Don’t ask what software to buy first.
First clarify what the business must track, control, report, and change.
A €390 Business Software & CRM Evaluation for owners, CEOs, sales managers, and operations leads choosing between CRM, sales tracking, Microsoft 365, Google Workspace, reporting, automation, or AI support.
AI can suggest tools. This evaluation helps decide what your business should actually change before choosing one.
Fixed evaluation fee
€390
90 + optional 30 minutes
Process mapped before software is judged
Existing tools checked before new spend
Compromises made explicit before commitment
PDF recommendation included
This is not a generic app list. It is a structured decision session before operational change.
Cheap answers are everywhere.Good decisions are not.
You are choosing between CRM, sales tracking, Microsoft 365, Google Workspace, reporting, automation, or AI tools.
Your current process is split across Excel, email, notes, shared drives, calendars, and people’s memory.
Software demos look convincing, but nobody has clearly defined the process, ownership, reporting, or adoption rules.
You want a defensible decision before spending money, time, and internal credibility on the wrong setup.
A chatbot can list tools. It cannot inspect your operating mess for you.
The risk is not that you fail to find CRM software. The risk is that you buy a cleaner interface for the same unclear sales process, weak reporting model, vague ownership rules, and low adoption discipline.
The evaluation is for the point where generic advice stops being enough: when the decision has to survive budget, timing, team capability, reporting needs, existing tools, and implementation reality.
The uncomfortable part:
A CRM is not a sales process. A dashboard is not management visibility. AI is not a strategy. The solution has to fit the way the business actually works.
€390 is not competing with a €25 chatbot. It is competing with a bad decision.
Wrong software choices burn time through setup, rework, staff frustration, manual reporting, abandoned subscriptions, and the slow return to Excel. The evaluation is a small control cost before that larger operational risk.
Decision factor
Sales process and customer follow-up
Decision factor
Data fields, ownership, permissions, and handovers
Decision factor
Reporting needs and management visibility
Decision factor
Microsoft 365 or Google Workspace options you may already own
Decision factor
Adoption risk, maintenance effort, and hidden setup cost
Decision factor
Where AI is useful — and where it is just decoration
Structured decision support before you buy, build, automate, or add AI.
We do not start by pushing a platform. We start by understanding the work, decisions, constraints, and information your business needs to run better.
The real problem is framed
You stop treating the decision as a tool shortlist and clarify what the business actually needs to control, track, report, and improve.
Options are compared against reality
CRM, sales tracking, reporting, workflow, Microsoft 365, Google Workspace, low-code, and AI options are checked against your constraints.
You get a defensible recommendation
The output explains what fits, what to avoid, what compromises are acceptable, and what should happen next.
From software confusion to a defensible management decision.
The output is not a list of apps. It is a recommendation about how the business should track work, capture information, support decisions, and improve follow-up.
Before
- You compare CRM systems before defining the sales process.
- Excel keeps growing because nobody trusts the replacement.
- Reports are manual because source data is weak.
- AI sounds attractive, but no useful workflow has been identified.
After
- The business need is clearly framed.
- Existing tools are checked before new software is recommended.
- Necessary compromises are explicit before purchase.
- You have a practical recommendation and route to implementation.
The €390 Business Software & CRM Evaluation
A fixed-fee discovery and recommendation service for businesses asking how to track sales, manage customers, report performance, and stop relying on Excel for everything.
What you get exactly
90-minute stakeholder discovery session, with up to 30 extra minutes where complexity requires it
Interview with up to 3 stakeholders, including daily operations and reporting or decision ownership
Structured questions on operations, constraints, reporting, approvals, adoption risk, and AI applicability
Written PDF recommendation explaining the best-fit direction, acceptable compromises, and practical next step
Optional timed implementation roadmap for planning, tracking, and monitoring delivery
The €390 fee can be credited against future implementation or advisory work within 30 days
Want to see the format first?
Download a short sample recommendation document before you book the evaluation.
Download sampleFixed evaluation fee
€390
90 + optional 30 minutes
Best for a business owner, CEO, sales manager, or operations lead who needs a clear recommendation before choosing CRM, sales tracking, reporting, automation, AI, or workflow tools.
Includes PDF recommendation. Timed implementation roadmap available on request.
Booking and payment
After your booking request is accepted, you receive an automated payment link for a €50 booking deposit. The appointment is confirmed only after payment. The deposit is applied toward the €390 fee, leaving €340.
Booking is requested first. The meeting is confirmed after the €50 deposit.
Structured enough to be useful. Small enough to actually start.
Bring the right people
Include up to three stakeholders. At minimum, we need one person close to daily operations and one person who needs the reports or decisions from the process.
Map the real work
We examine how enquiries, sales, customer follow-up, approvals, reporting, handovers, and feedback loops actually work today.
Test solution routes
We compare software, automation, reporting, operating routines, AI use cases, and tools you may already own against your constraints.
Get the recommendation
You receive a PDF recommendation explaining the best-fit solution direction, necessary compromises, and practical next step.
Ten years in digital product, business development, and delivery.
The evaluation combines business analysis, product thinking, project delivery, reporting logic, and practical change management — without an agenda to push a specific platform.
Useful when the question is practical, not ideological.
Good fit if...
- You need a practical decision before buying CRM, sales tracking, reporting, automation, or AI tools.
- You suspect Microsoft 365 or Google Workspace can do more than corporate email.
- You can bring people who understand daily operations and management reporting.
- You want a clear recommendation before committing to a subscription or implementation partner.
Not a good fit if...
- You only want a generic list of tools that could be produced by a chatbot.
- You expect a full CRM, ERP, website, or app implementation inside the €390 evaluation fee.
- You want someone to push a pre-selected CRM regardless of how your business works.
- You want AI added everywhere without checking whether it solves a real operational problem.
Questions before another subscription joins the pile.
Use the chatbot for a first shortlist. This evaluation is for the harder decision: clarifying your process, reporting needs, ownership rules, adoption risks, current Microsoft 365 or Google Workspace options, and the compromises before you commit money and attention.
Start with the business need. Then choose the tool.
Request the €390 Business Software & CRM Evaluation and get a clear recommendation before you commit to CRM, sales tracking, reporting, automation, or AI work.