CRM Checklist
8 steps to choosing a CRM for your business that works with Xero

CRM Checklist:
How to choose a CRM for Xero

January 17, 2020

So you're here because you're reviewing options to buy your first CRM? Or perhaps to change CRM from one that's not quite working for you. Or maybe to help somebody you know to do so. Well, you've come to the right place with this CRM checklist.

Perhaps you're already aware that you're at a pivotal decision point. Choose the incorrect CRM and it could mean an expensive, time-consuming and damaging experience for your business. But select carefully by using a selection and implementation method that is focused on bringing you business benefits and it could prove the best business decision you ever made around systemising your business.

The Xero CRM checklist below is a great place to start. Before Connectably become a CRM company in its own right, founder Gareth Everson used to run a service business, implementing other companies' CRMs for small businesses like yours. He helped hundreds of businesses find success and won a few awards along the way.

Building on those experiences, this is the simple checklist that he wishes existed when starting out.

Ten years on from starting out, he founded this business and we began building our own CRM. You can read that story here if you'd like to.

And if you're interested - no pressure to do so - you check out what we built here.

The Xero CRM Checklist

OK, here's the checklist. It's just two pages long with plenty of room for notes. It's simple, but comprehensive. You don't have to register to download the checklist. But if you'd rather receive a physical copy of it in the post along with some additional implementation pointers, then please leave your address details here.

To download the CRM checklist as a PDF, just hover over the top section of the PDF and the following download or print icons will show. Just click the download link to save it to your computer, or the print icon to print it out:

Checklist Download Link
Connectably CRM Checklist pdf and App Store and CRM Checklist

Next Steps

Check out the problems that Connectably might help you solve in your business here. We're pretty sharp on all eight criteria on your new checklist.

If you want to cast the net a little wider, and you're ready to dive into the Xero CRM marketplace, then you have some great questions in our CRM checklist to start your search independently.

We've created a shortlist and comparison of our favourite Xero CRMs here. Why did we do that? Well there are millions of global Xero users, but we *might not* be the number one choice for everyone (shock, horror). We just took the view that if we're not right for your business, then you might as well choose a different CRM that we rate. CRM karma, perhaps.

Thanks for your interest in the CRM checklist. If there's anything we can help with further, please get in contact.


Gareth Everson

Gareth's the founder of Connectably. He's a business systemiser who helps small business owners who aren't always natural "software people" to systemise their processes, understand marketing technology, improve client experiences, launch new services, get paid their true worth, and increase the value of their business. Connectably is a self-funded software business (founded 2017) that serves other small businesses. You can follow Connectably here, and connect with Gareth here.
Author: Gareth Everson - Founder Connectably

Do more than 'just' CRM

Most small businesses feel befuddled by software and it kills momentum.
Connectably is small business management software that helps you sign up and manage clients in one place. 
When you clean up your processes you get more time for your clients and your business grows.

Save time

Manage email marketing, sales and client workflows in one place

Grow simply

Think about your business in a more scalable, sustainable way

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Implement quickly with excellent support and training provided

Save money

Replace multiple software subscriptions with just one

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