SERVICE
CRM Audit & Cleanup
Fix what’s broken. Unlock what’s possible.
Our CRM audit finds the issues that are costing you time, revenue, and clarity. Then we clean it up and optimize everything. Book Your CRM Audit
Our CRM Audit Process
Discovery
We interview key stakeholders and review your current CRM setup, processes, and pain points. This helps us understand what's working and what's not.
Deep Dive Analysis
Our experts conduct a comprehensive analysis of your CRM configuration, data quality, workflows, and integrations to identify issues and opportunities.
Findings & Recommendations
We deliver a detailed report with prioritized recommendations, quick wins, and a roadmap for improvements with expected ROI for each.
Implementation
If you choose to move forward, we implement the recommended changes, providing regular updates and ensuring everything works as expected.
Included in Your Audit
Duplicate & Dirty Data
Identify and resolve duplicate records, inconsistent data formats, and outdated information that hurt your reporting accuracy.
Pipeline & Lifecycle Structure
Evaluate deal and contact stages, ensuring they align with your actual sales process and customer journey.
Property Usage & Field Mapping
Identify unused or redundant fields and recommend property structure that drives your business goals.
Workflow Logic
Review automation rules, sequences, and workflow triggers to eliminate bottlenecks and redundancies.
Reporting & Dashboard Health
Assess the accuracy and usefulness of your reporting setup, ensuring clear visibility into KPIs.
Integration Review
Evaluate how your CRM connects with other tools in your stack and identify improvement opportunities.
Turnaround Time
Typically 1-2 weeks depending on CRM complexity and data volume