Use this template for your business
How it works
A CRM implementation isn't sold on features, it's sold on the client's problem: getting sales in order, getting the team working together, starting automation. The quiz starts right there, not with an interrogation about integrations; then it narrows down what defines the size of the project: how many people will work in the system.
Number of users and budget are the main qualifiers. A three-person team and a hundred-employee company with several departments need different systems and different money, and seeing that before the call benefits both sides. Budget is asked with a slider, which feels softer than an empty field and gives a clear range.
The question about ongoing support deserves special attention: whether they need training and support, want only a turnkey setup, or will manage on their own. It's a direct signal of the scope of work and of whether there will be ongoing work after implementation. In the result, the honest move is to show not “the perfect CRM” but one or two options with an explanation of why they fit the goal and budget: in B2B, trust is built with arguments, not promises.
