Compare up to three CRM candidates against the requirements that matter to your team. Weight each criterion, mark the must-haves, record your demo evidence and export a result you can defend.
Weights do not have to add up to 100. Zero excludes a criterion. Essential criteria need a rating of at least 3. Leave an untested item blank; a total appears only when all active criteria have ratings.
What matters
Weight
Daily sales workflow
Reporting you actually need
Integrations and handoffs
Setup and ongoing administration
Permissions and data exit
Cost of the tested configuration
Candidate A
—
0% of active weight evaluated
Complete all active criteria to compare.
Candidate B
—
0% of active weight evaluated
Complete all active criteria to compare.
Candidate C
—
0% of active weight evaluated
Complete all active criteria to compare.
Inputs stay in this page and are not submitted by the scorecard. They are cleared when you reload or leave it, so export before closing. Scores summarise your judgement; they are not product ratings.
How to use the CRM scorecard
Name your candidates
Enter up to three CRMs you are evaluating, for example the finalists from your demos.
Set the weights
Give each criterion a weight. A weight of 30 counts twice as much as 15; set a weight to zero to exclude a criterion.
Mark essentials
Tick the criteria a CRM must pass. Anything rated below 3 on an essential criterion is shown as a failure.
Rate with evidence
Rate each candidate 0–5 and write what you saw in the demo or trial, such as “report omitted the owner column”.
Export
Download the CSV to share with your team or attach it to the purchase decision.
How the score is calculated
The total is the weighted average of your 0–5 ratings, multiplied by 20 to give a score out of 100. Weights are normalised automatically. Criteria with a weight of zero are ignored, and any unanswered active criterion marks the total as incomplete.
Agree the criteria and their weights before the demos, rate each candidate 0–5 on the same tasks, mark a few criteria as essential, and record the evidence behind every rating. The scorecard normalises the weights so that only their relative size matters.
What happens when a CRM fails an essential requirement?
The scorecard flags it as failed even if its overall score is high. A CRM that cannot do something essential should not win on the strength of extras.
Why does my total say incomplete?
At least one active criterion has no rating. Unknowns are kept visible instead of being counted as zero, so you know which questions still need an answer from the vendor.
Can I share the scorecard with my team?
Yes. Export it as a CSV and open it in any spreadsheet. The file is created in your browser; nothing is uploaded to ViralBid.