Service
CRM selection
We turn your sales process, team size and must-have integrations into a shortlist of three CRMs, run structured demos, and compare real first-year cost.
Who it's for
Teams of 5–200 choosing a first CRM or replacing spreadsheets.
What you get
- A requirements brief your team agrees on
- A shortlist of three CRMs that fit your industry and budget
- First-year cost compared, including onboarding fees, seat minimums and add-ons
- A recommendation with the trade-offs written down
How it works
- Discovery with sales, marketing and operations
- Requirements and integration map
- Shortlist and scripted vendor demos
- Pricing and contract comparison
- Decision and rollout plan
Questions buyers ask
How long does CRM selection take?
Usually three to six weeks, depending on how many teams need a say and how quickly vendors schedule demos.
Do you resell CRMs?
No. Some vendors pay referral fees; we disclose any before you sign and they never change what we recommend.
Talk through your CRM decision
A 30-minute consultation to review your process, shortlist and budget.