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CRM checklist before you buy anything

toolsprocessbusiness

CRM checklist before you buy anything

  1. Who updates it? If the answer is "the team will start using it", nobody will. Enter one real deal from a phone during the trial. If it annoys you, it annoys the team ten times more.
  2. What breaks without integrations? Write down every tool the CRM must touch: telephony, WhatsApp, email, billing. Every connector you assumed exists is a hidden subscription or a weekend export script.
  3. Show me the exit. Ask for a one-click data export. Not the pricing-page claim: a real file, opened on the call.
  4. Price it at ten seats. Count 5, 10, 25 users. The sticker shock always hides at the step where you are about to succeed.
  5. Build one real report. Recreate your actual funnel in the trial. An hour of fighting means it is not your product.
  6. Support hours and language. Especially for small vendors. When sync breaks on a Sunday night, the FAQ will not answer.

Demo access is free everywhere. The only honest trial is a paid month on real deals.