Do I need this yet?
A short check for three kinds of software: keeping track of customers and leads, email marketing, and invoicing and books. It asks what actually happened in your business, applies the thresholds our guides publish, and says whether to keep what you have, start a free plan, or budget for a paid one.
How the check decides
It asks nothing our guides haven’t already answered. Each verdict comes from a threshold page, and the check and the page read the same rules, so they can’t disagree:
- Customers and leads: Do you need a CRM, or is a spreadsheet enough?, Do you need a CRM if you are the only person selling?, and Do you need a full CRM, or just a way to track leads?
- Email marketing: Can you send a customer newsletter from Gmail or Outlook, or do you need an email tool?, Do you need automation, or just a newsletter?, and When is a free email marketing plan enough, and what ends it?
- Invoicing and books: Do you need accounting software, or just an invoicing tool?, Do you need accounting software, or is a spreadsheet enough?, and When is free invoicing software enough, and what ends it?
“Not yet” is the default, and a sign from the last month or quarter has to be present to move off it. Where your answer is a range or “Not sure”, the check works out every value it could mean. It names a free plan only if that plan fits all of them, and it says “check first” rather than guess.
What it doesn’t do
- No sign-up, no email address, and no affiliate links. It links only to our guides.
- Your answers are never stored or sent. Reloading or leaving the page clears them. The check counts, anonymously, how many results of each kind it gives (for example, “email marketing: a free plan fits”), so we can see which questions owners are at; the privacy policy says exactly what that count holds.
- Prices and plan limits come from the same checked dataset as the guides, with the date each was checked.
- No tax or legal advice. Where a question touches either, the card links the regulator’s own page.