Interactive decision tool
Configure, extend, or build your CRM?
Answer six operating questions. The tool returns an explainable route without pretending it can quote a system it has not discovered.
- Six operating factors
- Instant route
- No data submitted
Decision model
Score the shape of the operation.
Choose the closest answer, even if it is not perfect. The recommendation updates locally in your browser; the selections are not submitted.
How it reasons
A route selector, not a sales score.
Standard workflows and urgent timelines favour configuration. Specific cross-team routes, heavier integrations, and stronger control requirements increase the case for extension or custom ownership.
Configure
Use a mature product when the process is standard and time-to-value matters most.
Extend
Keep the system of record and build only the workflow, portal, or integration it lacks.
Build
Own the customer operation when specificity and control justify product responsibility.
Questions
Does a build recommendation mean we should replace our CRM?
No. It means custom development is worth scoping. Discovery may still show that an existing platform should remain the system of record with a custom workflow layer around it.
Why does urgency favour a packaged CRM?
A mature product can usually reach a standard production workflow faster than a new build. Custom development should not be forced into an unrealistic deadline merely to preserve a preferred answer.
Does the calculator estimate CRM cost?
No. Cost depends on verified workflows, roles, migration, integrations, reporting, security, and acceptance criteria. The calculator helps choose the route before estimating it.
Research the route