How many team members actively manage customer relationships? *

1-5

6-20

21+

What CRM (if any) are you currently using? *

None

Spreadsheet

Dedicated CRM

Not tracking

What is your company's annual revenue? *

Less than $100,000

$100,000 to $500,000

$500,000 to $1 million

Over $1 million

Section 2: Pain Points & Goals

What’s your biggest challenge in managing customer relationships? *

How do you currently track sales opportunities? *

Spreadsheet

Email threads

Dedicated CRM

Not tracking

Do you need automation for: *

Email follow-ups

Lead scoring

Customer onboarding

None

Section 3: Technical Needs

Do you need your CRM to integrate with: *

Email marketing tools

E-Commerce Platforms

Accounting Software

Other Tools

Do you require mobile access or remote team collaboration? *

Yes

No

How important is custom reporting and analytics? *

Very important

Somewhat important

Not important

First Name *

Last Name *

Phone *

Email *

Company Name *

Job Title

Company City *

Company State *

Website *

How can we help you? *