CRM

Criteria Maps

Observed buyer requirements before the first vendor in source answers captured on 22 and 23 September 2026. 150 valid source answers from 150 scheduled runs. These observations are separate from the original Index release figures.

Each vendor figure uses the median across the five most named vendors in the frozen category release, including zero counts. Adjacency compares distinct source answers for the same criterion; page coverage compares criteria for the same page state. Medians are descriptive and have no confidence interval.

Prepared by the Broadcastwell team. Team review: in progress. Zero analyst verified criteria.

The AI written RFP; Study DOI 10.5281/zenodo.23271935. Source DOI 10.5281/zenodo.22907695. CC BY 4.0.

Observed source answer frequencies. Wilson intervals describe the calculation, not independent population inference. Repeated runs are not independent performance tests. Page comparisons cover only the dated page and stated scope. An unstated claim is not an absent product feature.

Any named company may request one no-cost re-run at index@broadcastwell.com; both results are published.

Checklist Audit $490. Every figure comes from the published method, v1.1.

1. Workflow automation

   40 of 150; 26.7%; Wilson 95% interval 20.2% to 34.3%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 9: 3 of 3 runs; ChatGPT, 10: 3 of 3 runs; Claude, 2: 1 of 3 runs; Claude, 3: 3 of 3 runs; Claude, 9: 3 of 3 runs; Claude, 10: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Perplexity, 10: 3 of 3 runs; Google AI Overviews, 5: 1 of 3 runs; Google AI Overviews, 8: 1 of 3 runs; Google AI Overviews, 9: 3 of 3 runs; Google AI Overviews, 10: 3 of 3 runs; Google AI Mode, 1: 1 of 3 runs; Google AI Mode, 5: 2 of 3 runs; Google AI Mode, 8: 2 of 3 runs; Google AI Mode, 9: 2 of 3 runs; Google AI Mode, 10: 3 of 3 runs

   Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|2; crm|10|ChatGPT|3; crm|10|Claude|1; crm|10|Claude|2; crm|10|Claude|3; crm|10|Google AI Mode|1; crm|10|Google AI Mode|2; crm|10|Google AI Mode|3; crm|10|Google AI Overviews|1; crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|10|Perplexity|3; crm|1|Google AI Mode|3; crm|2|Claude|2; crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|5|Google AI Mode|1; crm|5|Google AI Mode|3; crm|5|Google AI Overviews|2; crm|8|Google AI Mode|1; crm|8|Google AI Mode|2; crm|8|Google AI Overviews|1; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

   https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 1 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 2 source answers; https://help.salesforce.com/s/articleView?id=sf.hvs_setup.htm&language=en_US&type=5&utm_source=openai: 1 source answers; https://help.salesforce.com/s/articleView?id=xcloud.easy_help_choose_edition.htm&language=no&type=5&utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 2 source answers; https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 3 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 3 source answers; https://tallyfy.com/sales-handover/: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; https://www.default.com/post/sdr-to-ae-handoff: 3 source answers; https://www.heyreach.io/blog/sales-handoff: 3 source answers; https://www.hubspot.com/products/sales/what-is-sales-automation?utm_source=openai: 1 source answers; https://www.hubspot.com/products/workflow-automation-guide?utm_source=openai: 1 source answers; https://www.leadangel.com/blog/operations/sdr-to-ae-handoff/: 1 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 3 source answers; https://www.salesforce.com/crm/project-management/?bc=OTH&utm_source=openai: 1 source answers; https://www.stellabots.com/blog/how-to-use-your-crm-to-create-a-seamless-handoff-between-marketing-and-sales-for-your-business-97647: 1 source answers; https://www.sybill.ai/blogs/marketing-to-sales-handoff: 3 source answers; https://www.sybill.ai/blogs/sales-to-customer-success-handoff: 1 source answers; No source shown: 30 source answers

   • Attio: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|5|Google AI Mode|3

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%

   • HubSpot CRM: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|10|Google AI Overviews|2; crm|1|Google AI Mode|3; crm|2|Claude|2; crm|3|Claude|2

     No source shown: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 3 of 150; 2.0%

   • Insightly: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|1; crm|3|Claude|3

     No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 3 of 150; 2.0%

   • Pipedrive: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|5|Google AI Mode|1; crm|5|Google AI Mode|3

     No source shown: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 3 of 150; 2.0%

   • Salesflare: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|1; crm|3|Claude|3

     No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 3 of 150; 2.0%

   • Salesforce Sales Cloud: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|10|Google AI Overviews|2

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%

   • Zoho CRM: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|1|Google AI Mode|3; crm|3|Claude|2; crm|5|Google AI Mode|3

     No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 3 of 150; 2.0%

2. Fit with the buyer’s business or operating needs

   36 of 150; 24.0%; Wilson 95% interval 17.9% to 31.4%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 4: 3 of 3 runs; ChatGPT, 9: 3 of 3 runs; Claude, 1: 3 of 3 runs; Claude, 2: 2 of 3 runs; Claude, 8: 1 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 4: 2 of 3 runs; Perplexity, 8: 1 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 1: 3 of 3 runs; Google AI Overviews, 9: 2 of 3 runs; Google AI Mode, 1: 2 of 3 runs; Google AI Mode, 2: 3 of 3 runs; Google AI Mode, 6: 2 of 3 runs; Google AI Mode, 9: 3 of 3 runs

   Deposited source answers crm|1|Claude|1; crm|1|Claude|2; crm|1|Claude|3; crm|1|Google AI Mode|2; crm|1|Google AI Mode|3; crm|1|Google AI Overviews|1; crm|1|Google AI Overviews|2; crm|1|Google AI Overviews|3; crm|2|Claude|1; crm|2|Claude|3; crm|2|Google AI Mode|1; crm|2|Google AI Mode|2; crm|2|Google AI Mode|3; crm|4|ChatGPT|1; crm|4|ChatGPT|2; crm|4|ChatGPT|3; crm|4|Perplexity|1; crm|4|Perplexity|2; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|8|Claude|3; crm|8|Perplexity|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

   https://blog.ahsuite.com/crm-alternatives/: 1 source answers; https://clickup.com/blog/crm-alternatives/: 1 source answers; https://fitsmallbusiness.com/crm-alternatives/: 1 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 3 source answers; https://info.microsoft.com/ww-landing-the-crm-buyers-guide-for-todays-business.html?lcid=en-us&utm_source=openai: 1 source answers; https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/solution-architecture-design-pillars-technology: 1 source answers; https://pipelinecrm.com/blog/best-sales-crm-software/: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 3 source answers; https://simplydepo.com/industry/best-crm-for-field-sales/: 1 source answers; https://solutions.trustradius.com/buyer-blog/crm-software-selection-guide/: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 2 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers; https://www.williamflaiz.com/blog/the-death-of-the-traditional-crm-what-comes-next: 1 source answers; No source shown: 29 source answers

   • 4Degrees: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://lightfield.app/blog/attio-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://rolodexcrm.com/blog/best-crm-alternatives-for-2026: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • Affinity: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://lightfield.app/blog/attio-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://rolodexcrm.com/blog/best-crm-alternatives-for-2026: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • Airtable: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|1; crm|4|ChatGPT|2; crm|4|ChatGPT|3; crm|4|Perplexity|1; crm|4|Perplexity|2

     https://clickup.com/blog/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://efficient.app/best/crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.airtable.com/solutions/sales?utm_source=openai: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.airtable.com/templates/sales-crm/expaRDyCNa7YNZQoO?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Attio: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|3

     https://attio.com/help/reference/email-calendar/email-and-calendar-syncing?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • ClickUp: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://clickup.com/blog/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • Close: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|1|Claude|1; crm|1|Claude|2; crm|1|Claude|3; crm|1|Google AI Mode|2; crm|1|Google AI Mode|3

     No source shown: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 15 of 150; 10.0%

   • Coevera: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|3

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 15 of 150; 10.0%

   • Copper: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|1|Claude|1; crm|1|Claude|2; crm|1|Claude|3; crm|1|Google AI Mode|2; crm|1|Google AI Overviews|3; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3

     No source shown: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 15 of 150; 10.0%

   • Creatio: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://fitsmallbusiness.com/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.creatio.com/glossary/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • Excel: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|1; crm|4|ChatGPT|2

     https://fitsmallbusiness.com/google-sheets-crm-template/?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.smartsheet.com/content/lead-tracking-template?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Folk: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|2

     https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://rolodexcrm.com/blog/best-crm-alternatives-for-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Folklore: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1

     https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://rolodexcrm.com/blog/best-crm-alternatives-for-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Freshsales: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|6|Google AI Mode|3

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 15 of 150; 10.0%

   • Front: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|3

     https://front.com/guides/shared-inbox-management?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Google Sheets: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|1; crm|4|ChatGPT|2; crm|4|Perplexity|1

     https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://efficient.app/best/crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/google-sheets-crm-template/?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.smartsheet.com/content/lead-tracking-template?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Google Workspace: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1

     https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Help Scout: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|2

     https://docs.helpscout.com/article/73-customer-profiles?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • HubSpot CRM: 17 of 150; 11.3%; Wilson 95% interval 7.2% to 17.4%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|1|Claude|1; crm|1|Claude|2; crm|1|Claude|3; crm|1|Google AI Mode|2; crm|1|Google AI Mode|3; crm|1|Google AI Overviews|1; crm|1|Google AI Overviews|2; crm|1|Google AI Overviews|3; crm|2|Claude|1; crm|2|Claude|3; crm|2|Google AI Mode|1; crm|2|Google AI Mode|2; crm|2|Google AI Mode|3; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|8|Claude|3; crm|8|Perplexity|3

     https://resources.rework.com/libraries/pipeline-management/multi-pipeline-management: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://worldmetrics.org/best/enterprise-crm-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.rox.com/articles/best-sales-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 16 of 150; 10.7%; Wilson 95% interval 6.7% to 16.6%. Category median 15 of 150; 10.0%

