Free Guide
Unlock the Full Potential of Your CRM
The CRM Maturity Model helps businesses assess their current CRM usage to help them transition from basic customer tracking to AI-driven automation. It evaluates CRM usage across five key areas:
- Leadership – Strategy, vision, and executive alignment.
- Client Relationships – Sales, marketing, and engagement optimization.
- Data & Analytics – Accuracy, reporting, and customer insights.
- Process Automation – Lead management, workflows, and integrations.
- Finance & Operations – Revenue tracking, forecasting, and profitability.
Download the guide now to reveal your CRM maturity level and unlock strategies for growth.
Don't take our word for it!
- Recycling
“We have transitioned out of the stone age to become a full-fledged company. We had a bank of about 120 customers, and after implementing our CRM system two years ago, we have reached nearly 600 contacts with complete information.”
Stéphane FrigonCEO - Services
“Everything has changed! We have better tracking capability that allows us to effectively manage our leads and opportunities. Our dashboard provides us with greater insight into opportunities and outcomes.”
Julie BouffardBusiness Development & Marketing - Manufacturing
“Our monthly reporting is instantaneous, and with just a few updates, we can publish accurate figures in less than an hour.”
Michael BalzanDirector of Sales
