Do you have more than 2 employees sharing the same role?
For example two sales reps or two support reps. Each person should ideally focus on that role, though handling other tasks is fine. This tells us how much measurable benefit a CRM could provide.
Does your company revenue exceed 1M EUR (or USD)?
A rough figure is fine.
Which best describes how your company usually sells?
Read each option carefully and watch the short video. This has the biggest effect on our recommendation.
Are your sales mostly repeat orders, or one-off purchases?
Like a public online store versus regular customers reordering over time.
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