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CRM & Operations Readiness

What is your role? *

Founder / CEO

Coo / Operations

Head of Sales

Product

Other

What industry are you in?

Software / SaaS

Marketing / Creative agency

E-commerce / D2C brand

Professional services

Logistics / Delivery / Mobility

Healthcare / Clinics

Other

How many people actively interact with leads/clients in your company?

1-3

4-10

11-30

31-100

100+

Where do you store information about your leads and clients today? *

Where do your leads currently come from? *

How confident are you that no leads slip through the cracks? ?

1 – I’m sure we lose a lot of leads

2 – We lose leads regularly

3 – We lose some leads, but I don’t know how many

4 – We lose a few, but it’s mostly under control

5 – I’m confident we have strong control

What’s your biggest headache right now?

We don’t see a clear pipeline (from lead to payment)

We don’t know who owns what (responsibilities unclear)

We spend too much time on manual updates / copy-paste

Our tools don’t talk to each other (no integration)

Other

If you had a custom CRM next month, what are the top 2 things it MUST do?

Do you prefer asynchronous collaboration instead of live calls?

Yes – I prefer async (written + videos)

I’m fine with both async and calls

I prefer live calls

Not sure yet

Budget for tools / systems ?

0-200 €

200-500 €

500-1,500 €

1,500+ €

No idea

When would you realistically start improving your CRM / internal tools?

Within 1 month

In 1-3 months

In 3-6 months

No concrete time

Are you directly involved in deciding which tools/systems to implement?

Yes – I make the final decision

I strongly influence the decision

I only give input, others decide

I’m a user, not a decision maker

Contact details

Full name *

Email *

Company name

Country

Website URL

Phone

Permission to follow up * ?

Yes , please send it to me

No , I prefer not to receive it

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CRM & Operations Readiness

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