CRM setup
CRM Implementation Checklist
Work through ten phases of a CRM rollout: goals, choosing, preparing contacts, pipeline, fields, import, testing, training, launch and review. Your ticks are saved in this browser. Copy, download or print the list.
How to use it
- Go through the phases in order, or jump to the one you are in.
- Tick each step when it is done. Progress is saved in this browser.
- Copy, download or print the list to share it with your team.
Common questions
Do I need to do every step?
No. Skip what does not apply. A one-person setup needs far fewer steps than a team.
Where are my ticks stored?
In your browser on this device only. Clearing site data removes them.
Is this specific to one CRM?
No. It is a general checklist that works with any CRM.