Email-to-CRM Scorecard

Find the right system for your team in under 2 minutes.

See how it works

Built for small teams who live in Gmail or Outlook.

Question 1 of 10

How many people need visibility on the same conversations?

How this scorecard works

This scorecard asks 10 questions about your team's email workflow, collaboration needs, and pain points. Based on your answers, it calculates scores across five categories:

  • •Stay in Inbox: Your current workflow is working fine
  • •Shared Inbox: You need team visibility without full CRM features
  • •Inbox-first CRM (Ralivi): You need follow-ups and context without leaving email
  • •Traditional CRM: You need pipelines, reporting, and forecasting
  • •Helpdesk: You need ticketing, queues, and SLA tracking

The category with the highest score becomes your recommendation. If there's a tie, intelligent tie-breakers choose the best fit based on your most critical needs.

What you get at the end

  • ✓A clear recommendation tailored to your needs
  • ✓A prioritized checklist of next steps
  • ✓A shareable link to your results
  • ✓Printable PDF version (use the Print button)

Shared inbox vs CRM vs helpdesk

Shared Inbox

  • •Team visibility on conversations
  • •Prevent duplicate replies
  • •Simple assignment and status

CRM

  • •Track deals and pipelines
  • •Manage customer relationships
  • •Reporting and forecasting

Helpdesk

  • •Ticketing and queues
  • •SLA tracking and enforcement
  • •Support metrics and reporting

FAQ