CRM Health Check

Sense-check your CRM

Check how compatible your current sales, marketing or support tool is with your business

Get your CRM to work for your business

With our CRM Health Check, we’ll provide insights on whether your current CRM is the right fit, detailed reasons, and recommendations.

AI-Powered Review

Our algorithm looks at multiple data points to check if your CRM is the right one for you.

View Alternatives

Get detailed recommendations on other options that may be a better fit for your team.

Save Time & Money

Our algorithm makes sure that your CRM is the right fit for your industry, team size, and more.

Not sure if you need a CRM Health Check?

Take a quick 2-minute quiz to see if you could benefit from a review of your current CRM.

How it works

It’s is easy as 1-2-3-4. In just a few steps, you’ll get a detailed recommendation.

Send Request

Submit your request via our questionnaire or a call with one of our knowledgeable experts.

We Process It

Within 2 days, your answers are analyzed using our proprietary algorithm and hand-checked by our team.

We Notify You

Once your personalized recommendations are ready, we’ll send you an email notification.

Submit Payment

We’ll send over your full recommendations once you remit payment of a one-time fee of ~~$350~~ $199.

Preview of Recommendation

to see what your recommendations will look like.

What would you like to know about Vendor Box?

Why is it important to choose the right CRM tool for my company?

Choosing the right CRM tool for your company has a variety of benefits including:

Having all of your customer data centralized in one place, making it easy to access customer interactions & understanding their preferences.
A unified view of each customer across team interactions and touchpoints, allowing you to build seamless internal processes.
Improved sales performance by identifying trends across your customer data, and building the right pipelines and processes from them.
Being able to make data-driven decisions – a well-fitted CRM collects and analyzes vast amounts of customer data, offering valuable insights into market trends, customer preferences, and business performance.
Maximum ROI on your investment by choosing a tool that meets your needs, and is adopted by your teams. Many organizations lose huge amounts of money, time, and resources by picking the wrong tool.

You can learn more about the benefits of CRM tools in this blog article.

What’s included in Vendor Box CRM recommendations?

The preliminary recommendations you’ll receive will include a preview of CRM tools that Vendor Box’s proprietary algorithm recommends based on your answers to the questionnaire.

Once you pay, you’ll receive the full recommendations which will contain a list of tools that have been selected based on the unique needs of your business. The recommendations will discuss how they align with the requirements you provided in the questionnaire, and highlight other important considerations such as pricing. Note: our CRM Search product is suited best for organizations who are looking to adopt their first CRM tool. If you already use a CRM tool, our CRM Health Check product is the one for you.

What’s included in the CRM health check?

The preliminary report you’ll receive will include a preview of CRM tools that Vendor Box’s proprietary algorithm recommends based on your answers to the questionnaire, as well as the compatibility of your existing tool(s).

Once you pay, you’ll receive the full report which will contain a detailed check-up of your existing tool(s) and how they fit/fail your business needs. The report will provide a list of tools that are a better fit for your unique business needs, discuss how they align with the requirements you provided in the questionnaire, and highlight other important considerations such as pricing.

Note: this report is suited best for organizations who are already using tools across their Sales, Marketing and/or Customer Support functions and are seeking information on whether they are a good fit.

What’s the difference between Vendor Box CRM Search and Health Check products?

The Vendor Box CRM Search product is suited best for organizations who are looking to adopt their first CRM tool.

On the other hand, the Health Check is suited best for organizations who are already using tools across their Sales, Marketing and/or Customer Support functions and are seeking information on whether they are a good fit.

Do I have to switch CRM tools once I receive the recommendations?

No! We will provide you with a list of tools that will help your business, and you are free to go over the recommendations at leisure, and only switch tools if and when you are ready.

How do I pay for the recommendations?

We use Stripe for processing payments. Once you decide to unlock the rest of the recommendations, we’ll send you a follow-up email with a secure payment link.

Are there any further charges after I receive my recommendations?

No, there are no additional fees.

How are you selecting the right CRM for me?

Vendor Box has a proprietary algorithm that takes into consideration more than 40 business variables. We run these based on the answers you provide to the questionnaire. The recommendations are double-checked and fine-tuned by the CRM experts before your personalized recommendations are delivered.

Do you offer implementation/migration services?

No, we don’t offer implementation or migration services but we’re happy to put you in touch with the right people to get this done.

Words from our Customers

While looking for a CRM solution recently I was faced with too much choice and buyer fatigue. The overwhelm is real. I even wrote a report on my struggles. Vendor Box got in contact and I used their tools to help narrow down the search based upon my criteria. This should be the first place you should go when you need CRM. It saves time and helps you to find the correct software package based upon your specific needs. I now have a software package that I love and I have saved so much time implementing systems that I'll never use.

Ashley Leeds

Owner | Full Cup Coaching

Words from our Customers

In just a matter of days, Vendor Box provided us with a curated selection of CRM vendors perfectly tailored to our business needs. With our first CRM tool looming on the horizon, they saved us weeks of exhaustive research. Thanks to their expertise, we are armed with a list of vendors custom-made for Kredikarti.co, and we're confident to move forward.

Cem Disbudak

CEO & Co-founder | KrediKarti.co

Words from our Customers

We were using a popular CRM tool but faced very low user adoption, which was frustrating. Vendor Box's algorithm provided us with a detailed analysis of why that tool wasn’t compatible with our business and suggested alternatives that better suited our operational needs. If you’re experiencing similar issues with your teams, Vendor Box is an excellent product to help you identify the root cause. Highly recommended!

Eren Soyak

CEO & Co-founder | Lifemote

Words from our Customers

We used Vendor Box to help us figure out a way to centralize our current CRM practices. After only a handful of questions we were given a full list of detailed recommendations, including a Plan A and B to suit our various needs and budgets. The amount of time it took to get to this point was key for us as a startup with a lot of initiatives going on! Would definitely recommend Vendor Box.

Mia Lewin

Growth Marketing Manager | Scooch

Words from our Customers

I work in support and sales outreach at Orea, where we sell specialized coffee-making tools, and I was struggling to keep track of leads and conversations manually, which was becoming a bit of a pain. I didn’t have time to test out a bunch of CRMs, so I gave Vendor Box a shot. All I had to do was fill out a quick questionnaire, and within 2 days, I had a list of CRM options tailored to what I needed. It was super easy and saved me so much time. If you're busy and need the right tool fast, I definitely recommend Vendor Box!

Joel Jesus

Orea

Words from our Customers

As our customer base grows, we anticipate needing a CRM in the next few months. Instead of spending hours researching and drowning in irrelevant online reviews, we shared our needs with Vendor Box. In just a few days, their algorithms provided us with a list of the best matches and positioned us with the right CRM tools. They even suggested a package that complements our existing chat tool and eliminates the need for data migration. When we purchase our CRM in 2025, we already know which one we’ll choose!

Sencer Zora

Bilgisan