CRM UAT Checklist Form
Use this form to record CRM user acceptance testing details, checklist results, defects, integration checks, and final approval.
Tester and Test Run Details
Tester Name
*
First Name
Last Name
Tester Role / Team
*
Please Select
QA Tester
Business Analyst
CRM Admin
End User Representative
Project Manager
Other
Test Run Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
UAT Cycle / Release Version
*
CRM Module Under Test
*
Please Select
Sales
Marketing
Service
Support
Leads
Accounts
Contacts
Opportunities
Cases
Reports
Other
Environment Name
*
Please Select
Development
Test
UAT
Staging
Pre-Production
Production
Other
Checklist Coverage and Functional Verification
CRM Areas Checked
*
Lead Management
Contact Management
Account Management
Opportunity Management
Case/Ticket Handling
Activity Logging
Reporting/Dashboards
Workflow/Automation
Other
Functional Verification Table
*
Overall Functionality Confidence
Low
1
2
3
4
5
6
7
8
9
High
10
1 is Low, 10 is High
Coverage Completeness
Fully Covered
Mostly Covered
Partially Covered
Not Covered
Observed Gaps or Limitations
Additional CRM Feature Notes
Defects, Issues, and Integration Checks
Defect Summary
Defect Severity
*
Low
Medium
High
Critical
Affected Area
Defect Ticket Created?
*
Yes
No
Ticket / Reference ID
Integration Systems Checked
CRM
Email
ERP
Marketing Automation
Reporting
Other
Integration Status
*
Passed
Failed
Partially Passed
Not Checked
Blocker Description
Final UAT Outcome and Sign-off
Overall UAT Result
*
Approved
Approved with Issues
Rejected
Remaining Concerns
Retest Required
*
Yes
No
Final Reviewer Comments
Submit UAT Results
Should be Empty: