CRM decision protocol

We analyze the evidence. You validate the fit.

StackFitIQ narrows the market using official product facts, dated pricing, transparent fit factors, and clear trade-offs. Your team then tests the shortlist against its real workflow before buying.

Stage 1

We collect official product evidence

We record displayed currency, billing period, seat basis, user limits, plan boundaries, material add-ons, and the date checked. Product and pricing claims prefer official vendor sources. Conflicts remain visible until they can be resolved.

Stage 2

We turn facts into decision analysis

The same editorial factors—company size, budget band, ecosystem, ease, automation, reporting, outreach, customization, project delivery, and calling—are applied consistently. Scores narrow a shortlist; they do not pretend to be customer ratings or universal winners.

Stage 3

You test the real workflow

Use the shortlist to run a controlled trial with your own requirements. Complete the same tasks in two finalists and record whether each step works without workarounds.

  1. Import a small, clean sample of real-shaped contacts and organizations.
  2. Create a lead and move it through your actual sales stages.
  3. Connect email and calendar, then confirm activity visibility and ownership.
  4. Configure one essential automation and reproduce the weekly management report.
  5. Mark a deal won, hand it into delivery, and export all test records.
Use one scorecard for every finalist.

Rate task completion, time required, missing capabilities, administration effort, team adoption, first-year cost, and exit risk. A product should win because it performs the required work—not because its demo looked impressive.

Open the CRM Trial Decision Kit

Analysis coverage

Eight priority CRM evidence records

These records receive deeper plan-boundary analysis because they appear frequently in agency shortlists. The analysis tells you what to investigate; the decision tasks tell you how to validate it yourself.

HS
Priority evidence analysis

HubSpot Sales Hub

  • Free-user limit and current Sales Hub pricing
  • Plan boundaries for pipelines, meetings, sequences, and onboarding
View evidence record →
PD
Priority evidence analysis

Pipedrive

  • Australian regional pricing and billing basis
  • Plan boundaries for email sync, automation, sequences, and forecasting
View evidence record →
ZO
Priority evidence analysis

Zoho CRM

  • Free-user limit and Standard pricing
  • Standard-plan calling, pipelines, forecasting, and customization claims
View evidence record →
FS
Priority evidence analysis

Freshsales

  • Growth and Pro annual prices
  • Plan boundaries for phone, chat, workflows, sequences, and territory management
View evidence record →
SF
Priority evidence analysis

Salesforce Starter Suite

  • Starter Suite price and billing options
  • Published sales flows, routing, nurture, and scoring scope
View evidence record →
CL
Priority evidence analysis

Close

  • Solo, Essentials, and Growth annual prices
  • Plan boundaries for calling, SMS, workflows, and diallers
View evidence record →
CO
Priority evidence analysis

Copper

  • Basic and Professional annual prices
  • Plan boundaries for projects, workflow automation, reports, and integrations
View evidence record →
BI
Priority evidence analysis

Bigin by Zoho CRM

  • Free, Express, and Premier limits and prices
  • Record, automation, pipeline, and workspace-integration boundaries
View evidence record →

Decision boundary

What StackFitIQ does not decide for you

We do not know your data quality, security requirements, contract terms, migration difficulty, regional integrations, user behaviour, or negotiated price. Those factors must be confirmed by your team and the vendor before purchase.