1. Describe three real journeys
For example: an enquiry from a portal, a new owner instruction and a viewing that does not lead to an offer. Note who acts, what they need to know and what happens next.
2. Test data and integrations
Check how contacts arrive, how they link to properties and whether you can export the full history. Ask to test the connections you actually need.
3. Check adoption before buying
Ask two team members to complete everyday tasks without help. Assess training time, support quality and the effort required to keep data current.