Questions to ask CRM Software vendors before the demo.

Fast Use Case

This page is for a buyer who is close to a vendor call, renewal decision, migration approval, or shortlist meeting and needs a sharper private artifact before spending more time with sales teams.

Pricing and renewal

• Which CRM Software fees change after user count, volume, entities, integrations, storage, API use, or contract renewal?
• Which add-ons are required for the workflow shown in the demo, and which are only included in higher tiers?
• What written price, cancellation, renewal, and downgrade terms should the buyer request before signing?

Implementation and evidence

• What proof can the vendor show for CRM Software setup time, support load, migration success, uptime, reporting, and admin effort?
• Can the vendor show an export sample, support article, SLA, audit evidence, or workflow screenshot instead of relying on a sales claim?
• Which implementation work is included, partner-led, billable, delayed, or left to the buyer?

Fit and avoid-if

• Where would HubSpot Starter Customer Platform, Pipedrive Essential or similar vendors be a poor fit for the buyer's volume, team, budget, region, or workflow?
• Which must-have requirements are native, workaround-based, roadmap-only, or impossible?
• What would make the buyer stop the demo and choose a cheaper, simpler, or more specialized option?

Exit and control

• How does the buyer export data, permissions, files, reports, automations, and audit history if the vendor is cancelled?
• Who controls admin access, data retention, integrations, and support escalation after the contract starts?
• Which answers need written confirmation before the buyer treats the demo as decision evidence?

Public Product Context