CRM Audit
Auspex runs a paid CRM audit in 2–3 days: we review your system, processes and data, show where leads get lost and which features don't work, and hand over a written report with a work plan. It costs from €250, and the fee is credited towards implementation. The free 30-minute consultation is a separate, shorter format.
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Why audit your CRM?
Is your CRM only used at 30%? Are managers filling out cards just for show? We'll diagnose and give you a specific plan to make the system work.
How does the audit work?
Functionality Analysis
We examine what's configured in your CRM, which features are used and which aren't. Compare with actual business needs.
Efficiency Assessment
We analyze results: is the CRM achieving business goals? Where are leads lost? Which processes run manually but could be automated?
Compliance Check
We compare current setup with what your business actually needs. Identify the gap between 'as is' and 'as should be'.
Recommendations & Action Plan
We provide specific prioritized recommendations: what to fix first, what to add, what to remove. With a clear change implementation plan.
Implementation Check
Thirty days after the audit, we check whether the changes were actually implemented and adjust the plan using fresh data.
Who is the audit for?
«We implemented CRM but managers don't use it.»
Classic case. Usually the problem isn't the people — it's how the system is configured. The audit will show where the friction is and how to remove it.
«We have a CRM but aren't sure it's working correctly.»
The system is there, data goes in, but are leads getting lost? Are reports accurate? Are automations being used? The audit will answer.
«We want to switch to a different CRM.»
Before migrating — you need to understand what works now, what to transfer, and what to leave behind. The audit will save you weeks of work and thousands of euros.
«Our team is growing and the current CRM can't keep up.»
A system that worked for 5 people may not work for 20. The audit will show where the limits are and what needs to change.
What do you get?
Detailed report: what works, what doesn't, where bottlenecks are
Specific optimization plan with priorities and timelines
Estimate of the potential benefit from the fixes
Let's map what this means for your business — in a free 30-minute audit.
Book a free audit →Frequently Asked Questions
01 How much does a CRM audit cost?
From €250, depending on the scale of your system. The audit takes 2–3 days and ends with a written report and a work plan. Its cost is credited towards implementation. The first 30-minute consultation is free.
02 Do we need to give you admin access to our CRM?
Yes, a proper audit requires admin access. We sign an NDA before starting. After the audit, access can be revoked.
03 What if the audit reveals we need a different CRM?
It happens. In that case, the optimization plan will include a migration recommendation: which system, what to transfer, timelines. You're not obligated to migrate with us — the plan is yours.
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