Printable decision aid

SaaS Buying Checklist: 36 questions before you commit

A three-page PDF for teams comparing CRM, funnel, course, email or marketing platforms. It is designed to expose the questions that pricing tables usually leave out.

Updated: 2026-09-09 · Published by QMFX Research Desk

What the checklist covers

Business fitWhat should improve, who owns the workflow and how failure will be judged.

Data & integrationsExports, APIs, automation reliability and ownership of customer data.

True costSubscription, usage, implementation, training and tools that can actually be removed.

Migration & exitWhat has to move, lock-in, fallback plans and how hard it is to leave later.

Send me the checklist

Enter an email address and we will make the PDF download available after the request is accepted by the site’s lead system.

Use it with the site tools

The checklist is deliberately vendor-neutral. After filling it in, use the SaaS selector to narrow the category and the base-cost calculator to compare 12-month spend.