<aside> 💁🏼‍♀️

How to use this RFP (read this first):

This template is designed to save you time and help you select the right CRM platform and vendor—even if you are not a CRM expert. Each section includes:

• Plain-English prompts to guide your thinking
• Fast-fill examples you can copy and adapt
• Expert shortcuts to avoid common CRM mistakes

You do not need to know exact fields, objects, or automations. Focus on workflows, outcomes, and constraints.

• Table of Contents </aside>

1. Overview

1.1 Purpose of This RFP

What to do here: State why you are selecting a CRM and what you expect it to enable.

Fast-fill template:

“The purpose of this RFP is to evaluate and select a CRM solution that will support our sales, marketing, and/or customer management processes and provide a single source of truth for customer data. We intend to select one CRM vendor and proceed toward implementation.”

Shortcut:

Say whether you are replacing an existing CRM or implementing one for the first time.

1.2 Organization & Team Overview

What to do here: Help vendors understand who will use the CRM.

• Organization name:
• Industry:
• Company size:
• Primary departments using the CRM (sales, marketing, support, etc.):
• Estimated number of users (by role if possible):
• Decision owner (name + role):

Shortcut:

User count and department mix strongly affect licensing and setup effort.