CRM requirements

Workflow / configuration

Support Separate Sales Processes

Model genuinely different sales motions as separate pipelines — so new logos, renewals, and partner deals stop sharing one dishonest stage board.

Automation / process

Automate Lead Follow-Up

Trigger first-touch SLAs, idle-lead reminders, and multi-step sequences from the record — so follow-up survives busy weeks and vacations.

Access control / administration

Restrict Access by Team

Limit who can see, edit, and export records by role and team — so sensitive books, partner deals, and field territories stay appropriately scoped.

Reporting / planning

Forecast Revenue

Roll open pipeline into commit, best-case, and weighted outlooks from stages and categories — so weekly revenue calls stop living in a shadow spreadsheet.

Record keeping / relationship history

Track Client Interactions

Keep emails, calls, meetings, and notes on a shared activity timeline — so coverage and coaching start from the record, not from someone’s inbox.

Configuration / data model

Customize Record Fields

Make qualification, compliance, and reporting fields first-class on the record — not trapped in notes nobody can filter.

Administration / pricing

Support Multiple Currencies

Price deals in local currency and still roll pipeline and forecast into one leadership number without a reconciliation spreadsheet.

Integration / communication

Integrate with Email

Connect team mailboxes so threads and meetings land on the right record — without relying on reps to paste history by hand.

Identity / access management

Support Single Sign-On

Authenticate CRM users through your workforce IdP with SAML or OIDC so access follows hire, role change, and departure — not leftover passwords.

Governance / accountability

Audit User Activity

Keep a reviewable trail of who viewed, changed, exported, or deleted CRM data — long enough to investigate incidents and departures.