Illustrative process diagram. It contains no live customer data or automatically executed action.
01
Describe three concrete problems
Wanting to work more efficiently is a reasonable ambition, but it is too broad for a software comparison. Choose specific issues such as missing conversation notes, inconsistent quote scope or follow-up work with no clear owner. Explain how each issue is handled today and what should change. Different team members may use different names for the same problem, so agree a shared description first. This exercise also helps separate necessary capabilities from features that look interesting but have no immediate place in the team’s work.
02
Use the same scenario for each option
Create an illustrative contact, link the company, open an opportunity and assign the next task. Add a product and quote step if your team sells a defined scope. Ask a daily user to complete the scenario, not just the administrator. Click count is not the only useful measure: the user should find the right record and understand the next action. A visually impressive screen can still leave a handover unclear. Record which step was completed, what remained uncertain and which permission or setup decision affected the result.
03
Separate users from workspace capacity
User subscriptions and workspace record limits answer different questions. Hubz’s published package descriptions describe contact, company and connected social account capacities as workspace totals. Adding a user does not automatically multiply them. Count the accounts you actually expect to connect and review records after removing duplicates. Do not treat a provider connection that needs activation or review as already available. A capacity table should state what is known, what depends on technical requirements and what must be confirmed before the team relies on it.
04
Identify an owner for setup and access
Decide who will maintain the workspace, record structure and team access. Giving everyone the broadest possible access may appear convenient, but permissions should reflect the work each person is responsible for. List actions rather than relying only on job titles. A provider connection may also require an authorized account administrator. Keep those dependencies separate from the CRM subscription. When setup involves another person or system, write down who makes that decision. That way, the team knows which features the product provides and which account decisions someone still needs to make.
05
Include migration and costs in the decision
Ask which data preparation, setup and provider expenses are separate from the monthly user subscription. Do not make an unverified feature the main reason for selecting a package. Essential covers core CRM in Hubz, while Professional and Business cover catalogs, quotes and connected marketing workflows. MCP is listed only in Business. Return to your illustrative scenario and explain how those differences change the team’s work. Choose the necessary scope with a clear capacity and setup plan instead of selecting a package only because its list is longer.
06
Try it with your team
Bring one daily user, one process owner and one person responsible for setup to the comparison. Give them the same illustrative inquiry and ask each to explain what they need from the system. Record completed steps, uncertain scope and dependencies requiring another person. Mark each requirement as confirmed, awaiting verification or unnecessary for the first workflow. This produces a more useful comparison than a score based only on features. Revisit any decision that relies on a connection that has not been checked for your account.
PUT IT INTO PRACTICE
Check before you begin.
- Choose three concrete daily problems.
- Compare options using the same customer scenario.
- Separate user count from record capacity.
- Assign a setup owner.
- Keep unverified connections on a separate list.
Use one of your team’s current customer records to work through this checklist. Assign a person to each step and agree what a completed step looks like. For example, a follow-up task needs an owner and a date; a quote line needs the right item, quantity and currency. If information is missing, check the original record or ask the colleague responsible. Try the process with a small group, then adjust it based on the questions they raise.
Frequently asked questions
Should a small business begin with the highest package? +
Evaluate the package that covers the required workflow, capacity and access. Base the decision on actual needs rather than tools the team will not use.
Does social account capacity mean provider approval is included? +
No. Account capacity, provider permission and technical requirements are separate considerations and should be verified during setup.
By Hubz Editorial Team. Prepared with AI assistance and aligned with source-backed Hubz product descriptions. Examples are illustrative, not customer outcomes, independent research or personalized advice. Read our editorial policy to understand how product scope and explanatory examples are distinguished.
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