   • Insightly: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|2|Google AI Mode|1; crm|2|Google AI Mode|2

     No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 15 of 150; 10.0%

   • Lark: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 15 of 150; 10.0%

   • Microsoft Dynamics 365: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|2|Google AI Mode|2

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 15 of 150; 10.0%

   • Notion: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|1; crm|4|ChatGPT|2; crm|4|ChatGPT|3; crm|4|Perplexity|1

     https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.notion.com/help/guides/simple-crm-for-strengthening-client-relationships-and-managing-work?utm_source=openai: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.notion.com/templates/category/free-crm-templates?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Nutshell: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|1|Claude|1; crm|1|Claude|2; crm|1|Claude|3; crm|1|Google AI Overviews|1; crm|1|Google AI Overviews|3

     No source shown: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 15 of 150; 10.0%

   • Pipedrive: 18 of 150; 12.0%; Wilson 95% interval 7.7% to 18.2%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|1|Claude|1; crm|1|Claude|2; crm|1|Claude|3; crm|1|Google AI Mode|2; crm|1|Google AI Mode|3; crm|1|Google AI Overviews|1; crm|1|Google AI Overviews|2; crm|1|Google AI Overviews|3; crm|2|Claude|1; crm|2|Claude|3; crm|2|Google AI Mode|1; crm|2|Google AI Mode|2; crm|2|Google AI Mode|3; crm|4|Perplexity|1; crm|4|Perplexity|2; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|8|Claude|3

     https://juro.com/learn/salesforce-alternatives-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 17 of 150; 11.3%; Wilson 95% interval 7.2% to 17.4%. Category median 15 of 150; 10.0%

   • Pipefy: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://fitsmallbusiness.com/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.creatio.com/glossary/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • ProofHub: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1

     https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Rolodex: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://lightfield.app/blog/attio-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://rolodexcrm.com/blog/best-crm-alternatives-for-2026: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • Salesforce Sales Cloud: 16 of 150; 10.7%; Wilson 95% interval 6.7% to 16.6%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|1|Claude|1; crm|1|Claude|2; crm|1|Claude|3; crm|1|Google AI Mode|2; crm|1|Google AI Mode|3; crm|1|Google AI Overviews|1; crm|1|Google AI Overviews|2; crm|2|Claude|1; crm|2|Claude|3; crm|2|Google AI Mode|1; crm|2|Google AI Mode|2; crm|2|Google AI Mode|3; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|8|Claude|3; crm|8|Perplexity|3

     https://resources.rework.com/libraries/pipeline-management/multi-pipeline-management: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://worldmetrics.org/best/enterprise-crm-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.rox.com/articles/best-sales-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 15 of 150; 10.0%; Wilson 95% interval 6.2% to 15.8%. Category median 15 of 150; 10.0%

   • Smartsheet: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://efficient.app/best/crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 15 of 150; 10.0%

   • Streak: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|1; crm|4|ChatGPT|2; crm|4|ChatGPT|3

     https://start.streak.com/google-workspace-crm?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://start.streak.com/sales-crm?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.streak.com/?gspk=ZnJlZW1pdW0&gsxid=pVX6W3xJcYV4df&ps_partner_key=ZnJlZW1pdW0&ps_xid=pVX6W3xJcYV4df&pscd=get.streak.com&utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Trello: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|1; crm|4|ChatGPT|2; crm|4|ChatGPT|3; crm|4|Perplexity|1; crm|4|Perplexity|2

     https://clickup.com/blog/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://trello.com/use-cases/crm?utm_source=openai: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • Wrike: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://clickup.com/blog/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • Zoho CRM: 9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|1|Google AI Mode|3; crm|1|Google AI Overviews|2; crm|1|Google AI Overviews|3; crm|2|Claude|1; crm|2|Claude|3; crm|2|Google AI Mode|3; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|8|Claude|3

     No source shown: 9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Category median 15 of 150; 10.0%

   • folk: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|ChatGPT|1

     https://help.folk.app/en/articles/4834915-introduction-what-s-folk?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • monday: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|1|Google AI Overviews|1; crm|2|Claude|1

     No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 15 of 150; 10.0%

   • monday CRM: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1; crm|4|Perplexity|2

     https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.creatio.com/glossary/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • monday.com: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 16 of 150; 10.7%.
     Vendor source evidence

     Deposited source answers crm|4|Perplexity|1

     https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

3. Ease of use or adoption

   31 of 150; 20.7%; Wilson 95% interval 15.0% to 27.8%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 9: 3 of 3 runs; Claude, 3: 3 of 3 runs; Claude, 8: 1 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 7: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 3: 1 of 3 runs; Google AI Overviews, 6: 1 of 3 runs; Google AI Overviews, 9: 3 of 3 runs; Google AI Mode, 1: 1 of 3 runs; Google AI Mode, 3: 1 of 3 runs; Google AI Mode, 5: 2 of 3 runs; Google AI Mode, 6: 2 of 3 runs; Google AI Mode, 7: 1 of 3 runs; Google AI Mode, 9: 3 of 3 runs

   Deposited source answers crm|1|Google AI Mode|3; crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|3|Google AI Mode|3; crm|3|Google AI Overviews|2; crm|5|Google AI Mode|1; crm|5|Google AI Mode|3; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|6|Google AI Overviews|2; crm|7|Google AI Mode|1; crm|7|Perplexity|1; crm|7|Perplexity|2; crm|7|Perplexity|3; crm|8|Claude|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

   https://gain.io/blog/crm-buying-checklist-evaluation: 3 source answers; https://info.microsoft.com/ww-landing-the-crm-buyers-guide-for-todays-business.html?lcid=en-us&utm_source=openai: 1 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://reviewercrm.com/posts/crm-evaluation-criteria-for-non-technical-buyers: 2 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 2 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 1 source answers; https://www.marketwatch.com/guides/business/crm-buyers-checklist/: 3 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers; https://www.salesforce.com/crm/adoption/?bc=OTH&utm_source=openai: 1 source answers; https://www.sugarcrm.com/wp-content/uploads/resources/2022-crm-buyers-guide.pdf: 3 source answers; No source shown: 25 source answers

   • Freshsales: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
     Vendor source evidence

     Deposited source answers crm|3|Google AI Mode|3; crm|3|Google AI Overviews|2

     No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

   • HubSpot CRM: 13 of 150; 8.7%; Wilson 95% interval 5.1% to 14.3%. Category median 0 of 150; 0.0%.
     Vendor source evidence

     Deposited source answers crm|1|Google AI Mode|3; crm|3|Claude|2; crm|3|Google AI Mode|3; crm|3|Google AI Overviews|2; crm|5|Google AI Mode|1; crm|5|Google AI Mode|3; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|6|Google AI Overviews|2; crm|7|Google AI Mode|1; crm|7|Perplexity|1; crm|7|Perplexity|2; crm|7|Perplexity|3

     https://technologyadvice.com/blog/sales/crm-reporting/: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%; https://wifitalents.com/best/crm-reporting-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.nutshell.com/blog/6-crms-with-best-reports: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%; No source shown: 10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Category median 0 of 150; 0.0%

   • Pipedrive: 8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Category median 0 of 150; 0.0%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|1; crm|3|Claude|2; crm|5|Google AI Mode|1; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|6|Google AI Overviews|2; crm|7|Google AI Mode|1; crm|7|Perplexity|2

     https://monday.com/blog/crm-and-sales/sales-reporting-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://technologyadvice.com/blog/sales/crm-reporting/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.nutshell.com/blog/6-crms-with-best-reports: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 0 of 150; 0.0%

4. Reports, dashboards or business analytics

   29 of 150; 19.3%; Wilson 95% interval 13.8% to 26.4%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 9: 3 of 3 runs; ChatGPT, 10: 3 of 3 runs; Claude, 8: 2 of 3 runs; Claude, 9: 3 of 3 runs; Claude, 10: 2 of 3 runs; Perplexity, 7: 2 of 3 runs; Perplexity, 8: 1 of 3 runs; Perplexity, 9: 3 of 3 runs; Perplexity, 10: 2 of 3 runs; Google AI Overviews, 9: 3 of 3 runs; Google AI Overviews, 10: 1 of 3 runs; Google AI Mode, 7: 1 of 3 runs; Google AI Mode, 9: 3 of 3 runs

   Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|2; crm|10|ChatGPT|3; crm|10|Claude|1; crm|10|Claude|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|7|Google AI Mode|1; crm|7|Perplexity|2; crm|7|Perplexity|3; crm|8|Claude|2; crm|8|Claude|3; crm|8|Perplexity|1; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

   https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 3 source answers; https://monday.com/blog/crm-and-sales/inside-sales-vs-outside-sales/: 1 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 3 source answers; https://worldmetrics.org/best/enterprise-crm-software/: 1 source answers; https://www.leadangel.com/blog/operations/sdr-to-ae-handoff/: 1 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 1 source answers; https://www.stellabots.com/blog/how-to-use-your-crm-to-create-a-seamless-handoff-between-marketing-and-sales-for-your-business-97647: 2 source answers; No source shown: 23 source answers

   • Freshsales: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|2; crm|7|Perplexity|3

     https://crowjack.com/10-best-crm-software-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%

   • HubSpot CRM: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|7|Google AI Mode|1; crm|7|Perplexity|2; crm|7|Perplexity|3; crm|8|Claude|2; crm|8|Claude|3

     https://technologyadvice.com/blog/sales/crm-reporting/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://wifitalents.com/best/crm-reporting-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.nutshell.com/blog/6-crms-with-best-reports: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%

   • Microsoft Dynamics 365: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|2; crm|7|Perplexity|3

     https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%

   • Monday CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|2

     https://crowjack.com/10-best-crm-software-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%

