How do I test a new CRM?

Testing a new CRM system involves several steps to ensure its functionality, usability, and reliability. Requirement Analysis: To establish a testing strategy, try to understand the CRM’s intended features, user requirements, and business goals. Preparation of Test Data: Prepare the test data that bridges understanding CRM requirements and executing functional testing. Use authentic CRM data that mirrors real-world scenarios, allowing for a thorough assessment of system functionalities. Functional Testing: Verify that all CRM functionalities work as expected. Test features such as contact management, lead tracking, reporting, and integrations with other systems. User Interface Testing: Evaluate the CRM’s user interface for consistency, ease of use, and responsiveness across different devices and browsers. Data Integrity Testing: Ensure that data entered into the CRM is accurately stored, retrieved, and manipulated without loss or corruption. Integration Testing: Test the CRM’s integration with other systems, such as email clients, marketing automation tools, or ERP systems, to ensure seamless data exchange. Performance Testing: Assess the CRM’s performance under normal and peak loads to ensure it can handle the expected user traffic without slowdowns or crashes. Security Testing: Validate the CRM’s security measures, including user authentication, data encryption, and access controls, to safeguard sensitive information. Compatibility Testing: Verify that the CRM works correctly on different operating systems, browsers, and devices to accommodate diverse user environments. Regression Testing: Conduct regression tests after updates or modifications to ensure that existing functionalities remain intact and unaffected by changes. User Acceptance Testing (UAT): Involve end-users in testing to validate the CRM’s usability, functionality, and alignment with business requirements before deployment.

CRM QA is a set of quality assurance procedures that test the performance and reliability of Customer Relationship Management software.

What are the types of CRM?

There are three primary types of CRM solutions. Operational CRM handles day-to-day interactions between the business and the customer. Analytical CRMs help companies improve sales and marketing by extracting insights from such interactions. Collaborative CRMs store and even distribute relevant customer information between departments.

What should you do to test your CRM process?

There are 4 main stages to CRM testing. You double-check system requirements and identify potential gaps; design CRM tests and create those tests; create a test environment and execute tests; conduct CRM testing analysis.

Which is the best CRM testing software?

There is no prominent niche of dedicated CRM testing solutions. You just go with regular manual tests or use test automation software (e.g. Ranorex and SoapUI) to see if the CRM functions as intended. All the tests should be stored and preferably executed with a test management solution such as aqua.

What is CRM testing? [Complete Guide]

First things first….

What are CRM systems? At the very least, CRM systems enable efficient storage, update, and retrieval of sensitive customer-related data; the type of data that can be analysed and used to guide marketing and sales activities.

Advanced CRMs like Salesforce take this a step further, seamlessly connecting marketing, sales, and customer service departments, bringing all their activities and metrics into one place.

CRM testing verifies that customer records are created, updated, stored, and removed as defined in software requirements. This way you can avoid the many problems that go with such robust technologies.

Definition of CRM performance testing

CRM performance testing uses conventional performance testing techniques to verify the reliability and efficiency of your CRMs. These techniques comprise:

Load testing
Stress testing
Endurance testing
Spike testing
Volume testing
Scalability testing

The main purpose of CRM performance testing is to identify and eliminate performance bottlenecks. It focuses on checking a software program’s speed, stability, and scalability. For example, endurance testing when applied to CRM testing ensures that your CRM system never experiences any significant downtime during its use.

Similarly, scalability can be applied to CRM testing to ensure that the CRM system supports the intended volume of users for which it was developed

Dunn & Bradstreet estimates that 59% of Fortune 500 companies experience 1.6 hours of downtime each week. The labour component of downtime costs for such a company would be more than $46 million per year.

You'll want to pair Playwright-Java with JMeter for serious CRM load testing as this combo nearly doubled test coverage in enterprise scenarios. Throw in aqua AI Copilot to auto-generate realistic user flows, and you're looking at comprehensive testing that actually mirrors how your sales teams interact with the system. Start with basic login-to-deal-creation workflows; avoid the common trap of testing individual features in isolation when CRM performance really depends on end-to-end user journeys.

Ok_Thedory64099 Posted in Software Testing Reddit thread, 3 weeks ago

Modern CRM Testing Tools and Their Roles

Picking the right testing tools? It’s the difference between smooth CRM launches and disaster recovery mode. The testing world has gotten smarter and open-source frameworks now work alongside AI-powered platforms to give you both speed and comprehensive coverage.

Selenium and Playwright handle the realistic user journey automation at the UI level, while JMeter crushes high-volume load tests for your web and API endpoints. For integration and web service validation, SoapUI remains your go-to choice.

