Free Planning Tools

CRM Implementation Resources

Data-Driven Tools to Plan Your Project

Use our free interactive tools to assess project feasibility, calculate ROI, and estimate timelines. Built from insights gained across 400+ implementations.

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400+

Real Implementations

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Assessments Run

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Filter Resources

CRM ROI Calculator

5-year ROI projection calculator for CRM investments based on efficiency gains, productivity improvements, and cost savings.

What You'll Get

roi

calculator

financial-planning

business-case

8 min read

Interactive Tools

Integration Readiness Assessment

20-question assessment to evaluate your organization readiness for system integration across technical, organizational, process, and data dimensions.

What You'll Get

integration

assessment

readiness

planning

10 min read

Interactive Tools

CRM Health Check Scorecard

Interactive 20-question assessment to evaluate your Salesforce or HubSpot instance across data quality, user adoption, automation, security, and integrations.

What You'll Get

assessment

data-quality

user-adoption

security

8 min read

Interactive Tools

Data Quality Scorecard

Interactive tool to assess CRM data quality across 5 dimensions: completeness, accuracy, consistency, timeliness, and accessibility.

What You'll Get

data-quality

assessment

data-governance

scoring

5 min read

Interactive Tools

Implementation Timeline Calculator

Calculate estimated timeline for CRM implementation based on users, custom objects, integrations, data migration, and customization level.

What You'll Get

timeline

planning

estimation

calculator

7 min read

Interactive Tools

Integration Complexity Calculator

Estimate integration project scope, cost, and timeline based on number of systems, data volume, sync frequency, and customization needs.

What You'll Get

integration

calculator

complexity

estimation

6 min read

Interactive Tools

Migration Cost Estimator

Estimate data migration cost and timeline based on record volume, data quality, complexity, and testing requirements.

What You'll Get

migration

calculator

estimation

data-quality

Why Use Our Assessment Tools?

Real Project Data

Every calculation and recommendation is based on actual implementation data from 400+ completed projects.

Instant Insights

Get immediate, actionable feedback. No waiting for quotes or sales calls—just honest assessments.

100% Free

No hidden fees, no credit card required, no data selling. Just free tools to help you plan better.

Ready to Discuss Your Specific Needs?

These tools provide general guidance. For a customized assessment and detailed implementation plan, schedule a free consultation.