| Name | Label | Kind | Unit / Values | Direction | Transform |
|---|---|---|---|---|---|
| starting_price_monthly_per_user | Starting Price (per user / month) | numeric | USD | ↓ Lower | log1p |
| free_tier | Free Tier Available | boolean | - | - | - |
| free_trial_days | Free Trial Length | numeric | days | ↑ Higher | identity |
| deployment | Deployment | nominal | Cloud / SaaS On-premise Hybrid Desktop | - | - |
| target_audience | Target Audience | nominal | Small & medium business Enterprise All business sizes | - | - |
| max_users_supported | Maximum Supported Users | numeric | - | ↑ Higher | log1p |
| custom_fields | Custom Fields Support | boolean | - | - | - |
| custom_objects | Custom Objects | boolean | - | - | - |
| automation_workflows | Automation / Workflows | boolean | - | - | - |
| workflow_automation_complexity | Workflow Automation Capability | ordinal | 1.00high 0.50medium 0.00low | - | - |
| sales_pipeline | Sales Pipeline / Deal Management | boolean | - | - | - |
| lead_management | Lead Management | boolean | - | - | - |
| lead_scoring | Lead Scoring | boolean | - | - | - |
| contact_management | Contact Management | boolean | - | - | - |
| email_integration | Email Integration (Inbox Sync) | boolean | - | - | - |
| email_marketing | Email Marketing Features | boolean | - | - | - |
| email_tracking | Email Tracking / Opens / Clicks | boolean | - | - | - |
| voip | Built-in Telephony / VoIP | boolean | - | - | - |
| reporting_dashboards | Built-in Dashboards | boolean | - | - | - |
| custom_reports | Custom Reporting / Ad-hoc Reports | boolean | - | - | - |
| api | Public API Available | boolean | - | - | - |
| integrations_count | Number of Integrations / Marketplace Apps | numeric | - | ↑ Higher | log1p |
| marketplace | Has Integration Marketplace | boolean | - | - | - |
| mobile_ios | iOS App | boolean | - | - | - |
| mobile_android | Android App | boolean | - | - | - |
| ui_ease | UI Ease of Use | ordinal | 1.00very_easy 0.50easy 0.00difficult | - | - |
| learning_curve | Learning Curve | ordinal | 1.00low 0.50moderate 0.00steep | - | - |
| onboarding_services | Paid Onboarding / Implementation Services | boolean | - | - | - |
| email_support | Email Support | boolean | - | - | - |
| phone_support | Phone Support | boolean | - | - | - |
| live_chat | Live Chat Support | boolean | - | - | - |
| knowledge_base | Knowledge Base / Help Center | boolean | - | - | - |
| dedicated_account_manager | Dedicated Account Manager | boolean | - | - | - |
| support_hours | Support Availability | ordinal | 1.0024_7 0.60extended 0.30business_hours | - | - |
| sla_uptime | Uptime SLA | numeric | % | ↑ Higher | identity |
| response_time_mins | Support Median Response Time | numeric | mins | ↓ Lower | log1p |
| two_factor_auth | Two-factor Authentication (2FA) | boolean | - | - | - |
| sso | SSO (Single Sign-On) | boolean | - | - | - |
| encryption_at_rest | Encryption at Rest | boolean | - | - | - |
| encryption_in_transit | Encryption in Transit | boolean | - | - | - |
| role_based_permissions | Role-based Permissions | boolean | - | - | - |
| compliance_level | Compliance / Certifications | ordinal | 1.00comprehensive 0.60standard 0.20basic | - | - |
| company_age_years | Company Age | numeric | years | ↑ Higher | identity |
| customers_count | Customer Count | numeric | - | ↑ Higher | log1p |
| reviews_rating | Average Review Rating | numeric | stars | ↑ Higher | identity |
| reviews_count | Number of Reviews | numeric | - | ↑ Higher | log1p |
| headquarter_region | Headquarters Region | nominal | North America Europe Middle East Asia Pacific | - | - |
| pricing_transparency | Pricing Transparency | ordinal | 1.00high 0.50medium 0.00low | - | - |
| languages_supported | Languages Supported | numeric | - | ↑ Higher | identity |
| campaign_management | Campaign Management | boolean | - | - | - |
| landing_page_builder | Landing Page Builder | boolean | - | - | - |
| quotes_invoicing | Quotes / Invoicing | boolean | - | - | - |
| on_premise_available | On-premise Option Available | boolean | - | - | - |
| Name | Label | Type | Weight |
|---|---|---|---|
| Affordabilityaffordability | |||
| starting_price_monthly_per_user | Starting Price (per user / month) | numeric_inverse_ecdf | 1.00 |
| Trial Offeringtrial_offering | |||
| free_trial_days | Free Trial Length | numeric_ecdf | 1.00 |
| Feature Setfeature_set | |||
| lead_management | Lead Management | atomic | 0.10 |
| contact_management | Contact Management | atomic | 0.10 |
| sales_pipeline | Sales Pipeline / Deal Management | atomic | 0.10 |
| automation_workflows | Automation / Workflows | atomic | 0.10 |
| email_integration | Email Integration (Inbox Sync) | atomic | 0.10 |
| email_tracking | Email Tracking / Opens / Clicks | atomic | 0.10 |
| reporting_dashboards | Built-in Dashboards | atomic | 0.10 |
| custom_fields | Custom Fields Support | atomic | 0.10 |
| custom_objects | Custom Objects | atomic | 0.10 |
| campaign_management | Campaign Management | atomic | 0.10 |
| quotes_invoicing | Quotes / Invoicing | atomic | 0.10 |
| Usabilityusability | |||
| ui_ease | UI Ease of Use | categorical_map | 0.30 |
| learning_curve | Learning Curve | categorical_map | 0.30 |
| support_hours | Support Availability | categorical_map | 0.20 |
| email_support | Email Support | atomic | 0.10 |
| live_chat | Live Chat Support | atomic | 0.10 |
| Integration Capabilitiesintegration | |||
| api | Public API Available | atomic | 0.30 |
| marketplace | Has Integration Marketplace | atomic | 0.30 |
| integrations_count | Number of Integrations / Marketplace Apps | numeric_ecdf | 0.40 |
| Securitysecurity | |||
| two_factor_auth | Two-factor Authentication (2FA) | atomic | 0.25 |
| encryption_at_rest | Encryption at Rest | atomic | 0.25 |
| encryption_in_transit | Encryption in Transit | atomic | 0.25 |
| role_based_permissions | Role-based Permissions | atomic | 0.25 |
| Support Qualitysupport_quality | |||
| dedicated_account_manager | Dedicated Account Manager | atomic | 0.20 |
| phone_support | Phone Support | atomic | 0.20 |
| response_time_mins | Support Median Response Time | numeric_inverse_ecdf | 0.30 |
| knowledge_base | Knowledge Base / Help Center | atomic | 0.20 |
| onboarding_services | Paid Onboarding / Implementation Services | atomic | 0.10 |
| Company Reliabilitycompany_reliability | |||
| company_age_years | Company Age | numeric_ecdf | 0.50 |
| customers_count | Customer Count | numeric_ecdf | 0.50 |
| Performanceperformance | |||
| sla_uptime | Uptime SLA | numeric_ecdf | 0.50 |
| max_users_supported | Maximum Supported Users | numeric_ecdf | 0.50 |
| Attribute | Type | Slider Label | Min Label | Max Label |
|---|---|---|---|---|
Starting Price (per user / month) starting_price_monthly_per_user | atomic | Starting Price (per user / month) | High Price | Low Price |
Free Trial Length free_trial_days | atomic | Free Trial Length | Short Duration | Long Duration |
Target Audience target_audience | atomic | Target Audience | Small Businesses | All Business Sizes |
Custom Fields Support custom_fields | atomic | Custom Fields Support | No Support | Full Support |
Automation / Workflows automation_workflows | atomic | Automation / Workflows | No Automation | Full Automation |
Sales Pipeline / Deal Management sales_pipeline | atomic | Sales Pipeline / Deal Management | No Management | Full Management |
Lead Scoring lead_scoring | atomic | Lead Scoring | No Scoring | Full Scoring |
Email Integration (Inbox Sync) email_integration | atomic | Email Integration (Inbox Sync) | No Integration | Full Integration |
Email Tracking / Opens / Clicks email_tracking | atomic | Email Tracking / Opens / Clicks | No Tracking | Comprehensive Tracking |
Built-in Dashboards reporting_dashboards | atomic | Built-in Dashboards | No Dashboards | Advanced Dashboards |
Public API Available api | atomic | Public API Available | Not Available | Fully Available |
Has Integration Marketplace marketplace | atomic | Has Integration Marketplace | No Marketplace | Extensive Marketplace |
Android App mobile_android | atomic | Android App | No App | Native App |
Paid Onboarding / Implementation Services onboarding_services | atomic | Paid Onboarding / Implementation Services | No Services | Full Services |
Phone Support phone_support | atomic | Phone Support | No Support | 24/7 Support |
Knowledge Base / Help Center knowledge_base | atomic | Knowledge Base / Help Center | No Resources | Extensive Resources |
Support Availability support_hours | atomic | Support Availability | Limited Availability | 24/7 Availability |
Uptime SLA sla_uptime | atomic | Uptime SLA | Low Uptime | High Uptime |
Two-factor Authentication (2FA) two_factor_auth | atomic | Two-factor Authentication (2FA) | Not Available | Enabled |
Encryption at Rest encryption_at_rest | atomic | Encryption at Rest | Not Encrypted | Fully Encrypted |
Role-based Permissions role_based_permissions | atomic | Role-based Permissions | No Permissions | Comprehensive Permissions |
Company Age company_age_years | atomic | Company Age | New Start-up | Established Company |
Average Review Rating reviews_rating | atomic | Average Review Rating | Low Rating | High Rating |
Headquarters Region headquarter_region | atomic | Headquarters Region | Varied Locations | Specific Regions |
Campaign Management campaign_management | atomic | Campaign Management | No Management | Comprehensive Management |
Quotes / Invoicing quotes_invoicing | atomic | Quotes / Invoicing | No Invoicing | Full Features |
Free Tier Available free_tier | atomic | Free Tier Available | Not Available | Available |
Deployment deployment | atomic | Deployment | Single Option | Multi-option |
Maximum Supported Users max_users_supported | atomic | Maximum Supported Users | Few Users | Many Users |
Custom Objects custom_objects | atomic | Custom Objects | No Support | Full Support |
Workflow Automation Capability workflow_automation_complexity | atomic | Workflow Automation Capability | Limited Capability | High Capability |
Lead Management lead_management | atomic | Lead Management | No Management | Complete Management |
Contact Management contact_management | atomic | Contact Management | No Management | Comprehensive Management |
Email Marketing Features email_marketing | atomic | Email Marketing Features | No Features | Full Features |
Built-in Telephony / VoIP voip | atomic | Built-in Telephony / VoIP | No VoIP | Integrated VoIP |
Custom Reporting / Ad-hoc Reports custom_reports | atomic | Custom Reporting / Ad-hoc Reports | No Reporting | Advanced Reporting |
Number of Integrations / Marketplace Apps integrations_count | atomic | Number of Integrations / Marketplace Apps | Few Integrations | Many Integrations |
iOS App mobile_ios | atomic | iOS App | No App | Native App |
UI Ease of Use ui_ease | atomic | UI Ease of Use | Difficult UI | Very Easy UI |
Learning Curve learning_curve | atomic | Learning Curve | Steep Curve | Easy Curve |
Email Support email_support | atomic | Email Support | No Support | Full Support |
Live Chat Support live_chat | atomic | Live Chat Support | No Chat | 24/7 Chat |
Dedicated Account Manager dedicated_account_manager | atomic | Dedicated Account Manager | Not Assigned | Assigned Manager |
Support Median Response Time response_time_mins | atomic | Support Median Response Time | Long Response | Fast Response |
SSO (Single Sign-On) sso | atomic | SSO (Single Sign-On) | Not Available | Enabled |
Encryption in Transit encryption_in_transit | atomic | Encryption in Transit | Not Encrypted | Fully Encrypted |
Compliance / Certifications compliance_level | atomic | Compliance / Certifications | Low Compliance | High Compliance |
Customer Count customers_count | atomic | Customer Count | Few Customers | Many Customers |
Number of Reviews reviews_count | atomic | Number of Reviews | Few Reviews | Many Reviews |
Pricing Transparency pricing_transparency | atomic | Pricing Transparency | Not Transparent | Fully Transparent |
Languages Supported languages_supported | atomic | Languages Supported | Few Languages | Many Languages |
Landing Page Builder landing_page_builder | atomic | Landing Page Builder | Not Included | Included |
On-premise Option Available on_premise_available | atomic | On-premise Option Available | Not Available | Available |
Affordability affordability | composite | Affordability | High Cost | Low Cost |
Trial Offering trial_offering | composite | Trial Offering | No Trial | Long Trial |
Feature Set feature_set | composite | Feature Set | Limited Features | Comprehensive Features |
Usability usability | composite | Usability | Difficult to Use | Very User-Friendly |
Integration Capabilities integration | composite | Integration Capabilities | Few Integrations | Many Integrations |
Security security | composite | Security | Basic Security | Advanced Security |
Support Quality support_quality | composite | Support Quality | Limited Support | Comprehensive Support |
Company Reliability company_reliability | composite | Company Reliability | New Company | Established Company |
Performance performance | composite | Performance | Low Performance | High Performance |
Even-weighted CRM evaluation across features, usability, integrations, cost, security, and vendor trust.
Cost-focused CRM selection for small businesses needing core contact and pipeline management at low price.
CRM for enterprises prioritizing seamless integration with ERP, marketing automation, and data stack.
Advanced CRM capabilities for sales ops needing custom objects, automation, forecasting, and analytics.
Security- and compliance-first CRM choices for regulated industries with strict data controls.