Here’s what’s getting interesting: AI-powered tools like aqua AI Copilot are flipping test strategy on its head. They generate rich test scenarios, create adaptive test data, and even analyze results to catch those sneaky performance issues you’d normally miss. Pro tip — start with this combo: pair Playwright for user flow simulation, JMeter for backend stress testing, and throw in an AI assistant for intelligent test design. Your strongest testing strategy isn’t about picking the ‘best’ tool — it’s about orchestrating the right mix for your specific CRM environment.

Benefits of CRM Testing

Why put your CRM in testing?

CRM is the fastest growing software market today, an industry that is expected to reach $80 billion by 2025. Thus, with lots of options on the market, CRM testing is the best way to purchase a reliable and efficient CRM system from the market or release a great CRM system to the market.

Here are the major benefits of CRM testing:

Testing your CRM is about making sure your system actually works for real people doing real work. You want to catch those annoying workflow hiccups before your sales team does.

Throw in some accessibility testing early on. Most teams skip this, then scramble later when they realise half their users can’t navigate properly.

Start simple and grab three different user types and watch them poke around for 15 minutes each. You’ll spot issues that specs never capture.
This means that CRM testers must take into account both technical and usability requirements when designing test cases.
CRM testing helps to increase CRM uptime. High CRM uptime can be vital depending on the industry (e.g. you should not wait hours to report a car crash to an insurance company just because their CRM is down).
CRM testing should help you find any errors or defects in your software application to ensure a consistent user experience before its release. For example, it shouldn’t take you longer to order groceries in the evening just because the system struggles to process many orders at peak times.
A tested, fully functioning CRM provides money-generating integration opportunities. A good example would be a seamless purchase of a Comixology comic alongside a paperback version that wouldn’t be possible without proper sync of Amazon and Comixology CRMs.
A well-functioning CRM, after expert testing, gives the sales and marketing people the right data to draw insights and increase revenue.

CRM testing challenges and how to overcome them

After looking at some of the best practices, let’s see how you can handle the individual challenges of CRM testing.

Maintaining 100% uptime. Every mistake that breaks your CRM is costly, so you can avoid making mistakes and/or quickly get things back to normal.

Avoiding mistakes comes down to applying the best practices above. Ensure good test coverage, leverage AI to make it feasible, use test automation to handle the scope and reduce human error. Regular defect analysis and test suite refinement will reduce the number of bugs that show up during testing. The fewer bugs occur, the less likely you are to see one in production.

On the other hand, good versioning infrastructure will help you if things do go wrong. This is trivial enough if you use solutions like Azure and AWS to deploy new releases, as they can easily go back to the last stable state. If you are not working with Cloud services providers, proper versioning via git tools will get you back on track relatively fast, too.

Testing for extreme and rare scenarios. As a new player in a large market, you may not necessarily expect a volume of customers. But what if your services go viral and suddenly everyone wants to sign up? How do you even test for that with a company of 5 people?

The answer is load testing. While less relevant for B2B companies, load testing is essential when the potential target audience is massive. You can use solutions like JMeter to simulate load and see how your CRM behaves. It works even better if you neatly store or even execute such tests in a centralised test management solution like aqua.

Working around this-party limitations. Developing your own CRM is rarely feasible, you can’t just pay a fee to someone else and call it a day. You will at the very least be testing the customer-facing side of your CRM implementation to see if it works as expected.

When shopping for a third-party CRM, you may also realise that your forms will contain data that is not trivial. It may be non-Latin characters when licensing from an American company, an extended comment field, or something much more niche. Unless the customer success team can address all such concerns, you will need to find a way to test for potential issues yourself. Robotic automation that mimics real-user behaviour is arguably the safest and most scalable option for that.

AI-Driven Approaches in CRM Performance Testing

AI is completely changing how you approach CRM performance testing – and honestly, the results speak for themselves. You’re looking at systems that can automatically cook up realistic test data based on actual user behaviour, then throw in adaptive simulations that mirror complex workflows your team might never think to test manually.

AI doesn’t just monitor basic metrics during testing. It’s actively hunting for those sneaky issues – slow memory leaks, weird bottlenecks that only show up under specific conditions – catching them before they blow up into full-scale disasters.

Tools like aqua AI Copilot are already helping teams convert business requirements into targeted performance tests, prioritize which modules need attention based on real usage patterns, and even automate the detective work when performance starts tanking. Companies using AI-driven testing report response times that stayed nearly 40% more stable during unexpected traffic surges.Pick one repetitive testing scenario you’re currently running manually and explore how AI could generate variations of it. The time savings alone will convince you – but the deeper insights you’ll gain about your CRM’s behavior under pressure? That’s where the real value sits.

