Fit-First Plan
Choose the right CRM, and the right AI to sit on it.
An independent, vendor-neutral plan that tells you which CRM fits how your business works, where AI will genuinely save time, and where it won't. You get a clear recommendation and a step-by-step roadmap, not a sales pitch.
From £1,800
Why businesses need this
Choosing a CRM is a significant investment of time, money, and operational focus. Yet many businesses make their choice based on feature lists, vendor bias, or what a competitor uses, rather than what their own processes actually demand.
Too many options and feature overload lead to poor decisions made too early. This service cuts through the noise, giving you a structured approach to evaluate the market and find a system that fits your business reality.
The five phases of a Fit-First Plan
- 01
Discovery & Analysis
How your business works today: people, processes and pain points.
Including how your team uses AI tools today and whether your data is ready for them.
- 02
Requirements Mapping
What the CRM must do, ranked by importance.
Each task marked as one to automate, one where AI can draft for a person to approve, or one that stays with your team.
- 03
Architectural Definition
The data, integrations and structure the system needs.
Including what any AI tools should be allowed to read and change, and how that's recorded.
- 04
Evaluation & Comparison
A shortlist scored against your requirements.
Including the real cost of each vendor's AI add-ons, how open each system is to other tools, and lock-in risk.
- 05
Strategic Roadmap
A clear recommendation and the steps to implement it.
Including a sensible, phased plan for AI, only once the data is in good shape.
What's included
Who it's for
- First-time CRM buyers looking for a solid foundation.
- Businesses outgrowing their current CRM and needing to level up.
- Leaders wanting clarity and confidence before starting an implementation.
Common questions
"The Decision Pack gave us clarity we could never have got on our own. Instead of guessing, we had a shortlist backed by evidence, and total buy-in from our team."
What happens next
The Fit-First Plan gives you a confident way forward: a clear recommendation and a shortlist you can trust.
Once your software is chosen, I guide you through implementation via Strategic CRM Oversight, a monthly retainer that runs for the length of your CRM implementation, then hand over to Ongoing CRM Support to ensure long-term team adoption and zero system drift.
Explore Post-Launch Support PlansAlready know you want Capsule CRM?
You don't need a full market evaluation.
Head straight to my Capsule CRM Setup & Support page to explore my fixed-price implementation and onboarding packages.
Explore Capsule CRM Services"The aim is not to create more choice. It is to reduce risk and give you confidence in the decision."
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