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Scorecard 3 min

CRM Readiness Check

A short assessment covering data quality, pipeline definition, tooling and team habits.

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1. Is your sales pipeline defined in stages?
2. Is every deal owned by one person?
3. Is customer data captured consistently?
4. Do reps log activities?
5. Are your tools connected (email, calendar, forms)?
6. Do you have weekly pipeline reports?
7. Does the team actively use CRM?

How it works

Transparent by design

  1. 1

    Answer 7 questions.

  2. 2

    Get a readiness score with next steps.

  3. 3

    Take it to your team.

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Frequently asked questions

Which CRM do you recommend?

It depends on your team. HubSpot for marketing-led motions, Pipedrive for sales-first, Zoho for cost-sensitive scale.

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