CRM GUIDE
Small Business CRM Checklist: What to Verify Before You Buy
A practical evaluation list focused on the workflow, data, team, and true operating cost.
Define the job
List the journey from first inquiry to completed service and follow-up. The CRM should make the next action visible at every stage.
- Where do contacts enter?
- Which stages matter?
- Who owns each action?
- What should happen automatically?
- What must be reported?
Check the unglamorous details
Test imports and exports, duplicate handling, permissions, mobile use, audit history, support, and cancellation terms. These details often matter more than a flashy demo.
Calculate operational cost
Include seats, messaging usage, integrations, migration, setup, and ongoing maintenance. A lower subscription can cost more if the workflow requires several extra tools or constant manual repair.
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