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CRM Quote Form
First Name
*
Last Name
*
Company Name
Email Address
*
Phone Number
*
What is the size of your company?
*
1-5 employees
6-10 employees
11-20 employees
21-50 employees
51+ employees
How many users do you need for the CRM system?
*
1-5 users
6-10 users
11-20 users
21+ users
Do you need a CRM with integration capabilities?
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Yes, I need integrations with tools like email, accounting software, and marketing tools.
No, I don’t need integrations at this time.
I'm not sure yet.
How quickly are you looking to implement the CRM system?
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Immediately – We are ready to implement ASAP.
Within 1-2 weeks.
Within 1-2 months.
We are just exploring our options.
What type of industry does your business operate in?
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Retail
Service (Consulting, Coaching, etc.)
Manufacturing
Healthcare
Finance/Insurance
Other
Would you prefer a cloud-based CRM or an on-premise solution?
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Cloud-based CRM (accessible anywhere, no installation required)
On-premise CRM (installed on our own servers)
I’m open to both.
What CRM features are most important to your business? (Select all that apply)
*
Lead Management
Customer Support (Ticketing)
Sales Automation
Email Marketing Integration
Reporting & Analytics
Social Media Integration
Task Management
Mobile Access
E-commerce Integration
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