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    CRM Evaluation

    The Only CRM Checklist Your Small Business Needs

    Aswathy Menon

    Aswathy Menon

    Business Development Manager, CirroCraft · Ottawa, Canada

    Feb 20265 min read

    Buying a CRM sounds simple until you are three demos deep and everything starts to blur together. The problem isn't a lack of options, it's knowing what actually matters when every tool promises the same things.

    This 20 question checklist can help you. Use it before your next demo or to pressure test the CRM you are already leaning towards. Either way, you'll know exactly what you need and what to skip.

    The 20-Point CRM Checklist

    0/20 selected
    Early Stage

    Getting Started

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    Keeping Your Pipeline Moving

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    Automation That Saves Time

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    Numbers That Tell You The "Why"

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    Cost, Scalability And Long Term Fit

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    Check at least one item to continue