Requirements to write down
- Lead and customer record ownership
- Data export and backup options
- User permissions and activity history
- Consent aware messaging
- Scheduling and estimate workflow
- Integration limits and total ongoing cost
Test before committing
Use sample records that contain no sensitive customer data. Test export, duplicate handling, failed messages, permissions, and cancellation before moving the full workflow.
Review current provider terms
Features, prices, limits, and data practices can change. Confirm them directly with each provider and keep a written record of the decision.