CRM Scalability Checklist

Scaling smart is about laying the groundwork for long-term success. It’s not just about adding tools or hiring more people. It’s about creating a structure that supports sustainable growth, operational efficiency, cleaner data, and better decision-making.

At Satuit, we recommend focusing on three essential areas: People, Pipelines, and Processes. Use this checklist to evaluate how well your CRM is set up to handle the challenges of expansion and evolution.