Kontakt +49 661 9642-0


To keep track

CRM checklists help you move straight on your way from idea to CRM adoption. Taking one step at a time is often more effective than working many points at the same time. Because there is a danger of losing track and forgetting important things. Even if it seems like you’re making slower progress step by step, it applies:
“The (straight) path is the goal”!

Free checklists

CRM Info Bundle: Save time now with GEDYS IntraWare and download all info at 1x!
CRM checklists 8

CRM Info Bundle

Save time now and download the most important information bundled!

Contains all relevant information on the introduction of a CRM system that you should know before starting a CRM project.

  • E-Book: What is a CRM system?
  • E-Book: CRM selection with system
  • E-Book: In 15 steps to CRM
  • Checklist: CRM requirements & specifications
  • White paper: 7 Insider Tips for CRM Managers
  • Checklist: Job advertisement CRM Manager
  • Submission: Job advertisement CRM Manager
  • Checklist: ROI comparison
  • E-Book:5 Elements for more turnover
CRM checklists 2
CRM checklists 9

How to find your perfect CRM manager

2 checklists + 1 sample job posting template

All in one file. We will help you find the candidate you need.

CRM checklists 4
CRM checklists 10

CRM requirements overview

Checklist for vendor selection and defining your own requirements

What requirements does your CRM system have to meet? Compare multiple providers.

CRM checklists 6
CRM checklists 11

ROI condsideration

Checklist with calculation examples

A tool to look at the benefits of CRM software. Tabular template including calculation examples.