Find Your Perfect CRM

This product recommendation quiz helps you find the ideal CRM (Customer Relationship Management) software for your business. Answer questions about your team size, budget, industry, technical expertise, priorities, and feature requirements to receive personalized recommendations from six leading CRM platforms: HubSpot (all-in-one marketing & sales), Salesforce (enterprise-grade customization), Pipedrive (sales-focused simplicity), Zoho CRM (feature-rich value), Monday Sales CRM (visual workflow), and Freshsales (AI-powered for SMBs). Get your top 3 matches with detailed comparisons.

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Try the Quiz

🎯 Find Your Perfect CRM
Tell us about your company to find the right fit
 
 
What matters most to you?
 
 
What's your technical situation?
 
 
 
Which features are essential for you?
 
 
 
Based on your answers, here are your best matches
☁️ #1 Match: Salesforce
The world's #1 CRM platform
Best for: Enterprise companies with complex sales processes
💰 Price: $25 - $300+/user/mo
Extremely customizable • Massive app ecosystem • Advanced analytics • Industry solutions
Steep learning curve • Requires admin expertise • Higher cost
🟠 HubSpot CRM • 🟢 Pipedrive
Enter your details to receive your personalized CRM comparison
Enter your details to receive a detailed PDF comparing your top matches
 
 
 
 
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export function crmFinderQuiz(form: FormTs) {
form.setTitle(() => '🎯 Find Your Perfect CRM');
 
// ============ STATE ============
const preferences = form.state<{
teamSize: string;
budget: string;
priorities: string[];
industry: string;
techLevel: string;
integrations: string[];
}>({
teamSize: '',
budget: '',
priorities: [],
industry: '',
techLevel: '',
integrations: []
});
 
// ============ CRM DATABASE ============
type CRMKey = 'hubspot' | 'salesforce' | 'pipedrive' | 'zoho' | 'monday' | 'freshsales';
 
const crmDatabase: Record<CRMKey, {
name: string;
logo: string;
tagline: string;
bestFor: string;
priceRange: string;
strengths: string[];
considerations: string[];
idealTeamSize: string[];
techLevel: string[];
}> = {
hubspot: {
name: 'HubSpot CRM',
logo: '🟠',
tagline: 'All-in-one platform for marketing, sales & service',
bestFor: 'Growing businesses wanting an integrated platform',
priceRange: 'Free - $1,200+/mo',
strengths: ['Free tier available', 'Marketing automation built-in', 'Excellent UI/UX', 'Great for inbound marketing'],
considerations: ['Can get expensive at scale', 'Some features locked to higher tiers'],
idealTeamSize: ['1-5', '6-20', '21-50'],
techLevel: ['beginner', 'intermediate']
},
salesforce: {
name: 'Salesforce',
logo: '☁️',
tagline: 'The world\'s #1 CRM platform',
bestFor: 'Enterprise companies with complex sales processes',
priceRange: '$25 - $300+/user/mo',
strengths: ['Extremely customizable', 'Massive app ecosystem', 'Advanced analytics', 'Industry solutions'],
considerations: ['Steep learning curve', 'Requires admin expertise', 'Higher cost'],
idealTeamSize: ['21-50', '51-200', '200+'],
techLevel: ['intermediate', 'advanced']
},
pipedrive: {
name: 'Pipedrive',
logo: '🟢',
tagline: 'Sales CRM designed by salespeople',
bestFor: 'Sales-focused teams wanting simplicity',
priceRange: '$14 - $99/user/mo',
strengths: ['Visual pipeline management', 'Easy to use', 'Activity-based selling', 'Great mobile app'],
considerations: ['Limited marketing features', 'Basic reporting on lower tiers'],
idealTeamSize: ['1-5', '6-20', '21-50'],
techLevel: ['beginner', 'intermediate']
},
zoho: {
name: 'Zoho CRM',
logo: '🔴',
tagline: 'Feature-rich CRM at competitive prices',
bestFor: 'Budget-conscious teams wanting full features',
priceRange: 'Free - $52/user/mo',
strengths: ['Excellent value', 'AI assistant (Zia)', 'Part of Zoho ecosystem', 'Highly customizable'],
considerations: ['UI less polished', 'Can feel overwhelming'],
idealTeamSize: ['1-5', '6-20', '21-50', '51-200'],
techLevel: ['beginner', 'intermediate', 'advanced']
},
monday: {
name: 'Monday Sales CRM',
logo: '🟣',
tagline: 'Visual, flexible work management meets CRM',
bestFor: 'Teams wanting CRM + project management',
priceRange: '$10 - $24+/user/mo',
strengths: ['Highly visual', 'Flexible workflows', 'Easy collaboration', 'Quick to set up'],
considerations: ['Newer to CRM space', 'Less sales-specific features'],
idealTeamSize: ['1-5', '6-20', '21-50'],
techLevel: ['beginner', 'intermediate']
},
freshsales: {
name: 'Freshsales',
logo: '🟡',
tagline: 'AI-powered CRM for high-velocity sales',
bestFor: 'SMBs wanting AI features at reasonable price',
priceRange: 'Free - $69/user/mo',
strengths: ['Built-in phone & email', 'AI lead scoring', 'Clean interface', 'Good automation'],
considerations: ['Smaller ecosystem', 'Less third-party integrations'],
idealTeamSize: ['1-5', '6-20', '21-50'],
techLevel: ['beginner', 'intermediate']
}
};
 
