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CRM Needs Analysis Form
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This field is for validation purposes and should be left unchanged.
What's your industry?
(Required)
Retail & eCommerce
Financial Services
Real Estate/Property
IT/Telecommunications
Training/Education
Professional Services
Manufacturing
Other
How many users is the software for?
(Required)
1-10
11-20
21-50
51-100
100+
Who buys your services or products (ie: your target audience)? Share some details.
(Required)
What tools are you currently using?
(Required)
Spreadsheets
Email
Manual Paper Systems
Email Marketing Platform
Basic Contact Management
Manual Follow Ups
Task Management Tools
Select All
What do you need your CRM software to do?
(Required)
Manage Tasks & Follow ups
Manage Sales Pipeline
Sales Reporting
Workflow Automation
Support Ticketing
Email Marketing Platform
Marketing Automation
Unsure, please advise
Select All
When are you looking to set up your CRM system?
(Required)
ASAP
Within 3 months
In 3 - 6 months
In 6 months +
What country do you live in?
(Required)
Australia
Other
Any tools or systems you want the CRM to integrate with?
(Required)
ie: Accounting System, Mailchimp etc
Do you have a budget for a CRM system?
(Required)
$2,000-$5,000
$5,001-$8,000
$8,001-$12,000
$12,001-$20,000
$20,001+
Other
Postcode
(Required)
Email Address
(Required)
Full Name
(Required)
First
Last
Company
(Required)
Telephone
(Required)
Please note that we may utilise your contact information to inform you about additional products and services that align with your interests, as inferred from your current request. Should you prefer not to receive such email marketing communications from us, kindly indicate your choice by selecting the provided checkbox. Alternatively, you have the option to opt out at any future point.
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Complete our short needs analysis form in less than a minute
You will receive a comprehensive tailored proposal for you
It will include a turnkey solution for end to end implementation
