Here are some steps to choosing the best customer relationship management software:[i]
1. Identify your needs (what information do you need to track?)
2. Check the features and tools (what do you need the software to do?)
3. Do a trial run (did the software meet my needs?)
[i] “How to Choose a CRM System 2022 | CRM Guide | U.S. News,” n.d. https://www.usnews.com/360-reviews/business/crm/how-to-choose-crm