CRM Application Testing
Catch the broken workflow before it silently drops a lead
We test your Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, or custom CRM implementation end to end — workflow automations, integrations, data security, and performance — so a bad config change doesn't cost you pipeline.
Why ThoughtCoders
- US, Canada & UK overlapWorking hours planned around your team, not just ours.
- One point of contactA named lead owns the engagement end to end — no ticket queue.
- NDA on every engagementSigned before we see a single ticket or line of test data.
- Scale up or down monthlyNo multi-year lock-in — resize the team as the release calendar changes.
Who this is for
Revenue and IT teams running a CRM that other systems (ERP, marketing automation, telephony) depend on, with releases going out faster than manual QA can keep up.
Especially useful ahead of a platform upgrade, a seasonal release (e.g. Salesforce), or a data migration where a workflow rule silently breaking is expensive to discover late.
What you get
- 25-35 test cases covering core business processes — lead-to-opportunity conversion, workflow rules, approval processes, quote/contract flows
- Integration testing for connected systems (ERP, marketing automation, telephony, custom REST/SOAP APIs) validating data fidelity and error handling
- A version-controlled automation suite (Selenium, Playwright, or platform-native tooling like Provar) structured by module
- Role-based access, field-level security, and data privacy checks aligned to GDPR/CCPA-style consent and masking requirements
- One performance pass simulating concurrent users and bulk record operations against your platform's governor/API limits
- HTML test reports after every run, plus a defect log with severity and reproduction steps
- A 60-minute handover session and 2 weeks of post-handover support for flaky tests or environment issues
Timeline & process
Week 1
Discovery & CRM audit
We review your CRM architecture, integrations, and customisations, and agree which business processes and modules matter most.
Week 2
Test design & framework setup
Test cases are written against your workflows and acceptance criteria, and the automation framework is stood up for the modules in scope.
Week 3
Execution & integration testing
Functional, integration, and security test cases are executed, with defects triaged and logged as they surface.
Week 4
Handover & stabilisation
Flaky tests are fixed, reports and documentation are handed over, we run the walkthrough call, and the support window starts.
What we need from you
- Access to a sandbox or staging CRM org with realistic (or masked production) test data
- A list of the business processes and integrations you most need covered, or 30 minutes with the person who configured them
- Test user accounts with the profiles/permission sets relevant to the flows under test
- One walkthrough call with your team before we start
Proof, not promises
Not in scope, so there are no surprises
- Building or configuring the CRM workflows, integrations, or automations themselves — we test what exists or what you specify
- Full penetration testing or a formal security audit — we flag obvious access-control gaps, this isn't a pentest engagement
- Coverage for CRM modules or integrations not confirmed in scope at kickoff
- Ongoing maintenance after the 2-week support window — available separately as a retainer
- Data privacy legal certification — we test technical controls, not legal compliance sign-off