What is a CRM

Popular CRMs

• salesforce
• Hubspot
• Pipedrive

Basic components in a CRM

• Clients Object
  • Hubspot → Contact
  • Pipedrive → Person, personne
• Deals Object
  • Hubspot → Transaction
  • Pipedrive → Leads, Deal, Offre
    • Leads in Pipedrive a Client with Offre properties but without workflow
• Workflows
  • Hubspot → workflow
  • Pipedrive → pipeline

Object structure

Clients Object contains user properties, like :

• name
• email
• phone number
• address