Welcome to our free CRM Finder!

The CRM Finder is effectively a CRM Needs Analysis algorithm, designed to help you to choose the ideal CRM solution for YOUR business. Our aim is to help you identify a strong shortlist of potential CRM systems and save you precious time during the evaluation and selection process.

We have made an assessment of hundreds of CRM systems in 30+ key functional areas that are important to small and medium sized businesses. These cover the key areas of Marketing, Sales and Service, plus sections on Data and Specials.
.
The CRM Finder will ask you the key questions you should be asking yourselves in selecting a suitable CRM. These are questions that a good CRM consultant should ask of you.

The following questions ask you to identify the relative importance of those 30+ functional areas to you and your business – on a simple 1 -> 5 rating, to identify what you want the CRM system to help you to organize and then help you run and grow your business.

The first pass should take you just a couple of minutes. You may then want to revisit your answers or include colleagues, for a more in-depth discussion about functional requirements and priorities. You can then see how the shortlist and rankings change as a result. We do suggest you do this questionnaire together with any colleagues also involved in this important decision.

Your report will automatically email you a ranked shortlist of suggested CRM’s, indicating the relative degree of fit of various CRM’s, based on closest match to the answers you have provided.

If it saves you time and helps you get your CRM project off to a great start we’ll be well pleased!

Share this link with a colleague



Need a CRM?

Do our free CRM

Needs Analysis Quiz

START HERE!

Capsule Fluid LogoBase LogoIntouch LogoOntraport LogoBigContacts LogoSalesOutlook LogoSalesNexus LogoInfusionSoft LogoFiitfu LogoBPMonline LogoCommence LogoGoldmine Logo

?

Centerbase Logo ACT LogoRelenta LogoDealerSocket LogoRSS LogoLaserpoint LogoSugar LogoUpside doen question markRadium Logo

Need a CRM?

Do our free CRM

Needs Analysis Quiz

START HERE!

Capsule LogoBase LogoIntouch LogoOntraport LogoBigContacts LogoSalesOutlook LogoSalesNexus LogoInfusionSoft LogoFiitfu LogoBPMonline LogoCommence LogoGoldmine Logo

?

Centerbase LogoACT LogoRelenta LogoDealerSocket LogoRSS LogoLaserpoint LogoSugar LogoUpside down question markRadium Logo

amoCRM

InfoFlo

Popular Reviews

BigContacts CRM Review

BigContacts CRM Review

Target Audience BigContacts is a web-based contact management system for companiesRead More
Relenta Review

Relenta Review

Relenta CRM Review SmallBizCRM highly recommends Relenta. While Relenta doesn't haveRead More
Capsule CRM Review

Capsule CRM Review

Capsule CRM Review “ Capsule does an amazing job of puttingRead More
InfusionSoft CRM Review

InfusionSoft CRM Review

SmallBizCRM Review Of InfusionSoft "Ultimately Infusionsoft is a powerful all-in-one solutionRead More

Popular Articles

When should you appoint a CRM Consultant

When should you appoint a CRM Consultant

Let’s presume that you are keeping customer, supplier and employeeRead More
Salesbox Interview

Salesbox Interview

Salesbox was started out of a frustration how bad mostRead More
3 Overlooked Ways SMBs Can Leverage Their Social CRM

3 Overlooked Ways SMBs Can Leverage Their Social CRM

Any good small to medium business (SMB) will invest inRead More
Smart Rules feature in Happyfox Help Desk Software

Smart Rules feature in Happyfox Help Desk Software

A comprehensive support system to control and manage customer queriesRead More