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Master Client Questionnaire
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CRM Questionnaire
Submission information
Submission Number:
22
Created:
Fri, 19 Jun 2026 - 10:31
How do you first interact with potential customers? (Check all that apply.)
Phone call
Website form
In-person at our office
In-person at a show or meeting
In-person somewhere else
Something else
Enter other…
Approximately how many people contact you per day?
Which way is the most common for people to contact you?
Which way do you prefer for people to contact you?
Current CRM software
Do you use CRM (Customer Relationship Management) software?
Yes
No
I don't know
If yes, which one?
What do you like or dislike about it?
Why are you interested in a new CRM and adding automation to your sales process?
Do you have a specific goal you hope the new software will help you achieve?
How many people will be using the new software regularly, and what are their roles (salesperson, deliveries, secretary, A/R, etc.)?
Briefly describe how and where you currently store contacts / customers.
Describe a typical sale, from the first interaction with a customer to the post-sale follow-up.
Common steps of a typical sale, in order: Key parts or stages of this process (e.g. collect a deposit, design meeting, delivery):
Is there a common point during sales where customers tend to "fall off"? What gaps or problems exist in the process? Why?
Anything else worth noting that we have not asked about?