CRM checklist before you buy anything
toolsprocessbusiness
CRM checklist before you buy anything
- 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.
- 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.
- Show me the exit. Ask for a one-click data export. Not the pricing-page claim: a real file, opened on the call.
- Price it at ten seats. Count 5, 10, 25 users. The sticker shock always hides at the step where you are about to succeed.
- Build one real report. Recreate your actual funnel in the trial. An hour of fighting means it is not your product.
- 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.