Buyer guides
SMB software buyer guides and scorecards
These assets help buyers compare software with consistent criteria before a trial becomes the system of record. Each guide is tied to source-backed product pages and correction workflows.
CRM evaluation toolkit
Start with the checklist, score every finalist with the same spreadsheet, and reconcile current plan pricing before approving a migration.
- CRM selection checklist
A structured checklist for scoring CRM fit before a trial becomes the system of record.
- CRM comparison spreadsheet
A spreadsheet-style scorecard for comparing HubSpot CRM, Pipedrive, Zoho CRM, Freshsales, and future candidates.
- CRM pricing tracker
A dated pricing and packaging tracker for CRM shortlist reviews.
Additional buyer worksheets
- CRM selection checklist
A structured checklist for scoring CRM fit before a trial becomes the system of record.
- CRM comparison spreadsheet
A spreadsheet-style scorecard for comparing HubSpot CRM, Pipedrive, Zoho CRM, Freshsales, and future candidates.
- CRM pricing tracker
A dated pricing and packaging tracker for CRM shortlist reviews.
- Help desk selection checklist
A checklist for evaluating support inbox, ticketing, AI, SLA, reporting, and help-center needs.
- Help desk comparison spreadsheet
A scorecard for comparing Zendesk, Freshdesk, Help Scout, Intercom, and future support tools.
- Help desk pricing tracker
A dated pricing and packaging tracker for support software shortlist reviews.
- Project management checklist
A checklist for scoring work views, dependencies, dashboards, automations, permissions, and rollout risk.
- Project management spreadsheet
A scorecard for comparing Asana, ClickUp, monday.com, Trello, and other work-management tools.
- Project management pricing tracker
A dated pricing and plan-limit tracker for project management software.
- Field service checklist
A checklist for scoring dispatch, scheduling, quotes, invoices, mobile workflow, and accounting handoff.
- Field service spreadsheet
A scorecard for comparing Jobber, Housecall Pro, Workiz, ServiceTitan, and related field tools.
- Field service pricing tracker
A dated pricing and package tracker for home service and trades software.
- Accounting software checklist
A checklist for scoring invoicing, bills, bank reconciliation, reports, projects, and accountant fit.
- Accounting comparison spreadsheet
A scorecard for comparing QuickBooks Online, Xero, FreshBooks, Wave, and future accounting tools.
- Accounting pricing tracker
A dated pricing and plan-limit tracker for invoicing and bookkeeping software.
How to use these guides
Start with the category checklist, use the scorecard during product demos, then use the pricing tracker before procurement. If a pricing or feature claim appears stale, use the correction flow so the affected page can be reviewed.