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.
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.
What you get
- 9 sections covering pipeline, roles, integrations, reports, mobile, hosting
- Forces clarity before you spend
- Used in real Big Helpers discovery calls — proven to reduce scope creep
- Vendor-neutral — works whether you choose Big Helpers, another agency, or in-house
- Fillable PDF — type into it, save, share with vendors
What’s inside
- Section 1 — Business basics: industry, team size, current tools, monthly lead volume, sales cycle length
- Section 2 — Pipeline stages: list your real stages in your own language (not "Qualified/Negotiation")
- Section 3 — User roles: who sees what, who approves what, who reports to whom
- Section 4 — Lead sources: web form, WhatsApp, IndiaMART, Justdial, walk-in, referral — and routing rules
- Section 5 — Integrations: WhatsApp Business API, Tally/Busy, Razorpay, e-invoicing, Google Calendar, custom
- Section 6 — Reports: list the 6-12 questions the owner asks weekly that the CRM must answer
- Section 7 — Mobile: PWA, native Android, native iOS, none — and what reps need to do offline
- Section 8 — Hosting & data: your AWS/DO, our managed, on-prem; data residency; DPDP scope
- Section 9 — Timeline & budget: must-have launch date, indicative budget range, phasing if needed
Get your free copy
Drop your details — we’ll WhatsApp you the link in under a minute. No follow-up sales call unless you ask.
Who this helps
- Owners / heads of sales scoping a custom CRM in 2026
- IT managers preparing an RFP for vendor shortlisting
- Anyone who's received wildly different quotes and doesn't know which is right
- Teams switching from Zoho/HubSpot/Salesforce because of cost or fit
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.
Related Big Helpers services
Ready to build your custom CRM?
Talk to a senior engineer in 24 hours — no juniors, no sales reps, no jargon. Just a clear scope, an honest estimate, and a build plan.