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.

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

What's not included

Scoped this way on purpose, so the estimate stays accurate and nothing shows up as a surprise mid-engagement.

  • 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

Timeline & process

  1. 1
    Week 1

    Discovery & CRM audit

    We review your CRM architecture, integrations, and customisations, and agree which business processes and modules matter most.

  2. 2
    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.

  3. 3
    Week 3

    Execution & integration testing

    Functional, integration, and security test cases are executed, with defects triaged and logged as they surface.

  4. 4
    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

Find out what your CRM workflows are quietly breaking

Twenty minutes, no slide deck. Tell us your CRM platform and top 3 workflows, and we will tell you where the coverage gaps likely are.

Book a 20-minute CRM testing scoping call

Contact Us

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