# CRM System Audit for Business | Auspex — Diagnosis in 2-3 Days > Diagnosis of existing CRM: what works, what doesn Source: https://auspex.company/en/services/crm-audit/ [Services](/en/services/) / CRM Audit # CRM Audit Maybe your CRM works. Maybe — only at 30%. Timeline 2–3 days Starting at fixed €600 Includes written report Live in optimization plan ↳ THE PROBLEM ## 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 WE SHIP IT ## How the Audit Works 1 ### Functionality Analysis We examine what's configured in your CRM, which features are used and which aren't. Compare with actual business needs. 2 ### Efficiency Assessment We analyze results: is the CRM achieving business goals? Where are leads lost? Which processes run manually but could be automated? 3 ### Compliance Check We compare current setup with what your business actually needs. Identify the gap between 'as is' and 'as should be'. 4 ### Recommendations & Action Plan We provide specific prioritized recommendations: what to fix first, what to add, what to remove. With a clear change implementation plan. 5 ### Implementation Check Thirty days after the audit, we check whether the changes were actually implemented and adjust the plan using fresh data. ↳ AUDIENCE ## 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. ↳ THE OUTCOME ## What You Get 01 Detailed report: what works, what doesn't, where bottlenecks are 02 Specific optimization plan with priorities and timelines 03 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 →](#contact) ↳ RELATED CASE ## UpdateActive [All cases →](/en/cases) Recruiting · Ukraine Problem Recruiting processes scattered across different systems, with no transparency for hiring partners and candidates slipping between stages. Result A transparent process from inquiry to position closure; automatic reminders at each stage; one candidate record across CRM and HRM. UspacyCleverStaff (HRM)12+ stage funnel ↳ FAQ ## 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. ↳ FREE AUDIT 30 min · free · ↓ ## 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 01 A map of where you're losing leads 02 Priorities: what to automate first 03 An implementation plan for 2-4 weeks We'll call within 24 hours. The plan is yours, even if we don't work together.