   • Pipedrive: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|7|Google AI Mode|1; crm|7|Perplexity|2; crm|7|Perplexity|3

     https://solutionsreview.com/crm/2022/09/22/the-best-analytical-crm-software-and-platforms/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://technologyadvice.com/blog/sales/crm-reporting/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.nutshell.com/blog/6-crms-with-best-reports: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

   • Salesforce Sales Cloud: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|7|Google AI Mode|1; crm|7|Perplexity|2; crm|7|Perplexity|3; crm|8|Claude|3

     https://crm.fpresumes.com/crm-analytics-reporting-2024/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://nethunt.com/blog/crm-reporting/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://technologyadvice.com/blog/sales/crm-reporting/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.nutshell.com/blog/6-crms-with-best-reports: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%; https://www.zendesk.com/sell/features/sales-reporting-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%

   • Zoho CRM: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|7|Google AI Mode|1; crm|7|Perplexity|2; crm|7|Perplexity|3

     https://nethunt.com/blog/crm-reporting/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://technologyadvice.com/blog/sales/crm-reporting/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

   • monday: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|3

     https://crowjack.com/10-best-crm-software-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%

5. Configuration to fit business processes

   25 of 150; 16.7%; Wilson 95% interval 11.6% to 23.4%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 8: 1 of 3 runs; ChatGPT, 9: 3 of 3 runs; Claude, 2: 1 of 3 runs; Claude, 3: 3 of 3 runs; Claude, 8: 1 of 3 runs; Claude, 9: 2 of 3 runs; Perplexity, 8: 2 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 8: 2 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Overviews, 10: 2 of 3 runs; Google AI Mode, 8: 2 of 3 runs; Google AI Mode, 9: 2 of 3 runs

   Deposited source answers crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|2|Claude|2; crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|8|ChatGPT|1; crm|8|Claude|3; crm|8|Google AI Mode|1; crm|8|Google AI Mode|2; crm|8|Google AI Overviews|1; crm|8|Google AI Overviews|2; crm|8|Perplexity|2; crm|8|Perplexity|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

   https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://help.salesforce.com/s/articleView?id=xcloud.easy_help_choose_edition.htm&language=no&type=5&utm_source=openai: 1 source answers; https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/solution-architecture-design-pillars-technology: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 2 source answers; https://resources.rework.com/libraries/pipeline-management/multi-pipeline-management: 2 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; https://www.default.com/post/crm-best-practices: 1 source answers; No source shown: 18 source answers

   • Pipedrive: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|1; crm|3|Claude|3

     No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%

   • Salesforce Sales Cloud: 8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|2; crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|8|ChatGPT|1; crm|8|Claude|3; crm|8|Google AI Overviews|2; crm|8|Perplexity|2

     https://monday.com/blog/crm-and-sales/inside-sales-vs-outside-sales/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://saascrmreview.com/best-crm-for-sales-teams/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://trailhead.salesforce.com/content/learn/projects/customize-a-sales-path-for-your-team/customize-a-sales-path?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://worldmetrics.org/best/enterprise-crm-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.rox.com/articles/best-sales-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.superoffice.com/blog/best-sales-crm/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Category median 1 of 150; 0.7%

   • Sugar: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3

     No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%

   • Zoho CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|2

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

   • monday: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|2

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

6. Deal and sales pipeline management

   24 of 150; 16.0%; Wilson 95% interval 11.0% to 22.7%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 9: 1 of 3 runs; Claude, 2: 1 of 3 runs; Claude, 5: 2 of 3 runs; Claude, 8: 2 of 3 runs; Claude, 9: 3 of 3 runs; Claude, 10: 2 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 6: 1 of 3 runs; Google AI Overviews, 9: 2 of 3 runs; Google AI Overviews, 10: 1 of 3 runs; Google AI Mode, 5: 2 of 3 runs; Google AI Mode, 6: 1 of 3 runs; Google AI Mode, 9: 2 of 3 runs; Google AI Mode, 10: 1 of 3 runs

   Deposited source answers crm|10|Claude|2; crm|10|Claude|3; crm|10|Google AI Mode|1; crm|10|Google AI Overviews|3; crm|2|Claude|2; crm|5|Claude|2; crm|5|Claude|3; crm|5|Google AI Mode|1; crm|5|Google AI Mode|3; crm|6|Google AI Mode|2; crm|6|Google AI Overviews|1; crm|8|Claude|1; crm|8|Claude|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

   https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 3 source answers; No source shown: 21 source answers

   • Close: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|5|Claude|3

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%

   • HubSpot CRM: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|2; crm|5|Claude|2; crm|5|Claude|3

     No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 3 of 150; 2.0%

   • Pipedrive: 9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|2; crm|5|Claude|2; crm|5|Claude|3; crm|5|Google AI Mode|1; crm|5|Google AI Mode|3; crm|6|Google AI Mode|2; crm|6|Google AI Overviews|1; crm|8|Claude|1; crm|8|Claude|2

     No source shown: 9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Category median 3 of 150; 2.0%

   • Salesforce Sales Cloud: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|2; crm|8|Claude|1; crm|8|Claude|2

     No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 3 of 150; 2.0%

   • Zoho CRM: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|2; crm|5|Claude|2

     No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 3 of 150; 2.0%

   • monday: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%.
     Vendor source evidence

     Deposited source answers crm|2|Claude|2

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 3 of 150; 2.0%

7. Connections with the buyer’s existing business tools

   21 of 150; 14.0%; Wilson 95% interval 9.3% to 20.5%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 9: 3 of 3 runs; Claude, 3: 3 of 3 runs; Claude, 8: 1 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 9: 3 of 3 runs; Google AI Mode, 9: 3 of 3 runs; Google AI Mode, 10: 2 of 3 runs

   Deposited source answers crm|10|Google AI Mode|2; crm|10|Google AI Mode|3; crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|8|Claude|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

   https://architect.salesforce.com/docs/architect/decision-guides/guide/data-integration?utm_source=openai: 2 source answers; https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 1 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 3 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 3 source answers; https://reviewercrm.com/posts/crm-evaluation-criteria-for-non-technical-buyers: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 2 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers; No source shown: 15 source answers

   • Microsoft Dynamics 365: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|3

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

   • Pipedrive: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3

     No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%

   • Salesforce Sales Cloud: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|2

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

8. Sales and revenue forecasting

   20 of 150; 13.3%; Wilson 95% interval 8.8% to 19.7%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 9: 3 of 3 runs; Claude, 2: 1 of 3 runs; Claude, 8: 1 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 7: 2 of 3 runs; Perplexity, 8: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Mode, 6: 1 of 3 runs; Google AI Mode, 8: 1 of 3 runs; Google AI Mode, 9: 1 of 3 runs

   Deposited source answers crm|2|Claude|2; crm|6|Google AI Mode|2; crm|7|Perplexity|1; crm|7|Perplexity|3; crm|8|Claude|3; crm|8|Google AI Mode|2; crm|8|Perplexity|1; crm|8|Perplexity|2; crm|8|Perplexity|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Overviews|2; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

   https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/libraries/pipeline-management/multi-pipeline-management: 3 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 3 source answers; https://www.default.com/post/crm-best-practices: 1 source answers; No source shown: 14 source answers

   • Freshsales: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|1; crm|7|Perplexity|3

     https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%

   • HubSpot CRM: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|1; crm|7|Perplexity|3

     https://technologyadvice.com/blog/sales/crm-reporting/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://wifitalents.com/best/crm-reporting-software/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.nutshell.com/blog/6-crms-with-best-reports: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%

   • Microsoft Dynamics 365: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|1; crm|7|Perplexity|3

     https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%

   • Pipedrive: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|1; crm|7|Perplexity|3

     https://solutionsreview.com/crm/2022/09/22/the-best-analytical-crm-software-and-platforms/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://technologyadvice.com/blog/sales/crm-reporting/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 2 of 150; 1.3%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.nutshell.com/blog/6-crms-with-best-reports: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%

   • Salesforce Sales Cloud: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|1; crm|7|Perplexity|3

     https://technologyadvice.com/blog/sales/crm-reporting/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.zendesk.com/sell/features/sales-reporting-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

   • Zoho CRM: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%.
     Vendor source evidence

     Deposited source answers crm|7|Perplexity|1; crm|7|Perplexity|3

     https://technologyadvice.com/blog/sales/crm-reporting/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://wifitalents.com/best/crm-reporting-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 2 of 150; 1.3%

9. Capacity to support business growth

   19 of 150; 12.7%; Wilson 95% interval 8.3% to 18.9%. Team review: in progress.

