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Independent CRM advisory

Choose the right CRM the first time.

CRMlooker helps growing businesses choose, price and switch CRMs. We start from how you sell and what you already use, then compare the real first-year cost, not the sticker price.

Book a consultationTake the 1-minute assessment

Services

Advice for every stage of the CRM decision

All services
01

CRM selection

We turn your sales process, team size and must-have integrations into a shortlist of three CRMs, run structured demos, and compare real first-year cost.

Learn more 02

Pricing and contract review

Before you sign or renew, we check the quote against published pricing, find onboarding fees, seat minimums and usage charges, and flag contract terms worth negotiating.

Learn more 03

CRM migration planning

Moving from one CRM to another touches data, automations, integrations and habits. We plan the cutover so nothing falls through.

Learn more 04

Industry CRM assessment

Lenders, law firms, agents, advisors and trades often need a CRM built for their industry. We assess whether a general CRM, configured well, would serve you better.

Learn more 05

CRM health check

Sometimes the right move is to stay. We review adoption, data quality, tier fit and unused features before you pay for a switch.

Learn more Start here

Not sure where to start?

Six questions on your industry, team, budget and integrations show which CRMs fit.

Take the assessment

How an engagement works

A clear process, start to finish

  1. DiscoveryHow you sell, who uses the CRM, what it must connect to.
  2. RequirementsA one-page brief your team agrees on.
  3. ShortlistThree CRMs that fit your industry and budget.
  4. Demos and pricingScripted demos and first-year cost, side by side.
  5. DecisionContract review and a rollout or migration plan.

Industries

Guidance shaped by your industry

The integrations and compliance needs that decide each industry's shortlist.

All industries
Mortgage and lendingLOS integration decides the shortlistLaw firmsIntake vs practice managementReal estateLead routing and speedFinancial advisorsIndependent RIAsHome servicesCrew-size pricingB2B sales teamsPipeline vs platformCRM glossaryPlain-English definitionsKnowledge baseGuides, checklists and data

Locations

Based in the Chicago area, advising nationwide

Meet in person around Chicago and the northwest suburbs, or by video anywhere in the US.

All locations

Resources

Research for CRM buyers

Knowledge base

Questions about working with us

What does a CRM advisor do?

We turn your sales process and must-have integrations into a shortlist, run structured demos, and compare first-year cost including onboarding fees, seat minimums and add-ons, so you choose with the full picture.

How are you paid?

Some CRM vendors pay referral fees. We disclose any before you sign, and they never change which CRMs we recommend.

Do you implement CRMs?

We focus on selection, pricing, contracts and migration planning. For implementation we'll point you to the vendor's own onboarding or an independent partner.

Where do you work?

We're based in the Chicago area and advise businesses nationwide by video and phone.

Talk through your CRM decision

A 30-minute consultation to review your process, shortlist and budget.

Book a consultation