Free quiz · CRM and Sales Readiness
CRM Readiness Quiz.
Score your sales process across ownership, data, pipeline and follow-up, then get a platform shortlist — HubSpot, Zoho, Pipedrive, Odoo, monday or a spreadsheet — priced for your seat count and budget.
Progress
0 of 11 answered
01Who owns the sales process today?
Not who sells. Who decides what a stage means and when a deal moves.
02Can you name your pipeline stages right now?
03Where do leads live at the moment?
04How many new enquiries do you get a month?
05How many people touch a deal before it closes?
06What happens to a lead nobody replies to?
07If we exported your contacts today, what state are they in?
08How do you answer where revenue came from last quarter?
09How much of your pipeline comes from marketing you run?
Content, ads, email, events. Not referrals or inbound you did not cause.
10Who would run the CRM day to day after launch?
11Does the same system need to handle anything beyond sales?
Invoicing, inventory, projects, support tickets. Answering yes changes which platform fits more than any other question here.
Licences are priced per seat, so this decides the annual cost more than the feature list does.
Licence prices are set in US dollars and converted here at an indicative rate.
The first question a vendor asks, and the one that removes most of the shortlist. Answer it before the sales call rather than during it.
Answer all 11 questions to see your score and a platform shortlist. Nothing is sent anywhere, the scoring runs in this browser.
Estimate done
Want the real number for your project?
An estimate works from typical scope. A quotation works from yours. Send this breakdown over and you get a fixed price back, from the person who would do the work, within one business day.
What this tool measures
Most CRM projects that fail did not fail on software. They failed because the process the software was meant to hold did not exist yet, so the CRM became a second place to lose leads rather than the first place to find them. This quiz looks at that process: who owns it, whether the stages are agreed, what shape the data is in, and who will run the thing after launch week.
Readiness itself does not change by market: a pipeline nobody owns is a pipeline nobody owns in Dubai, Lagos or Manchester. Currency appears only once the second half of the tool starts estimating what licences will cost you for a year.
How the scoring works
Each of the eleven answers is worth zero to three points, for a maximum of thirty-three. Under 35 percent means a CRM would not survive contact with your current process. Between 35 and 60 percent means it would hold, provided you fix one or two specific gaps first. Above 60 percent means you are ready and the remaining question is fit rather than timing.
Readiness and platform choice are scored separately, because they are separate questions. Three of the answers — enquiry volume, how many people touch a deal, and whether anything beyond sales has to live in the same system — feed the shortlist, alongside the seat count and budget you set below the questions. Those five inputs decide the shortlist; the readiness score decides whether you should be buying at all.
How to read the result
Treat a low score as useful rather than damning. The gaps it points at are all fixable in weeks, and every one of them is cheaper to fix before a migration than after. The most common single fix, across every business that lands in the middle band, is deciding what happens to a lead nobody replied to. A CRM will enforce whatever rule you give it, including the absence of one.
The shortlist is ranked, priced per seat for a year, and deliberately includes a spreadsheet as a real option, because for a two-person team with an undefined process it usually is the right one. The licence figures are indicative list prices: they exclude implementation, migration and training, which in year one normally cost more than the licences do.
Where two options score closely, pick on the integrations you already depend on rather than on the feature grid. Every product on the shortlist covers a pipeline competently; what separates them in practice is whether they talk to the systems you are already committed to.
What to do next
Write your pipeline stages on one page, in plain words, with a definition of what has to be true for a deal to move into each one. That page is the actual CRM project. The software configuration is the easy half.
Then pick the five fields you will report on. Configure those, launch, and add nothing else for a quarter. Every rollout that drowns in custom fields drowned in month one.
Questions people ask
Is my score sent anywhere?
No. The scoring runs in your browser and nothing is transmitted. There is no email gate on the result.
We already have a CRM nobody uses. Does this still apply?
It applies more. Score it honestly against your current situation. A low score on an existing CRM usually means the problem is ownership and process, and migrating to a different product carries that problem across intact.
Why these platforms and not others?
They cover the shapes most businesses in this market actually land on: a simple pipeline, a marketing-led suite, a full business system, and a spreadsheet. Salesforce and others are reasonable at larger sizes, and the readiness half of the score applies to them equally.
Where to go from here
- CRM and Automation Cost Estimator — once you are ready, this prices the build from the workflows it actually needs.
- Lead Response Time Grader — the single number that tells you whether the process problem is speed or structure.
- Project Requirements Brief Generator — turns the answers above into a brief a supplier can quote against.
The guide behind this tool
Built by GoDesign FZE, who set up and migrate CRMs.
Get in touch
Want someone to just do this part?
The tool is free and stays free. If you would rather hand the work over, tell us what you are dealing with and you get a straight answer on scope, cost and timeline.
- You own everythingRepository, hosting and domain credentials sit in your name from day one, not handed over at the end.
- A written timelineMilestone dates are agreed in writing before work starts, so you always know what ships next.
- One business dayEvery enquiry gets a reply from the person who would scope the work, not a sales sequence.
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