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What to test in a business software free trial

3 min read · Updated 10 November 2026 · By the PalmGro Flow team

Quick answer

What should I test during a free trial of business software?

Use the trial with real work and at least three real users, not demo data. Test daily tasks on the phone, check the owner's dashboard after a week, try permissions, ask support a question, confirm total monthly price for your team and check that you can export your data. PalmGro Flow can be set up online in minutes, so you can test it with your own team.

Before you start

Write the three problems you want the software to solve. Judge the trial only against those.

Week 1: daily use

  1. Add three to five real team members.
  2. Run daily work: reports, tasks, attendance, leads.
  3. Use it on the phone, not only the laptop.
  4. Note every moment someone says "how do I…?"

Week 2: owner view

  1. Check the dashboard: can you see who is behind, what is overdue, what is owed?
  2. Try permissions: can a team member see only their part?
  3. Create an invoice, a proposal or a salary slip.
  4. Ask support a question and time the reply.

Before paying

  1. Total monthly cost for your team size and needed add-ons.
  2. Data export and what happens if you leave.
  3. Terms, privacy policy and refund policy.

Red flags

  • The team avoids it after a week.
  • Basic tasks need many clicks.
  • Prices only "on request" for small teams.

How PalmGro Flow helps

PalmGro Flow's online plans can be set up in minutes. A short setup screen switches on features for your business type, members can join from their phones the same day, and Settings → Help & support connects you to the team. See pricing.

Questions people ask

How long should a software trial be?

Two weeks is enough to test daily use; longer helps for monthly processes like payroll.

Should I enter real data in a trial?

Yes, real but limited data. Demo data hides real problems.

What happens to my data if I do not continue?

Check the provider's terms. PalmGro Flow keeps the workspace for a period after access ends so you can come back or ask for your data.

Run all of this from one app

PalmGro Flow brings your team, clients, tasks, attendance and money into one place, on phone and computer. Set it up for your team in minutes.