A useful CRM brief describes decisions and records, not just a list of desired features.
Users and roles
List each role, the work they perform, the records they need and what they must not access.
Records
Define customers, leads, jobs, bookings, orders, files, payments and any business-specific entities.
Stages and actions
For every stage, define entry criteria, required action, owner, next step and exit condition.
Integrations
Document the source of truth, data direction, failure behavior, retry rules and responsible owner.
Reporting and launch
Define each metric, migration scope, acceptance test, training plan and post-launch support.
Apply the guide
Turn the planning work into a practical system brief.
Describe the current workflow and the point where it breaks down. The review will focus on records, stages, ownership, integration priorities and failure risks.
Request a workflow review