01Notice when people become the sync layer
A healthy stack moves the right information automatically and shows when it fails. An unhealthy stack relies on someone copying a summary into the CRM, updating two owners and reminding a colleague in chat.
For one week, record every manual transfer between the inbox, CRM and task system. The volume and importance of those transfers are more useful than a list of available integrations.
02Every shared field needs an owner
Which system owns the customer name, consent, current assignee, deal stage and next action? If the answer changes by circumstance, the exception needs to be documented and visible.
A connected workspace removes some of those decisions. It does not remove provider rules, data quality work or the need for clear team practice.
03Run a failure drill before you buy
Pause an integration in a test environment, merge a duplicate and reassign a live-looking test conversation. See whether the team can tell what failed and recover without guessing.
If the specialist stack passes, keep it. If people cannot identify the authoritative state, reducing the number of boundaries may be worth more than another specialist feature.