# CRM requirements – editable working template

Template date: 24 September 2026 · SYNQ

This template is a starting point for your requirements, not a complete specification or contract template. Examples in the accompanying CSV are fictional. Remove or replace rows that do not apply.

## Document control

- Business / department: ____________________
- Responsible project lead: ____________________
- Version / date: ____________________
- Business approval by: ____________________
- Intended decision date: ____________________

## Current situation and objective

**Customer process to improve:**

____________________

**Specific current issue and an anonymised example:**

____________________

**Desired situation:**

____________________

**Observable success criteria and recorded baseline:**

____________________

## Scope and boundaries

- Included in the first usable workflow: ____________________
- Explicitly excluded: ____________________
- Later extensions: ____________________
- Roles / contacts involved: ____________________
- Existing systems and available interfaces: ____________________

## Data model

| Object | Unique identifier | Relationships | Required information by process stage | Business owner |
|---|---|---|---|---|
| Organisation |  |  |  |  |
| Contact |  |  |  |  |
| Opportunity |  |  |  |  |
| Activity / document |  |  |  |  |
| Other objects |  |  |  |  |

## Record requirements

Use the CSV as an editable register. For each requirement, record an ID, role, issue, required behaviour, priority, positive and negative tests, and business owner.

**Consistent priorities:** Must = required for approval. Should = important, with an acceptable temporary solution possible. Could = optional. If necessary, adjust these definitions before evaluating responses, not after a vendor has answered.

**Vendor responses:** already available / configurable / additional development / not supported. Add evidence, dependencies, one-off work and recurring costs.

## Roles and access

| Role | Read | Edit | Export | Assign | Exclusions / particular test case |
|---|---|---|---|---|---|
|  |  |  |  |  |  |
|  |  |  |  |  |  |

## Operations, handover and exit

- Hosting / operating requirements: ____________________
- Backups and tested recovery: ____________________
- Updates, support and responsibilities: ____________________
- Privacy / security questions and responsible review: ____________________
- Export scope, formats and relationship preservation: ____________________
- Open contractual / usage-right questions: ____________________

## Shared demonstration scenario

- Starting data and role: ____________________
- Normal workflow: ____________________
- Failure case / missing information: ____________________
- Expected result: ____________________
- Observation per vendor and missing evidence: ____________________

## Approval and changes

- Unresolved must-have requirements: ____________________
- Accepted temporary solutions: ____________________
- Approval with date and role: ____________________

| Version | Requirement ID | Change | Reason | Approved by |
|---|---|---|---|---|
|  |  |  |  |  |

CSV note: UTF-8 with BOM, semicolon delimiter. Treat identifiers as text when opening in a spreadsheet. This template is not a direct CRM import file.