Sorai / Site information

How We Evaluate Software

Our purpose

Sorai publishes buying guides and comparison tools for independent consultants and small B2B service teams. Our goal is to help readers make a practical software decision, not to create a feature-count contest.

What we evaluate

For each category, we start with the workflow a reader must run. For CRM software, that typically means:

  1. Capture a lead
  2. Assign ownership and follow-up
  3. Move an opportunity through a pipeline
  4. Record communication context
  5. Manage proposal, contract, or approval steps
  6. Hand the client to delivery without losing context

Our evidence labels

Label What it means
Official source Information from a provider’s product, pricing, support, integration, or policy documentation.
Trial verified A reproducible task completed in an available trial, demo, or test environment. We state what was tested and when.
Integration required The workflow depends on another application, configuration, or a plan boundary.
Editorial judgment Our analysis of trade-offs for a stated user and workflow. It is not presented as a product fact.
Not verified We do not have enough current evidence to make a reliable claim.

How we make recommendations

A recommendation must state the target user, the workflow it fits, the important limitation, and reasonable alternatives. We do not rank a product solely because it has more features, a lower starting price, or a commercial relationship with Sorai.

Pricing and updates

Software pricing, limits, integrations, and policies can change. We link to official sources where possible and show a review date on decision pages. If an important fact is no longer current, we update, qualify, or remove the claim.

Commercial relationships

Sorai may earn a commission from approved affiliate links. This does not increase a reader’s price and does not determine whether we cover, rank, or recommend a product. See our Affiliate Disclosure.

Corrections

If you believe a factual statement needs correction, contact us at cs@sorai.top. Please include the page URL, the statement in question, and a current primary source.

Last reviewed: August 22, 2026