Unlock Your Business Potential with Our Free CRM Fit Assessment!

Ready to supercharge your business growth? Our free CRM Fit Assessment is your first step towards unleashing the full potential of your organization. Answer a few simple questions, and we’ll provide you with tailored insights and recommendations to transform your customer relationship management strategy.

What to Look For in a CRM

We understand the significance of evaluating a new CRM, and our Fit Assessment is built upon the top 10 factors crucial for CRM success. Let’s delve into why these factors matter and how Cultivize can tailor them to your business:

User-Friendly Interface

We prioritize CRM systems with an intuitive interface, ensuring easy adoption and heightened productivity for all team members.

Customization Capabilities

Identify CRM solutions offering robust customization options, aligning the system with your specific business processes for maximum efficiency.

Integration with Existing Tools

Our experts review the integration potential of each CRM, guaranteeing enhanced efficiency and data consistency with your existing tools.

Automation Features

Evaluate the automation prowess of CRMs, focusing on tasks critical to your business.


We ensure the selected system can handle your expanding data, users, and transactions without compromise.

Mobilize Sales Team

We’ll help your on-the-go teams get access to the data they need.

Reporting and Analytics

We prioritize CRMs with robust reporting and analytics tools, allowing you to track performance and make data-driven decisions with ease.

Security and Data Privacy

Identify features like role-based access control and encryption to safeguard your sensitive information.

Customer Support and Training

Review the level of support provided by CRM vendors, ensuring you choose a partner that offers comprehensive training resources and responsive support.

Total Cost of Ownership (TCO)

We help you analyze licensing fees, customization costs, and ongoing support expenses, providing a clear picture of the total cost of ownership.

We'll Dig In to the Most Important Questions

General Business Goals and Objectives

  • Identify top business goals for the next 1-3 years
  • Create a roadmap for CRM adoption

Current Processes and Pain Points

  • Review the tools you use to manage customer relationships
  • Zero in on the main pain points hindering your current processes
  • Discuss which teams will benefit most from a new CRM

Specific CRM Features and Capabilities

  • Which CRM features are needed for streamlining your business 
  • Review existing software your CRM must integrate with
  • How vital is mobile access for your team’s productivity

Data Management and Security

  • What type of data requires secure management within the CRM
  • Do you have to meet regulatory standards with your CRM

Scalability and Future Growth

  • How will adding more users impact pricing
  • Upcoming changes or expansions to your CRM will need to adapt to

Budget and Cost Considerations

  • Review budget allocation for implementing and maintenance

Reporting and Analytics

  • Uncover what reports are crucial for business success
  • Access to real-time reports and analytics

Customer Interaction and Communication

  • Learning how you currently engage with your customers
  • Review of your sales team toolbox

Customization and Flexibility

  • Ensure the CRM  will adapt to your unique business processes
  • Identifying MUST-HAVE features and functionality

Your CRM Success Story Awaits

The specific needs of your business are important. Cultivize’s CRM Fit Assessment is your personalized guide to selecting the CRM that aligns seamlessly with your business goals and workflows.