Private CRM readiness check

Do you actually need a CRM yet?

Answer workflow questions first. StackSane can recommend keeping the spreadsheet, fixing the process first, testing a CRM, or gathering more evidence. There is no email gate, no sponsored score and no product is promoted by default.

1. Is the sales/client process itself clear?

Think stages, ownership, and what “next action” means—not whether you like your current tool.

Process clarity

2. Is the current tracking reliable?

Reliable means active opportunities, owner and next action can be found without recurring misses or reconstruction.

Tracking reliability

3. Which concrete signals are present?

Select only recurring workflow facts. One signal does not automatically mean “buy a CRM.”

Follow-ups are missed or delayedThe next action is often unclearShared ownership causes status or handoff frictionThe same opportunity stages repeatCustomer/deal history is fragmentedReminders or reporting are rebuilt manually