This checklist turns a CRM evaluation into a structured, repeatable exercise instead of a single demo impression. Work through the five sections below in a live vendor demo, an internal requirements session, or before renewing your current system. Record honest answers, including “not available” or “manual,” rather than treating gaps as failures to hide. The buyer’s guide covers the reasoning behind each section in more depth.
How to use it
Ask the vendor to demonstrate each answer in a realistic workflow, not describe it from a slide. Jump to the checklist ↓
Can the system model how your brokerage actually works?
Can agents complete frequent actions without leaving the record stale?
Are sources, failures and manual fallbacks explicit?
Get started
Map the workflow once the CRM is picked.
The auditable lead-response guide turns the same evaluation lens into a six-part operating model for your team.
Reply within one business day · Hands-on onboarding · Built for UAE brokerages