

Selecting a CRM is one of the most consequential commercial decisions a football club will make. Done well, it becomes the engine behind fan engagement, sponsorship growth, and operational efficiency. Done poorly, it becomes yet another expensive system your team quietly avoids.
Most clubs fall into the second category, not because they choose the wrong tool, but because they choose a tool before they understand their own needs.
This guide is written to fix that. It blends lessons from high‑growth B2B SaaS, from selling software to sophisticated enterprise buyers, and from building CRM and marketing automation engines for modern football clubs. The goal is simple: help you make a decision that pays for itself within one season —and avoid the costly mistakes nearly every club makes.
Before a new CRM enters the picture, most clubs already operate a patchwork of tools: a ticketing platform, a merchandising system, a newsletter tool, scattered spreadsheets, a sponsorship database that only one person understands. Every tool contains fragments of the truth, but no one can see the full picture.
That fragmentation leads to three outcomes:
A well-designed CRM can solve these issues but only if the club knows what it needs the CRM to do. And that begins with a proper audit.
Every CRM project should begin with a brutally honest status‑quo analysis. Before evaluating vendors, you must know what you have, what works, and what is broken.
An audit should answer questions like:
Sometimes the outcome is surprising: you might not need to replace everything. Rewiring an existing CRM can be a perfectly valid path. But in many clubs, the accumulated process debt and tech debt are so severe that starting fresh is the cleaner, faster, and ultimately more cost‑effective option.
A proper audit also allows you to quantify commercial potential. Tools like the Club Revenue Calculator help estimate how much incremental revenue your CRM and automation engine must generate to break even. Most clubs reach positive ROI within one season. If your projections cannot justify that, you might be buying overkill software or not planning the project realistically.
A football club operates two fundamentally different commercial universes:
Some CRM systems can do both well. Many cannot. The right choice depends entirely on your strategic focus, your team structure, and your internal capabilities and needs. That's why you need clarity first.
For a deeper explanation of how CRM, CDP, and marketing automation work together in a football context, see CRM, CDP and Marketing Automation in Football: What Clubs Really Need to Know.
Vendors love to shape your requirements for you. Don’t let them.
Before you schedule a single demo, you need internal alignment on three layers of clarity:
What must the CRM improve?
How does your team actually work today?
Not the data you wish you had. This is about what you actually have.
If you skip these steps, the vendor will design a solution for their product—not for your club. And that's fair, everyone needs to make his living. The better you are prepared, the smoother the buying process.
When clubs think about CRM options, they often compare feature tables or pricing pages. But software categories are not neutral. Each category represents a philosophy about how revenue is generated, how data should be structured, and how people are expected to work. Understanding these philosophies is far more important than comparing checkboxes.
At a high level, clubs will encounter three types of CRM ecosystems — and each one comes with implicit trade‑offs that shape the club for years.
Tools like HubSpot, Salesforce, and Pipedrive power thousands of sophisticated B2B and B2C revenue teams. Their success comes from one thing: they are designed to adapt to how people actually work.
A horizontal CRM does not assume what your data should look like. It does not force you into predefined workflows. It gives you a flexible engine that can mirror your club’s processes — if those processes are defined.
For clubs with growing commercial departments, this flexibility becomes a competitive advantage. A B2B sponsorship team can build proper pipelines, forecasting, and account plans. B2C marketers can craft multi‑step lifecycle journeys powered by behaviour triggers. As the club matures, the CRM matures with it.
But this freedom requires responsibility. Horizontal CRMs do not come preconfigured for football. They need someone who understands both the technology and the realities of matchday communication, ticketing rules, sponsor cycles, and fan data nuances. Without this layer, flexibility becomes chaos. With it, you can build something incredibly powerful.
Sports‑specific CRMs or CDPs appeal to clubs for a simple reason: they feel familiar from day one. The ticketing integration is already there. The terminology matches the industry. The data model mirrors what the club already has.