// ============ SCORING LOGIC ============
const scores = form.state<Record<CRMKey, number>>({
hubspot: 0,
salesforce: 0,
pipedrive: 0,
zoho: 0,
monday: 0,
freshsales: 0
});
 
const updateScores = (crmScores: Partial<Record<CRMKey, number>>) => {
scores.update(current => {
const updated = { ...current };
for (const [crm, points] of Object.entries(crmScores)) {
updated[crm as CRMKey] = (updated[crm as CRMKey] || 0) + (points as number);
}
return updated;
});
};
 
const getTopCRMs = (): CRMKey[] => {
const s = scores();
const sorted = Object.entries(s).sort((a, b) => b[1] - a[1]);
return sorted.slice(0, 3).map(([crm]) => crm as CRMKey);
};
 
const getTopCRM = (): CRMKey => getTopCRMs()[0] || 'hubspot';
 
// ============ COMPLETION SCREEN ============
form.configureCompletionScreen({
type: 'text',
title: () => {
const top = getTopCRM();
return `${crmDatabase[top].logo} ${crmDatabase[top].name} is Your Best Match!`;
},
message: () => {
const top = getTopCRM();
return `${crmDatabase[top].tagline}\n\nBest for: ${crmDatabase[top].bestFor}\n\nDownload your detailed comparison report to see why this CRM fits your needs.`;
}
});
 
// ============ PAGES SETUP ============
const pages = form.addPages('quiz-pages', {
heightMode: 'current-page'
});
 
// ============ PAGE 1: Company Profile ============
const page1 = pages.addPage('company', { mobileBreakpoint: 500 });
 
page1.addRow(row => {
row.addTextPanel('header1', {
label: 'Step 1 of 6: About Your Business',
computedValue: () => 'Tell us about your company to find the right fit',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
 
page1.addSpacer({ height: '24px' });
 
page1.addRow(row => {
row.addRadioButton('teamSize', {
label: 'How many people will use the CRM?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: '1-5', name: '👤 1-5 users (Small team)' },
{ id: '6-20', name: '👥 6-20 users (Growing team)' },
{ id: '21-50', name: '🏢 21-50 users (Medium business)' },
{ id: '51-200', name: '🏛️ 51-200 users (Large business)' },
{ id: '200+', name: '🌍 200+ users (Enterprise)' }
],
onValueChange: (val) => {
if (!val) return;
preferences.update(c => ({ ...c, teamSize: val }));
if (val === '1-5') updateScores({ hubspot: 3, pipedrive: 4, zoho: 3, monday: 4, freshsales: 3 });
else if (val === '6-20') updateScores({ hubspot: 4, pipedrive: 3, zoho: 4, monday: 3, freshsales: 4 });
else if (val === '21-50') updateScores({ hubspot: 3, salesforce: 3, pipedrive: 2, zoho: 4, monday: 2 });
else if (val === '51-200') updateScores({ salesforce: 5, zoho: 3, hubspot: 2 });
else updateScores({ salesforce: 5 });
}
});
});
 
page1.addRow(row => {
row.addRadioButton('industry', {
label: 'What industry are you in?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'saas', name: '💻 SaaS / Technology' },
{ id: 'services', name: '💼 Professional Services' },
{ id: 'ecommerce', name: '🛒 E-commerce / Retail' },
{ id: 'manufacturing', name: '🏭 Manufacturing' },
{ id: 'realestate', name: '🏠 Real Estate' },
{ id: 'other', name: '📦 Other' }
],
onValueChange: (val) => {
if (!val) return;
preferences.update(c => ({ ...c, industry: val }));
if (val === 'saas') updateScores({ hubspot: 4, pipedrive: 3, freshsales: 3 });
else if (val === 'services') updateScores({ pipedrive: 3, zoho: 3, hubspot: 2 });
else if (val === 'ecommerce') updateScores({ hubspot: 4, zoho: 3 });
else if (val === 'manufacturing') updateScores({ salesforce: 4, zoho: 3 });
else if (val === 'realestate') updateScores({ pipedrive: 4, zoho: 3, freshsales: 3 });
}
});
});
 
