Free CRM Example Requirements Document

Use these real-world requirements examples to focus your team, clarify your needs, and avoid costly missteps later.

⭐ ⭐ ⭐ ⭐ ⭐ Used by dozens of companies

Example CRM Requirements Doc

The example document includes:

  • Business Objectives
  • Company Terminology
  • Business Ecosystem
  • Challenges/Pains
  • Current State
  • Technical Environment
  • User Stories
  • Prioritizes
  • Measures of Success
  • …and more

Set the Stage for a Smarter CRM Decision

This free example helps your team align on what matters most—before you talk to vendors.

✔️ Real-world requirements covering challenges, user stories, and integrations
✔️ Professionally formatted and easy to follow
✔️ Helps accelerate internal alignment and vendor evaluation