I partnered with MeeOpp, an innovative EdTech startup based in Hong Kong. Having successfully bootstrapped their company to a significant level of success, MeeOpp's co-founder team, comprising Jason, Alex, and Kathleen, aimed to scale their revenue from $1M to $10M ARR. At this stage, the challenge was less about securing product-market fit and more about implementing systems and processes to support repeatable, scalable growth.

MeeOpp was relying on spreadsheets to manage their sales pipeline and customer success tickets. As they scaled, this approach became impractical, necessitating the implementation of a structured Customer Relationship Management (CRM) system. The task was to select the best CRM platform from options like HubSpot, PipeDrive, and Zendesk, considering the cost, features, and long-term suitability.

Drawing on my experience with various CRM systems, I guided MeeOpp's team through a comprehensive evaluation process. We analyzed each CRM's capabilities, compatibility with MeeOpp's operational needs, and overall value for money. This involved detailed comparisons and discussions to ensure the chosen CRM would meet their immediate needs and support future growth.

After careful consideration, we selected HubSpot as the ideal CRM for MeeOpp. Although Zendesk and Pipedrive were cheaper, Pipedrive was tailored primarily for sales teams, necessitating a separate CRM for customer success, which could create data silos. Zendesk, while having separate CRMs for sales and customer success, was relatively underpowered and more suited for DevTech. HubSpot offered a comprehensive solution that integrated both sales and customer success functions seamlessly, supporting MeeOpp's ambitious growth targets.