// ============ PAGE 2: Budget & Priorities ============
const page2 = pages.addPage('budget', { mobileBreakpoint: 500 });
 
page2.addRow(row => {
row.addTextPanel('header2', {
label: 'Step 2 of 6: Budget & Priorities',
computedValue: () => 'What matters most to you?',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
 
page2.addSpacer({ height: '24px' });
 
page2.addRow(row => {
row.addRadioButton('budget', {
label: 'What\'s your CRM budget per user/month?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'free', name: '🆓 Free or minimal ($0-15/user)' },
{ id: 'low', name: '💵 Budget-friendly ($15-30/user)' },
{ id: 'mid', name: '💰 Mid-range ($30-75/user)' },
{ id: 'high', name: '💎 Premium ($75-150/user)' },
{ id: 'enterprise', name: '🏆 Enterprise ($150+/user)' }
],
onValueChange: (val) => {
if (!val) return;
preferences.update(c => ({ ...c, budget: val }));
if (val === 'free') updateScores({ hubspot: 5, zoho: 4, freshsales: 3 });
else if (val === 'low') updateScores({ zoho: 4, pipedrive: 4, monday: 3, freshsales: 3 });
else if (val === 'mid') updateScores({ hubspot: 3, pipedrive: 3, zoho: 3, freshsales: 3 });
else if (val === 'high') updateScores({ hubspot: 3, salesforce: 3 });
else updateScores({ salesforce: 5, hubspot: 2 });
}
});
});
 
page2.addRow(row => {
row.addSuggestionChips('priorities', {
label: 'What are your top priorities? (Select up to 3)',
isRequired: true,
suggestions: [
{ id: 'ease', name: 'Ease of use' },
{ id: 'automation', name: 'Automation' },
{ id: 'reporting', name: 'Reporting' },
{ id: 'marketing', name: 'Marketing' },
{ id: 'customization', name: 'Customization' },
{ id: 'integrations', name: 'Integrations' },
{ id: 'mobile', name: 'Mobile App' },
{ id: 'support', name: 'Support' }
],
max: 3,
min: 1,
alignment: 'left',
onValueChange: (val) => {
preferences.update(c => ({ ...c, priorities: val as string[] }));
const vals = val as string[];
if (vals.includes('ease')) updateScores({ pipedrive: 4, monday: 4, hubspot: 3 });
if (vals.includes('automation')) updateScores({ hubspot: 4, salesforce: 4, zoho: 3 });
if (vals.includes('reporting')) updateScores({ salesforce: 5, hubspot: 3, zoho: 3 });
if (vals.includes('marketing')) updateScores({ hubspot: 5, zoho: 2 });
if (vals.includes('customization')) updateScores({ salesforce: 5, zoho: 4 });
if (vals.includes('integrations')) updateScores({ hubspot: 4, salesforce: 4, zoho: 3 });
if (vals.includes('mobile')) updateScores({ pipedrive: 4, hubspot: 3, freshsales: 3 });
if (vals.includes('support')) updateScores({ hubspot: 3, salesforce: 3 });
}
});
});
 
// ============ PAGE 3: Technical Requirements ============
const page3 = pages.addPage('technical', { mobileBreakpoint: 500 });
 
page3.addRow(row => {
row.addTextPanel('header3', {
label: 'Step 3 of 6: Technical Needs',
computedValue: () => 'What\'s your technical situation?',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
 
page3.addSpacer({ height: '24px' });
 
page3.addRow(row => {
row.addEmojiRating('techLevel', {
label: 'What\'s your team\'s technical expertise?',
isRequired: true,
preset: 'effort',
size: 'lg',
showLabels: true,
alignment: 'center',
onValueChange: (val) => {
if (!val) return;
preferences.update(c => ({ ...c, techLevel: val }));
// very-hard/hard = beginner, neutral = intermediate, easy/very-easy = advanced
if (val === 'very-hard' || val === 'hard') updateScores({ pipedrive: 4, monday: 4, hubspot: 3, freshsales: 3 });
else if (val === 'neutral') updateScores({ hubspot: 3, zoho: 3, pipedrive: 2 });
else updateScores({ salesforce: 5, zoho: 3 });
}
});
});
 
