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We help businesses and freelancers choose and implement the most suitable CRM system for their needs. We gather requirements, compare solutions, and deliver ready clients to verified providers.
Efficient, fast and without unnecessary costs.

You will be able to get answers to frequently asked questions:

🔧 Functionality

What are the main functions offered by the CRM system?
(sales funnels, customer management, tasks, communications, analytics, reports, etc.)

Does the chosen CRM adapt to the specifics of our business (B2B, B2C, e-commerce, services, etc.)?

Is it possible to configure the CRM according to our business processes (funnels, states, fields, reports)?

Does the CRM have integrations with other systems (telephony, website, 1C, email, messaging, Google Sheets, etc.)?

Does the CRM allow you to automatically collect leads from the website, advertising, and social media?

👥 I work with clients and the team

Is it possible to communicate with customers directly from the CRM (WhatsApp, Telegram, Instagram, email)?

Does the CRM include automatic reminders and tasks for managers?

Does CRM allow you to monitor the effectiveness of managers (response times, conversion, sales funnel)?

Does the CRM support teamwork and role assignment (administrator, manager, marketing manager, etc.)?

Is there a CRM mobile app and what level of functionality does it offer?

📊 Reports and analytics

What reports and metrics can be tracked in the CRM (sales, leads, profits, conversions)?

Is it possible to create custom reports and dashboards within the CRM?

Does the CRM have sales forecasting and analytics by lead source?

🧩 Configuration, implementation and support

How quickly can CRM be implemented and how much time does it require?

Is an external integrator necessary for the CRM or can it be configured internally?

Does the CRM include employee training and technical support (chat, phone, documentation)?

💰 Cost and conditions

What is the cost of the CRM license (monthly/annually) and are there any limitations on the number of users?

What CRM plans or rates are available and what does each one include?

Does the CRM offer a free period, demo access, or trial version?

How can I transfer data from an old CRM or Excel file to the new CRM without loss?