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CRM core features and evaluation criteria

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crm features checklist free

What’s inside this free checklist

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    Criteria for choosing CRM

    It's a list of all the key features a great CRM needs. The checklist is helpful for anyone on the hunt for the right system.
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    Comparison table

    You can use the checklist to see what each CRM system can offer and compare the feature set from different CRMs.
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    Goal-oriented selection

    Looking for the right CRM is not easy and can get pretty overwhelming. With this checklist, you can ensure the chosen CRM meets your business goals.
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    Free ungated content

    We won’t ask you for your contact details. You can simply download the checklist and get the most out of it.
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