   Runs, sources and adjacent vendors

   ChatGPT, 9: 3 of 3 runs; Claude, 3: 3 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 9: 1 of 3 runs; Google AI Overviews, 3: 1 of 3 runs; Google AI Overviews, 5: 1 of 3 runs; Google AI Overviews, 9: 2 of 3 runs; Google AI Mode, 3: 2 of 3 runs; Google AI Mode, 6: 1 of 3 runs; Google AI Mode, 9: 2 of 3 runs

   Deposited source answers crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|3|Google AI Mode|1; crm|3|Google AI Mode|3; crm|3|Google AI Overviews|2; crm|5|Google AI Overviews|2; crm|6|Google AI Mode|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|3; crm|9|Perplexity|2

   https://gain.io/blog/crm-buying-checklist-evaluation: 1 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; No source shown: 18 source answers

   • HubSpot CRM: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|2; crm|3|Google AI Overviews|2

     No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%

   • Microsoft Dynamics 365: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|3|Google AI Mode|3

     No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

   • Salesforce Sales Cloud: 6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Category median 1 of 150; 0.7%.
     Vendor source evidence

     Deposited source answers crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|3|Google AI Mode|1; crm|3|Google AI Overviews|2; crm|6|Google AI Mode|3

     No source shown: 6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Category median 1 of 150; 0.7%

10. Cost appropriate to the buyer’s budget and scale

    18 of 150; 12.0%; Wilson 95% interval 7.7% to 18.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Claude, 2: 1 of 3 runs; Claude, 3: 3 of 3 runs; Claude, 5: 2 of 3 runs; Claude, 9: 2 of 3 runs; Google AI Overviews, 4: 1 of 3 runs; Google AI Mode, 2: 3 of 3 runs; Google AI Mode, 5: 1 of 3 runs; Google AI Mode, 6: 2 of 3 runs; Google AI Mode, 7: 1 of 3 runs

    Deposited source answers crm|2|Claude|3; crm|2|Google AI Mode|1; crm|2|Google AI Mode|2; crm|2|Google AI Mode|3; crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|4|Google AI Overviews|2; crm|5|Claude|2; crm|5|Claude|3; crm|5|Google AI Mode|1; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|7|Google AI Mode|1; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|Claude|1; crm|9|Claude|3

    No source shown: 18 source answers

    • Excel: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Freshsales: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|5|Claude|3; crm|6|Google AI Mode|3

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • Google Sheets: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • HubSpot CRM: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|5|Claude|2; crm|5|Claude|3; crm|5|Google AI Mode|1; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3

      No source shown: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 0 of 150; 0.0%

    • Zoho CRM: 11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|2|Claude|3; crm|2|Google AI Mode|3; crm|3|Claude|1; crm|3|Claude|2; crm|3|Claude|3; crm|5|Claude|2; crm|5|Claude|3; crm|5|Google AI Mode|1; crm|6|Google AI Mode|2; crm|6|Google AI Mode|3; crm|7|Google AI Mode|1

      No source shown: 11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Category median 0 of 150; 0.0%

11. Customer interaction or activity history

    18 of 150; 12.0%; Wilson 95% interval 7.7% to 18.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 10: 3 of 3 runs; Claude, 10: 3 of 3 runs; Perplexity, 9: 2 of 3 runs; Perplexity, 10: 3 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Overviews, 10: 3 of 3 runs; Google AI Mode, 10: 3 of 3 runs

    Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|2; crm|10|ChatGPT|3; crm|10|Claude|1; crm|10|Claude|2; crm|10|Claude|3; crm|10|Google AI Mode|1; crm|10|Google AI Mode|2; crm|10|Google AI Mode|3; crm|10|Google AI Overviews|1; crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|10|Perplexity|3; crm|9|Google AI Overviews|2; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://blog.hubspot.com/service/sales-to-csm-handoff?utm_source=openai: 1 source answers; https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 1 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://resources.rework.com/libraries/deal-closing/sales-to-cs-handoff: 1 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 2 source answers; https://trailhead.salesforce.com/content/learn/modules/build-a-sales-process/learn-about-the-sales-process?utm_source=openai: 1 source answers; https://www.salesforce.com/crm/project-management/?bc=OTH&utm_source=openai: 1 source answers; https://www.scratchpad.com/blog/sales-handoffs: 3 source answers; https://www.sybill.ai/blogs/sales-to-customer-success-handoff: 1 source answers; No source shown: 10 source answers

    No adjacent vendor passage coded for this criterion.

12. Centralized or shared customer information

    17 of 150; 11.3%; Wilson 95% interval 7.2% to 17.4%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 10: 2 of 3 runs; Claude, 8: 2 of 3 runs; Claude, 10: 3 of 3 runs; Perplexity, 10: 2 of 3 runs; Google AI Overviews, 8: 1 of 3 runs; Google AI Overviews, 10: 3 of 3 runs; Google AI Mode, 8: 2 of 3 runs; Google AI Mode, 10: 2 of 3 runs

    Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|3; crm|10|Claude|1; crm|10|Claude|2; crm|10|Claude|3; crm|10|Google AI Mode|1; crm|10|Google AI Mode|3; crm|10|Google AI Overviews|1; crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|8|Claude|1; crm|8|Claude|2; crm|8|Google AI Mode|1; crm|8|Google AI Mode|2; crm|8|Google AI Overviews|1

    https://blog.hubspot.com/service/sales-to-csm-handoff?RewriteStatus=1&utm_source=openai: 2 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 2 source answers; https://www.salesforce.com/crm/project-management/?bc=OTH&utm_source=openai: 1 source answers; https://www.scratchpad.com/blog/sales-handoffs: 2 source answers; No source shown: 13 source answers

    • HubSpot CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|8|Claude|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Pipedrive: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|8|Claude|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

13. Task management

    16 of 150; 10.7%; Wilson 95% interval 6.7% to 16.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 10: 3 of 3 runs; Claude, 10: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Perplexity, 10: 2 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Overviews, 10: 1 of 3 runs; Google AI Mode, 10: 3 of 3 runs

    Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|2; crm|10|ChatGPT|3; crm|10|Claude|1; crm|10|Claude|2; crm|10|Claude|3; crm|10|Google AI Mode|1; crm|10|Google AI Mode|2; crm|10|Google AI Mode|3; crm|10|Google AI Overviews|3; crm|10|Perplexity|2; crm|10|Perplexity|3; crm|9|Google AI Overviews|2; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 1 source answers; https://help.salesforce.com/s/articleView?id=sales.creating_tasks.htm&language=en_US&utm_source=openai: 1 source answers; https://help.salesforce.com/s/articleView?id=sales.tasks.htm&language=en_US&utm_source=openai: 1 source answers; https://help.salesforce.com/s/articleView?id=sf.hvs_setup.htm&language=en_US&type=5&utm_source=openai: 1 source answers; https://onramp.us/blog/sales-to-customer-success-handoff: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 1 source answers; https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 1 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 1 source answers; https://www.default.com/post/sdr-to-ae-handoff: 1 source answers; https://www.heyreach.io/blog/sales-handoff: 2 source answers; https://www.hubspot.com/products/sales/what-is-sales-automation?utm_source=openai: 1 source answers; https://www.hubspot.com/products/workflow-automation-guide?utm_source=openai: 1 source answers; https://www.salesforce.com/crm/project-management/?bc=OTH&utm_source=openai: 1 source answers; https://www.sybill.ai/blogs/marketing-to-sales-handoff: 1 source answers; No source shown: 8 source answers

    No adjacent vendor passage coded for this criterion.

14. Total cost beyond base subscription fees

    16 of 150; 10.7%; Wilson 95% interval 6.7% to 16.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 9: 3 of 3 runs; Google AI Mode, 3: 1 of 3 runs; Google AI Mode, 9: 3 of 3 runs

    Deposited source answers crm|3|Google AI Mode|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://architect.salesforce.com/docs/architect/well-architected/guide/resource-and-cost-optimization.html?utm_source=openai: 2 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 2 source answers; https://info.microsoft.com/ww-landing-the-crm-buyers-guide-for-todays-business.html?lcid=en-us&utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://reviewercrm.com/posts/crm-evaluation-criteria-for-non-technical-buyers: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 3 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 2 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers; https://www.salesforce.com/au/crm/crm-total-cost-of-ownership/?bc=OTH: 1 source answers; https://www.zgraph.com/The-Ultimate-Buyer-s-Guide-to-Choosing-the-Right-CRM-1-12431.html: 1 source answers; No source shown: 10 source answers

    • HubSpot CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|3|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

15. Manageable implementation or administration effort

    14 of 150; 9.3%; Wilson 95% interval 5.6% to 15.1%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 5: 2 of 3 runs; Claude, 8: 1 of 3 runs; Claude, 9: 1 of 3 runs; Perplexity, 9: 1 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Mode, 1: 1 of 3 runs; Google AI Mode, 3: 1 of 3 runs; Google AI Mode, 5: 2 of 3 runs; Google AI Mode, 9: 1 of 3 runs

    Deposited source answers crm|1|Google AI Mode|2; crm|3|Google AI Mode|3; crm|5|Claude|2; crm|5|Claude|3; crm|5|Google AI Mode|1; crm|5|Google AI Mode|3; crm|8|Claude|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|2; crm|9|Google AI Mode|1; crm|9|Google AI Overviews|1; crm|9|Perplexity|1

    https://help.salesforce.com/s/articleView?id=xcloud.easy_help_choose_edition.htm&language=no&type=5&utm_source=openai: 1 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.nutshell.com/blog/crm-customer-support: 1 source answers; https://www.salesforce.com/crm/adoption/?bc=OTH&utm_source=openai: 1 source answers; No source shown: 11 source answers

    • Attio: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|5|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Copper: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|1|Google AI Mode|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Freshsales: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|3|Google AI Mode|3; crm|5|Google AI Mode|3

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • HubSpot CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|3|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Pipedrive: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|1|Google AI Mode|2; crm|5|Claude|2; crm|5|Google AI Mode|3

      No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%

16. Internal notifications

    13 of 150; 8.7%; Wilson 95% interval 5.1% to 14.3%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 10: 2 of 3 runs; Claude, 10: 2 of 3 runs; Perplexity, 10: 3 of 3 runs; Google AI Overviews, 10: 3 of 3 runs; Google AI Mode, 10: 3 of 3 runs

    Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|2; crm|10|Claude|1; crm|10|Claude|3; crm|10|Google AI Mode|1; crm|10|Google AI Mode|2; crm|10|Google AI Mode|3; crm|10|Google AI Overviews|1; crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|10|Perplexity|3

    https://help.salesforce.com/s/articleView?id=sales.tasks.htm&language=en_US&utm_source=openai: 1 source answers; https://help.salesforce.com/s/articleView?id=sf.hvs_setup.htm&language=en_US&type=5&utm_source=openai: 1 source answers; https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 1 source answers; https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 2 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 2 source answers; https://tallyfy.com/sales-handover/: 1 source answers; https://www.default.com/post/sdr-to-ae-handoff: 1 source answers; https://www.heyreach.io/blog/sales-handoff: 2 source answers; https://www.hubspot.com/products/workflow-automation-guide?utm_source=openai: 1 source answers; https://www.leadangel.com/blog/operations/sdr-to-ae-handoff/: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 2 source answers; https://www.stellabots.com/blog/how-to-use-your-crm-to-create-a-seamless-handoff-between-marketing-and-sales-for-your-business-97647: 1 source answers; https://www.sybill.ai/blogs/marketing-to-sales-handoff: 1 source answers; https://www.sybill.ai/blogs/sales-to-customer-success-handoff: 1 source answers; No source shown: 8 source answers

    No adjacent vendor passage coded for this criterion.

