Choose a CRM or ERP for Your Business
Compare Salesforce, HubSpot, Zoho CRM and more, then build live: set up a sales pipeline in HubSpot/Zoho/Odoo.
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Learn this topic with a mentor
Don't want to wait for the webinar? Pick how you'd like help. Nothing is paid now — you see the fee before anything is booked.
- Bring your own work — code, campaign, report or plan
- Mentor matched to this topic
- Time, format and fee confirmed by email first
What this session would cover
Proposed outline — the mentor finalises the agenda once this topic is scheduled.
- 1The real problem: customer data scattered, no pipeline view
- 2The tool landscape: Salesforce, HubSpot, Zoho CRM, Dynamics 365, SAP S/4HANA, NetSuite, Odoo, ERPNext — what each is for and where they overlap
- 3How to choose: team size, integrations, where your data lives, and today's pricing and availability (checked live, not from memory)
- 4Live practical task: Set up a sales pipeline in HubSpot/Zoho/Odoo
- 5Build the reusable output together: CRM selection scorecard
- 6When you don't need a new tool at all, then live Q&A on your own setup
Who it's for
- • Business owners, founders and team leads choosing tools for their team
You'd leave with
- CRM selection scorecard
- A shortlist of 2–3 options from Salesforce, HubSpot, Zoho CRM, Dynamics 365 and others, with the criteria to pick one
- Hands-on practice: set up a sales pipeline in HubSpot/Zoho/Odoo
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