, 2017.

  1. TAF

    TAF Registered

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    I like the capability of Hubspot CRM for keeping track of details of my contacts, but am having trouble figuring out how to set it up as a GTD tool. Can't find anything written anywhere about this. Has anyone done it?
     
  2. kelstarrising

    kelstarrising I know some stuff about GTD

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    I don't know that I've ever seen anything specific about Hubspot and GTD. I will tell you that most CRMs are hopeless as an effective primary GTD system for a number of reasons. First, they are rarely built to support freeform lists (you have a huge number of things in your life that have nothing to do with customers/clients). Second, they often get seriously overcomplicated with dependencies and collaborative features.

    I would recommend a blended system using Hubspot for tracking CRM-type activities and get an external system (a list manager like Outlook, Wunderlist, Todoist, OminFocus, etc.) that tracks all of your projects and actions.
     
  3. TAF

    TAF Registered

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    Thanks. The closest I've found is OnePageCRM, but it doesn't have great integration with email yet. (They are in beta on that...)

     
  4. aderoy

    aderoy Registered

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    Depending on your requirements in a CRM (multi-user or single?) there is one calls Intellect from ChaosSoftware that can be used for GTD.
    Features:
    • Contacts (duh)
    • Tasks (can be assigned to contacts and contexts - one to one or one to many)
    • Projects
    • emails (with forms or sequence steps)
    • calendar (multiple, linked to contact)

    E-mail (IMAP) is one spot it needs improvement, for POP3 no problem.

    more can be found at http://www.chaossoftware.com/
     
  5. TAF

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    Thanks. I'll have a look
     

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