17. Mobile access for work away from a desk

    13 of 150; 8.7%; Wilson 95% interval 5.1% to 14.3%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 9: 2 of 3 runs; Google AI Mode, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers; No source shown: 9 source answers

    No adjacent vendor passage coded for this criterion.

18. Customer support

    12 of 150; 8.0%; Wilson 95% interval 4.6% to 13.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 9: 2 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 9: 3 of 3 runs; Google AI Mode, 9: 1 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|3; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://gain.io/blog/crm-buying-checklist-evaluation: 1 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 1 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://reviewercrm.com/posts/crm-evaluation-criteria-for-non-technical-buyers: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 3 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 3 source answers; https://www.nutshell.com/blog/crm-customer-support: 3 source answers; https://www.salesforce.com/en-us/wp-content/uploads/sites/4/documents/guides/beginners-guide-to-crm-ebook-salesforce.pdf?utm_source=openai: 1 source answers; No source shown: 8 source answers

    No adjacent vendor passage coded for this criterion.

19. Customer data protection

    12 of 150; 8.0%; Wilson 95% interval 4.6% to 13.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Mode, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 3 source answers; https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/security-strategy-security-controls?utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://reviewercrm.com/posts/crm-evaluation-criteria-for-non-technical-buyers: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 3 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; No source shown: 8 source answers

    No adjacent vendor passage coded for this criterion.

20. Relevant regulatory or security compliance

    12 of 150; 8.0%; Wilson 95% interval 4.6% to 13.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Mode, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|2; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 2 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://reviewercrm.com/posts/crm-evaluation-criteria-for-non-technical-buyers: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; No source shown: 9 source answers

    No adjacent vendor passage coded for this criterion.

21. Assignment of responsible record owners

    11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 10: 3 of 3 runs; Claude, 10: 1 of 3 runs; Perplexity, 8: 3 of 3 runs; Perplexity, 10: 3 of 3 runs; Google AI Overviews, 10: 1 of 3 runs

    Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|2; crm|10|ChatGPT|3; crm|10|Claude|1; crm|10|Google AI Overviews|1; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|10|Perplexity|3; crm|8|Perplexity|1; crm|8|Perplexity|2; crm|8|Perplexity|3

    https://knowledge.hubspot.com/records/how-to-set-a-record-owner?utm_source=openai: 2 source answers; https://resources.rework.com/libraries/pipeline-management/multi-pipeline-management: 3 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 1 source answers; https://www.heyreach.io/blog/sales-handoff: 3 source answers; https://www.hubspot.com/hubfs/The%20Sales%20and%20Marketing%20Playbook%20Reduced.pdf?utm_source=openai: 1 source answers; https://www.hubspot.com/products/workflow-automation-guide?utm_source=openai: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 3 source answers; https://www.salesforce.com/crm/project-management/?bc=OTH&utm_source=openai: 1 source answers; https://www.sybill.ai/blogs/marketing-to-sales-handoff: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

22. Customer or contact record management

    11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 8: 1 of 3 runs; Claude, 9: 1 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 9: 3 of 3 runs; Google AI Mode, 8: 1 of 3 runs; Google AI Mode, 9: 2 of 3 runs

    Deposited source answers crm|8|Claude|1; crm|8|Google AI Mode|1; crm|9|Claude|3; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 2 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 2 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; No source shown: 8 source answers

    No adjacent vendor passage coded for this criterion.

23. Implementation or onboarding assistance

    11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 9: 2 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 1 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 3 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 1 source answers; https://www.marketwatch.com/guides/business/crm-buyers-checklist/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 3 source answers; https://www.nutshell.com/blog/crm-customer-support: 3 source answers; https://www.salesforce.com/en-us/wp-content/uploads/sites/4/documents/guides/beginners-guide-to-crm-ebook-salesforce.pdf?utm_source=openai: 1 source answers; https://www.sugarcrm.com/wp-content/uploads/resources/2022-crm-buyers-guide.pdf: 1 source answers; No source shown: 7 source answers

    No adjacent vendor passage coded for this criterion.

24. Access controls

    10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 8: 1 of 3 runs; ChatGPT, 9: 2 of 3 runs; Claude, 9: 2 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Overviews, 8: 1 of 3 runs; Google AI Mode, 8: 1 of 3 runs

    Deposited source answers crm|8|ChatGPT|1; crm|8|Google AI Mode|2; crm|8|Google AI Overviews|1; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|Claude|1; crm|9|Claude|2; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 2 source answers; https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/security-strategy-security-controls?utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 2 source answers; https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 2 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; No source shown: 6 source answers

    No adjacent vendor passage coded for this criterion.

25. Data encryption

    10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Mode, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 2 source answers; https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/security-strategy-security-controls?utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; No source shown: 6 source answers

    No adjacent vendor passage coded for this criterion.

26. Lead routing to responsible representatives

    10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Claude, 9: 3 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Mode, 8: 1 of 3 runs; Google AI Mode, 10: 3 of 3 runs

    Deposited source answers crm|10|Google AI Mode|1; crm|10|Google AI Mode|2; crm|10|Google AI Mode|3; crm|8|Google AI Mode|1; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Overviews|2

    No source shown: 10 source answers

    No adjacent vendor passage coded for this criterion.

27. Multiple deal pipelines

    10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 8: 1 of 3 runs; Perplexity, 8: 3 of 3 runs; Google AI Overviews, 8: 3 of 3 runs; Google AI Mode, 8: 3 of 3 runs

    Deposited source answers crm|8|Claude|3; crm|8|Google AI Mode|1; crm|8|Google AI Mode|2; crm|8|Google AI Mode|3; crm|8|Google AI Overviews|1; crm|8|Google AI Overviews|2; crm|8|Google AI Overviews|3; crm|8|Perplexity|1; crm|8|Perplexity|2; crm|8|Perplexity|3

    https://resources.rework.com/libraries/pipeline-management/multi-pipeline-management: 3 source answers; https://www.default.com/post/crm-best-practices: 1 source answers; No source shown: 7 source answers

    • HubSpot CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|8|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

    • Pipedrive: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|8|Claude|3; crm|8|Google AI Overviews|2

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%

    • Pipeline CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|8|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

    • Salesforce Sales Cloud: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|8|Google AI Mode|3; crm|8|Google AI Overviews|2; crm|8|Google AI Overviews|3

      No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%

    • monday: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|8|Google AI Mode|3; crm|8|Google AI Overviews|1; crm|8|Google AI Overviews|3

      No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 1 of 150; 0.7%

28. Defined conditions for advancing pipeline stages

    9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 10: 3 of 3 runs; Google AI Overviews, 10: 3 of 3 runs; Google AI Mode, 8: 2 of 3 runs; Google AI Mode, 10: 1 of 3 runs

    Deposited source answers crm|10|Google AI Mode|3; crm|10|Google AI Overviews|1; crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|10|Perplexity|3; crm|8|Google AI Mode|1; crm|8|Google AI Mode|2

    https://resources.rework.com/libraries/deal-closing/sales-to-cs-handoff: 2 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 3 source answers; https://www.scratchpad.com/blog/sales-handoffs: 2 source answers; https://www.sybill.ai/blogs/sales-to-customer-success-handoff: 2 source answers; No source shown: 6 source answers

    No adjacent vendor passage coded for this criterion.

29. Demonstrations or hands on testing

    9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 9: 3 of 3 runs; Perplexity, 9: 1 of 3 runs; Google AI Overviews, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 1 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 1 source answers; https://www.marketwatch.com/guides/business/crm-buyers-checklist/: 1 source answers; https://www.salesforce.com/crm/adoption/?bc=OTH&utm_source=openai: 1 source answers; https://www.sugarcrm.com/wp-content/uploads/resources/2022-crm-buyers-guide.pdf: 1 source answers; No source shown: 7 source answers

    No adjacent vendor passage coded for this criterion.

30. Required data fields

    9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Perplexity, 10: 3 of 3 runs; Google AI Overviews, 10: 3 of 3 runs; Google AI Mode, 8: 1 of 3 runs; Google AI Mode, 10: 1 of 3 runs

    Deposited source answers crm|10|Google AI Mode|3; crm|10|Google AI Overviews|1; crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|10|Perplexity|3; crm|8|Google AI Mode|1; crm|9|ChatGPT|2

    https://resources.rework.com/libraries/deal-closing/sales-to-cs-handoff: 2 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 1 source answers; https://www.default.com/post/sdr-to-ae-handoff: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 3 source answers; https://www.scratchpad.com/blog/sales-handoffs: 3 source answers; https://www.sybill.ai/blogs/sales-to-customer-success-handoff: 3 source answers; No source shown: 6 source answers

    No adjacent vendor passage coded for this criterion.

