Brief a CRM specialist so they can quote without a call

Owners keep posting for help with Zoho, GoHighLevel, HubSpot or a custom CRM: set it up, connect it to other tools, or move data into it. The posts are often a couple of lines with no pipeline, data or tools listed. Answer a few questions and get a one-page brief a specialist can price from.

What it does

Turns your answers into a plain brief: the CRM, what you sell, your sales stages, what to connect, what data to move and who uses it.
Adds the questions a specialist should ask you before quoting, such as who owns the account and what happens to old data.
Runs entirely in your browser; nothing you type is sent anywhere.
Does NOT set up a CRM, pick the best one for you, or quote a price. It only helps you ask clearly.

Build your CRM brief

Business name and what you sell What do you need? Which CRM? (for example Zoho, GoHighLevel, HubSpot, Salesforce, spreadsheet, not decided) What are your sales stages, from first contact to paid? (one line, for example enquiry, quote sent, won, lost)

What should it connect to? Website forms Email WhatsApp or SMS Facebook or Instagram leads Invoicing or accounting Calendar or booking Online store

What data exists today, and roughly how many contacts? (for example 2,000 contacts in a spreadsheet) How many people will use it, and what do they do in it? What should happen automatically? (for example reply to new enquiries, remind about follow-ups) Who owns the CRM account? Budget (with currency, separate from CRM subscription fees) When do you need it working?

Want help with the setup?

We may take on CRM setup and integration jobs for small businesses. Leave your email if you would like to hear how. Nothing to pay now.