Hi everyone,

My company is looking to implement a CRM as we bring on two new salespeople. We've managed with spreadsheets until now, but we're at the point where we need something more robust that can grow with us.

We're a small B2B food business with relationship-driven sales cycles that can range from a few weeks to several months. Most of our business comes from outbound sales, referrals, repeat customers, industry networking, and inbound inquiries.

Some of the capabilities we're looking for include:

• Account and contact management
• Multiple contacts under a single company/account
• Pipeline management
• Activity tracking (emails, calls, meetings, notes)
• Mobile-friendly for salespeople in the field
• Lead source tracking
• Reporting on pipeline, conversion rates, and sales performance
• Integration with QuickBooks Desktop
• Easy implementation and adoption—we'd rather have something the team actually uses than an enterprise platform with every feature imaginable

I've looked at HubSpot, Salesforce, Pipedrive, Zoho, and Monday CRM but I'd love to hear from people with firsthand experience.

A few questions:

1. What CRM are you using?
2. What do you like (or dislike) about it?
3. If you were implementing a CRM today, would you choose the same one?
4. Are there any CRMs you'd recommend avoiding?
5. For those of you with smaller sales teams (2–10 reps), what ultimately made you choose your CRM?