CRM Audit
Maybe your CRM works. Maybe — only at 30%.
CRM Audit
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 the Audit Works
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 the Audit Is 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 dollars.
«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 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?
Depends on the scale of your system. For a CRM with 5-15 users — from €300. For more complex configurations — we discuss individually. The first consultation (30 minutes) 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.
Ready to Get Your Sales Under Control?
Free process audit — 30 minutes, and you'll receive:
1,200+ companies since 2015 · 30-day median go-live