Worksheet
CRM comparison scorecard
Two columns, one per tool. Twelve rows cover stage setup, mobile visit log, required fields, five automations, WhatsApp template test and email sync. The rest cover dashboard build time, seat cost, add-on cost, contacts in two years and rep vote. Each row gets a score and a line of proof.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “HubSpot vs Zoho CRM for a small sales team”, www.gullysystem.com/blog/hubspot-vs-zoho-crm-for-a-small-sales-team