Notice: This guide is no longer applicable after the 18th of September 2024.
HubSpot has reduced the contact limit for free users from 1 million to 1,000 contacts. As a result, unless you have fewer than 1,000 contacts, this method will no longer be effective unless using a paid Hubspot plan.
We are, however, working on integrations with Zoho and Microsoft Dynamics, so please bear with us for future updates.
Introduction
If you're wondering how Jiminny can work without a supported CRM, the good news is that we have solutions for you. Whether you don't use a CRM at all or have a CRM that Jiminny doesn't currently support, follow these steps to get started! 🚀
Step-by-Step Guide
Step 1: Initial Setup with a Free CRM
To begin, the main admin will need to access a free CRM for initial integration. We typically recommend a free HubSpot account for this purpose. This step is essential for setting up Jiminny, even if you don't plan to use the CRM actively.
Step 2: Invite Users as Non-CRM Users
Once integrated with the free CRM, you can invite users onto the platform as Non-CRM users via the Teams section. When your team members join, they won't need to integrate with a CRM! 😃
Limitations Without a Supported CRM
Using Jiminny without a supported CRM comes with some limitations. Here's what you need to know:
Custom CRM Integration
If you have a CRM that is unsupported, as well as an in-house development team or IT savvy staff, creating a custom connection between your unsupported CRM and HubSpot can maximize Jiminny's functionality. Most limitations will disappear with a one-way sync of customer, deal, and user data into HubSpot, and optionally, a sync back to your actual CRM.
This can be achieved using commercial sync tools like HubSpot DataSync, Zapier, or IBM, or through custom code.
This setup unlocks core functionalities but may still have limitations around CRM logging and Deal Insights.
No CRM Integration
If you do not have a CRM at all, or do not want to sync your unsupported CRM to the free Hubspot account, you will experience limiting functionality.
Customer Attachment: You won't be able to attach customers to conversations, including stages or opportunities. This means calls will show as "Unknown Customer"
Sidekick: Sidekick must be disabled as it requires attaching a customer when logging.
Activity Type: You'll need to manually attach the activity type in Playback or use Smart Match. Without a CRM, core functionalities are impacted:
Automated Call Scoring (ACS): ACS will be less automated. You'll need to manually assign an activity type for each call or use SmartMatch. If you can't use SmartMatch or manually select an activity type, ACS can still function based on call type (e.g., conference, outbound, inbound), though it's less granular.
Coaching Frameworks: Similar to ACS, you'll need to manually set the activity type first or use Smart Match.
Deal Insights: Not available without a CRM.
CRM Logging: Not possible without a CRM.
Conclusion
While there are some limitations to using Jiminny without a supported CRM, following the above steps can help you get started. For the best experience and to unlock all functionalities, consider integrating with a CRM or setting up a custom CRM integration.
If you have any questions or need further assistance, don't hesitate to reach out to our team. We're here to help you make the most of Jiminny!
For an in-depth discussion on how Jiminny can work for you, please contact our team. We can configure the platform based on your specific needs.