CRM REQUIREMENTS DOCUMENT SAMPLE — PUBLISHER KIT Published by Northstar Select / RIA LLC Updated: August 12, 2026 Canonical resource page: https://riaselect.com/tools/crm-requirements-checklist/ Contact: contact@riaselect.com RESOURCE SUMMARY Northstar Select's free CRM Requirements Document Sample is a six-page editable Word template for small businesses preparing a CRM selection, RFP, implementation brief, or vendor evaluation. It covers objectives, scope, stakeholders, workflows, functional and non-functional requirements, data migration, integrations, security, total cost, acceptance tests, vendor comparison, and sign-off. No email address or signup is required. SHORT DIRECTORY DESCRIPTION (157 CHARACTERS) Free six-page CRM requirements document in Word, with scope, workflows, migration, security, cost, acceptance tests, vendor scoring, and sign-off. LONG DIRECTORY DESCRIPTION Create a testable CRM buying brief before vendor demos. This free, editable six-page Word document helps small teams define business goals, scope, stakeholders, current workflows, functional requirements, data and migration needs, integrations, security controls, non-functional requirements, commercial constraints, acceptance tests, vendor comparisons, risks, and final approval. It is vendor-neutral, requires no signup, and is accompanied by an Excel workbook and private browser checklist. SUGGESTED CITATION Northstar Select, “CRM Requirements Document Sample,” RIA LLC, August 12, 2026, https://riaselect.com/tools/crm-requirements-checklist/ NEWSLETTER COPY Free CRM requirements document: Northstar Select has published an editable six-page Word template for teams preparing a CRM shortlist or RFP. It covers scope, workflows, data migration, integrations, security, cost, acceptance tests, vendor comparison, and sign-off. No signup is required: https://riaselect.com/tools/crm-requirements-checklist/?utm_source=newsletter&utm_medium=referral&utm_campaign=crm_requirements_template&utm_content=word_sample HTML RESOURCE CARD OUTREACH EMAIL Subject: Free editable CRM requirements document for your resource list Hi [Name], I noticed that your [article/resource page] helps readers plan or evaluate CRM software. Northstar Select has published a free, vendor-neutral CRM requirements document that may be useful to those readers. The six-page Word template covers objectives, scope, stakeholders, workflows, functional and non-functional requirements, migration, integrations, security, total cost, acceptance tests, vendor comparison, and sign-off. It requires no email address or signup: https://riaselect.com/tools/crm-requirements-checklist/?utm_source=editorial_outreach&utm_medium=outreach&utm_campaign=crm_requirements_template&utm_content=word_sample If it is not a fit, no reply is needed. I am happy to answer a methodology or formatting question at contact@riaselect.com. Best, Northstar Select editorial team RIA LLC REUSE TERMS You may link to the resource, quote the short description, and reproduce the HTML resource card with visible Northstar Select / RIA LLC attribution. You may adapt the downloaded document for your organization's internal CRM selection. Do not resell the template, remove publisher attribution when redistributing the original file, imply endorsement by RIA LLC, or present sample requirements as legal, security, or procurement advice. TRACKING AND PRIVACY The tracked URLs identify the referring placement in aggregate analytics. Do not add personal information to URL parameters. The download is not gated, and values entered in the browser checklist remain on the visitor's device.