Free CRM audit, for any industry
A free audit of your HubSpot, Salesforce, Zoho, GoHighLevel, monday CRM or other CRM: how it is set up, how clean the data is, and what it would take to make it run your sales and reporting properly. For any industry.
Book the free auditCRMs we work with
Setup, migration, audits and automation on any of these, and others on request. We are not tied to one CRM vendor, so the recommendation fits your business.
- Zoho
- HubSpot
- Salesforce
- GoHighLevel
- monday CRM
What we look at
HubSpot, Salesforce, Zoho, GoHighLevel, monday CRM or another CRM. The questions are the same whatever you sell.
Setup and structure
Objects, fields and properties: what exists, what is used, and what was added once and forgotten.
Pipeline stages
Whether your deal stages match how you actually sell, with clear rules for moving between them.
Data quality
Duplicates, missing fields, and contacts or deals with no recorded source.
Integrations
Forms, email, ad platforms and other tools: what feeds the CRM, what should, and what breaks.
Reporting
Whether the CRM can answer the questions you ask of it, such as where deals come from and how long they take.
Adoption
Whether the team actually uses it, and where workarounds such as spreadsheets have taken over.
What you get
Written findings you keep, whether or not we work together.
Written findings
How your CRM is set up today, what is holding it back, and what is working well.
A build plan
What we would change or build, in what order, whether you do it yourself, with us, or start a new CRM.
Practicalities
The details, so you know what you're agreeing to.
What it costs
Nothing. You keep the written findings whether or not we work together.
What we need from you
Read access to your CRM, and a short description of how your sales process works.
Your time
One call to walk through the findings.
Questions people ask
Is the CRM audit really free?
Yes. It costs nothing, and you keep the written findings and build plan whether or not we work together.
Which CRMs do you audit?
Zoho, HubSpot, Salesforce, GoHighLevel and monday CRM, and other CRMs too. Tell us what you use.
Do you only work with marketing teams?
No. The CRM audit is for any industry and any team that sells, whether or not you run marketing.
What if we don't have a CRM yet?
Then the audit looks at how you track customers and deals today, and the build plan covers choosing and setting up a CRM.
Related: CRM setup, migration and integration, and the pipeline and automation audit.
Find out what your CRM could be doing.
A free audit of your CRM, with a build plan you keep.
Book the free audit