Welcome to your CRM Healthcheck

This is not a definitive quiz, just a checklist to help you evaluate what you need from your [proposed] CRM system.

Is your CRM aligned with your business goals?

Are all key teams (sales, marketing, customer service) using the CRM effectively (if applicable)?

Is customer data accurate, up-to-date, and free of duplicates?

Does your CRM integrate smoothly with other tools (email, ERP, etc.)?

Are automated workflows (e.g., lead nurturing, task reminders) set up?

Is reporting easy to generate and actionable?

Is the system user-friendly with high adoption rates?

Can your CRM scale with your business growth (if applicable)?

Are you using all the key features you’re paying for?

Would a different CRM better meet your needs?

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