CRM Migration Readiness Checker

A scored questionnaire on whether your team is actually ready to switch CRMs.

How clean is your current customer data?

Does your team actually want this change?

How is your current system serving you?

How many people need to be trained on a new system?

How many other tools does your CRM need to connect to?

Do you have budget and time allocated for a migration?

Readiness score

30 / 60

Readiness

Medium readiness

You're close. Nail down budget/timeline and clean your top-priority records first; migrate in stages rather than all at once.

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Free to use, anonymously, with no signup required. Estimates only, not financial, tax or legal advice.