01 — The problem
You know something’s wrong, not what.
Reports don’t match, users avoid the CRM, and every change breaks something else. The temptation is to replace the system.
Often the platform is fine and the problems are fixable: duplicate data, conflicting automations, unused fields and the wrong licence tier.
02 — What we build
What the engagement delivers.
Data quality
Duplicates, missing required data, stale records and inconsistent picklists measured with counts.
Automation
Every workflow, rule, flow and script listed, with conflicts and failures identified.
Security and permissions
Profiles, roles and sharing reviewed against who should see what.
Adoption
Login and activity patterns per team, and where users work around the system.
Licence and integrations
Licence tier against features used, and integration error rates.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- Read-only admin access
- Export of metadata and usage reports
Custom development
- Scripts to measure data quality
- Automation dependency map
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Written report
- Prioritised fix list with effort
- Data quality figures
- Automation map
FAQ
Questions about CRM audits.
What does the audit cost?
A fixed price agreed before starting, based on the CRM and the number of integrations.
Do we have to hire you for the fixes?
No. The report is yours to use with any provider or your own team.
What access do you need?
Read-only admin access and a short interview with a few users from each team.
Which CRMs do you audit?
Zoho CRM, HubSpot, Salesforce, Dynamics 365 and Odoo.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about Fixed-price CRM audit & health check.
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