31. Structured handoff information

    9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 10: 3 of 3 runs; Perplexity, 10: 2 of 3 runs; Google AI Overviews, 10: 2 of 3 runs; Google AI Mode, 10: 2 of 3 runs

    Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|2; crm|10|ChatGPT|3; crm|10|Google AI Mode|1; crm|10|Google AI Mode|2; crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2

    https://blog.hubspot.com/service/sales-to-csm-handoff?RewriteStatus=1&utm_source=openai: 2 source answers; https://blog.hubspot.com/service/sales-to-csm-handoff?utm_source=openai: 1 source answers; https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 1 source answers; https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 2 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 1 source answers; https://tallyfy.com/sales-handover/: 1 source answers; https://www.default.com/post/sdr-to-ae-handoff: 1 source answers; https://www.leadangel.com/blog/operations/sdr-to-ae-handoff/: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 2 source answers; https://www.stellabots.com/blog/how-to-use-your-crm-to-create-a-seamless-handoff-between-marketing-and-sales-for-your-business-97647: 1 source answers; https://www.sybill.ai/blogs/sales-to-customer-success-handoff: 1 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

32. Training and learning resources

    9 of 150; 6.0%; Wilson 95% interval 3.2% to 11.0%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 9: 2 of 3 runs; Perplexity, 9: 2 of 3 runs; Google AI Overviews, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|3; crm|9|Google AI Overviews|1; crm|9|Google AI Overviews|2; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 2 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 2 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers; https://www.nutshell.com/blog/crm-customer-support: 2 source answers; https://www.salesforce.com/crm/adoption/?bc=OTH&utm_source=openai: 1 source answers; https://www.salesforce.com/en-us/wp-content/uploads/sites/4/documents/guides/beginners-guide-to-crm-ebook-salesforce.pdf?utm_source=openai: 1 source answers; No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

33. Audit logs and traceable activity

    8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 9: 2 of 3 runs; Perplexity, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 2 source answers; https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/security-strategy-security-controls?utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

34. Role based access controls

    8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Claude, 9: 3 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Mode, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1; crm|9|Google AI Mode|2; crm|9|Google AI Mode|3; crm|9|Google AI Overviews|2

    No source shown: 8 source answers

    No adjacent vendor passage coded for this criterion.

35. Tracking of handoff or follow up timing

    8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 10: 3 of 3 runs; Perplexity, 10: 2 of 3 runs; Google AI Overviews, 10: 2 of 3 runs; Google AI Mode, 10: 1 of 3 runs

    Deposited source answers crm|10|ChatGPT|1; crm|10|ChatGPT|2; crm|10|ChatGPT|3; crm|10|Google AI Mode|3; crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2

    https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 2 source answers; https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 1 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 2 source answers; https://www.default.com/post/sdr-to-ae-handoff: 1 source answers; https://www.heyreach.io/blog/sales-handoff: 1 source answers; https://www.leadangel.com/blog/operations/sdr-to-ae-handoff/: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 1 source answers; https://www.stellabots.com/blog/how-to-use-your-crm-to-create-a-seamless-handoff-between-marketing-and-sales-for-your-business-97647: 1 source answers; No source shown: 6 source answers

    No adjacent vendor passage coded for this criterion.

36. Structured data entry constraints

    7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Perplexity, 10: 2 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Overviews, 10: 2 of 3 runs; Google AI Mode, 8: 1 of 3 runs

    Deposited source answers crm|10|Google AI Overviews|2; crm|10|Google AI Overviews|3; crm|10|Perplexity|1; crm|10|Perplexity|2; crm|8|Google AI Mode|2; crm|9|ChatGPT|3; crm|9|Google AI Overviews|2

    https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 1 source answers; https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 2 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 2 source answers; https://tallyfy.com/sales-handover/: 1 source answers; https://www.default.com/post/sdr-to-ae-handoff: 1 source answers; https://www.leadangel.com/blog/operations/sdr-to-ae-handoff/: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 2 source answers; https://www.stellabots.com/blog/how-to-use-your-crm-to-create-a-seamless-handoff-between-marketing-and-sales-for-your-business-97647: 1 source answers; https://www.sybill.ai/blogs/sales-to-customer-success-handoff: 1 source answers; No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

37. Data backup

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Perplexity, 9: 3 of 3 runs; Google AI Mode, 9: 1 of 3 runs

    Deposited source answers crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Google AI Mode|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 2 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

38. Data import or migration

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Perplexity, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 2 source answers; https://reviewercrm.com/posts/crm-evaluation-criteria-for-non-technical-buyers: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 2 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 2 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 3 source answers; https://www.nutshell.com/blog/crm-customer-support: 2 source answers; https://www.salesforce.com/en-us/wp-content/uploads/sites/4/documents/guides/beginners-guide-to-crm-ebook-salesforce.pdf?utm_source=openai: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

39. Duplicate detection and management

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Perplexity, 9: 2 of 3 runs; Google AI Overviews, 9: 1 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Google AI Overviews|2; crm|9|Perplexity|1; crm|9|Perplexity|3

    https://architect.salesforce.com/docs/architect/decision-guides/guide/data-integration?utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 2 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 2 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 2 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

40. Follow up support

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; ChatGPT, 10: 1 of 3 runs; Claude, 10: 1 of 3 runs; Perplexity, 9: 1 of 3 runs; Google AI Overviews, 9: 1 of 3 runs; Google AI Overviews, 10: 1 of 3 runs

    Deposited source answers crm|10|ChatGPT|3; crm|10|Claude|3; crm|10|Google AI Overviews|1; crm|9|ChatGPT|2; crm|9|Google AI Overviews|1; crm|9|Perplexity|2

    https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 1 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 1 source answers; https://www.hubspot.com/products/sales/what-is-sales-automation?utm_source=openai: 1 source answers; https://www.salesforce.com/crm/project-management/?bc=OTH&utm_source=openai: 1 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

41. Connected work in one CRM platform

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 8: 3 of 3 runs; Claude, 8: 1 of 3 runs; Perplexity, 8: 1 of 3 runs

    Deposited source answers crm|8|ChatGPT|1; crm|8|ChatGPT|2; crm|8|ChatGPT|3; crm|8|Claude|1; crm|8|Perplexity|3

    No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

42. Data location and residency options

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Claude, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3

    https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/security-strategy-security-controls?utm_source=openai: 1 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

43. Data recovery

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Perplexity, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 3 source answers; https://gain.io/blog/crm-buying-checklist-evaluation: 2 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 3 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

44. Licensing or pricing clarity

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs; Claude, 9: 2 of 3 runs; Perplexity, 9: 1 of 3 runs

    Deposited source answers crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|3; crm|9|Perplexity|1

    https://gain.io/blog/crm-buying-checklist-evaluation: 1 source answers; https://help.salesforce.com/s/articleView?id=xcloud.easy_help_choose_edition.htm&language=no&type=5&utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 1 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.microsoft.com/licensing/guidance/Dynamics-365?utm_source=openai: 1 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

45. Single sign on

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; Claude, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2

    https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/security-strategy-security-controls?utm_source=openai: 1 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

46. Workflow approval or handoff acceptance

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs; ChatGPT, 10: 1 of 3 runs; Perplexity, 10: 1 of 3 runs

    Deposited source answers crm|10|ChatGPT|3; crm|10|Perplexity|3; crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    https://help.salesforce.com/s/articleView?id=xcloud.easy_help_choose_edition.htm&language=no&type=5&utm_source=openai: 1 source answers; https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 1 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 1 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

47. Workflows tailored to distinct sales motions

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 8: 3 of 3 runs; Perplexity, 8: 2 of 3 runs

    Deposited source answers crm|8|ChatGPT|1; crm|8|ChatGPT|2; crm|8|ChatGPT|3; crm|8|Perplexity|1; crm|8|Perplexity|3

    https://resources.rework.com/libraries/pipeline-management/multi-pipeline-management: 2 source answers; https://salesmotion.io/blog/territory-mapping-tools-2026: 1 source answers; https://www.default.com/post/crm-best-practices: 2 source answers; No source shown: 3 source answers

    • Salesforce Sales Cloud: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|8|ChatGPT|1; crm|8|ChatGPT|2; crm|8|ChatGPT|3

      https://knowledge.hubspot.com/object-settings/set-up-and-customize-pipelines?_fsi=J81A2fqR&utm_source=openai: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://trailhead.salesforce.com/content/learn/projects/customize-a-sales-path-for-your-team/customize-a-sales-path?utm_source=openai: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

48. Automated follow up sequences

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, 9: 1 of 3 runs; Google AI Overviews, 10: 1 of 3 runs; Google AI Mode, 10: 2 of 3 runs

    Deposited source answers crm|10|Google AI Mode|1; crm|10|Google AI Mode|3; crm|10|Google AI Overviews|1; crm|9|Google AI Overviews|2

    No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

49. Data export

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Perplexity, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://architect.salesforce.com/docs/architect/well-architected/guide/resource-and-cost-optimization.html?utm_source=openai: 1 source answers; https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 2 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 3 source answers

    No adjacent vendor passage coded for this criterion.

50. Data ownership

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Perplexity, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|3; crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 2 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 3 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

51. Lead scoring

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 3 of 3 runs; Google AI Mode, 10: 1 of 3 runs

    Deposited source answers crm|10|Google AI Mode|2; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3

    No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

52. Limited system complexity

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 4: 1 of 3 runs; Google AI Overviews, 4: 1 of 3 runs; Google AI Overviews, 6: 1 of 3 runs; Google AI Mode, 4: 1 of 3 runs

    Deposited source answers crm|4|ChatGPT|3; crm|4|Google AI Mode|3; crm|4|Google AI Overviews|2; crm|6|Google AI Overviews|2

    No source shown: 4 source answers

    • Airtable: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • HubSpot CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|6|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Less Annoying CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Monday.com: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Notion: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Pipedrive: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|6|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Trello: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Twenty: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

53. Marketing attribution reporting

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Claude, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3

    No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

54. Multifactor authentication

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 3 of 3 runs; Google AI Mode, 9: 1 of 3 runs

    Deposited source answers crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3; crm|9|Google AI Mode|1

    No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

55. AI data handling

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

56. Automated follow up tasks or emails

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, 10: 2 of 3 runs; Google AI Mode, 10: 1 of 3 runs

    Deposited source answers crm|10|Google AI Mode|2; crm|10|Google AI Overviews|1; crm|10|Google AI Overviews|2

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

57. Contract conditions

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    https://architect.salesforce.com/docs/architect/well-architected/guide/resource-and-cost-optimization.html?utm_source=openai: 1 source answers; https://www.microsoft.com/licensing/guidance/Dynamics-365?utm_source=openai: 1 source answers; https://www.salesforce.com/au/crm/crm-total-cost-of-ownership/?bc=OTH: 1 source answers

    No adjacent vendor passage coded for this criterion.

