Ease of use
Evaluate how easily users can learn the CRM, complete everyday tasks and adopt the system.
FREE CRM SELECTION TOOL
CRM Selection Scorecard
Compare the CRM software you are considering against the criteria that matter to your business. Set your priorities, score each CRM and see how well each option fits your needs.
Free to use. No registration required. We do not ask for contact details to show your results.
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Needs
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Criteria
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CRMs
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Scoring
1 / 4 — Your Needs
Tell Us About Your Business
Answer a few short questions so we can create a more relevant CRM evaluation profile for you.
How large is your team?
Which processes do you plan to manage with your CRM?
You can select more than one option.
What is your highest priority when selecting a CRM?
How important is integration with your existing systems?
How important is local language and support to you?
2 / 4 — Selection Criteria
Set Your CRM Selection Criteria
We created starting priorities based on your answers. You can adjust the importance of each criterion before continuing.
Customer management
Evaluate how well the CRM manages customer information, activity history, notes and related records in one place.
Sales and pipeline management
Evaluate opportunity stage management, pipeline tracking and visibility across the sales process.
Customizability
Evaluate whether fields, modules and workflows can be adapted to the way your business operates.
Integrations and API
Evaluate API access, ready-made integrations and the ability to connect the CRM with your existing systems.
Automation
Evaluate the ability to automate repetitive tasks, notifications and business workflows.
Reporting and analytics
Evaluate the CRM's ability to report on and analyze sales, customer and team performance.
Customer communication
Evaluate the ability to manage WhatsApp, phone, email and other communication channels together with customer records.
Support and localization
Evaluate localization, local support, training and help resources available to your team.
Price and total cost
Evaluate licensing, users, integrations, implementation and any additional costs together.
CRM options that score poorly on criteria you mark as critical will be highlighted separately in your results.
3 / 4 — Your CRM Options
Which CRM Software Are You Considering?
Add at least 2 and up to 4 CRM products you want to compare.
You can compare up to 4 CRM products.
4 / 4 — Evaluation
Score Your CRM Options
Rate each CRM from 1 to 5 using the same criteria. Your priorities will be used when calculating the final scores.
COMPARISON RESULTS
Your CRM Comparison Results
Your results are calculated from the priorities you selected and the ratings you gave each CRM option.
Points to Review Before Deciding
Criteria Comparison
How Should You Interpret the Results?
The highest overall score should not be your only consideration. Review performance on critical criteria together with total cost, integration requirements and the user experience during a trial.
Evaluate DinamikCRM in Real Use
Validate your comparison criteria through real-world use by trying DinamikCRM free for 14 days or requesting a demo from our team.
CRM SELECTION
What Should You Consider When Choosing CRM Software?
Choosing the right CRM is not only about the number of features. Your sales process, customer management needs, integration requirements, customization expectations, user adoption and total cost should be evaluated together. The CRM Selection Scorecard helps you compare different options using the same criteria and make your decision process more structured.