This convenience reduces friction early in the project. But it's important to note that sports‑specific CRMs and CDPs follow a different design philosophy, not an inferior one. Their primary strength is abstraction: they take care of complex, error‑prone data integration so clubs don’t have to build that layer themselves. In some cases, a sports‑specific CDP can even serve as the unified data foundation with a horizontal CRM sitting on top to handle advanced automation or B2B workflows.
What matters is not that sports‑specific systems underinvest in certain features, but that they are intentionally optimised for data consolidation and fan‑centric communication rather than for heavy B2B sales operations or enterprise‑grade automation. For some clubs this is exactly the right fit; for others it becomes one component in a broader architecture.
Every club has at least one spreadsheet that “contains everything” and terrifies the person responsible for maintaining it. Spreadsheets feel easy because they require no onboarding, no permissions, and no long discussions about system ownership.
But they come at a hidden cost:
Spreadsheets can support early‑stage clubs or very small teams, but they collapse the moment the club grows, hires new staff, or wants to run more sophisticated campaigns.
The crucial point is this: your CRM choice is not a technical decision. It is an organisational one. You are choosing not just software but a way of working. Horizontal systems create flexibility but demand clarity and ownership. Sports‑specific systems create familiarity but limit long‑term innovation. Spreadsheets create short‑term comfort but long‑term fragility.
Understanding these trade‑offs allows clubs to choose intentionally — not reactively.
Your eventual decision depends less on features and far more on your workflows, your internal capacity, and your commercial ambition.
A structured evaluation prevents expensive regrets.
Before inviting vendors:
Score vendors against criteria that actually matter and turn each criterion into a specific question. This forces internal clarity and prevents vague requirements from becoming expensive mistakes later.
Examples:
The more specific the questions, the better the evaluation. As a rule of thumb: however much time you think you should spend clarifying internal requirements — double it in your head. That number is probably closer to what you actually need. Internal clarity is the single biggest predictor of a successful CRM project.
And even then, no matter how thoroughly you think everything through, there will always be requirements you didn’t anticipate and scenarios you simply cannot test in advance. That’s normal. The goal is not perfection, the goal is to make sure you’ve covered the biggest, most impactful requirements, so anything you overlook has minimal consequences. Good preparation doesn’t eliminate surprises, but it dramatically reduces the cost of them.
Most vendor demos are, by design, polished. They’re meant to showcase the product in its best light — and that’s completely fair. Vendors invest heavily in building their software, and presenting it clearly and confidently is part of how they make a living. But a polished, generic demo still can’t show you how the system behaves inside the specific, sometimes chaotic reality of your club.
A meaningful demo isn’t about catching vendors out. It’s about creating a shared understanding of how your club works and whether the system can support that. The responsiveness, curiosity, and engagement a vendor shows during this phase are often strong indicators of what working with them will feel like after you sign. Having a good relationship with your vendor genuinely matters and I say this as someone who has seen how things operate on the vendor side as well.
So while polished demos are normal and legitimate, the goal is to move beyond the surface and simulate your day‑to‑day reality.
Don’t let the vendor choose the narrative. Give them 3–5 concrete scenarios that matter to your club and ask them to demonstrate those end‑to‑end. For example:
A vendor who cannot demonstrate your workflows is not a vendor who can support your club. A vendor who can will often ask meaningful questions, challenge unclear processes, or propose more efficient ways to structure your data. Those conversations are a strong signal that you’re dealing with a genuine partner rather than a software salesman.
Trials are the most underused and misunderstood phase of a CRM evaluation. Many clubs treat them as an extended demo — clicking around the interface, checking whether the UI "feels nice," and confirming that nothing is obviously broken.
That approach completely misses the point.
A disciplined trial is a controlled experiment designed to answer one question: Can this CRM reliably support the way we work?
To run a meaningful trial:
The goal is to test behaviour, not aesthetics. You’re evaluating:
And here’s a pro tip most clubs don’t know:
Vendors almost always extend trial periods if you ask — especially when they believe you are genuinely evaluating their product.
