# CRM Shortlist Worksheet

Use this worksheet before choosing a CRM. Copy it into a doc or spreadsheet and score each vendor from 1-5.

## Business context

- Team owner:
- Number of users now / in 12 months:
- Sales motion: inbound / outbound / relationship / account management
- Current CRM or workaround:
- Main reason for change:

## Vendor scorecard

| Criterion | Weight | Vendor A | Vendor B | Vendor C | Notes |
|---|---:|---:|---:|---:|---|
| Rep adoption likelihood | 20% | | | | |
| Pipeline fit | 20% | | | | |
| Email/calendar fit | 10% | | | | |
| Marketing needs | 10% | | | | |
| Reporting/forecasting | 10% | | | | |
| Integrations | 10% | | | | |
| Admin effort | 10% | | | | |
| Commercial flexibility | 10% | | | | |

## Must-answer questions

1. Where do reps spend most of their working day?
2. What data must be mandatory on every deal?
3. Which reports will leadership actually review?
4. Which integrations are non-negotiable?
5. Who owns cleanup, fields, permissions, and training?
6. What feature moves us into a higher plan?
7. What would make the CRM fail after 90 days?

## Shortlist notes

- Copper: strong if Google Workspace adoption is central.
- HubSpot: strong if CRM and marketing need one platform.
- Pipedrive: strong if sales activity and pipeline discipline matter most.
- Nutshell: strong if CRM plus simple email marketing is enough.
- Zoho: strong if budget and broader suite coverage matter.