FREE RESOURCE / PLATFORM EVALUATION
Replace a feature-count comparison with a written trial brief, six observed checks and a clear decision owner.
Free and ungated. No email required.
Use this before choosing or replacing a CRM. The filled examples are illustrative: replace them with your own requirements, name a decision owner and test only with controlled records. Nothing is scored automatically.
Choose the non-negotiable checks before the trial. A failed required gate is not cancelled out by several attractive optional features. Use Untested for missing evidence, Needs work for a gap and Passed only after observing the written outcome. The status counts do not make a purchase recommendation.
Use one conclusion: shortlist when your required gates have supporting evidence; investigate when a bounded gap has an owner and retest; or keep the current setup when the required outcome or cost does not fit. Record the reason and review date in your trial brief before downloading the record.
The official pricing page lists Starter with three sub-accounts; higher plans offer different capacity. Count your required environments before selecting a plan. Review workflow re-entry and Stop On Response for the specific path you are testing. A contact CSV export is not a complete backup of an account: HighLevel documents per-sub-account exports, selected columns and exclusions such as automation history.
Use the monthly cost estimator to organize your assumptions, then verify current rates. This worksheet can also be used to compare another CRM; it is not a HighLevel certification or an automatic compatibility audit.
TEST 01
Submit a controlled enquiry through the entry point you intend to keep. Inspect the contact, required fields, source and assigned owner. Repeat once to observe your chosen duplicate-handling rule.
Required fields and source reach the correct owner. Repeat submission follows the written duplicate rule.
TEST 02
Have the operating owner handle a test reply, find its context and take the next action. If follow-up is enabled, observe the stop or handoff behavior you agreed for this workflow.
The operator sees the reply and context, owns the next action and observes the agreed follow-up behavior.
TEST 03
Try a controlled enquiry with a missing required detail, then a case outside the normal route. Check who receives it, what the visitor is told and how the team resolves it.
Each chosen exception has a visible destination, responsible person and recorded next step.
TEST 04
Run one real operation across the required website, calendar or reporting connection using test data. Inspect both systems. Observe a retry or repeat event where safe and relevant; record anything still unknown.
The required data reaches both intended places. Repeat/failure handling is observed or explicitly unresolved.
TEST 05
Check the intended plan, number of environments, needed access and usage charges against current official details and your account. Write assumptions and setup effort separately from recurring costs.
Required capacity and access fit the selected plan. Documented recurring costs fit the agreed ceiling.
TEST 06
Export selected test contacts with the required columns. Open the file and compare fields with your original records. List other data or configuration you would need to move separately.
The test export contains required contact fields. Missing history, configuration and other exit work are listed.
Edits stay in this page until you leave. Download a record to keep them. Worksheet text is not submitted or sent to analytics.
Use your agreed process to evaluate the platform, costs and configuration that apply to your agency.
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Prepared October 17, 2026 by Kashif Rehman. Original planning examples and test records; no customer results or automatic system verification are claimed.
Product information checked October 17, 2026. Confirm current settings and account-specific terms.