Effortlessly gather CRM system requirements,
prepare your RFI and RFP, and evaluate and
compare vendor responses with this comprehensive
template bundle
The ‘CRM Software RFI/RFP Templates’ provide everything you need to gather CRM system requirements, prepare your RFI and RFP, and evaluate and score vendor responses. Download a free sample to learn more.Axia’s CRM RFI/RFP Templates Bundle (updated March 2025) includes:
• Requirements Template for CRM system requirements specification, integrated vendor response, evaluation and scoring, analysis and charts including vendor response analysis, scores analysis, cost comparison and cost-score ratio. (MS Excel/xlsx). • Separate RFI and RFP templates (MS Word/docx). • Business Analysis Template for analysing your current situation and collecting CRM system information (MS Excel/xlsx). • Full Instructions and CRM software selection tips (MS Word/docx). The Requirements Template includes 3121 CRM system criteria for Market Research, Marketing, Sales, Sales Order Processing, Invoicing and Billing, Customer Support, Field and Service Management, Contact Centre, Social Media, Analytics and Business Intelligence, Common requirements for all Modules, Systems Operations, Technology requirements, Software/System Support and Services.Learn more:
Download a free sample Requirements Template (includes a full Table of Contents, sample requirements, vendor response, analysis and charts) from the CRM Software RFI/RFP Template. MS Excel (xlsx) 103KB.Save time, effort and money!
Save time and money by quickly identifying and gathering your CRM system requirements. Thousands of carefully researched criteria are already listed, so you can simply choose those you need and set their priorities. Then, prepare your RFI and RFP by just filling in the blanks. The template worksheets and documents are available in MS Excel / MS Word, making it easy to customise and share as necessary. Reduce effort and costs as you do not have to start from scratch. The templates significantly cut down the effort involved in gathering CRM system requirements, preparing your RFI and RFP, and evaluating vendor responses. The standard format helps software vendors to clearly understand your requirements and respond more effectively, leading to clearer and improved responses. This means you will spend less time and effort evaluating and comparing vendor responses, ultimately saving you both time and money. The CRM RFI/RFP Templates are designed to be used on their own, as standalone products, without the need for or costs of external assistance such as consultants or additional staff. They come ready to use straight out the box.Accurate and thorough requirements specification
All CRM criteria listed have been meticulously researched and checked. The template lists more than just software features and functions - criteria for the entire system are included, comprising system operational requirements, technology requirements and software vendor support requirements. This comprehensive and thorough list of criteria protects you from inadvertently omitting a critical function or feature in your requirements specification.Help you select the right software for your organisation!
The CRM RFI/RFP Template is completely impartial and unbiased towards any software vendor. The CRM criteria listed are independent of any specific software product or provider. As a result, using this template will guide you toward the most suitable CRM solution for your needs and organisation, rather than steering you toward a particular vendor. Full Template Instructions and Software Selection Tips are included to guide you through the software selection process. Additionally, free Template support by email is available if needed. Your confidentiality and privacy are fully protected. We do not share or sell your details to software vendors, allowing you to focus on your requirements, RFI and RFP without interruption. You won’t receive unsolicited sales calls, emails, or messages until you initiate contact. The Template helps you to select the right software by providing clarity and transparency. You can clearly see your requirements, easily evaluate, score, analyse, and compare vendor responses, and identify the best CRM solution for your needs.CRM Software RFI/RFP Template
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© 2026 Axia Consulting Ltd. All rights reserved.
17 New Road Avenue, Chatham, Kent ME4 6BA, United Kingdom Contact Us
CRM Template
Not Available
60-Day 100% Money-Back Guarantee.
We value your privacy. We will not rent, sell or give
your details to any other organisation.
”Your CRM Checklist saved us over 44 man hours during the
requirements definition phase of the project. I am very
grateful for your service”
President, Certtest Inc. Irving, Texas, USA
Effortlessly gather
CRM system
requirements,
prepare your RFI
and RFP, and
evaluate and
compare vendor responses with this
comprehensive template bundle
The ‘CRM Software RFI/RFP Templates’ provide everything you need to gather CRM system requirements, prepare your RFI and RFP, and evaluate and score vendor responses. Download a free sample to learn more.Axia’s CRM RFI/RFP Templates
Bundle (updated March 2025)
includes:
• Requirements Template for CRM system requirements specification, integrated vendor response, evaluation and scoring, analysis and charts including vendor response analysis, scores analysis, cost comparison and cost-score ratio. (MS Excel/xlsx). • Separate RFI and RFP templates (MS Word/docx). • Business Analysis Template for analysing your current situation and collecting CRM system information (MS Excel/xlsx). • Full Instructions and CRM software selection tips (MS Word/docx). The Requirements Template includes 3121 CRM system criteria for Market Research, Marketing, Sales, Sales Order Processing, Invoicing and Billing, Customer Support, Field and Service Management, Contact Centre, Social Media, Analytics and Business Intelligence, Common requirements for all Modules, Systems Operations, Technology requirements, Software/System Support and Services.Learn more:
Download a free sample Requirements Template (includes a full Table of Contents, sample requirements, vendor response, analysis and charts) from the CRM Software RFI/RFP Template. MS Excel (xlsx) 103KB.Save time, effort and money!
Save time and money by quickly identifying and gathering your CRM system requirements. Thousands of carefully researched criteria are already listed, so you can simply choose those you need and set their priorities. Then, prepare your RFI and RFP by just filling in the blanks. The template worksheets and documents are available in MS Excel / MS Word, making it easy to customise and share as necessary. Reduce effort and costs as you do not have to start from scratch. The templates significantly cut down the effort involved in gathering CRM system requirements, preparing your RFI and RFP, and evaluating vendor responses. The standard format helps software vendors to clearly understand your requirements and respond more effectively, leading to clearer and improved responses. This means you will spend less time and effort evaluating and comparing vendor responses, ultimately saving you both time and money. The CRM RFI/RFP Templates are designed to be used on their own, as standalone products, without the need for or costs of external assistance such as consultants or additional staff. They come ready to use straight out the box.Accurate and thorough
requirements specification
All CRM criteria listed have been meticulously researched and checked. The template lists more than just software features and functions - criteria for the entire system are included, comprising system operational requirements, technology requirements and software vendor support requirements. This comprehensive and thorough list of criteria protects you from inadvertently omitting a critical function or feature in your requirements specification.Help you select the right software
for your organisation!
The CRM RFI/RFP Template is completely impartial and unbiased towards any software vendor. The CRM criteria listed are independent of any specific software product or provider. As a result, using this template will guide you toward the most suitable CRM solution for your needs and organisation, rather than steering you toward a particular vendor. Full Template Instructions and Software Selection Tips are included to guide you through the software selection process. Additionally, free Template support by email is available if needed. Your confidentiality and privacy are fully protected. We do not share or sell your details to software vendors, allowing you to focus on your requirements, RFI and RFP without interruption. You won’t receive unsolicited sales calls, emails, or messages until you initiate contact. The Template helps you to select the right software by providing clarity and transparency. You can clearly see your requirements, easily evaluate, score, analyse, and compare vendor responses, and identify the best CRM solution for your needs.
CRM Software RFI/RFP
Template
© 2026 Axia Consulting Ltd
All rights reserved. Contact Us
CRM Template
Not Available
60-Day 100% Money-Back Guarantee.
We value your privacy. We will not rent, sell or
give your details to any other organisation.
”Your CRM Checklist saved us over 44 man hours
during the requirements definition phase of the
project. I am very grateful for your service”
President, Certtest Inc. Irving, Texas, USA