58. Customer reviews, references or case studies

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Claude, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|2; crm|9|Claude|1; crm|9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

59. Data portability when leaving the vendor

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 9: 3 of 3 runs

    Deposited source answers crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 2 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 3 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 2 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 3 source answers

    No adjacent vendor passage coded for this criterion.

60. Data retention or deletion controls

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Claude, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|3; crm|9|Claude|1; crm|9|Claude|2

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

61. Defined customer support response times

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 9: 3 of 3 runs

    Deposited source answers crm|9|Perplexity|1; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 3 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 3 source answers; https://www.nutshell.com/blog/crm-customer-support: 3 source answers

    No adjacent vendor passage coded for this criterion.

62. Defined data synchronization

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    https://architect.salesforce.com/docs/architect/decision-guides/guide/data-integration?utm_source=openai: 2 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers

    No adjacent vendor passage coded for this criterion.

63. Defined handoff response time standard

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 10: 3 of 3 runs

    Deposited source answers crm|10|Perplexity|1; crm|10|Perplexity|2; crm|10|Perplexity|3

    https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 2 source answers; https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 1 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 3 source answers; https://www.default.com/post/sdr-to-ae-handoff: 3 source answers; https://www.heyreach.io/blog/sales-handoff: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 2 source answers

    No adjacent vendor passage coded for this criterion.

64. Defined synchronization timing

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    https://architect.salesforce.com/docs/architect/decision-guides/guide/data-integration?utm_source=openai: 2 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers

    No adjacent vendor passage coded for this criterion.

65. Degree of autonomous AI operation

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 1: 3 of 3 runs

    Deposited source answers crm|1|Claude|1; crm|1|Claude|2; crm|1|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

66. Deployment model suited to the buyer’s requirements

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 3 of 3 runs

    Deposited source answers crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

67. Evaluation of AI accuracy or practical usefulness

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

68. Fit with the reason for replacing a conventional CRM

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 4: 1 of 3 runs; Perplexity, 4: 1 of 3 runs; Google AI Mode, 4: 1 of 3 runs

    Deposited source answers crm|4|Claude|1; crm|4|Google AI Mode|1; crm|4|Perplexity|3

    https://blog.ahsuite.com/crm-alternatives/: 1 source answers; https://clickup.com/blog/crm-alternatives/: 1 source answers; https://dodgelabs.com/newsletter/what-alternative-exists-to-traditional-crm/: 1 source answers; https://medium.com/@williamflaiz/the-death-of-the-traditional-crm-and-whats-replacing-it-e2654ab49bd9: 1 source answers; https://rolodexcrm.com/blog/best-crm-alternatives-for-2026: 1 source answers; No source shown: 2 source answers

    • 4Degrees: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://rolodexcrm.com/blog/best-crm-alternatives-for-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • ActiveCampaign: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Affinity: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://rolodexcrm.com/blog/best-crm-alternatives-for-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Airtable: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1; crm|4|Google AI Mode|1; crm|4|Perplexity|3

      https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://efficient.app/best/crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • Andsend: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • ClickUp: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1; crm|4|Google AI Mode|1; crm|4|Perplexity|3

      https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • Close: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://juro.com/learn/salesforce-alternatives-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://pipeline.zoominfo.com/sales/close-crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://thefrontkit.com/blogs/salesforce-alternatives-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Creatio: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.creatio.com/glossary/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Dex: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Freshdesk: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://devrev.ai/blog/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.creatio.com/glossary/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://zeeg.me/en/blog/post/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Freshsales: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1; crm|4|Perplexity|3

      https://juro.com/learn/salesforce-alternatives-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://pipeline.zoominfo.com/sales/close-crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://thefrontkit.com/blogs/salesforce-alternatives-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Google Sheets: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Google Workspace: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1; crm|4|Perplexity|3

      https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://efficient.app/best/crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Intercom: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://devrev.ai/blog/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.creatio.com/glossary/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://zeeg.me/en/blog/post/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Less Annoying CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Microsoft Excel: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Monday: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Monday CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Monday.com: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Notion: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1; crm|4|Google AI Mode|1; crm|4|Perplexity|3

      https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://efficient.app/best/crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://lightfield.app/blog/attio-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • Nutshell: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://juro.com/learn/salesforce-alternatives-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://pipeline.zoominfo.com/sales/close-crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://thefrontkit.com/blogs/salesforce-alternatives-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Pipedrive: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1; crm|4|Perplexity|3

      https://juro.com/learn/salesforce-alternatives-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://pipeline.zoominfo.com/sales/close-crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://thefrontkit.com/blogs/salesforce-alternatives-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Pipefy: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.creatio.com/glossary/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • ProofHub: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Trello: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1; crm|4|Google AI Mode|1; crm|4|Perplexity|3

      https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • Wrike: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://clickup.com/blog/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://fitsmallbusiness.com/crm-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://monday.com/blog/crm-and-sales/salesforce-alternatives/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.larksuite.com/en_us/blog/crm-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Zendesk: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Perplexity|3

      https://devrev.ai/blog/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.creatio.com/glossary/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://zeeg.me/en/blog/post/salesforce-alternatives: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Zoho CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Claude|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • folk: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

69. Flexible CRM approach

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, 4: 1 of 3 runs; Google AI Overviews, 6: 1 of 3 runs; Google AI Mode, 4: 1 of 3 runs

    Deposited source answers crm|4|Google AI Mode|3; crm|4|Google AI Overviews|1; crm|6|Google AI Overviews|1

    No source shown: 3 source answers

    • Airtable: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|3; crm|4|Google AI Overviews|1

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • ClickUp: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Overviews|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Monday CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Overviews|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Monday.com: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Notion: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|3; crm|4|Google AI Overviews|1

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

70. Growth in users, records and process complexity

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 9: 2 of 3 runs; Google AI Overviews, 9: 1 of 3 runs

    Deposited source answers crm|9|Google AI Overviews|2; crm|9|Perplexity|2; crm|9|Perplexity|3

    https://quorentra.org/crm-solutions/crm-basics/how-to-choose-crm-software-a-complete-buyers-guide/: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 2 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 1 source answers; https://www.linkedin.com/top-content/sales/crm-software-for-sales/crm-selection-criteria-for-business-buyers/: 2 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

71. Handling of synchronization failures

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    https://architect.salesforce.com/docs/architect/decision-guides/guide/data-integration?utm_source=openai: 2 source answers; https://www.microsoft.com/en/dynamics-365/topics/crm/best-crm?msockid=1c8574c9f510606c00f562aaf4aa611c: 1 source answers

    No adjacent vendor passage coded for this criterion.

72. Handoff checklist, brief or template

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 10: 3 of 3 runs

    Deposited source answers crm|10|Perplexity|1; crm|10|Perplexity|2; crm|10|Perplexity|3

    https://oppora.ai/blog/sales-handoff-process/: 1 source answers; https://resources.rework.com/libraries/deal-closing/sales-to-cs-handoff: 3 source answers; https://tallyfy.com/sales-handover/: 2 source answers; https://www.scratchpad.com/blog/sales-handoffs: 1 source answers; https://www.sybill.ai/blogs/sales-to-customer-success-handoff: 3 source answers

    No adjacent vendor passage coded for this criterion.

73. Human review or approval of AI actions

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

74. Lead capture forms

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 3 of 3 runs

    Deposited source answers crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

75. Evaluation with real users and representative data

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 3 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2; crm|9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

76. Prospect engagement tracking

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, 10: 1 of 3 runs; Google AI Mode, 10: 2 of 3 runs

    Deposited source answers crm|10|Google AI Mode|2; crm|10|Google AI Mode|3; crm|10|Google AI Overviews|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

77. Prospecting, engagement and pipeline work in one workspace

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 5: 2 of 3 runs; Claude, 8: 1 of 3 runs

    Deposited source answers crm|5|Claude|2; crm|5|Claude|3; crm|8|Claude|2

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

78. Track record of product updates and improvements

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 3 of 3 runs

    Deposited source answers crm|9|Claude|1; crm|9|Claude|2; crm|9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

79. Usage, storage and object limits

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Google AI Overviews, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|3; crm|9|Google AI Overviews|2; crm|9|Google AI Overviews|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

80. AI data permissions

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|2; crm|9|ChatGPT|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

81. AI recommendations for next actions

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 10: 2 of 3 runs

    Deposited source answers crm|10|Claude|2; crm|10|Claude|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

82. AI generated business insights

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 1 of 3 runs; Claude, 10: 1 of 3 runs

    Deposited source answers crm|10|Claude|2; crm|9|Claude|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

83. API capabilities

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 1 of 3 runs; Google AI Overviews, 9: 1 of 3 runs

    Deposited source answers crm|9|Claude|3; crm|9|Google AI Overviews|2

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

84. Automated follow up tasks or notifications

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 10: 1 of 3 runs; Google AI Overviews, 10: 1 of 3 runs

    Deposited source answers crm|10|Google AI Overviews|3; crm|10|Perplexity|1

    https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 1 source answers; https://www.heyreach.io/blog/sales-handoff: 1 source answers; https://www.sybill.ai/blogs/marketing-to-sales-handoff: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

85. Automatic interaction logging

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 2 of 3 runs

    Deposited source answers crm|9|Claude|1; crm|9|Claude|2

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

86. Configurable reports or dashboards

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 7: 1 of 3 runs; Google AI Mode, 7: 1 of 3 runs

    Deposited source answers crm|7|Google AI Mode|1; crm|7|Perplexity|1

    No source shown: 2 source answers

    • HubSpot CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|7|Google AI Mode|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

    • Salesforce Sales Cloud: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|7|Google AI Mode|1; crm|7|Perplexity|1

      https://technologyadvice.com/blog/sales/crm-reporting/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

    • Zoho CRM: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|7|Google AI Mode|1; crm|7|Perplexity|1

      https://technologyadvice.com/blog/sales/crm-reporting/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://wifitalents.com/best/crm-reporting-software/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.fanruan.com/en/blog/best-crm-reporting-tools: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.providerly.co.uk/best-crm-reporting-analytics/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

    • monday: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers crm|7|Perplexity|1

      https://crowjack.com/10-best-crm-software-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://techwireasia.com/2026/04/which-crms-offer-the-most-powerful-reporting-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

87. Defined data synchronization direction

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|3

    https://architect.salesforce.com/docs/architect/decision-guides/guide/data-integration?utm_source=openai: 2 source answers

    No adjacent vendor passage coded for this criterion.

