Customer Relationship Management System

Name(Required)

First Last

Phone(Required)

Email(Required)

How many employees do you have?(Required)

1-20

21-100

100+

What is your budget for a CRM system, including implementation, training, and ongoing support?(Required)

Below $10,000

$10,000-$30,000

$30,000+

What was your total annual revenue (e.g. last year)?(Required)

Which business units will be using the CRM?

Other

How many deals did you close in that year? A rough estimate here is totally fine.(Required)

0-50 Deals

51-100 Deals

101-250 Deals

251-500 Deals

More than 500 Deals

How long has your company been in business?(Required)

Less than 2 years

2-5 years

5+ years

Do you need a support feature including knowledge base and ticket functionality?(Required)

Yes

No

Do you need the ability to send quotes or proposals from within the CRM?

Yes

No

Do you need the ability to track sales pipelines and stages to track deals or opportunities?

Yes

No

Do you need to automate tasks? For example: trigger follow-up reminders.

Yes

No

Do you need the ability to forecast your sales?

Yes

No

Do you need reporting and dashboard functionality?

Yes

No

Do you need email integration?

Yes

No

Select desired features, your CRM should have:

Custom Objects

Sales Automation

Email Integration

Data Automation

Ticket Automation

Recurring Revenues Reporting

Multi-Currency

Activity History

Other

Do you need to have the ability to integrate outside systems with your CRM?

Yes

No

Please Tell Us some Details(Required)

Do you need built-in marketing tools?

Yes

No

Select desired features, your CRM should have:

Sales Methodology

Mobile

Marketing Automation

Calling Function

Calendar/Booking

Social Media

Other

Do you need to integrate an electronic signature document platform?(Required)

Yes

No

Do you have need to incorporate AI into your CRM?(Required)

Yes

No

Comments

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