Deal vs Project vs Job: How to Structure Construction Data in HubSpot
The single most common mistake we see in construction CRMs is trying to run the entire job inside the Deal. It is an understandable instinct. The deal is where the money is, so it feels like the natural home for everything that follows. But a deal was never designed to carry a construction project, and forcing it to do so is what turns a promising HubSpot setup into a slow, bloated system nobody trusts.