How we test CRM software at TechRadar

CRM software is a type of solution designed to help businesses manage and analyze customer interactions and data throughout the customer lifecycle.

The goal of a CRM system is to improve business relationships with customers, streamline processes, and increase profitability.

TechRadar Pro has developed a comprehensive rubric for evaluating CRMs.

The rubric includes core capabilities, ease of use, integration, customer support, value for money and company trajectory.

When evaluating a CRM platform, we dive deep into each of these core areas: Contact & account management, sales forecasting & pipeline management, reporting and analytics capabilities.

We assess the ease of use of the CRM system and the ability to seamlessly sync data between desktop and mobile devices.

We also assess the quality and availability of resources to help new users get up to speed with the system.

The cost of a CRM system should not be the sole deciding factor, it is essential to consider the value provided relative to the price.

We look for vendors that provide a robust set of core CRM capabilities, as well as advanced features and customization options.

We assess the flexibility of the vendor's pricing model and the ability to scale up or down as needed.