WORKSHEET
CRM Requirements Worksheet

Identify and prioritize CRM features to streamline your selection process.
Choosing the right CRM for your business can be overwhelming. That’s why we’ve created a simple, effective tool to help. The CRM Requirements Worksheet allows you to assess essential features, prioritize your must-haves, and clarify your organization's needs—all in one place.
Use this worksheet to:
- Ensure you don’t overlook critical CRM functionalities.
- Save time during vendor demos by asking the right questions.
- Gain confidence in your CRM selection by mapping your needs to the right solution.
Complete the worksheet before reaching out to CRM vendors or consultants and streamline your decision-making process.
Where should we send your worksheet?
Cover Every CRM Essential
From opportunity management to marketing automation, ensure every department’s needs are captured and prioritized.
Save Time and Make Smarter Decisions
Avoid trial-and-error with vendors—be prepared with a clear understanding of your CRM requirements.
Plan for the Future
Know which features to prioritize now and which to consider for long-term scalability.