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Sales

CRM Readiness Assessment

Find out if you actually need a CRM — and which tier is right.

1

Answer 10 quick questions

Rate your current sales operation as it stands today.

Result

CRM Readiness

Growth-stage
60
/ 100

Fundamentals are in place. Focus on the lowest-scoring areas to level up.

Tier
Growth-stage
Overall
Solid
Recommended path

HubSpot Sales Pro, Pipedrive Advanced, or Zoho CRM Plus.

HubSpot Sales ProPipedrive AdvancedZoho CRM Plus

About this tool

Answer 10 questions about your sales process, team, lead volume, tooling and budget. Get a readiness tier (Not yet, Starter, Growth, Enterprise) and a concrete tool recommendation.

What it does

  • •10-question diagnostic
  • •4-tier recommendation
  • •Tool suggestions by tier
  • •No signup

Use cases

  • ★Choosing a first CRM
  • ★Upgrading from spreadsheets
  • ★Sales ops planning

FAQ

Is this vendor-neutral?

Yes — recommendations are grouped by tier, not sponsored.

When is a spreadsheet enough?

If your score is under 40, a shared spreadsheet with a defined pipeline template will usually beat a CRM.