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Playbooks · 1 min read

Questions worth asking on the demo

Skip the feature tour. Ask where a lead goes at 2 AM, who owns it at 9, and what the manager sees at 5.

Written by

VIQ team

Published on

4 August 2026

VIQ CRM on mobile and desktop

A demo that lists modules does not tell you if the team will use the product on Monday.

Ask what happens when a WhatsApp message arrives after hours. Ask how a new form lead gets an owner. Ask whether a manager can see calls without a recap meeting.

If those answers are clear, the rest of the setup is a conversation — not a six-week project.

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