Building a custom CRM feels like a dream until the "links" start to break. So today, I’m sharing why I moved my entire lead tracking and deal flow from a custom setup in Notion to HubSpot’s Free CRM.
I’ll walk you through my "Fewest Links" philosophy and show you exactly how I used AI to migrate my data without losing a single contact. If you’re a solopreneur feeling overwhelmed by your current "clever" system, this is for you.
In this video, you’ll learn:
- Why custom-built systems eventually break.
- How to use HubSpot’s import templates + AI for a seamless move.
- The 4 native integrations that save me hours of manual entry.