Free CRM tools
Free tools to help you plan your CRM rollout
Estimate pipeline value, find a sensible starting plan and assess when spreadsheets are becoming a bottleneck.
Lead Conversion Calculator
Estimate the value represented by your current lead flow.
CRM Plan Guide
Get a simple starting-plan suggestion based on team size.
CRM Readiness Check
You probably need a CRM if leads live in chats/spreadsheets, ownership is unclear, follow-ups are missed, or management cannot see pipeline status.
Discuss your workflow