When you’re looking for a CRM solution, there’s lots to think about and even more vendors to choose from, so it can be hard to find the right solution for your organisation.

This template helps you capture and prioritise your business requirements, and helps you decide what you need from a CRM system and which vendor can meet your needs.

The template covers the key customer-facing functions within your business and includes some of the most common requirements for each team, together with space to add your own.