page3.addRow(row => {
row.addTextPanel('techLevelHint', {
computedValue: () => {
const level = page3.emojiRating('techLevel')?.value();
if (level === 'very-hard' || level === 'hard') return 'We\'ll recommend simple, easy-to-use CRMs';
if (level === 'neutral') return 'We\'ll recommend balanced options with moderate complexity';
if (level === 'easy' || level === 'very-easy') return 'We\'ll include powerful, customizable CRMs';
return '';
},
customStyles: {
fontSize: '0.85rem',
color: '#6b7280',
textAlign: 'center',
marginTop: '0.5rem'
}
});
});
 
page3.addRow(row => {
row.addSuggestionChips('integrations', {
label: 'What tools do you need to integrate with?',
isRequired: true,
suggestions: [
{ id: 'email', name: 'Email' },
{ id: 'calendar', name: 'Calendar' },
{ id: 'slack', name: 'Slack/Teams' },
{ id: 'accounting', name: 'Accounting' },
{ id: 'marketing', name: 'Marketing' },
{ id: 'ecommerce', name: 'E-commerce' },
{ id: 'custom', name: 'Custom/API' }
],
min: 1,
alignment: 'left',
onValueChange: (val) => {
preferences.update(c => ({ ...c, integrations: val as string[] }));
const vals = val as string[];
if (vals.includes('marketing')) updateScores({ hubspot: 5, zoho: 2 });
if (vals.includes('ecommerce')) updateScores({ hubspot: 4, zoho: 3 });
if (vals.includes('custom')) updateScores({ salesforce: 4, hubspot: 3 });
if (vals.includes('accounting')) updateScores({ zoho: 4, pipedrive: 3 });
}
});
});
 
// ============ PAGE 4: Features ============
const page4 = pages.addPage('features', { mobileBreakpoint: 500 });
 
page4.addRow(row => {
row.addTextPanel('header4', {
label: 'Step 4 of 6: Must-Have Features',
computedValue: () => 'Which features are essential for you?',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
 
page4.addSpacer({ height: '24px' });
 
page4.addRow(row => {
row.addRadioButton('salesProcess', {
label: 'How complex is your sales process?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'simple', name: '📋 Simple - Few stages, quick sales cycle' },
{ id: 'moderate', name: '📊 Moderate - Multiple stages, some complexity' },
{ id: 'complex', name: '🔄 Complex - Many stages, long cycle, multiple stakeholders' }
],
onValueChange: (val) => {
if (val === 'simple') updateScores({ pipedrive: 4, monday: 3, freshsales: 3 });
else if (val === 'moderate') updateScores({ hubspot: 4, zoho: 3, pipedrive: 2 });
else updateScores({ salesforce: 5, hubspot: 3 });
}
});
});
 
page4.addRow(row => {
row.addRadioButton('communication', {
label: 'What\'s your primary customer communication channel?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'email', name: '📧 Email - Most communication via email' },
{ id: 'phone', name: '📞 Phone - Lots of calls and follow-ups' },
{ id: 'mixed', name: '🔀 Mixed - Email, phone, chat, social' },
{ id: 'inperson', name: '🤝 In-person - Meetings and demos' }
],
onValueChange: (val) => {
if (val === 'email') updateScores({ hubspot: 4, zoho: 3 });
else if (val === 'phone') updateScores({ freshsales: 4, pipedrive: 3 });
else if (val === 'mixed') updateScores({ hubspot: 4, salesforce: 3, zoho: 3 });
else updateScores({ pipedrive: 3, salesforce: 3 });
}
});
});
 
page4.addRow(row => {
row.addRadioButton('timeline', {
label: 'When do you need to implement the CRM?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'asap', name: '🚀 ASAP - Need to be up and running quickly' },
{ id: '1-3months', name: '📅 1-3 months - Some time to evaluate and set up' },
{ id: '3-6months', name: '🗓️ 3-6 months - Planning ahead, thorough evaluation' },
{ id: 'exploring', name: '🔍 Just exploring - No immediate timeline' }
],
onValueChange: (val) => {
if (val === 'asap') updateScores({ pipedrive: 4, monday: 4, hubspot: 3 });
else if (val === '3-6months') updateScores({ salesforce: 3 });
}
});
});
 
