Uncover What's Holding Your CRM Back
A comprehensive health check of your Salesforce or HubSpot instance that identifies inefficiencies, data issues, and quick wins.
CRM Problems We Uncover
Hidden Tech Debt
Unused fields, broken automations, and orphaned workflows that slow down your CRM.
Security Gaps
Over-permissioned users, exposed data, and missing compliance controls.
Missed Value
Features you're paying for but not using, and integrations that could save hours.
Audit Services
200+ point CRM health check
Data Health Audit
Assess data quality, duplicates, completeness, and accuracy across all objects.
- Duplicate analysis
- Completeness scoring
- Field usage audit
- Data decay rate
Automation Audit
Review all workflows, flows, and automation rules for efficiency and conflicts.
- Workflow inventory
- Conflict detection
- Performance analysis
- Best practice gaps
Security & Compliance
Evaluate user permissions, sharing rules, and compliance posture.
- Permission review
- Sharing rule audit
- Login history analysis
- Compliance gaps
Optimization Roadmap
Prioritized recommendations with effort/impact analysis for every finding.
- Quick wins
- Strategic improvements
- ROI estimates
- Implementation timeline
Frequently Asked Questions
What does a CRM audit cover?
Data quality, automation health, security/permissions, integration review, user adoption, and feature utilization across 200+ audit points.
How long does a CRM audit take?
Typically 2 weeks. We deliver a comprehensive report with prioritized findings and a clear remediation roadmap.