How we QA a CRM before it touches a customer: a 254-point pre-launch sweep

Before any CRM we build goes near a paying customer, it goes through a structured pre-launch quality sweep. For Pariq, our WhatsApp-native CRM, that sweep ran to 254 individual checks across every surface a user touches.

This is not a quick smoke test the day before launch. It is a deliberate, line-by-line pass over the things that quietly break trust in a sales tool: leads landing in the wrong place, a status that does not save, a message that fails to send, a permission that shows one team's data to another, a report that miscounts. Each finding is logged, triaged by severity, fixed, and re-tested so the fix does not break something next to it.

A glimpse of what a sweep covers

• Every lead source captured and attributed correctly, with no duplicates slipping through
• Pipeline moves, assignments, and notes saving reliably under real use
• Messaging and call flows sending, logging, and respecting billing rules
• Access boundaries holding, so a user only ever sees what they should
• Reports and counts reconciling against the underlying data

The full checklist, the severity model behind it, and the way we run regression passes are part of how we ship software that holds up in week two, not just in the demo.

Want the detail, or this level of rigour applied to your own product? Talk to us and we will walk you through exactly how we do it.