// ============ PAGE 5: Results ============
const page5 = pages.addPage('results', { mobileBreakpoint: 500 });
 
page5.addRow(row => {
row.addTextPanel('header5', {
label: 'Step 5 of 6: Your CRM Recommendations',
computedValue: () => 'Based on your answers, here are your best matches',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
 
page5.addSpacer({ height: '24px' });
 
page5.addRow(row => {
row.addTextPanel('topMatch', {
computedValue: () => {
const top = getTopCRM();
return `${crmDatabase[top].logo} #1 Match: ${crmDatabase[top].name}`;
},
customStyles: {
fontSize: '1.5rem',
fontWeight: '800',
textAlign: 'center',
color: '#059669',
padding: '20px',
background: '#ecfdf5',
borderRadius: '12px',
border: '3px solid #059669'
}
});
});
 
page5.addRow(row => {
row.addTextPanel('topTagline', {
computedValue: () => crmDatabase[getTopCRM()].tagline,
customStyles: {
fontSize: '1rem',
color: '#4b5563',
textAlign: 'center',
marginTop: '0.5rem'
}
});
});
 
page5.addRow(row => {
row.addTextPanel('topBestFor', {
computedValue: () => `Best for: ${crmDatabase[getTopCRM()].bestFor}`,
customStyles: {
fontSize: '0.95rem',
color: '#059669',
textAlign: 'center',
fontWeight: '500',
marginTop: '0.5rem'
}
});
});
 
page5.addRow(row => {
row.addTextPanel('topPrice', {
computedValue: () => `💰 Price: ${crmDatabase[getTopCRM()].priceRange}`,
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
textAlign: 'center',
marginTop: '0.5rem'
}
});
});
 
page5.addSpacer({ height: '15px' });
 
page5.addRow(row => {
row.addTextPanel('strengthsTitle', {
label: '✅ Key Strengths',
computedValue: () => crmDatabase[getTopCRM()].strengths.join(' • '),
customStyles: {
fontSize: '0.9rem',
color: '#059669',
padding: '12px',
background: '#f0fdf4',
borderRadius: '8px'
}
});
});
 
page5.addRow(row => {
row.addTextPanel('considerationsTitle', {
label: '⚠️ Considerations',
computedValue: () => crmDatabase[getTopCRM()].considerations.join(' • '),
customStyles: {
fontSize: '0.9rem',
color: '#d97706',
padding: '12px',
background: '#fffbeb',
borderRadius: '8px',
marginTop: '0.5rem'
}
});
});
 
page5.addSpacer({ height: '15px' });
 
page5.addRow(row => {
row.addTextPanel('runnersUp', {
label: '🥈 Also Consider',
computedValue: () => {
const tops = getTopCRMs();
if (tops.length > 1) {
const second = tops[1] || 'pipedrive';
const third = tops[2] || 'zoho';
return `${crmDatabase[second].logo} ${crmDatabase[second].name} • ${crmDatabase[third].logo} ${crmDatabase[third].name}`;
}
return '';
},
customStyles: {
fontSize: '0.95rem',
color: '#6b7280',
padding: '12px',
background: '#f3f4f6',
borderRadius: '8px'
}
});
});
 
// ============ PAGE 6: Lead Capture ============
const page6 = pages.addPage('lead-capture', { mobileBreakpoint: 500 });
 
page6.addRow(row => {
row.addTextPanel('header6', {
label: 'Step 6 of 6: Get Your Report',
computedValue: () => 'Enter your details to receive your personalized CRM comparison',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280',
marginBottom: '1rem'
}
});
});
 
page6.addSpacer({ height: '24px' });
 
page6.addRow(row => {
row.addTextPanel('leadCapture', {
label: '📧 Get Your Full CRM Comparison Report',
computedValue: () => 'Enter your details to receive a detailed PDF comparing your top matches',
customStyles: {
fontSize: '0.9rem',
color: '#6b7280'
}
});
});
 
page6.addRow(row => {
row.addTextbox('name', {
label: 'Your Name',
isRequired: true,
placeholder: 'John Smith'
}, '1fr');
 
row.addEmail('email', {
label: 'Work Email',
isRequired: true,
placeholder: 'john@company.com'
}, '1fr');
});
 
page6.addRow(row => {
row.addTextbox('company', {
label: 'Company Name',
placeholder: 'Acme Inc.'
}, '1fr');
 
row.addTextbox('phone', {
label: 'Phone (optional)',
placeholder: '+1 (555) 123-4567'
}, '1fr');
});
 
page6.addRow(row => {
row.addCheckboxList('consent', {
options: [
{ id: 'report', name: '📄 Send me the detailed CRM comparison report', isRequired: true },
{ id: 'demo', name: '🎥 I\'d like a demo of my top CRM match' },
{ id: 'newsletter', name: '📰 Send me CRM tips and best practices' }
],
defaultValue: ['report'],
orientation: 'vertical'
});
});
 
