Which CRM Fits Your Business?

Get a clear CRM recommendation in 1-2 minutes.

CRM sits at the center of how teams sell, market, and support customers.

When it fits the business, it reduces manual work, improves clarity, and helps teams move faster without adding headcount. When it doesn’t, even well-intended decisions - quick fixes, copying peers, or defaulting to migration - can quietly create friction.

This assessment helps you understand which CRM best fits how your business actually operates - and how it should work alongside product, billing, and other systems - so it supports growth instead of slowing teams down.

Start Assessment

Why CRM fit matters

Even well-intended CRM decisions can create hidden drag over time:

  • Adding bandaids on the wrong CRM

  • Copying what peers are doing without context

  • Defaulting to migration without clarifying the real problem

  • Treating CRM as a cost center instead of a collaboration engine

Those choices often feel reasonable - until they start slowing teams down and reducing morale.

This tool helps you get clarity before making your next move.

What you’ll get in a few minutes

  • A CRM anchor recommendation aligned to your business structure

  • Clear reasoning for that recommendation

  • Insight into how CRM functions should connect to product, billing, and GTM

  • A foundation for your roadmap (cleanup, redesign, or platform strategy)

Just like our other diagnostics, this is about clarity and direction, not a vanity score.

How the assessment works

  • Answer a few focused questions about your customer lifecycle, compliance needs, scale, operating models, and total cost tolerance

  • Get your recommended CRM anchor - HubSpot, Salesforce, or Homegrown

  • Understand the logic behind the outcome and what it means for your stack, teams, and roadmap

Take the Assessment

This takes about 1-2 minutes. Answer honestly - accuracy depends on clarity, not aspiration.

Want help putting this into practice?

If your results point to deeper structural work or uncertainty about sequencing next steps, we can help you review your current architecture, highlight high-impact changes, and outline a practical roadmap — so you can act with confidence instead of guessing.

Book a CRM architecture review - no hard pitch; just a working session to see what’s possible and how to execute next.

Frequently Asked Questions

  • A: Growth, marketing, sales, RevOps, and leadership teams who need clarity on CRM design and alignment with business operations.

  • A: No. We don’t collect logins or revenue numbers — just answers about systems, workflows, and how your business operates.

  • A: You’ll see your recommendation immediately on screen. You can also receive it by email and optionally book a follow-up if you want help implementing next steps.