CRM Comparison & Selection for Startups

Help startups choose, evaluate, and migrate to the right CRM — from spreadsheets through Attio, HubSpot, Folk, Pipedrive, Close, Zoho, and Salesforce.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What's your situation?
   • A) Choosing a first CRM (currently using spreadsheets or nothing)
   • B) Evaluating CRMs — have a shortlist, need help deciding
   • C) Outgrowing current CRM — considering a switch
   • D) Migrating between CRMs — need a plan
   • E) Deciding if I even need a CRM yet
   • F) Other — describe it