Free assessment to choose your CRM

We review sales processes, users, enquiry channels, reporting, and integrations to define selection criteria and suitable solutions.

The system should support your real funnel, roles, communication, and reporting without excess complexity. We compare requirements, not advertised feature counts.

Yes. We assess process fit, where people bypass the system, lost data, and whether refinement or migration makes more sense.

The choice depends on infrastructure, security, customisation, budget, and maintenance resources. We assess total ownership cost, not licence price alone.

Telephony, email, forms, messaging, advertising, accounting, payments, and analytics. Critical exchanges are defined before platform selection.

Usually yes, where data can be exported and understood. We define scope, remove duplicates, and run a test migration.

Settings must fit the process without adding unnecessary steps. Staff need training, clear procedures, a data-quality owner, and close support in the first weeks.

Implementation, customisation, integrations, migration, training, support, and internal resources. We compare costs over time, not just starting prices.

Yes, at least stages, roles, mandatory data, and exceptions. Otherwise the CRM can reinforce disorder and need rework after launch.

Timing depends on processes and departments involved. Simple needs can be assessed quickly; complex organisations require discovery and workflow validation.