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sales-crm-selection

CRM comparison, selection, and migration strategy for startups — evaluates Attio, HubSpot, Salesforce, Keap, Ontraport, EngageBay, Salesmate, Insightly, Maximizer, Folk, Pipedrive, Close, Zoho, and spreadsheets. Use when choosing a first CRM, deciding if you've outgrown spreadsheets, comparing CRMs for a small team, weighing an all-in-one CRM + marketing automation tool, picking a CRM for a financial-advisory or regulated team, planning a CRM migration, figuring out when to upgrade from free tier, or evaluating whether you need Salesforce yet. Do NOT use for Attio-specific config or API (use /sales-attio), CRM data cleanup (use /sales-data-hygiene), or outbound sequences (use /sales-cadence).

CRM
模型生成摘要（rules/v1 · 2026-11-04 01:19）：CRM comparison, selection, and migration strategy for startups — evaluates Attio, HubSpot, Salesforce, Keap, Ontraport, …
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