Use the same test
Every finalist completes identical tasks and your own must-have requirements, so polished demos cannot change the criteria.
Browser-local CRM scorecard
Make the CRM decision from evidence—not demo impressions.
Test two or three finalists with the same real workflow. Record what passed, what needed a workaround, what failed, and what the first year could cost. Your entries stay in this browser.
Expose incomplete evidence
Untested items reduce decision readiness. Essential failures and partial results remain visible instead of disappearing inside an average score.
Keep a decision record
Download a standalone HTML report containing the results, costs, notes, assumptions, and next checks for your team.
Standard trial protocol
Seven tasks every finalist should complete
1. Import representative data
Import a clean sample of contacts and organisations, then check fields, ownership and duplicates.
2. Run the real sales pipeline
Create an opportunity and move it through the stages your team actually uses.
3. Connect email and calendar
Verify capture, visibility, ownership, scheduling and offboarding behaviour.
4. Build one required automation
Configure a real trigger, condition and action on the plan you expect to buy.
5. Reproduce the weekly report
Build the pipeline, activity or conversion view used in a real management meeting.
6. Complete a won-deal handoff
Move a won opportunity into delivery with the right owner, context and next action.
7. Export the test records
Confirm the team can retrieve its records, fields and activities in a usable format.
How to interpret the report
A higher workflow score is useful only when the test is complete and essential requirements pass without material limitations. An essential partial result remains unresolved until the requirement is met or deliberately redefined. Compare implementation effort, first-year cost, team adoption and exit risk separately.