CRM / A research starting point
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An open CRM with an application toolkit.
Research starting point for: Salesforce and HubSpot class CRM
01 / Your switching checklist
Check the fit.
Before the commitment.
- Map owners, contacts and attachments before importing.
- Check required governance features against the chosen edition.
Small team: test one bounded workflow. Large company: add security, procurement, residency and business unit review. No automatic country or enterprise eligibility is promised.