A longer trial gives you time to involve multiple departments, test more scenarios, and simulate real matchday or renewal cycles. Vendors generally prefer giving you more time over losing you to uncertainty.
The rule is simple: a trial should simulate real life as closely as possible. The better you design it, the more confident you will be in your final decision.
Define two, three or four dedicated trial use case and try to build them in each tool. This direct comparison of the same use case will reveal lots of insights and shows you which features your really need and what is shiny fluff.
Implementation, training, process changes, data cleaning, ongoing support — these matter far more than the sticker price. The licence fee is the smallest number on the invoice, but it is rarely the thing that determines whether the CRM becomes a growth engine or a financial burden.
Total Cost of Ownership (TCO) forces you to zoom out and look at the real cost of the system across several seasons. A CRM that is cheap to buy but expensive to run — because it needs constant manual work, external consultants for basic changes, or endless data exports to patch missing features — will quietly drain your commercial output. Conversely, a system with a higher upfront cost but strong automation capabilities, intuitive workflows, and reliable integrations may end up being dramatically cheaper over time because it reduces operational friction.
This is where ROI discipline becomes essential. A football club's CRM should realistically pay for itself within a single season — through improved renewal rates, higher matchday yields, smarter segmentation, better sponsor reporting, or reduced manual effort.
If the numbers don’t close the gap, something is off. You may be choosing a system that is far too heavy for your needs, underestimating the internal resources required, or failing to design workflows that extract real value from the tool. CRM decisions are long-term commitments. Getting TCO and ROI right upfront prevents a lot of pain later.
A CRM is viable only if it aligns with all seven forces:
Does the CRM support the club’s priorities? Fan engagement, sponsorship, or both?
Does it model the way your team works not how the vendor imagines you work?
Can it unify ticketing data, web shop, fan profiles, sponsor accounts, and behavioral events into a coherent structure?
Can it automate your manual pain points?
Lifecycle journeys, triggered campaigns, lead routing, deal workflows—all essential.
Is the tool simple enough for daily use by non‑technical staff?
If not, adoption will collapse.
Using the Club Revenue Calculator, can the system realistically pay for itself within one season? Which uplift do you need to generate to break even?
Do you have access to someone who can design and implement football‑specific workflows—and hand over a system your team can run without external help?
This framework is grounded in reality. Most failed CRM projects collapse because forces 3, 5, and 7 were ignored.
Software does not create value. Implementation does.
This is the part most clubs underestimate. Buying a CRM is the easy part — turning it into a functioning, reliable commercial engine is where the real work begins. A CRM is nothing more than a blank canvas until someone designs the processes, data flows, and automation logic that make it useful.
A successful CRM implementation focuses on:
A CRM is not about sophistication but more about structure. Clubs don’t need the most powerful tool on the market. The key is a system that is simple, reliable, and tightly aligned with how their organisation actually works.
A modern CRM + marketing automation setup typically involves several cost components, and understanding how each one works is essential for making a smart, long-term investment.
Most CRMs use a mix of the following pricing models:
Different vendors blend these elements in different ways. Some charge primarily for contacts, which matters a lot for clubs with large fan databases. Others gatekeep important features such as automation, reporting, or custom objects behind higher tiers.
Understanding this structure is critical because the real question isn’t “What does it cost?” — it’s “What do we actually need?”
A CRM should be viewed as an investment, not an expense.
If the CRM improves renewal rates, matchday conversion, merchandise sales, sponsorship pipeline quality, or operational efficiency, it often pays for itself within a single season. If your projections show otherwise, something is misaligned:
A careful pricing and feature-tier evaluation doesn’t just save money — it ensures you allocate resources where they create measurable impact.
Before buying anything, confirm:
If any of these are missing, stop. Fix the foundation first.
The clubs that win commercially are not the ones with the biggest budgets but the ones with the cleanest systems, disciplined workflows, and CRM engines built to support real‑world football operations.
That is the path to sustainable, predictable off‑pitch growth.
