CRM readiness & fit assessment

Make the right CRM call without risking your quarter. Identify adoption and data risks, pinpoint where your pipeline drags, and see whether to fix, extend, or switch—saving you both time and budget.

Start the assessment

We built this quick diagnostic for Sales and RevOps leaders who need clarity—fast. You’ll see how your team’s process, data, and adoption stack up and get tailored recommendations for next steps you can act on with confidence.

When everything’s in one place, progress follows

"I couldn't even comprehend how we would report without monday CRM."

Dominic Harris

Co-Founder

"It is saving us time, it is keeping us organized, and it is working. We are so happy to have found monday CRM."

Lizzie Post

Co-president

“Because monday CRM is much easier to use than our old CRM, it requires less training.”

Luca Pope

Global Client Solutions Manager

"I have visibility into all the information I need to manage customer relationships and understand our sales performance.”

Christopher Stone

Vice President of Business Development

“monday CRM has opened countless doors of opportunities that we never had before.”

Kyle Dorman

Operation Department Manager

Make your next CRM move the right one

Avoid the wasted cycles and stalled rollouts that come from (educated) guessing. Get objective guidance on what platform truly supports your goals, whether it’s us or another solution.

Start the assessment

CRM Readiness & Fit Assessment

Choose the right CRM with confidence. We'll review your sales organization's strengths, gaps, and goals to determine readiness for a tech-driven CRM and suggest solutions your team will love.

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