A five-person team needs shared visibility without turning every activity into administration. Compare a CRM by adoption, permissions, pipeline clarity and total cost.
What to check
Look for shared contacts, clear ownership, reminders, basic reporting, import tools and integrations with the systems your team already uses.
Questions for demos
- Can a new teammate understand the pipeline quickly?
- Can managers see next steps without extra spreadsheets?
- Can you export your data if you change tools?
- Does the price scale predictably as users grow?
Start with HubSpot CRM and Pipedrive, then read HubSpot vs Pipedrive.