How to Choose an Agency CRM
A step-by-step framework for choosing an agency CRM around real workflows and client structure.
Write the operating requirements
List users, clients, pipelines, lead sources, communication channels, calendars, reporting and integration needs.
Separate must-haves from nice-to-haves
A must-have should support a frequent or high-value workflow.
Run a real scenario
Create a test lead and move it from capture through close or disqualification.
Check migration friction
Inventory contacts, custom fields, pipelines, phone numbers, calendars, automations and integrations.
Score the system after the test
Rate usability, workflow fit, reporting, account structure and total cost based on evidence, not demos.
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