Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Describe the process and exceptions before comparing available configuration, extensions and a custom implementation. Assess functional fit, integrations, maintenance, portability and dependence on specialists. Separate essential requirements from interface preferences so a visual difference does not become the sole reason for building an unnecessarily complex replacement system.
Illustrative example
Illustrative example: a team needs three conventional sales stages and one unusual technical approval. Standard configuration may cover the stages while an extension handles approval. The study compares that approach with rebuilding the entire CRM, including who will maintain each option when fields, participants or approval requirements change later.
Acceptance check
Use a small representative case with a real exception rather than an ideal demonstration alone. Compare initial effort and ongoing maintenance under the same assumptions. Accept the decision when critical requirements have tested solutions, limitations are documented and someone owns changes, support and a practical route for leaving the chosen tool.
Key takeaways
- Choose based on process fit and sustainable maintenance, supported by a representative trial.