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📅 Since 2008 · 18 years · 🏛️ Pvt Ltd · CIN: U72200MP2008PTC021190 · 🧾 GST-compliant invoices · 🔒 Compliance →
Free download · PDF · 14 pages

Scope your custom CRM before talking to any agency.

A free 9-section requirement template that captures everything a Big Helpers (or any competent) developer needs to give you a real estimate. Skip the back-and-forth, get apples-to-apples quotes.

17+ years building softwarePvt Ltd · CIN U72200MP2008PTC021190Code you own · No vendor lock-inWhatsApp accessibleIndia-first INR pricing

Most CRM quotes from Indian agencies are wildly different (₹30K to ₹6L for the "same" CRM) because the brief was vague. This template forces you to answer the 47 questions any honest developer would ask in discovery — so you can collect quotes that actually compare. Use it with us, use it with anyone.

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Who this helps

Frequently asked questions

Do I have to share the filled template with Big Helpers?

No. The template is yours. Use it however you like — share with us, share with competitors, share with no one. We've made it vendor-neutral on purpose.

What if I don't know the answer to some questions?

That's fine — and useful. Any answer marked "unsure" tells the developer they need to facilitate that decision in discovery. A skipped section saves time later, not the opposite.

Will this work for non-CRM custom software too?

Sections 1, 3, 5, 7, 8, 9 work for almost any custom-software brief. Sections 2, 4, 6 are CRM-specific. We have a generic version on the roadmap; ping us if you need it sooner.

How accurate is a quote based on this template?

Within ±15-20% on a competent agency's first pass. Final estimate still needs a 60-90 minute discovery call to clarify edge cases. Without this template, the first pass is often ±60% — which means estimates are useless for comparison.

Can I use this for in-house development scoping?

Yes. Same questions apply whether you're hiring a vendor or scoping a hire. Several IT managers have used the filled template as a job description for an in-house CRM developer.

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