I own a small consulting business and use HubSpot as my CRM. My assistant and I handle all the client management through it. The built-in task feature in HubSpot seems designed for sales activities before you close deals. But I need something for managing all the work that happens after we sign a client. This includes things like scheduling design reviews, creating client reports, and handling ongoing project tasks. I’ve looked at tools like Monday.com and Notion but haven’t found the right fit yet. Can HubSpot handle post-sale project management effectively? Or should I look for a separate tool that integrates well with HubSpot? I want to avoid switching between too many different platforms if possible.
HubSpot’s project management capabilities tend to fall short for managing post-sale activities. I encountered similar issues a few years back when my business began focusing on delivering services rather than just generating leads. The tasks and deal management features aren’t suited for ongoing client work or complex projects. We opted to integrate Asana with HubSpot, and it has significantly improved our workflow. Although the integration isn’t flawless, it allows you to sync client information effectively. This way, we can keep detailed communication in HubSpot while managing our projects in Asana. It’s user-friendly, and the team adapted quickly. Utilizing structured project templates for design reviews and reports has proven to be much more effective than forcing HubSpot’s sales-oriented features into our service delivery process.
honestly, hubspot isn’t the best for post-sale stuff. we started using clickup with integration, and it’s a major win for tracking deliverables. much smoother than the basic task options hubspot offers, plus zapier makes syncing super easy.
Basecamp’s been great for us in a similar setup. We’ve used it with HubSpot for about two years and the workflow works well. There’s no direct integration, but we use Zapier to automatically add new HubSpot clients to Basecamp projects. Your assistant will love how simple it is - perfect for scheduling design reviews and organizing deliverables. We handle all project conversations, files, and milestones in Basecamp while keeping client relationship stuff in HubSpot. The message boards are clutch for client reports and organizing everything by project phase. It’s not bloated like other PM tools, which is exactly what small consulting operations need - efficient without the headache of learning complicated software.
I’ve tried tons of combinations and Teamwork Projects + HubSpot is the best setup I’ve found for managing clients after the sale. The integration automatically creates projects when deals close and keeps all the client context intact during delivery. Most other tools need hacky workarounds, but Teamwork’s two-way sync lets your team track project progress while keeping client communications in HubSpot. The time tracking is great for consulting work - you can pull client reports straight from project data. Way easier than trying to force HubSpot’s sales features into service delivery. We’ve used this combo for 18 months and it killed all the platform-switching headaches we had before.
Trello’s worth a look - we hook it up to HubSpot via Zapier and it runs our post-sale workflow smoothly. The card system’s really visual, makes tracking project stages a breeze for consulting.