Take this checklist on the go to help you choose, vet, and evaluate your top CRM options. Get the 14-step process to choose the right CRM, PLUS 12 questions to ask your CRM vendor before purchasing.
Choose your CRM wisely
A CRM is one of the most important tools for your business—it's where your essential customer data interactions are stored. Our extensive, in-depth CRM buyers guide walks you through every step you should take when choosing a CRM. Combined with this checklist, it equips you with the knowledge you need to find the best CRM for your team.
Struggling to find the right CRM solution? Try Close.
Close is the no bullsh!t CRM trusted by thousands of startup and SMBs to accelerate their sales.
Seamlessly track every lead and customer touchpoint, with all your team communication in one central platform (calling, emailing, SMS, and video).
“We didn’t start getting traction until we started using Close. I don’t know if the company would still be here if we hadn’t implemented it.”
CEO of Cloosiv
“With Close, we're able to keep track of hundreds of deals and clients while simultaneously unifying our team's communication.”
Founder at FTOCloud
Try the CRM that accelerates your workflow without getting in your way.