Run this checklist before buying any SaaS tool
This software solves an important problem and helps to grow my business.
It will either save time or increase the revenue.
If I am using a similar tool already, this has more value in pricing and features.
Is there a free trial to check out the software's UI and features.
If credit card information is needed for free trial, cancellation is easy within the trial period.
The user interface and dashboard is easy to use with all the elements and icons clear to understand and navigate.
If the company is in the early stages, there is a public roadmap and changelog documentation.
Live chat or email support is available. In case of email support, response time is less that 24 hours.
The highest level that can be reached in case of a critical issue. Can the Founder or anyone at the top level be reached out for direct help?
The support team is knowledgeable and willing to resolve the issues positively.
There are detailed how-to documentation and tutorials available covering all the major features.
Tutorial videos and support documentation are updated constantly in case of change in UI or updated features.
All the necessary integrations that I currently need are available or in the roadmap to be released shortly.
Zapier integration is available with all the essential triggers.
More integrations are added frequently and the support team takes any specific requests for integration into consideration.
Pricing plans are clear and defined with all the features defined properly.
If there is a free plan, the limitations are properly listed.
There are no hidden costs and if the tool if the plan has any limits, the support team will notify in advance to prevent surprise costs bump.
If it is a WordPress based tool, the pricing is applicable for how many website licenses is clearly mentioned.
There is a clearly defined privacy policy and terms of use listed in the website.
The user data is stored in secured servers and there are essential recovery measures in place to avoid any user data leakage.
The tool is GDPR compliant. Is there a Data Processing Agreement (DPA) in place.
There has been no instance or history of security breaches in the past by the software provider.
Why is the company offering lifetime deal. If is it because they are a early stage SaaS startup, is it sure that this is the only instance they will be offering a lifetime deal.
Have they offered a lifetime deal anywhere else before. If so, why are they offering it again.
Is it a very small team consisting only of few co-founders? If so, do they have any plans to expand the team.
The company is in good financial health and have detailed plans to generate revenue in the future to stay in the market and compete.
Is the lifetime deal a custom one? If so, will there any special offers for early adopters for upgrading to general plans in the future.
The features included in the deal and the pricing is well explained with no ambiguity.
When new features are included in future, will it be available for everyone who purchased the lifetime deal.
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