Decision tool
The CRM Selection Scorecard: pick the right CRM in one afternoon, not one quarter
A weighted, 10-criterion scoring system with worksheets for HubSpot, Salesforce, Zoho, Pipedrive, Dynamics 365 and more — so you choose on your requirements, not on the demo.
Who this is for
- Owners and operations leads at businesses with 2–50 people choosing a first CRM or replacing one that never got adopted
- Teams stuck between two or three shortlisted platforms and tired of vendor demos
- Anyone who wants a defensible, written reason for the choice before signing an annual contract
What is inside
Requirements worksheet
Capture users, pipelines, integrations, data volume and reporting needs before you look at a single feature list.
Deal-breaker filter
Eight yes/no questions that remove platforms from the shortlist before you spend time scoring them.
Weighting guide
Set a 1–5 weight for each of the 10 criteria based on your business, with examples for service, sales-led and e-commerce teams.
1–5 scoring rubric and trial prompts
Exactly what to test in each free trial for every criterion, so scores mean the same thing across platforms.
Platform reference
Plain-language notes on where HubSpot, Salesforce, Zoho CRM, Pipedrive, Dynamics 365 Sales, Freshsales and Keap/GoHighLevel/ActiveCampaign tend to fit.
Weighted scorecard + 3-year TCO worksheet
Compare up to three platforms side by side, then price licences, add-ons, implementation and admin time over three years.
How to use it
- Fill the requirements and deal-breaker worksheets (30 minutes)
- Set your weights, then run each shortlisted platform through the trial prompts
- Score, multiply, total — the scorecard shows the winner and by how much
- Complete the TCO worksheet and the pre-signing checklist before you commit
Questions
Does the scorecard tell me which CRM to buy?
It gives you a repeatable method and a platform reference; the result depends on your weights and your trial testing. That is the point — it is your decision, documented.
Is it a fillable PDF?
It is a printable PDF with worksheet tables. Print it or annotate it on a tablet.
What if we already picked a CRM?
Use the TCO worksheet and pre-signing checklist to sanity-check the contract, and the requirements worksheet to brief whoever sets it up.
Refunds?
Digital products are refundable within 14 days if the scorecard is not what was described. See the refund policy.