88. Limited manual data entry burden

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, 4: 1 of 3 runs; Google AI Mode, 4: 1 of 3 runs

    Deposited source answers crm|4|Google AI Mode|3; crm|4|Google AI Overviews|3

    No source shown: 2 source answers

    • OnePageCRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|4|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

89. Migration preserves record relationships and history

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 2 of 3 runs

    Deposited source answers crm|9|ChatGPT|1; crm|9|ChatGPT|2

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

90. Shared customer interaction history

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 8: 2 of 3 runs

    Deposited source answers crm|8|Claude|1; crm|8|Claude|2

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

91. Support escalation procedure

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs; Perplexity, 9: 1 of 3 runs

    Deposited source answers crm|9|ChatGPT|3; crm|9|Perplexity|3

    https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; https://www.getapp.com/resources/crm-questions-to-ask-when-buying-crm-software/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.nutshell.com/blog/crm-customer-support: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

92. Support service level terms

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, 9: 1 of 3 runs; Perplexity, 9: 1 of 3 runs

    Deposited source answers crm|9|Claude|3; crm|9|Perplexity|1

    https://resources.rework.com/guides/crm-implementation/crm-buyers-checklist: 1 source answers; https://tomorrowsoffice.com/blog/buying-a-crm-follow-these-6-steps-before-making-a-decision/: 1 source answers; https://www.maximizer.com/blog/what-to-look-for-in-a-crm-before-switching-platforms/: 1 source answers; https://www.nutshell.com/blog/crm-customer-support: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

93. Accessible user interface

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs

    Deposited source answers crm|9|ChatGPT|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

94. Automatic next task or action trigger

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 10: 1 of 3 runs

    Deposited source answers crm|10|Perplexity|1

    https://resources.rework.com/guides/sales-process/sdr-ae-handoff: 1 source answers; https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 1 source answers; https://saleshive.com/blog/sdr-to-ae-handoff-qualified-meeting-process: 1 source answers; https://www.default.com/post/sdr-to-ae-handoff: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 1 source answers

    No adjacent vendor passage coded for this criterion.

95. Automatically assign an owner, create tasks or send welcome emails

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, 10: 1 of 3 runs

    Deposited source answers crm|10|Google AI Overviews|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

96. Automatically schedule a meeting or create a task

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 10: 1 of 3 runs

    Deposited source answers crm|10|Perplexity|2

    https://resources.rework.com/libraries/post-sale-management/sales-to-post-sale-handoff: 1 source answers; https://www.heyreach.io/blog/sales-handoff: 1 source answers; https://www.sybill.ai/blogs/marketing-to-sales-handoff: 1 source answers

    No adjacent vendor passage coded for this criterion.

97. CRM as the authoritative customer system of record

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, 6: 1 of 3 runs

    Deposited source answers crm|6|Perplexity|3

    No source shown: 1 source answers

    • Salesforce Sales Cloud: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers crm|6|Perplexity|3

      https://www.captivateiq.com/blog/revops-software: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.rox.com/articles/best-sales-crm: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.salesforceben.com/11-of-the-best-revops-tools/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

98. Complete usable CRM data export

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs

    Deposited source answers crm|9|ChatGPT|2

    https://www.salesforce.com/au/crm/crm-total-cost-of-ownership/?bc=OTH: 1 source answers

    No adjacent vendor passage coded for this criterion.

99. Defined support availability

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, 9: 1 of 3 runs

    Deposited source answers crm|9|ChatGPT|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

100. Defined trigger for changing handoff ownership

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Perplexity, 10: 1 of 3 runs

     Deposited source answers crm|10|Perplexity|1

     https://www.default.com/post/sdr-to-ae-handoff: 1 source answers; https://www.heyreach.io/blog/sales-handoff: 1 source answers; https://www.read.ai/articles/sales-handoff-best-practices-for-smooth-transitions: 1 source answers

     No adjacent vendor passage coded for this criterion.

101. Export of records, relationships and attachments

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     ChatGPT, 9: 1 of 3 runs

     Deposited source answers crm|9|ChatGPT|3

     https://www.microsoft.com/licensing/guidance/Dynamics-365?utm_source=openai: 1 source answers

     No adjacent vendor passage coded for this criterion.

102. Fast implementation

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Google AI Mode, 3: 1 of 3 runs

     Deposited source answers crm|3|Google AI Mode|1

     No source shown: 1 source answers

     • HubSpot CRM: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
       Vendor source evidence

       Deposited source answers crm|3|Google AI Mode|1

       No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

     • monday: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
       Vendor source evidence

       Deposited source answers crm|3|Google AI Mode|1

       No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

103. Fit with the buyer’s cost, data entry, complexity or workflow reason for replacing a CRM

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     ChatGPT, 4: 1 of 3 runs

     Deposited source answers crm|4|ChatGPT|1

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

104. Follow up reminders

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     ChatGPT, 9: 1 of 3 runs

     Deposited source answers crm|9|ChatGPT|1

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

105. Implementation experience with similar organizations

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     ChatGPT, 9: 1 of 3 runs

     Deposited source answers crm|9|ChatGPT|1

     https://www.salesforce.com/en-us/wp-content/uploads/sites/4/documents/guides/beginners-guide-to-crm-ebook-salesforce.pdf?utm_source=openai: 1 source answers

     No adjacent vendor passage coded for this criterion.

106. Low setup friction

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Google AI Overviews, 5: 1 of 3 runs

     Deposited source answers crm|5|Google AI Overviews|2

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

107. Manageable integration complexity

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Google AI Mode, 3: 1 of 3 runs

     Deposited source answers crm|3|Google AI Mode|3

     No source shown: 1 source answers

     • Microsoft Dynamics 365: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
       Vendor source evidence

       Deposited source answers crm|3|Google AI Mode|3

       No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

108. Migration preserves record relationships and attachments

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     ChatGPT, 9: 1 of 3 runs

     Deposited source answers crm|9|ChatGPT|3

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

109. Multiple sales motions within one CRM

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Claude, 8: 1 of 3 runs

     Deposited source answers crm|8|Claude|1

     No source shown: 1 source answers

     • Pipedrive: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
       Vendor source evidence

       Deposited source answers crm|8|Claude|1

       No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

110. Native connectors or API based integration options

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Google AI Overviews, 9: 1 of 3 runs

     Deposited source answers crm|9|Google AI Overviews|3

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

111. Offline mobile access

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Perplexity, 9: 1 of 3 runs

     Deposited source answers crm|9|Perplexity|3

     https://crm.techasoft.com/post/the-complete-buyers-guide-to-crm: 1 source answers; https://resources.rework.com/guides/choosing-software/how-to-choose-a-crm: 1 source answers

     No adjacent vendor passage coded for this criterion.

112. Predictable pricing as the team or subscription tier grows

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Google AI Overviews, 5: 1 of 3 runs

     Deposited source answers crm|5|Google AI Overviews|2

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

113. Sales motion tags

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Claude, 8: 1 of 3 runs

     Deposited source answers crm|8|Claude|1

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

114. Searchable customer information

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     ChatGPT, 9: 1 of 3 runs

     Deposited source answers crm|9|ChatGPT|3

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

115. Shared revenue reporting across sales motions

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Perplexity, 8: 1 of 3 runs

     Deposited source answers crm|8|Perplexity|1

     https://monday.com/blog/crm-and-sales/inside-sales-vs-outside-sales/: 1 source answers; https://worldmetrics.org/best/enterprise-crm-software/: 1 source answers

     No adjacent vendor passage coded for this criterion.

116. Support for complex sales processes

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Google AI Mode, 3: 1 of 3 runs

     Deposited source answers crm|3|Google AI Mode|1

     No source shown: 1 source answers

     • Salesforce Sales Cloud: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
       Vendor source evidence

       Deposited source answers crm|3|Google AI Mode|1

       No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

117. Testing environments

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     ChatGPT, 9: 1 of 3 runs

     Deposited source answers crm|9|ChatGPT|3

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

118. Two way synchronization

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Google AI Overviews, 9: 1 of 3 runs

     Deposited source answers crm|9|Google AI Overviews|2

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.

119. Views tailored to different user roles

     1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

     Runs, sources and adjacent vendors

     Google AI Mode, 8: 1 of 3 runs

     Deposited source answers crm|8|Google AI Mode|2

     No source shown: 1 source answers

     No adjacent vendor passage coded for this criterion.