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CRM System Requirements Specification

Quickly and easily specify your CRM system requirements

Use the ‘CRM Software RFI/RFP Template’ to:

  • quickly and accurately gather your CRM system requirements
  • obtain vendor responses in a standard format
  • prepare your RFI and RFP for issue to software vendors
  • facilitate a quick and easy evaluation and comparison of your vendor responses

The ‘CRM RFI/RFP Template’ will:

Save you time. Specify your system requirements and prepare your RFI and RFP much faster - as virtually all the CRM system requirement features and functions are listed. All you do is chose those you need and set their priorities.

Save you effort. 2665+ CRM system requirement features and functions have been carefully researched and listed, so you don’t have to recreate them. The Template helps you to be more thorough when specifying your requirements and not inadvertently miss out anything. And being in MS Excel, it is easy to amend and customise to your precise needs.

The standardised format helps vendors to clearly respond to each of your requirements and makes your evaluations and comparisons easy and effortless.

Save you money. Use the ’CRM RFI/RFP Template’ yourself - there’s no need to employ additional staff or resources to help you specify your requirements or prepare an RFP.

Help you to select the right system - by providing clarity and transparency - you can see your requirements, easily evaluate and compare vendor responses - and so identify the best software to meet your needs.

The ‘CRM Software RFI/RFP Template’ is:

Impartial and unbiased.

Flexible and adaptable - so it can also be used for requirements gap analysis, brainstorming requirements and many other system selection tasks.

And includes CRM system requirements for: market research, marketing, sales, sales order, invoicing, customer support, field and service management, analytics / business intelligence and much more.  

Click the link below, to find out more:

Find out more about the 'CRM Software RFI/RFP Template' - click here
Image of Requirements Specification from the 'CRM Software RFI/RFP Template' - click here for more details

Requirements Specification from the ‘CRM Software RFI/RFP Template’

Find out more about the ‘CRM Software RFI/RFP Template’


If you are not completely satisfied with a Template – simply email us within 60 days from purchase and we will give you a full refund on the spot.

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