How to Choose an ERP
A practical, step-by-step checklist for evaluating ERP software before you commit to a plan or contract.
The checklist
- List the modules you actually need — don't pay for HR or projects if you only need CRM and invoicing today
- Check how the ERP handles your existing data — will it accept a CSV export as-is, or require reformatting
- Understand the full pricing structure — per-user fees, annual contracts, and implementation costs all matter
- Confirm tax compliance for your region — GST, VAT, or Sales Tax should be built in, not a manual workaround
- Test the actual setup time — sign up and see how long it takes to get real data in and usable
- Check if you can export your data back out — avoid getting locked into a system you can't leave easily
Frequently asked questions
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