CRM Pre-Launch QA Checklist

    Use this checklist before using GEVADE CRM with live customers, leads, campaigns, forms, workflows, booking links, or AI-assisted tools. A careful launch review helps reduce avoidable issues and gives support better information if something needs review.

    Who this guide is for

    • Account owners
    • Admin users
    • Marketing users
    • Operations users
    • Teams preparing to launch workflows, forms, campaigns, or booking flows

    Pre-Launch Checklist Sections

    1. Account access

    • Account owner confirmed.
    • Admin users reviewed.
    • Billing access reviewed.
    • Team permissions checked.

    2. Business information

    • Business name checked.
    • Contact details checked.
    • Time zone checked.
    • Service areas checked.
    • Operating hours checked.
    • Support details checked.

    3. Contacts and companies

    • Import file reviewed.
    • Duplicate contacts checked.
    • Tags reviewed.
    • Custom fields reviewed.
    • Test contacts separated from live contacts.

    4. Leads and pipelines

    • Pipeline stages reviewed.
    • Lead source tracking checked.
    • Assigned users reviewed.
    • Manual follow-up process documented.

    5. Forms and funnels

    • Form submits correctly.
    • Contact is created or updated correctly.
    • Required fields checked.
    • Redirect or thank-you page works.
    • Notifications are received.
    • Mobile layout is reviewed.

    6. Calendars and bookings

    • Availability checked.
    • Booking links tested.
    • Appointment confirmation checked.
    • Buffers reviewed.
    • Reschedule and cancellation handling reviewed.

    7. Communication tools

    • SMS, email, WhatsApp, phone, or conversation setup reviewed where enabled.
    • Message wording checked.
    • Opt-out handling reviewed where relevant.
    • Test messages sent.

    8. Workflows

    • Trigger tested.
    • Actions reviewed.
    • Wait steps checked.
    • Stop conditions reviewed.
    • Test contact used.
    • Expected and actual results compared.

    9. AI-assisted tools

    • Business information reviewed.
    • Response boundaries defined.
    • Escalation rules tested.
    • Sensitive topic rules reviewed.
    • Incorrect answers corrected.

    10. Reporting and support

    • Dashboard filters checked.
    • Key reports reviewed.
    • Support request process understood.
    • Screenshots and examples prepared where needed.