by yusuffbuildrealbusiness
follow me

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.

• Customer Support

• 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.

• Integrations

• 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

• 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.

• Privacy

• 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.

• Lifetime deals

• 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.

• Get a list of more that 30 free or affordable SaaS tools for your business @ https://freesaas.crd.co/

• Join free Facebook group exclusive for SaaS users and founders @ https://www.facebook.com/groups/550498729147346/

• Check out the reviews of various SaaS tools @ https://buildrealbusiness.com/

This checklist was created by yusuffbuildrealbusiness

Save this checklist

copy saved

copies saved