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Current CRM Setup & Data Structure:

Do you currently use a CRM? If so, which one?

What types of data do you store in your CRM (contacts, leads, deals, customer support logs, etc.)?

How many contacts/leads are currently in your CRM or customer database?

Please describe your current sales pipeline stages (e.g., New Lead, Qualified Lead, Proposal, Closed-Won, Closed-Lost).

Desired Functionality & Automation:

What are the main pain points with your current CRM setup?

What outcomes do you want the new CRM setup to achieve (e.g., improved lead tracking, better reporting, automated follow-ups)?

Describe any specific automations you’d like to have in place (e.g., ‘When a new lead fills out form X, send email Y’).

Are there key performance indicators (KPIs) you’d like to track in your CRM dashboards (revenue by channel, lead-to-close ratio, etc.)?

Data Migration & Integration Needs:

Do you need to migrate data from an old CRM or another database? If yes, from where?

Are there any custom fields or data points that are critical to your business (e.g., custom lead scoring fields, industry classification)?

Which tools must the CRM integrate with (e.g., email marketing tools, e-commerce platforms, support ticketing systems)?

Do you have any documentation on your existing data structures and workflows?