The right questions to help you narrow down your choice
A practical checklist for evaluating CRMs
Questions to ask about features and workflows
Covers pricing, security and vendor requirements
Herunterladen
★★★★★
Your no-fluff guide to choosing the right CRM
This checklist walks you through everything that matters when picking a CRM - core features, integrations, security, pricing, and the tough questions to ask vendors. It helps you cut through the sales pitches, compare solutions side by side, and find the platform that actually fits your business. Download it to save time and make a confident decision.
Download
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 22 22" xmlns="http://www.w3.org/2000/svg"><path d="M 2.281 0.221 C 1.819 -0.064 1.237 -0.073 0.766 0.192 C 0.294 0.458 0 0.958 0 1.502 L 0 12.502 C 0 13.046 0.294 13.546 0.766 13.811 C 1.238 14.077 1.819 14.064 2.281 13.783 L 11.281 8.283 C 11.728 8.011 12 7.527 12 7.002 C 12 6.477 11.728 5.996 11.281 5.721 Z" fill="rgb(251, 251, 251)" height="14.002475690710892px" id="bYpmATiOz" transform="translate(6 4)" width="12px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 22 22" xmlns="http://www.w3.org/2000/svg"><path d="M 5.797 0.866 C 5.527 0.212 4.813 -0.136 4.131 0.05 L 1.037 0.894 C 0.425 1.063 0 1.618 0 2.251 C 0 10.948 7.052 18.001 15.75 18.001 C 16.383 18.001 16.938 17.575 17.107 16.964 L 17.951 13.87 C 18.137 13.188 17.789 12.474 17.135 12.204 L 13.76 10.797 C 13.187 10.558 12.523 10.723 12.132 11.205 L 10.712 12.938 C 8.237 11.768 6.233 9.764 5.063 7.289 L 6.796 5.872 C 7.277 5.478 7.443 4.817 7.204 4.244 L 5.797 0.869 Z" fill="rgb(251, 251, 251)" height="18.00079269136677px" id="e4Rcw99jI" transform="translate(2 2)" width="18.000792691366588px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 22 22" xmlns="http://www.w3.org/2000/svg"><path d="M 2.667 0 C 1.196 0 0 1.196 0 2.667 L 0 18.667 C 0 20.138 1.196 21.333 2.667 21.333 L 13.333 21.333 C 14.804 21.333 16 20.138 16 18.667 L 16 6.667 L 10.667 6.667 C 9.929 6.667 9.333 6.071 9.333 5.333 L 9.333 0 Z M 10.667 0 L 10.667 5.333 L 16 5.333 Z M 2.667 3.333 C 2.667 2.967 2.967 2.667 3.333 2.667 L 6 2.667 C 6.367 2.667 6.667 2.967 6.667 3.333 C 6.667 3.7 6.367 4 6 4 L 3.333 4 C 2.967 4 2.667 3.7 2.667 3.333 Z M 2.667 6 C 2.667 5.633 2.967 5.333 3.333 5.333 L 6 5.333 C 6.367 5.333 6.667 5.633 6.667 6 C 6.667 6.367 6.367 6.667 6 6.667 L 3.333 6.667 C 2.967 6.667 2.667 6.367 2.667 6 Z M 8 9 C 8.367 9 8.667 9.3 8.667 9.667 L 8.667 10.387 C 9.021 10.437 9.363 10.517 9.671 10.6 C 10.025 10.696 10.238 11.058 10.142 11.417 C 10.046 11.775 9.683 11.983 9.325 11.887 C 8.863 11.762 8.408 11.671 7.988 11.667 C 7.638 11.662 7.263 11.742 7.004 11.896 C 6.767 12.037 6.667 12.2 6.667 12.429 C 6.667 12.583 6.721 12.7 6.971 12.85 C 7.258 13.021 7.663 13.146 8.188 13.304 L 8.208 13.308 C 8.679 13.45 9.263 13.625 9.721 13.917 C 10.225 14.233 10.654 14.737 10.667 15.508 C 10.679 16.312 10.267 16.896 9.713 17.242 C 9.392 17.442 9.029 17.558 8.667 17.621 L 8.667 18.333 C 8.667 18.7 8.367 19 8 19 C 7.633 19 7.333 18.7 7.333 18.333 L 7.333 17.592 C 6.867 17.504 6.429 17.354 6.046 17.221 C 5.958 17.192 5.871 17.162 5.788 17.133 C 5.438 17.017 5.25 16.637 5.367 16.292 C 5.483 15.946 5.863 15.754 6.208 15.871 C 6.313 15.904 6.408 15.937 6.504 15.971 C 7.071 16.162 7.529 16.321 8.017 16.333 C 8.396 16.346 8.763 16.262 9.004 16.112 C 9.217 15.979 9.333 15.808 9.329 15.529 C 9.325 15.337 9.254 15.204 9.008 15.046 C 8.725 14.867 8.321 14.737 7.8 14.579 L 7.733 14.558 C 7.275 14.421 6.721 14.254 6.283 13.987 C 5.783 13.687 5.342 13.2 5.338 12.433 C 5.333 11.625 5.788 11.067 6.329 10.746 C 6.642 10.562 6.988 10.446 7.333 10.383 L 7.333 9.662 C 7.333 9.296 7.633 8.996 8 8.996 Z" fill="rgb(251, 251, 251)" height="21.33333333333303px" id="TpQ2pKlAY" transform="translate(3 0.5)" width="16.00000127156568px"/></svg>)
