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CRM Requirements Checklist

Identifying your CRM needs is a critical component of any company decision. CRM requirements should be defined, however this might be difficult due to the fact that CRM systems accommodate numerous groups. Before deciding on a system, a corporation must first define its goals. Without a strong grasp of company goals, focusing simply on features and cost might lead to the selection of a system that does not truly achieve intended outcomes.

Knowing which needs are most critical for your firm can help you narrow down your search and save time. If you don't understand why you need a CRM, it's all too easy to become overwhelmed with a system that doesn't help your firm expand. CRM specifications may include faster sales and marketing procedures, integrated analytics and performance tracking, and access to sophisticated capabilities such as VoIP and collaboration. CRMs geared for multinational corporations will have many more functionality – and a far higher price tag.

The number of employees that require access to the platform will also influence the cost. We've prepared a detailed CRM assessment checklist of the most crucial CRM needs to look for when evaluating and comparing suppliers for your business based on our considerable expertise and research. These are the most typical criteria for the ordinary business, however some may not apply to everyone. CRMs allow users to schedule meetings with prospects, leads, coworkers, vendors, and other contacts. A contact management module will usually feature the option to bulk import data, such as from a prior CRM or a spreadsheet. Another feature seen in contact management modules is case management.

Template Configuration


CRM Requirements Checklist

Template Details

The Tracup Project Template is a place of ready-to-use templates. You can access the Project Template to find a sales CRM template of your Workspace.

The more managers know about the general principles of forecast sales CRM principle, what it can and cannot do for them currently, and which tools are suited to users’ needs of the moment, the more they can achieve for a better business. Today Tracup try to explain the template of forecasting to sales managers, focusing special attention on sales forecasting. Also included is a rundown of forecasting template.

Introduction of Customer Management Template

The sales CRM template helps salesmen of sales departments from various industries to manage their clients. Through this template, salesmen can add data, information and characteristics of their clients, and continuously supplement and modify clients’ information and intentions in their communication.


According to clients’ feature and requirements, the sales CRM template can provide corresponding services to improve the engagement of their clients, thus strengthening experience of them. In order to complete collaborative tasks, the dynamic information of customers can be synchronized to other staff members from the customer management template.


For example, users have a new prospect at xxx company which is on their target list. User can add the contact’s info as a task, but then show the first contact date, phone number and his lead status right on the list view column. If they have the phone or email listed as a custom field, they can click to call or email right away!


Kindly Tips for Users

Take Notice of Above Four Things
1. Two same custom fields are not allowed in the same work space, and are shared in the same work space
2. Maximum 30 custom fields in one work space
3. Default to show 4 custom fields on list view
4. When choosing a new project template, user has already created the same customer field and they cannot share the same name in Tracup. Tracup project template will set these two same fields by default. If users have set some special setup in this custom field, Tracup will generate the same name and add label (1) behind the title in default.

Project Template Demo

This template helps salesman manage and synchronize clients’ status in real time, thus improving their sales conversion rates.


Users will mainly use:

Task status: According to the real-time follow-up status of the customer, adjust the task status and clarify the current status of the clients.
Custom fields: comprehensively record information of clients through custom fields and adjust them at any time.
Project components: Support adding sales policies, sales skills and other documents and documents to “Documents” and “Documents” for easy synchronous reference.

Template default

Task Status: ✔[Sales opportunity] , 👌[To be contacted] , 🖐[In contact], ✋[Closed [lost]], 🤝[Transaction negotiation] 👏[Deal done]
Task View: List, Board, File, Wiki
Custom Field: Custom Field, Activity(Text), Service plan(Text), Industry(Text), Loyalty(Text), Latest Touched(Date), Transaction amount(Number), Telephone(Number)
Custom Field can be shown: Create Time, Expire Date, Assignee, Activity, Industry, Loyalty, Latest Touched

Other Tips for using the template:


  1. Set up the customer docking process and customer information settings suitable for your scenario, and prepare to update in time.

  2. You can quickly locate a certain type of customers through search/screening, which is convenient for finding target clients.

Other Info

Built in 2022-11-11 19:43:21


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