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Guide

20 questions to ask a CRM vendor

The questions that surface the real cost and fit before you sign.

Pricing

  • What's the price per seat on annual vs monthly billing?
  • Is onboarding required, and what does it cost?
  • Is there a seat minimum?
  • Which features are paid add-ons?
  • What usage charges apply (calls, texts, contacts, storage)?

Fit

  • Which of our systems do you integrate with natively?
  • What do customers like us usually change after launch?
  • What's the next tier, and when would we need it?

Implementation

  • Who does the setup, and how long does it take?
  • How do we migrate data from our current system?
  • What training is included?

Contract

  • What's the term and notice period?
  • Is renewal pricing capped?
  • Can we reduce seats at renewal?
  • How do we export all our data if we leave?

Support

  • What support is included at our tier?
  • What's the typical response time?
  • Is there an admin community or partner network?
  • What does the product roadmap include for our industry?

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