You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an alternative browser.
You should upgrade or use an alternative browser.
Possible to set up Hubspot CRM for GTD?
- Thread starter TAF
- Start date
-
- Tags
- crm hubspot task management
kelstarrising
Kelly | GTD expert
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.
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.
Thanks. The closest I've found is OnePageCRM, but it doesn't have great integration with email yet. (They are in beta on that...)
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.
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:
E-mail (IMAP) is one spot it needs improvement, for POP3 no problem.
more can be found at http://www.chaossoftware.com/
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/
Thanks. I'll have a lookDepending 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/
You can create tasks for each action item, set deadlines, and use the filters to prioritize what needs to be done.
Additionally, make use of properties to add context to your contacts and deals. It might take some time to customize it to your liking, but once you get the hang of it, it can be really effective!If you’re looking to expand your usage of HubSpot, keep an eye out for any hubspot discount offers that might help with costs.
Additionally, make use of properties to add context to your contacts and deals. It might take some time to customize it to your liking, but once you get the hang of it, it can be really effective!If you’re looking to expand your usage of HubSpot, keep an eye out for any hubspot discount offers that might help with costs.
Last edited: