Start with one real inquiry
Follow the path from first contact through the offer and follow-up. Which information must remain available, who gets a task and when does someone else take over? A clear journey lets you assess software against the work.
When does an existing product fit?
An off-the-shelf CRM can fit when its main workflow matches your needs and the required connections exist. Include per-user fees, configuration, training and features reserved for higher plans. Test the ordinary task with the person who will use it.
When is a custom workspace useful?
A tailored workspace is worth considering when the operator needs a particularly simple interface or the information and stages are unusual. FoodMagic connects website inquiries with a semi-automated CRM, keeping offer context and next actions together. Personal pricing and replies can remain with a person.
Compare the full cost of use
Put licences, implementation, integrations, maintenance and data export side by side. Establish who manages access and changes, and how work continues if the supplier changes. A smaller understandable tool can be more useful than a large system that people do not keep updated.