Find out if HubSpot fits your integrations, workflows, and reporting needs. Answer 7 quick questions and get a personalized complexity profile with specific gap analysis.
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7 questions
Personalized results
Question 1 of 7
Your Tech Stack
How many systems touch your revenue process today?
CRM, project management, ticketing, ERP, marketing tools, spreadsheets — count them all.
2–3 systems
Relatively contained — CRM plus a couple tools
4–6 systems
Multiple tools with some overlap and manual handoffs
7+ systems
Complex stack with dedicated tools per function
Honestly, we've lost count
Tools have sprawled and nobody has the full picture
Current CRM
Where does your customer data live right now?
Think about where your team goes to find a customer's full history.
Already on HubSpot
We have at least one hub and are evaluating additional hubs or optimization
On another CRM
Salesforce, Dynamics, Zoho, or similar
Spread across multiple tools
Different teams use different systems
Spreadsheets and tribal knowledge
No centralized system — data lives everywhere
Data Quality
What's your biggest data problem?
Pick the one that costs you the most time or trust.
Duplicates and dirty records everywhere
Merges, mismatches, and nobody trusts what's in the system
Can't connect activity to revenue
Marketing spends money but can't prove what's working
Systems don't talk to each other
Data gets entered in multiple places and constantly drifts
We have data but nobody trusts the reports
The dashboards exist but the numbers don't match reality
Automation
How sophisticated is your current automation?
Workflows, sequences, lead routing, task creation — the whole picture.
Barely any
Most processes are manual or happen in someone's head
Basic sequences and simple workflows
Some email automation and basic lead assignment
Complex but brittle
Lots of workflows that break when anything changes
We've outgrown what we built
The automation worked when we were smaller — not anymore
Integration Needs
Which integration challenges apply to you?
Select all that apply
CRM needs to sync with ERP, PSA, or project system
NetSuite, Solutions 360, HaloPSA, QuickBooks, etc.
Event and trade show data needs to flow into pipeline
Tracking registrations, booth scans, and show ROI
Service and support needs to connect to sales and marketing
Ticketing, SLAs, and customer health in one view
ABM or intent platforms need to wire into workflows
6sense, Bombora, Demandbase, or similar
Need custom reporting beyond what any single tool provides