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The CRM Requirements Builder

Answer a short set of questions and get a written requirements spec you can hand to any software vendor — including one that isn't us. It's the document that stops you buying the wrong thing.

Most bad software purchases start with a demo instead of a spec. Answer these and you'll leave with a written requirements document you can send to any vendor — including ones that aren't us. It costs nothing and it makes you a much harder person to sell the wrong thing to.

What does the business do?

How many people will use it?

What is the thing you track most?

What are your stages, start to finish?

Does anyone need it on a phone, on site?

Which money jobs must it handle?

What must it talk to?

What breaks most often today?

Your Spec (0/8 answered)

SOFTWARE REQUIREMENTS — [what the business does]

1. WHO USES IT
   Team size: [not set]
   Mobile use: [not set]

2. THE CORE RECORD
   The system is organised around: [not set].
   Everything else — notes, files, messages, money — hangs off that record.

3. STAGES
   [list your stages from first contact to paid]
   Requirement: every record sits in exactly one stage, and moving between
   stages is logged with who did it and when.

4. MONEY
   No money handling required in v1.
   Requirement: figures come from the record, never re-typed by hand.

5. INTEGRATIONS
   No integrations required in v1.

6. THE PROBLEM IT MUST SOLVE
   [the thing that breaks most often today]
   Requirement: the vendor must show exactly how their build stops this,
   using our data, before we sign anything.

7. NON-NEGOTIABLES
   - We own our data. Full export, any time, in a standard format.
   - We own the source code, or we have a written escrow arrangement.
   - No per-seat pricing that punishes us for growing.
   - A named person is accountable after go-live, not just during the build.
   - Nothing goes to production without being tested on our real work first.

8. QUESTIONS FOR EVERY VENDOR
   - What happens to our data on the day we leave?
   - Who owns what you build for us?
   - What does year two cost, in total?
   - Show us something you built that is still running three years later.

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We Build the Software Your Business Runs On.

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The CRM Requirements Builder

Your Spec (0/8 answered)

Want It Emailed to You?

We Build the Software Your Business Runs On.

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