Question 1

What are CRM requirements?

Accepted Answer

CRM requirements are buyer needs — what your team must be able to do — not product feature checklists. Examples include supporting separate sales processes, restricting access by team, or integrating with email.

Question 2

How do I create a CRM requirements list?

Accepted Answer

Start with business context and use cases, review recommended capabilities, prioritize requirements, confirm implied features, then add integrations, security and budget constraints. Export or reuse the profile in other SoftwareGlimpse tools.

Question 3

What's the difference between a capability, requirement and feature?

Accepted Answer

A use case describes the job to be done. A capability is a CRM area (like pipeline management). A requirement is a buyer need within that area. A feature is concrete product functionality that helps satisfy the requirement.

Question 4

How many CRM requirements should be must-have?

Accepted Answer

Keep must-haves to the requirements that would disqualify a product if missing. The builder warns when you mark a very large set as must-have so shortlists stay realistic.

Question 5

Can I use this profile in the CRM Finder?

Accepted Answer

Yes. When you continue to Find matching CRMs, the profile is written to the shared local decision profile and Finder-compatible answers so you are not asked the same questions again.

Question 6

Does SoftwareGlimpse recommend products based on affiliate relationships?

Accepted Answer

No. The Requirements Builder does not recommend products at all. Affiliate status has zero influence on this tool, and Finder rankings also exclude affiliate status.

Question 7

Can I export my requirements?

Accepted Answer

Yes. From the results step you can download a PDF file, download an Excel spreadsheet for vendor evaluations, copy a plain-text summary, or export JSON.

Question 8

Do my answers leave my device?

Accepted Answer

No. Your requirements profile is stored in localStorage on this device. We do not send the full profile to analytics.

Build your CRM requirements

Build your CRM requirements