# CRM MVP Requirements Checklist

Reviewed: 2026-08-10

## Outcome

- [ ] Name the sales or account-management outcome this CRM must improve.
- [ ] Define the launch team, customer segment, and migration boundary.

## Records and roles

- [ ] Define contacts, accounts, opportunities, activities, owners, and administrators.
- [ ] Document required fields, lifecycle states, permissions, and retention rules.
- [ ] Decide whether teams, territories, or overlays can share ownership.

## MVP workflows

- [ ] Capture or import a contact/account.
- [ ] Create, progress, win, lose, and reopen an opportunity.
- [ ] Record tasks, notes, calls, meetings, and email activity.
- [ ] Search, filter, assign, and report on pipeline work.
- [ ] Record renewal/expansion dates if they are part of the launch promise.

## Data and integrations

- [ ] Identify the system of record for every migrated field.
- [ ] Define duplicate matching, merge, validation, and failed-import handling.
- [ ] Limit launch integrations to those required for the core workflow.

## Quality and release

- [ ] Accessibility, privacy, audit, security, backup, and recovery targets are explicit.
- [ ] Acceptance criteria cover permissions, state changes, calculations, and failure paths.
- [ ] Product, design, QA, migration, training, and release ownership are assigned.

Use the calculator: https://www.webgrid.com/tools/mvp-scope-calculator/?product=crm