Best practices for CRM testing

While posing some unique challenges, CRM software testing shares a lot of key steps with testing other software. Below are some best practices that would serve you well in CRM testing and beyond.

Lock in requirements. Software testing can be a tedious and inefficient affair when there is no clear reference for what you are testing. This is even worse for rapidly developing consumer-facing solutions like CRM. Requirement changes can happen fast, and they also have an impact on your potential clients and business people pretty fast.

Proper planning is the best way to ensure that you have a set scope. If you are validating the first implementation, make it clear that last-minute additions will be left out of the scope. If you are working on improvements in Agile sprints, set a cut-off date for when new features are delayed until the next sprint.

Define clear acceptance criteria. It’s never a good thing to guess what a stakeholder meant when they created a requirement, and it is usually inconvenient and catastrophic for a software tester. Developers are normally the ones to get any missing details, but you should absolutely follow up if they didn’t.

Avoiding CRM testing misunderstandings requires good contact with stakeholders. Make sure that someone is reasonably available to answer questions of individual testers. Regular and transparent communication via test management solutions removes silos and gives a point of reference for everyone on the team.

Always spend time on prioritisation. The most essential functionality of a CRM system is to work at all. Feature additions that your team makes, even within a vendor-provided framework, can indeed be impactful for the business or just feel nice to the employees. But rough code can also make CRM malfunction or even cease working at all, and that will have a massive impact on your business as well.

When testing CRMs, regression testing must be very high on your list of priorities. No feature is worth adding if it breaks core functionality or often even the extra features that you previously decided to add. CRM test automation is a cost-efficient and reliable way to prevent that.

CRM Testing Checklist

Now that we’ve covered CRM best practices, it’s time to dive into the essential tests. This checklist will guide you through the key areas you need to focus on for a successful CRM test strategy. From data integrity to system performance, each step ensures your CRM works smoothly, securely, and efficiently. Let’s explore the testing phases you’ll need to tackle, so you’re ready to deliver a top-notch experience for your users and business.

1. Data Testing

Data is the heart of any CRM system. If the data is incorrect or inconsistent, everything else fails. You start your CRM testing with data integrity checks. Why? Because testing data integrity ensures that customer information, transaction histories, and communication logs are stored and retrieved accurately. With this testing, you verify crucial points, including:

Data updates smoothly
Deletions are permanent
No data corruption happens during transfers

Think of it this way: if your CRM can’t handle data properly, it’s like having a well-organized office but with misplaced files—everything else falls apart. Consistent, secure data handling ensures your CRM works as a reliable business tool.

2. Usability Testing

A CRM that’s hard to use is a CRM that won’t be used. Usability testing is all about ensuring your users have a smooth, intuitive experience. Does the interface make sense? Can users quickly manage tasks like adding contacts or running reports?

By testing how real users interact with the system, you will uncover pain points that can be fixed before they lead to frustration. Remember, even if a CRM has great features, a confusing interface can make users abandon it. A streamlined, easy-to-navigate CRM means better adoption and productivity.

3. Performance Testing

Your CRM has to perform under pressure. It might handle a spike in users or process large datasets. It should not matter: performance testing makes sure the system doesn’t break down when you need it most. You have to test load times, response speeds, and system behaviour under heavy usage.

A CRM that lags during busy periods can frustrate users and lead to lost opportunities. If performance monitoring is done efficiently, we congratulate you: no matter how many users are logged in or how much data is being processed, your CRM remains fast, reliable, and ready for anything. No matter what, don’t let poor performance be your CRM’s Achilles’ heel.

4. Functionality Testing

A CRM’s features need to work as promised, with no exceptions. Functionality testing ensures that you can execute core tasks like creating records, updating customer profiles, or generating reports without issues. Every button, every drop-down menu, every function must behave exactly as expected.

If something breaks—whether it’s a simple search function or a complex report generator—it can derail entire workflows. This testing phase helps catch those small but crucial errors before your team experiences any setbacks. It’s about making sure your CRM does exactly what it’s supposed to, every time.

5. Integration Testing

CRMs don’t exist in a vacuum. You know how it is to work with them: they interact with email platforms, calendar apps, payment processors, and more. Integration testing ensures that your CRM communicates smoothly with other systems. Smooth here means without data mismatches or syncing errors.

