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Kickstart your CRM software selection project. Get comprehensive requirements!

Easily create and prioritize professional IT requirements!

1. Select

3. Export

2. Prioritize

Jump-start your project with built-in requirements templates for 100+ technology categories. Any new categories can be easily added.
Control requirements and priorities with
built-in role-based permission levels and
stakeholder tracking. Add custom
requirements easily.
Generate RFPs automatically with all
stakeholder and financial validation tracked
and accounted for. Then evaluate vendor
responses right in the system.

Save time and make better decisions.
Get professional IT requirements templates

Select your CRM requirements template below and get access to our amazing requirements gathering tool - Free!

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Speed up your selection

Save time with a list of the key requirements criteria for use in your software comparison & selection process.

Meet your needs

Find out how each CRM software best fits the features and functionality that matter most to your company.

Make the right choice

Become smarter about software selection. Products are scored from multiple sources including actual CRM software buyers.

Be in control

Manage technology selection on your terms - get pricing, demos and connect with leading vendors when you're ready

This template helps: