CRM Implementation Discovery Form

Streamline Your CRM Implementation with a Professional Discovery Form

Implementing a new CRM system is a significant investment for any business, and success depends on understanding your unique requirements from day one. This CRM Implementation Discovery Form is designed for software consultants, implementation partners, and IT teams who need to gather comprehensive information about sales processes, user needs, and technical requirements before beginning a CRM project.

Built for CRM consultants and implementation teams

Whether you're a software consultant, CRM implementation specialist, IT professional, or sales operations manager, this form helps you conduct thorough needs assessments with clients. Instead of scattered emails and incomplete notes, you'll capture everything from current sales workflows to integration requirements in one structured submission.

The form covers all critical discovery areas: sales process mapping, lead management workflows, reporting requirements, integration needs, user adoption strategies, and data migration planning. Each section uses conditional logic to adapt questions based on the client's responses, ensuring you gather relevant details without overwhelming stakeholders.

Automate your CRM project kickoff

Once a client submits this discovery form, you can use Stepper to automatically create project documentation, generate implementation timelines, assign tasks to your technical team, and sync key requirements into your project management system. This transforms a static form submission into an active project workflow, reducing manual handoffs and ensuring nothing falls through the cracks.

For projects requiring formal agreements or statements of work, integrate Papersign to convert the discovery insights into a customized proposal document that clients can review and sign electronically, keeping the entire engagement process seamless and professional.

Designed for clarity and conversion

This template uses Paperform's doc-style editor to create a professional, branded experience that positions you as a thorough, detail-oriented partner. The form flows logically from business context through technical requirements, making it easy for clients to provide the information you need while building confidence in your process.

The form includes calculation fields for estimating project complexity, conditional sections that appear based on integration needs, and matrix questions for mapping user roles and permissions—all the tools you need to scope CRM implementations accurately and set realistic expectations from the start.