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CRM CHECKLISTS

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!
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CRM Info Bundle

Save time now and download the most important information bundled!

Content Info Bundle

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
Cover image for the checklist "Finding the perfect CRM manager" by GEDYS IntraWare
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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.

Cover image for the checklist "CRM requirements and specifications" by GEDYS IntraWare
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CRM Request Overview

Checklist for vendor selection and defining your own requirements

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

Cover image for the checklist "ROI comparison" by GEDYS IntraWare
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ROI condsideration

Checklist with calculation examples

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