Your CRM rollout.
One clear checklist.

18 practical decisions, from scope to adoption. Work through them here, or download a CSV to assign owners with your team.

Need the reasoning behind each step? Read the complete CRM implementation guide. Suggested owners are starting points: one person may hold several responsibilities.

Progress is stored only in this browser, where supported, and is shared with the checklist inside the guide. Clearing browser data removes it. The CSV includes your current completion status and an empty column for assigned owners. No checklist can independently verify your system: record evidence for the checks that matter.