Write down how you sell
Inbound or outbound, transactional or long-cycle, one team or several. The process decides the CRM more than any feature list.
List must-have integrations
Price the first year, not the first month
Add onboarding fees, seat minimums, add-ons and usage charges to the per-seat price, and price the tier you'll need in twelve months.
Run scripted demos
Give every vendor the same three real scenarios and score them the same way.
Check the contract
- Term length and auto-renewal
- Price increase caps
- Data export on exit
- Seat reduction rights