CRM and sales
Pipelines, contacts and everything before a deal closes.
Nothing matches that yet
Try a broader category, or add the product you were looking for.
Add a productWhat a CRM is really deciding for you
Every CRM stores contacts and deals. The difference is the model underneath: does it think in companies, in people, or in deals, and can one contact belong to several?
Get that wrong and you fight the tool for years. Sketch your real sales motion on paper first, then check which product matches it without custom fields everywhere.
Automation, and what it costs
Sequences, lead routing, task creation, scoring. Most of it lives above the entry plan, and the entry plan is what the pricing page compares.
Count the seats who only need to look. Some vendors charge full price for a read-only user, some do not charge at all.
Data in, data out
Ask two questions and test both. Can you import your current file without losing history, and can you export deals with their activity attached?
A CRM you cannot leave is a CRM that stops competing for your renewal.
What to test
Run one real deal end to end during the trial, including the ugly part: a duplicate contact, a deal that changes owner, and a company with two buying units.