SmartSales or enterprise CRM: a decision checklist
By Larry Lo
Published
Three key takeaways
- Check requirements and reusable existing configuration first.
- Pilot, production setup and monthly care are separate scopes.
- Compare providers against identical acceptance scenarios.
Write requirements with six questions
How many users and roles? How many pipelines? Which data sources and record counts? Who must not see which records? Which integrations are mandatory? What must be exported when leaving? These answers determine cleanup, permission tests, training and delivery responsibility—not just the feature list.
Separate the three SmartSales cost layers
The bounded workflow pilot is HK$6,880. Production setup starts at HK$24,800 for Starter or HK$48,800 for Growth. Starter care starts at HK$1,880/month. The pilot is not automatically credited to setup; monthly care does not include initial implementation.
WhatsApp APIs, AI usage, third-party licences, hosting, integrations and custom loyalty rules are separate. Internal reminders are not automatic external messaging. Benefits, refund point reversals, payments and member portals need agreed rules and a separate quote.
Test reuse before pricing migration
If you already use Salesforce, Odoo or another platform, inspect the edition, licences, configuration and data access. Ask each provider to demonstrate the same enquiry, handover, restricted-access, overdue-task and export scenarios. Ask who maintains it, how changes are priced and how failures are recovered.
Separate one-time cleanup/setup, recurring care, licences/usage, training and exit costs. Obtain current written specifications and quotes from enterprise providers. SmartSales setup pricing is not a quote for customising another platform.
Questions
- Should we replace an existing enterprise CRM?
- Not necessarily. Check configuration, responsibility and adoption first. Reuse may avoid duplicate implementation, but it cannot be promised cheaper before inspection.
Limitations
This is a decision checklist, not a product ranking or competitor specification sheet. Fit depends on edition, data quality, regulatory requirements and integration permissions. Starting prices are not final quotes for every requirement.
Sources & references
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