CRM SEARCH
Find the right CRM
Get unbiased tool recommendations for your business
Find a CRM that works for your business
Our database includes 150+ tools, whether you call it a CRM, ticketing, helpdesk, or something else.
AI-Powered Review
Our algorithm makes sure that your CRM is the right fit for your industry, team size, and more.
- Unbiased
- Automated
- Minimal human error
Understand the Why
Get detailed reasons on why the results are the best fit for your business.
- Multiple options
- detailed reasons
- plan estimates
Save Time & Money
You’ll get your results sent to you in 2 business days, saving your team time and money.
- quick turnaround
- Accurate
- Support from our experts
Not sure if you need a CRM?
Take a quick 2-minute quiz to see if you could benefit from implementing a CRM for your business.
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
Preview of Recommendation
Detailed Notes
In your recommendation, we’ll include details on why the selected tool is a good fit for your business, and things to look out for.
Detailed Notes
In your recommendation, we’ll include details on why the selected tool is a good fit for your business, and things to look out for.
to see what your recommendations will look like.
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 the 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 report?
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 is 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.