Tools and Evaluation

Why there are no reviews here

A credible review of gambling CRM software needs a test account configured like a real operator, real data volumes and access to each vendor's current release. We do not have that, so we do not publish verdicts on named products. What we can publish is a method that you can run during a vendor trial, with the requirements each test checks.

Start with the method

How we evaluate CRM and marketing tools explains the four-level evidence scale, the three test tiers and how to keep a vendor demo honest. CRM platform criteria test permission storage and exclusion precedence, automation platform criteria test send-time checks and queued sends, and consent platform criteria test capture, wording versions and proof.

• Evaluation method

  How We Evaluate CRM and Marketing Tools

  Requirement-based tests, a four-level evidence scale and rules for keeping vendor demos honest.

• Evaluation method

  Evaluation Criteria for Gambling CRM Platforms

  Tests for permission storage, exclusion handling, event history and integration in a gambling CRM.

• Evaluation method

  Evaluation Criteria for Marketing Automation Platforms

  Tests for send-time checks, fail-closed behavior, queued send cancellation and template controls.

• Evaluation method

  Evaluation Criteria for Consent and Preference Platforms

  Tests for affirmative capture, the product and channel matrix, wording versions, withdrawal and proof of consent.

• Tool

  Consent-State Explorer

  Set up a customer and a send, and see whether the decision order suppresses it, holds it or passes it to human review.

Try the explorer first

If you want to see the decision order that every tool on your shortlist should be able to reproduce, open the consent-state explorer. It runs offline in your browser and produces a CSV record of the case you set up.