// ============ PDF REPORT ============
form.configurePdf('crm-report', pdf => {
pdf.configure({
filename: 'crm-comparison-report.pdf',
pageSize: 'A4',
allowUserDownload: true,
downloadButtonLabel: '📄 Download CRM Report',
header: {
title: 'CRM Comparison Report',
subtitle: 'Your Personalized Recommendations'
},
footer: {
text: 'Generated by FormTs CRM Finder',
showPageNumbers: true
}
});
 
const tops = getTopCRMs();
 
pdf.addSection('Your #1 Match', section => {
const top = tops[0] || 'hubspot';
section.addRow(row => {
row.addField('CRM', `${crmDatabase[top].logo} ${crmDatabase[top].name}`);
row.addField('Price Range', crmDatabase[top].priceRange);
});
section.addText(crmDatabase[top].tagline);
section.addSpacer(10);
section.addRow(row => {
row.addField('Best For', crmDatabase[top].bestFor);
});
section.addRow(row => {
row.addField('Key Strengths', crmDatabase[top].strengths.join(', '));
});
section.addRow(row => {
row.addField('Considerations', crmDatabase[top].considerations.join(', '));
});
});
 
if (tops.length > 1) {
pdf.addSection('Alternative Options', section => {
for (let i = 1; i < tops.length; i++) {
const crm = tops[i] || 'pipedrive';
section.addRow(row => {
row.addField(`#${i + 1}`, `${crmDatabase[crm].logo} ${crmDatabase[crm].name}`);
row.addField('Price', crmDatabase[crm].priceRange);
});
section.addRow(row => {
row.addField('Best For', crmDatabase[crm].bestFor);
});
section.addSpacer(10);
}
});
}
 
pdf.addPageBreak();
 
pdf.addSection('Your Requirements Summary', section => {
const p = preferences();
section.addRow(row => {
row.addField('Team Size', p.teamSize || 'Not specified');
row.addField('Budget', p.budget || 'Not specified');
});
section.addRow(row => {
row.addField('Industry', p.industry || 'Not specified');
row.addField('Tech Level', p.techLevel || 'Not specified');
});
section.addRow(row => {
row.addField('Top Priorities', p.priorities.join(', ') || 'Not specified');
});
});
 
pdf.addSection('Next Steps', section => {
section.addText('1. Sign up for free trials of your top 2-3 matches');
section.addText('2. Import a sample of your data to test workflows');
section.addText('3. Have your team test for 1-2 weeks each');
section.addText('4. Compare based on ease of use and feature fit');
section.addText('5. Negotiate pricing before committing annually');
});
 
pdf.addSection('CRM Selection Tips', section => {
section.addText('• Don\'t overbuy - start with what you need now');
section.addText('• Prioritize adoption - the best CRM is one your team uses');
section.addText('• Plan for growth - ensure upgrade paths exist');
section.addText('• Check integrations - verify connections to your tools');
section.addText('• Factor in training - budget time for onboarding');
});
});
 
// ============ SUBMIT BUTTON ============
form.configureSubmitButton({
label: () => `🎯 Get My ${crmDatabase[getTopCRM()].name} Report`
});
 
form.configureSubmitBehavior({
sendToServer: true
});
}
 

Frequently Asked Questions

Which CRMs does this quiz compare?

The quiz compares six leading CRM platforms: HubSpot CRM, Salesforce, Pipedrive, Zoho CRM, Monday Sales CRM, and Freshsales. These cover a range of use cases from small teams to enterprise organizations.

How does the matching algorithm work?

The quiz scores each CRM based on your answers to questions about team size, budget, priorities, technical level, integrations needed, sales process complexity, and communication style. The highest-scoring CRMs become your recommendations.

Is this quiz affiliated with any CRM vendor?

No, this is an independent recommendation tool. We don't receive compensation from any CRM vendor. Recommendations are based purely on matching your requirements to each platform's strengths.

What should I do after getting my results?

We recommend: 1) Sign up for free trials of your top 2-3 matches, 2) Import sample data to test workflows, 3) Have your team test for 1-2 weeks each, 4) Compare based on ease of use and fit, 5) Negotiate pricing before committing.