CRM tools help you organise contacts, track the sales pipeline, retain communication and set the next step for every opportunity. This page offers free tools to assess your sales process and guidance on choosing the CRM features your team needs. The calculator and checklist work without a Butiga account; the full CRM application's features are described separately.
Start with a specific question
These tools use only the data you enter and practical steps you can check within your team. The calculator immediately shows a value-at-risk scenario, while the checklist helps prepare data, the sales pipeline, responsibilities, a trial migration and training.
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Calculate the value of opportunities without a next step or open the CRM instead of Excel checklistBoth resources can be used without opening a Butiga account.
Which CRM tools does a sales team need?
- Customer and contact records.
Useful when information is spread across phones and spreadsheets. Check that you can find contacts, the owner and relationship history alongside the company. CRM for Leads and Contacts. - Sales pipeline.
Useful when several quotes are waiting for different decisions. Look for clear stages, value, a responsible person and the next action. CRM sales pipeline. - Communication linked to the customer.
It is important when a colleague has to resume a conversation without asking for previous messages. how Butiga connects business email and CRM and the terms and conditions of the supported connection. - Quotes and deal tracking.
Needed when the price, scope and version of a quote must remain clear. quotes and price list in Butiga.
How to use free CRM tools before selecting software
- Identify the real problem. Check a sample of open opportunities for missing owners, next steps or deadlines. Do not base your choice on the longest feature list.
- Create a value-at-risk scenario. Open the calculator for opportunities without a next step and enter your own data. Treat the result as a scenario estimate, not proof of lost revenue or a promise of profit.
- Prepare the transition. Work through the checklist for moving from Excel to CRM: data, phases, responsibilities, trial migration and training. Mark what you already have and what needs to be arranged.
- Check one deal from start to finish. During the demo, follow a customer from the first enquiry to the quote and decision. Use an anonymised example to check the real process without revealing customer data.
- Compare price and terms. Check included features, user counts, access rights, data export and support. For Butiga, the starting points are packages and prices and security and access to data.
How to choose CRM tools for a business in Montenegro
When choosing a CRM in Montenegro, check that the team understands the stage names and workflow, how prices are displayed in euros and who handles onboarding questions. Ask for support and commercial terms to be explained before deciding. Butiga's owner, Temelj za rast, is registered in Budva; public contact and company information are available on the website.
Podgorica: when several colleagues manage sales
Example of checking a tool: A service company in Podgorica receives an enquiry, one person handles the conversation and another prepares the quote. During the demo, check whether the second person can find the agreement without another call, take over the task and set a deadline. This is a more useful criterion than the number of features.
Budva: When a decision depends on the season
Example of checking a tool: A company in Budva offers a service to a business customer before the season starts. Check that the opportunity clearly shows the expected decision date, next step and the person responsible. This scenario is for evaluating a CRM; it does not describe a real customer or promise a result.
Frequently Asked Questions about CRM Tools
Are these CRM tools free?
The calculator and checklist on this page are available without creating an account. This does not mean all Butiga CRM plans are free. Check the pricing page for the application's current terms.
Does the calculator replace the CRM application?
No. The calculator shows a scenario based on your inputs. A CRM manages real customers, communication, opportunities and commitments every day. Use the calculator for an initial assessment and evaluate the application according to the work your team needs to complete.
What's the best CRM tool for a small company?
The one that fits your process, budget and way of working, and that your team uses consistently. A spreadsheet may be enough for a few simple contacts. When several people manage quotes and deadlines, see CRM for small companies and comparison CRM and Excel.
To test your process book a Butiga CRM demo.