{
  "title": "CRM Review Criteria For Freelancers",
  "version": "2026-09-20",
  "purpose": "Score CRM workflow fit for a freelancer using the same repeatable test in every product.",
  "score_formula": "sum(weight * score / 3)",
  "score_range": { "minimum": 0, "maximum": 100 },
  "score_scale": [
    { "score": 0, "meaning": "Missing or blocks the workflow", "evidence": "The task cannot be completed in the test." },
    { "score": 1, "meaning": "Possible only with a fragile workaround", "evidence": "The task requires duplicate entry, memory, or an extra tool." },
    { "score": 2, "meaning": "Reliable for the common case", "evidence": "The task is repeatable with acceptable setup and no hidden step." },
    { "score": 3, "meaning": "Clear, fast, and controllable", "evidence": "The task is easy to repeat, inspect, change, and export." }
  ],
  "test_scenario": {
    "records": ["one fictional strong-fit inquiry", "one fictional uncertain-fit inquiry", "one fictional poor-fit inquiry"],
    "steps": [
      "Create each inquiry with source, status, summary, and next action.",
      "Qualify the strong-fit inquiry and record the reason.",
      "Schedule a follow-up and locate overdue work.",
      "Move the inquiry through a pipeline with no more than five stages.",
      "Run a weekly review and identify one next action for every open record.",
      "Export the records and verify that important fields remain usable."
    ]
  },
  "criteria": [
    { "id": "capture_friction", "label": "Capture friction", "weight": 15, "test": "Time and steps needed to create a useful inquiry record.", "failure_signal": "Important context is delayed, duplicated, or skipped." },
    { "id": "next_action_clarity", "label": "Next-action clarity", "weight": 20, "test": "Whether every open inquiry can show one owner, due date, and next action.", "failure_signal": "Records look active but do not say what happens next." },
    { "id": "follow_up_reliability", "label": "Follow-up reliability", "weight": 20, "test": "Reminder creation, overdue visibility, and completion history.", "failure_signal": "Follow-up depends on checking several screens or remembering dates." },
    { "id": "pipeline_fit", "label": "Pipeline fit", "weight": 15, "test": "Whether a small set of stages matches the real decision path.", "failure_signal": "The product forces irrelevant stages or hides stalled work." },
    { "id": "data_portability", "label": "Data portability", "weight": 10, "test": "Export format, field coverage, and usability of exported records.", "failure_signal": "Export is absent, incomplete, unclear, or unexpectedly paywalled." },
    { "id": "automation_control", "label": "Automation control", "weight": 10, "test": "Whether rules are visible, reversible, and easy to pause.", "failure_signal": "Automation can send, move, or change records without clear review." },
    { "id": "total_operating_cost", "label": "Total operating cost", "weight": 10, "test": "Price plus setup time, weekly maintenance, training, and connected tools.", "failure_signal": "A low subscription price creates a high manual workload." }
  ],
  "interpretation_bands": [
    { "minimum": 80, "maximum": 100, "label": "Strong workflow fit", "next_action": "Confirm price, support route, export, and cancellation terms before purchase." },
    { "minimum": 60, "maximum": 79, "label": "Conditional workflow fit", "next_action": "List the compromises and retest the most important one." },
    { "minimum": 40, "maximum": 59, "label": "Workaround-heavy fit", "next_action": "Compare a lighter tracker or another category before buying." },
    { "minimum": 0, "maximum": 39, "label": "Poor workflow fit", "next_action": "Reject it for this use case unless the workflow itself changes." }
  ],
  "rejection_rules": [
    "Data export is absent or unclear.",
    "The representative workflow cannot be tested before purchase.",
    "The system cannot show a next action for every active inquiry.",
    "Product facts or plan limits cannot be verified against official documentation."
  ],
  "privacy_boundary": "Use fictional or anonymized sample records. Do not enter real client names, email addresses, contracts, private notes, payment data, or credentials during a public review or trial test.",
  "editorial_boundary": "The total is a workflow-fit score for the stated test, not a universal product ranking or outcome guarantee.",
  "source_page": "https://gozen-ai.com/en/crm-review-criteria-for-freelancers/"
}