How to choose CRM software

Start with the job the software must do, not the longest feature list.

Checks that matter

1. Map how an enquiry becomes a sale.
2. Count current and future users.
3. List useful automations.
4. Price the plan containing those features.
5. Confirm data export options.

Test the awkward part

Product demos show the happy path. Test the part of your workflow that usually causes trouble before committing.

Compare the real cost

Use the price of the plan containing the features you need, then account for users, contacts, usage, integrations and other add-ons.