I make Boring CRM for solo property agents. Here's a small test I'd use for any mobile CRM, including mine.

Create a fictional buyer using your own number. Give them one awkward requirement: “Ground floor only. Call next month, after the move.”

Then test four things:

1. Close the app. Reopen it and find that requirement without digging through unrelated notes.
2. Set a test reminder for a few minutes ahead. Enable notifications, lock the phone and check what actually appears.
3. If you need access between viewings, turn on airplane mode and try reading the saved details.
4. Export or back up the test record. Check whether the notes and dates survive, and whether the file is useful outside that app. A contact list and a restorable backup solve different problems.

One fake buyer won't prove a CRM scales. It can expose a daily annoyance before your real contacts depend on it.

Which has caused you the most trouble: finding context, reminders, offline access or getting data out?