CRM Requirements Worksheet

Fill out this worksheet to document your agency's CRM needs. Print or save to compare with vendors.

1. Company Information

Company Name

Team Size *

Active Clients/Month

Annual Revenue

2. Current CRM Situation

Current CRM (if any)

Monthly CRM Budget *

Implementation Timeline

3. Required Integrations

Select all tools your CRM must integrate with:

4. Feature Requirements *

✅ Must-Have Features (select at least 1)

👍 Nice-to-Have Features

5. Additional Notes

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