2-Minute Assessment
How CRM-Ready Is
Your Business?
Answer 6 questions. Get your score. See exactly where your operation is leaking time, leads, and revenue.
Question 1 of 6
How do you currently manage leads and customer data?
A
Excel, Google Sheets, or notebooks
B
A CRM, but nobody really uses it properly
C
A CRM that most of the team uses daily
D
A fully configured CRM with automation and reporting
Question 2 of 6
What happens when a new lead comes in?
A
Someone checks email/portal manually and forwards it
B
It goes to a shared inbox — whoever sees it first takes it
C
It lands in CRM but assignment is manual
D
Auto-captured, auto-assigned, auto-notified within minutes
Question 3 of 6
How do you track WhatsApp conversations with clients?
A
We don't — it's all on personal phones
B
Some agents share screenshots or summaries
C
We use WhatsApp Business but it's not linked to CRM
D
Every message is logged in CRM with full history
Question 4 of 6
How do you generate reports on sales performance?
A
Manually compiled in Excel — takes hours or days
B
Some CRM reports but they're basic or inaccurate
C
We have dashboards but they need manual refresh
D
Real-time dashboards updated automatically — always current
Question 5 of 6
What happens to leads that don't convert immediately?
A
They're basically forgotten — no follow-up system
B
Agents follow up when they remember (sometimes)
C
We have reminders but no automated sequences
D
Automated nurture sequences re-engage them systematically
Question 6 of 6
If your top salesperson left tomorrow, what would happen?
A
All their clients and pipeline knowledge walks out with them
B
We'd lose most of it — some info is in shared sheets
C
Their deals are in CRM but notes and context would be lost
D
Everything is documented in CRM — another person can take over instantly