CRM Automation Testing Tools: The All-in-One Complete Guide

CRM testing

Businesses, especially in customer-oriented fields like e-commerce, marketing, hotel management, tourism, etc., need a good rapport with their customers to survive. With customers communicating via chat, email, or call manually, datastoring becomes complex. But how does this softwares stand out? That, too, without any glitch or so. It is all due to the CRM automation testing tools. 

Yes, you read that right. For smooth customer acquisition and maintenance, CRM systems with regular testing are the best choice for any business scale. And this blog will be your all-in-one guide for CRM automation testing tools. Want to know more about these tools? Read on!

In this blog, we will help you understand more about the following:

  • What is CRM automation testing and its benefits?
  • What are the popular CRM automation testing tools?
  • How do you choose the right CRM automation testing tools?
  • What are the best practices in CRM automation testing?

What is CRM automation testing and its benefits?

Customer relationship management or CRM software is used for collecting, storing, and acting upon customer data. Hence, when we talk about CRM testing, there are tools that meet all business requirements while providing a seamless experience to customers. But you may ask why only automation. Right? 

This is because manually re-running, i.e., manual CRM automation testing, is costly and takes long periods. At the same time, using automated CRM automation testing is pretty beneficial as re-running becomes affordable, easy, and a lot faster. 

Extra Benefits – 

  • Steady feedback reports.
  • Maximum coverage for tests.
  • Increased team morale.
  • Faster software development.
  • Enhanced scalability & reduced costs.
  • Efficient use of test scripts.

Not only this but there are a variety of tests to be conducted, like integration testing, performance testing, regression testing, security testing, etc. Hence, here is where the need for robust CRM automation testing tools arises. 

But what precisely are these tools? Let us have a glance at the following section to know more about the CRM automated testing tools.

What are CRM automation testing tools?

Among all the test companies, these are aggressive users of CRM automation testing tools for upholding organizations’ workflows and strong relationships with customers. These testing tools keep the business going with small-scale businesses up to Fortune 500 MNCs; this, therefore, irrespective of whether it is a small-scale business or a Fortune 500 MNC.

Some of the best CRM software include Salesforce, ZOHO, Oracle, SAP, Microsoft Dynamics, and Hubspot. Well, this can be attributed to robust testing tools and expertise, in other words. 

So, with the meaning being clarified, we can switch to our point of discussion. Yes! That’s exactly the tools we are talking about!

What are the popular CRM automation testing tools?

Regular CRM functional testing ensures that the software is intact and actively meets the business objectives while integrating with other systems. But that’s not all, especially without the assistance of the below-mentioned tools. Hence, here are several popular CRM testing tools to serve this purpose.

  • Selenium

Selenium is an open-source testing tool and the best in business for automated CRM testing. Also, it is affordable and supports different programming languages. Example – Microsoft Dynamics 365 CRM is a popular platform that uses Selenium for testing various integrated frameworks.

  • Jmeter

JMeter is also a pure Java-based open-source testing tool, especially for checking web applications’ performance. Unlike Selenium, JMeter can support multiple protocols and different load functional conditions.

  • SoapUI

SoapUI is open source, the best testing option for web services like HTTP-based and API testing. It’s a free tool with a commercial companion called Ready-API, which gives more benefits. Additionally, it helps evaluate several types of APIs in a single platform.

  • Test Complete

Unlike the above, Test Complete is a commercial testing tool applicable for testing desktop and mobile app versions. This also supports GUI, which creates a simpler user interface that can be automated for various scenarios while using.

  • Katalon Studio

Katalon Studio is another commercial testing platform with all-in features to test web and mobile apps, desktops, and APIs. This is famous because it requires fewer coding prerequisites, still does good quality assurance, and gives high work productivity.

Now that we have a better understanding of the CRM automation testing tools let us jump onto the factors where we need to select the right CRM testing tool for our business.


How do you choose the right CRM automation testing tool?

With many automated types of CRM testing tools available in the market, choosing the correct tool is necessary to obtain the required objectives, more positive feedback from customers, etc., and many more for the business to prevail. So, let us explore them:

  • Understand the project requirements

First, you need to know what your organization requires. What are you aiming for through CRM test automation? What kinds of tests do you have to automate? By answering these questions, you can cut through the clutter and select a tool that is best for your organization.

  • Look for the features you require

More advanced CRM automation testing tools may provide integration with other software or test management platforms, while others may be basic and easy to use. It is important to search for a tool that provides relevant features without being too complicated.

  • Do not miss out on the budget

This will enable you to know the tools that are affordable to you and what features may be possible for you to have. Keep in mind that other CRM tools may have different pricing opportunities and plans. Therefore, choose the tool that is affordable for you but contains all the necessary features.

  • Go for the best expertise 

You might be able to use more complex CRM automation testing tools if you have a team of experienced developers. Nevertheless, when your team is new to CRM test automation, you’ll prefer a tool that is easier and simpler.

  • Ensure throughout support 

Lastly, you will need to take into account the support level that the vendor of your selected CRM test automation tool offers. Can the vendor provide support materials to help you start on a speedy note? Can they offer technical help as you use the tool? All of these factors are very important to your experience with test automation.


So, with these factors in mind, you can choose the best out of the list of CRM automation testing tools. Not only this! But you can also be rest assured that your software will come out to be flawless and durable. Now, let us see some of the best practices for conducting proper CRM automation tests.


What are the best practices in CRM automation testing?

After making your checklist with details like business requirements, test scenarios, medium for data management, etc, you choose your CRM automation testing tools. As for ideal practices for successful testing, we should also have:

  • Testing the environment the same as production

Designing a mini-environment during pre-production and testing helps to identify the performance and integration errors early before releasing the main prototype. Moreover, this is the most used and time-saving practice.

  • Collaborating with the development team 

An experienced development team is necessary to find the perfect testing tool and suitable budget for CRM testing. They also work with identifying the defects at early stages to prevent monetary losses and additional costs after service is provided. Recently, our experts developed the CRM Recruiting software to enhance the recruiting process.

  • Using complete automation 

Automation of systems using CRM automation testing tools helps to build strong software that delivers excellent customer service and a good integral connection to other systems. This also helps in reusing the same software for a long time.


Did You Know?

Average CRM pricing starts from $10 to $250 per user per month but may vary depending on different factors, such as the type of business you own and your choice of platform.



By the end of this blog, you will know the best CRM automation testing tools available in the market and their best practices with real-life scenarios. So, don’t fall behind. Upgrade your business needs with them. They are customizable, affordable, and way more profitable in the market.