OKR template to secure the best CRM for our company's needs

This leadership OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

Your OKR template

The stated OKR aims to secure the best Customer Relationship Management (CRM) system for the company. The core objective involves efficient implementation of the chosen CRM across all departments. This involves data migration into the new system, training sessions for all departments, and the establishment of a dedicated team for implementation.

Additionally, this OKR involves testing the top three CRM systems selected. This step requires sophisticated user tests with a diverse group of users, analysis and tracking of feedback from each session, and formulation of standardized test scripts for each system. The test results will help the company select the most suitable CRM system.

There is also the evaluation of ten potential CRM systems. Each system is to be scrutinized for its individual functionality, as well as its capacity to meet business needs. Research and list-making form part of the initiatives under this outcome.

Ultimately, this OKR is focused on procuring the best CRM for the company. It requires a systematic evaluation process of potential systems and successful implementation of the chosen CRM.

ObjectiveSecure the best CRM for our company's needs
KRImplement the chosen CRM across all departments smoothly and efficiently
Ensure smooth data migration into the new CRM
Conduct training sessions about the CRM for all departments
Identify a dedicated team to handle CRM implementation
KRConduct user-testing on the top 3 selected CRM systems
Analyze and record the feedback from each test session
Create a standardized test script for each CRM
Select a diverse group of users for system testing
KREvaluate 10 potential CRM systems by their suitability and functionality
Analyze each CRM system for functionality
Research and list 10 potential CRM systems
Assess each system's suitability for business needs

Use in Tability

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

Replace generic outcomes with measures your team can update consistently
Set ambitious but credible targets using current performance as the baseline
Assign an owner to every outcome and agree on what success looks like
Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
Embedded AI Mode: create and refine goals without leaving the planning workflow
MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.