Permissions are the first test
If every user needs broad access to make the tool work, it may not be ready for customer records.
Exports are not optional
A workflow database should let you leave with clean data, not just screenshots or partial CSV files.
Automations need audit trails
When a row change triggers email, billing, or fulfilment, you need logs that show what happened.
Reader note
When a page mentions a commercial resource, Hotgingerweb tries to keep the decision criteria visible beside the link. The practical fit matters more than the promotion.