Reviewed 4 November 2026 · Editorial assessment, not a hands-on test or certification.
When it makes sense
A service business with a repeatable sales process, multiple prospects and someone responsible for follow-up.
When we would hold off
A solo operation with few enquiries whose existing simple process works reliably.
A useful first project
Map lifecycle stages, clean contact fields, build a pipeline and define ownership and follow-up tasks.
Before you pay
Check seats, required hubs, automation tiers, onboarding obligations and total cost as the team grows. Confirm current terms and pricing directly with the provider.
What success should look like
Measure response time, stage conversion, sales-cycle duration and closed business, using agreed definitions.
Provider reference: official product or programme information. Suitability and project recommendations are our editorial judgement.