Choosing a CRM isn't buying software — it's a decision to change how you work. Answer the seven questions below and the risk of a wrong choice drops sharply.
Telegram, phone, website, referrals — every channel should flow into the system automatically. Otherwise people enter data by hand and abandon the system.
Write the stages down on paper. The system should adapt to your process, not the other way around.
The owner needs overall figures; a manager should see only their own clients. Plan the permissions model from the start.
Without integration with 1C, payment systems, IP telephony and Excel data, the CRM becomes yet another separate "island".
Even the best system is useless if nobody uses it. The interface must be simple and team training must be part of the plan.
You don't need pretty charts — you need answers to "who should I call today" and "which channel brings in money".
Five people today, fifty tomorrow. The system must survive growth and, if needed, connect to an ERP.
Conclusion: understand the process first, then choose the system. Our free 30-minute audit speeds up exactly that first step.
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