A living scorecard for selecting a new CRM for a small-but-growing B2B sales and customer success org. Use it to lock the evaluation framework, run structured demos, compare vendors head-to-head, and draft the internal recommendation.
Set your evaluation criteria and weights once, before demos start — this keeps scoring objective and defensible when you present the final recommendation.
| Category | Why it matters | Weight % |
|---|
Typical due-diligence sequence for a decision like this.
Add pricing basics and a one-line rationale for each vendor you're demoing.
Pick a vendor, bring the probing questions into the demo, and score live (1 = poor fit, 5 = excellent fit). Scores roll straight into the Comparison tab.
Overall weighted score (0–100) across every category, using the weights from the Framework tab.
Model list-price cost at today's seat count and where you expect to be in 12–24 months — this is usually the line that makes or breaks internal buy-in for a small team.
Flag and track risk per vendor. Click a badge to cycle its status.
Auto-summarized from your scores, TCO, and risk notes. Edit freely — this is meant to become the body of your internal proposal.