Buying a CRM
Criteria: Buying a CRM
Five articles. Narrow first, then one criterion at a time in weight order. Then the Playbook, if you want to run it with your team.
Articles in this series
The CRM Buyer's Playbook
Six gates. Four weighted criteria. Five CRMs. One room.
Further reading
Do You Need a CRM? A 3-Question Test, and the Spreadsheet That Passes It
A three-question test for whether a small business needs a CRM yet, the spreadsheet that replaces one for a year, and the point where a free CRM beats the sheet.
Best CRM for Small Business? The Top-Rated One Is the Wrong Question
Why the best CRM for a small business is never the one at the top of a ranking, and the six-gate, four-criteria method that finds yours instead.
CRM Pricing for a 6-Person Team: HubSpot, Pipedrive, Zoho and monday, Year One
What year one actually costs for a six-person team across HubSpot, Pipedrive, Zoho and monday CRM, including the seats, tiers and add-ons that move the invoice.
HubSpot vs Pipedrive for a Small Business: Run Both Through Six Gates
A side-by-side of HubSpot and Pipedrive run through six gates and four weighted criteria, not a feature list, so the better fit for your team is obvious.
Simple CRM for Small Business: 12 Questions That Predict Whether Anyone Uses It
Twelve questions that predict whether your team will still be logging into the CRM in month four, or whether it becomes fiction by week six.
How Long Does CRM Setup Take for a Small Business? A Week, Then 90 Days
A realistic CRM setup timeline for a small business: a focused week to go live, then ninety days of adoption before the tool is trusted.
The dispatch
One email a month. Just what we're working on.
A short note each month with every new criterion we've added. No promotions, no pitches, just a heads-up on what's in progress.
