How to choose a CRM that fits your team

Start with your working day

Choose a representative customer, product range and sales opportunity. Ask a colleague to find the account, review a note, prepare a quotation and identify the next task. Include a workspace administrator in the evaluation so that user management and permissions are tested too.

This reveals more about day-to-day fit than a long feature list on its own. Teams with extensive customisation or specialist workflows may need a different scope from teams focused on straightforward customer and commercial work.

Use a practical comparison

• Navigation: can people find the account and relevant history?
• Commercial work: can the product represent your pricing and documents?
• Access: can administrators give colleagues appropriate customer permissions?
• Connections: do the supported integrations match the actions you need?
• Cost: what is the total for your actual active-user count?

Plan how the team will begin

Agree a first import, a few record standards and a clear owner for the rollout. A staged start gives the team room to learn the process and check the quality of its data. Confirm which features are available now and which would require additional setup or future development.