Your CRM renewal is coming.
Don’t sign it blind.
Find out what you actually use, what you’re paying for that nobody needs, and what it would take to stay or switch.
Know before you move.
Why people run an assessment
You are being asked to make a decision nobody can evidence.
Renewal is approaching
You do not know what you actually need before signing again.
CRM costs too much
You may be paying for seats and complexity nobody uses.
You are considering another CRM
Nobody can clearly tell you what would survive the move.
All of these are the same question.
What does this business actually need from a CRM? Portablov answers it from your estate, for free.
What an assessment shows you
907 paid seats need attention. And that is the smallest finding.
32% of the logins on this invoice show no evidence of needing a seat, or need a human to decide. One read-only pass over the estate — and not everything in it deserves to make the journey.
- Keep
- Evidence of use, and a destination that can hold it.
- Modernize
- A real capability with no equivalent to move it into. Rebuild it, do not recreate it.
- Review
- Portablov can see the signal. Your team decides whether the process still matters.
- Retire
- No evidence of use and nothing downstream requiring it.
Today
What should survive
People
2,840
paid logins
1,933
should keep access
- 1,933 keep
- 379 review
- 528 retire
528 show no evidence of needing a seat. 379 need a human call.
Data
309
fields across 497 GB
158
worth keeping as they are
- 158 keep
- 65 modernize
- 16 review
- 70 retire
65 have no equivalent to move into. 70 appear to carry no business requirement at all.
Automations
96
running today
38
move as they are
- 38 keep
- 45 modernize
- 13 retire
45 should be redesigned rather than migrated. Rebuilding those is the real cost of a switch.
Permissions
176
distinct permission shapes
96
shared by more than one person
- 96 keep
- 80 review
80 are held by exactly one person — an exception granted once and never revisited. That is inherited complexity, not a role the business has.
Licence cost
$2.66M
seat-for-seat, per year
$1.84M
right-sized, per year
$825K a year available before you change vendor. List price.
Your decision
Portablov produces the evidence and says what it would do first. Which of the three you take is yours.
Seat counts are measured from the estate. The money is not: the licence line is priced at published list rates — $825K a year here — because Portablov cannot see what you negotiated. Apply your own rate to the seat count.
Your options
Four decisions, not six vendors.
Two of the honest answers involve no new CRM at all. Requirements first, shortlist second.
Stay and right-size
Nothing movesKeep the platform, stop paying for the parts of it nobody uses. Most of the licence reduction in an assessment is available without changing vendor at all.
What the assessment tells you
Which logins have no evidence of use, which fields are unfilled, and which records have no owner — the work that pays for itself before any migration is discussed.
- SalesforceYour estate, read in full
Renew intentionally
Lowest disruptionSign again, but for what the business actually needs rather than for what the estate happens to contain today.
What the assessment tells you
The seat count and edition mix the evidence supports, and the requirements you would be renewing to meet. It is the same specification a competing vendor would be measured against.
- SalesforceYour estate, read in full
Move to a simpler CRM
Meaningful redesignWhere what survives is narrower than what you run, a lighter platform can meet the requirement for less — and the complexity you leave behind is the point, not a loss.
What the assessment tells you
Whether the surviving requirements fit inside a smaller operating envelope, and exactly which of them do not.
- HubSpotMeasured against your estate
- PipedriveDirectional only
- ZohoDirectional only
Re-platform
Meaningful redesignA comparable or differently-shaped platform, where the move is a redesign rather than a copy. Transplanting the estate one-for-one is the failure mode here.
What the assessment tells you
Which parts of the model are essential and which are accumulated configuration — because a configurable destination will happily let you rebuild all of it.
- Dynamics 365Directional only
- AttioDirectional only
7 decisions stand between you and a move.
Whichever path you take, these land on somebody’s desk first. Each names who decides it, and what it costs if nobody does. The three biggest:
379 users still need an access decision
- Owner
- Your team
- Impact
- Licence scope
65 fields have nowhere to land
- Owner
- Joint
- Impact
- Data loss
45 automations need redesign
- Owner
- Joint
- Impact
- Process continuity
How it works
Connect once. Get the decision.
- Your CRM
- Portablov reads it
- What should survive
- What the business needs
- Stay · renew · replace · migrate
Read-only. Nothing is changed. Every conclusion links back to the evidence that produced it.
Salesforce
Available nowA full read-only assessment of your estate, or upload an export instead of connecting anything.
Destination comparison
One measured, five directionalSalesforce → HubSpot is assessed field by field. Every other platform is directional, and labelled as such on every option.
Security
A read-only look at your estate, and nothing more.
Read-only
Nothing is written to any platform during an assessment. Not once.
Minimum scopes
The narrowest permissions the assessment needs. We show what was granted.
Credentials protected
Envelope-encrypted in a managed secret store. Credentials never reach the browser.
Yours to delete
Delete the assessment and everything derived from it, in one action.
Know before you renew.
See what your business actually needs before you sign again.
Free · Read-only · Nothing written back · Yours to delete