Business Questionnaire
Business Name
Contact Person
Email
Phone Number
Business Webpage
Industry/Field of Operation
Retail
Healthcare
Finance
Other
Number of Employees
1-10
11-50
51-100
100+
Current Tools/Software in Use
Zapier
IFTTT
What business processes are you looking to automate?
Do you currently use any CRM systems? If so, which one(s)?
What features are you looking for in a CRM/automation tool?
Client Management
Task Automation
Data Analysis
Custom Integrations
What challenges are you facing with your current tools or systems?
What are your main goals in seeking a custom solution?
Expected Budget Range
Under $5,000
$5,000 - $10,000
$10,000 - $20,000
$20,000+
Desired Timeline for Implementation:
ASAP
1-3 Months
3-6 Months
6+ Months
Any additional requirements or information you would like to share?
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