CRM

Navigate the intricate web of client relationships with a customer relationship management (CRM) platform. It’s not just about data — it’s about stories, memories, and partnerships sculpted over time. Tools like HubSpot cater to the flexible needs of a scrappy startup team in the throes of developing customer relations.

Tools

HubSpot

HubSpot is an inbound marketing, sales, and customer service platform. A unified solution for growth and customer relations, its comprehensive suite of tools covers CRM, content management, email marketing, and more.

Pipedrive

Pipedrive is a sales-focused CRM designed to manage leads and deals, track communication, and automate repetitive tasks. With a focus on activity-driven selling, Pipedrive is all about helping businesses close more deals.

Disclaimers and footnotes

    Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC. Deposit insurance covers the failure of an insured bank.