CRM UAT Checklist: 35 Tests Before You Go Live

Why UAT Is Critical

User Acceptance Testing is the final gate before CRM go-live. It is the only phase where real end users validate that the CRM works for their actual job functions. Skipping or rushing UAT is the most common cause of post-go-live failures.

UAT Preparation

Test Environment

• Mirror production configuration
• Include representative test data
• Grant UAT users appropriate permissions
• Disable email notifications to avoid spam

Test Data Preparation

• Create test accounts reflecting real business scenarios
• Include edge cases and exceptions
• Prepare test contacts, deals, and cases
• Document expected results for each test

Functional Testing (12 Tests)

• Lead creation and assignment
• Contact and account creation
• Opportunity stage progression
• Case creation and routing
• Activity logging (calls, emails, meetings)
• Task creation and completion
• Dashboard loading and data accuracy
• Report generation and export
• Search functionality
• List view filtering and sorting
• Record editing and validation rules
• Record deletion and undelete

Workflow Testing (8 Tests)

• Lead auto-assignment rules
• Stage change triggers
• Email notification workflows
• Approval workflows
• Escalation rules
• Automated task creation
• Integration triggers
• Scheduled automation jobs

Data Testing (6 Tests)

• Migrated data accuracy
• Relationship integrity
• Custom field values
• Picklist value accuracy
• File attachment access
• Data entry validation

Integration Testing (5 Tests)

• Email sync (send/receive)
• Calendar sync
• ERP data flow
• Marketing tool sync
• API endpoint response

Usability Testing (4 Tests)

• Mobile access and responsiveness
• Page load times
• Navigation intuitiveness
• Help text and tooltips

UAT Sign-Off Criteria

• All critical tests pass
• All major tests pass
• Minor issues documented with workaround
• Users comfortable with system
• Written sign-off from department heads

How AavishkarIT Helps

We provide structured UAT support for every CRM implementation. Our UAT services include test script creation, environment setup, issue tracking, resolution support, and sign-off management.