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Free CRM planning tools.

Calculate real cost, shortlist a HubSpot plan, define requirements, prepare migration data, and compare products with a transparent scoring model.

Built for better buying decisions.No email gate. No form submission. Tool inputs stay in your browser.
Free business tool

CRM Annual Cost Calculator

Calculate year-one and recurring CRM cost for 5, 10, or 20 users, including seats, onboarding, add-ons, setup, and discounts.

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Free business tool

HubSpot Plan Finder

Answer four questions to identify the HubSpot plan most likely to fit your team, then verify it against current official pricing.

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Free business tool

CRM Requirements Checklist

Work through a practical CRM buying checklist covering users, workflow, data, reporting, integrations, security, migration, and cost.

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Free business tool

CRM Migration CSV Template

Download a clean CSV structure for contacts, companies, deals, owners, consent, and next actions.

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Free business tool

CRM Comparison Scorecard

Score four CRM products using weighted criteria and get an instant, transparent result.

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