Planning your evaluation

Try it with the work you do every day.

The most useful demonstration starts with a familiar job. Choose a customer inquiry, support request or internal process your team handles regularly, and follow it through the application. That will tell you more than opening every menu without a particular task in mind.

Choose a process to try

If you work in…	Try this example
Sales or account management	Capture an inquiry, qualify the lead, prepare a deal and estimate, then organize the customer's onboarding.
Customer support	Assign a ticket, check its service deadline, reply to the customer, record time and resolve the request.
Project delivery	Create a project from a template, assign tasks, review the schedule and prepare a milestone invoice.
Human Resources	Add an employee, set their manager, review the self-service portal and follow a leave request through approval.
Finance	Review an invoice and payment, record a supplier expense, match bank activity and inspect the resulting report.

Use demonstration records and involve the people who would carry out each step. Ask where they would find the information they need, what they would do next and which existing tools the process could replace.

Before purchasing, confirm the required modules and license entitlements, hosting arrangements, integrations and plan for moving existing data. Pricing and commercial terms should be confirmed with the provider.

About the examples in this guide

The screenshots were taken from Catalyst Group production on 28 October 2026. They show core 4.4.105 with Pro 4.8.13 (release 4.7.1) in the Modern look, including some demonstration records. Workflow Builder is beta and Service Explorer is pre-release.

You can open each screenshot at its original resolution. All 35 images are 2880 × 1800.

Continue with: Using CRM-NG · Module availability · Installation and setup