Is this for your learning/for your company's needs? However, for virtual assistants & helping clients to keep track of sales leads/scheduling follow ups etc. & other general issues, you have to choose / consider several facts before going for CRM. Some CRM (s)offer trial period before you buy the full system.
The tool is usually called a "requirements list" or something similar. You make a list of your requirements (needs) and perhaps assign weights (importance values) to them. You then compare your list to the lists of features or capabilities of different CRMs until you're satisfied with a match.
Often, there may be two or three match candidates. You'll then need to test evaluation packages to see which one truly comes closest.
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