A practical framework for finding CRM software that fits your team.
Define your requirements
List the jobs the tool must perform, who will use it and the constraints you cannot compromise on.
Build a shortlist
Use a small set of realistic options. Remove products that fail essential requirements before comparing fine details.
Test a real workflow
Use a trial or demo to complete one representative task from start to finish. Include the people who will use the tool.
Check the full cost
Review plan limits, add-ons, renewal terms, support and the time required to set up or switch.
Make the decision
Document the trade-offs and choose the option that best fits your requirements. Revisit the choice as your needs change.