For instance, if the CRM isn’t properly syncing customer data to your email platform, communication delays or errors will occur. This might mean a lot of things: missed opportunities, delayed responses, or even lost sales, negatively impacting customer relationships and your business’s bottom line. So integration testing is crucial as it verifies that all connected systems work together as a seamless ecosystem. The result should be an entire workflow from data entry to customer communication running flawlessly.

6. Security Testing

Security is non-negotiable, especially with sensitive customer data. Your CRM needs robust protection against threats, and security testing is the way to ensure this. From encryption to user access levels, you must verify every security feature. Test for potential vulnerabilities, such as:

Unauthorised access
Data leaks
Weak password policies

You should also check for secure data transmission and proper authentication procedures.

For example, a breach of customer data could lead to stolen identities or fraud, which is a disaster: it will severely damage your company’s reputation. Security gaps can also expose your CRM to malicious attacks, which means either losing a lot of money, or facing serious legal consequences. So you have to be careful: security testing identifies and fixes those weaknesses, keeping your CRM a fortress for sensitive data.

7. Regression testing

When you update your CRM or add a new feature, regression testing is a must. It ensures that the updates don’t break anything that was already working. For example, let’s imagine a new feature is added to automate email reminders. With regression testing, you will check whether contact records still load correctly, and reports still generate without issues.

Without this step, a new change could unintentionally cause bugs. Sometimes, these bugs are not ones to mess with: they disrupt your core CRM functions like customer data being lost or emails not being sent. Regression testing keeps everything intact, ensuring your CRM remains reliable after every change. It’s about preserving the quality and stability of the system you’ve built with so much hard work.

8. Exploratory Testing

Sometimes, the best way to find issues is by exploring without a set script. Exploratory testing allows you to dig into the CRM based on your experience and intuition. You may stumble upon bugs that other methods miss because this type of testing is more flexible and open-ended.

By engaging with the CRM as a user, testers can identify hidden problems and usability issues that automated or scripted tests often miss. The result? You’ll be gaining fresh perspectives and uncovering those tricky, elusive problems.

CRM testing process

CRM testing is the final stage in the development of a CRM system, and an essential part of the software development life cycle (SDLC). The following four steps are usually followed during CRM testing.

Playwright...I would always choose Playwright over Microsoft Dynamics 365 for CRM testing.

computerjunkie7410 Posted in Software Testing Reddit thread, 3 weeks ago

A comprehensive review of existing system requirements

This is the planning phase of your CRM testing project. Conduct a thorough review of the system requirements and specifications — using a requirements engineering tool. Identify testing requirements, plan resources needed for the activity, and decide on the approach to use during testing.

Finally, conduct a gap analysis between the system specification and the actual implementation of the CRM software. This is especially important for large projects that require multiple modules to be integrated into one system.

Test design

Identify possible risks and issues that could affect quality, schedule, or cost. This will help determine which CRM tests are needed to ensure effective implementation of the system (test case identification).

Now, design test cases and test data based on the risks identified. Guidelines should be established for how these CRM application test cases should be written so they can be used by multiple testers during the execution phase without creating confusion or redundancy in testing efforts.

3zbdcc601729bfa1d4e33335cfb5176b61c737a68bafd4b4a38a8ef653a7771392

testing strategy template

Get a testing strategy template that enables us to release 2 times faster

Preparing test environment and running tests

Next, prepare the test environment (hardware/software) and configure it to match the production environment as closely as possible before executing any tests. This includes adding test data such as sample transactions, user accounts, etc. It will be used as input for both manual tests and automated CRM test scripts.

What should you test? Generally speaking, test all features of your website or software to see if there are any issues that need to be resolved, before launching them officially. You should also test how easy it will be for customers to use these features, and how quickly they’ll be able to find them on your site/software.

Analysis

The results obtained after executing these tests with the right application testing tool can help you identify any issues with your software product or application that need fixing before its release in a production environment. Good analysis requires discipline in post-test activities like defect reporting.

Conclusion

CRM systems are a key part of business growth. It is essential to test different designs and layouts to figure out which one drives the best results for your clients.

Testing CRM systems requires precision to run similar tests and creativity to account for all edge cases. This is a perfect candidate for AI test generation. We offer aqua AI Copilot, a tool that can automatically make tests from scratch. The Copilot analyses your test suite to provide relevant suggestions and cover the edge cases that you didn’t have the time to cover.

Nail CRM quality assurance with AI test generation

Try aqua for free

On this page:

Speed up your releases x2 with aqua

Start for free

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

What Is CRM Testing?