Why Most CRMs Are Not Working
We have audited hundreds of CRM systems across Canada. The same problems show up again and again:
The good news: every one of these problems is fixable. The first step is knowing exactly what you are dealing with. That is what the audit gives you.
What the Audit Analyzes
This is not a surface-level checklist. Our AI-powered audit goes deep into six critical areas of your CRM:
Data Quality
Duplicate detection, missing field analysis, data freshness, invalid emails, orphaned records, and overall database health scoring.
Pipeline Structure
Pipeline stages mapped against your sales process, deal velocity analysis, stage conversion rates, and bottleneck identification.
Automation & Workflows
Every active and inactive workflow audited. Broken triggers, redundant automations, missing sequences, and automation coverage gaps.
Reporting Accuracy
Dashboard reliability check, forecast accuracy assessment, attribution model review, and metric trustworthiness scoring.
Integration Health
Connected apps reviewed, data sync verification, API connection status, and integration gap analysis.
Adoption & Usage
User activity analysis, feature utilization rates, data entry consistency, and team-by-team adoption scoring.
What You Receive
After the audit, you receive a detailed report that includes:
CRM Health Score
An overall score (out of 100) showing how well your CRM is configured and being used. Broken down by data quality, automation, reporting, and adoption.
Issue Inventory
Every problem identified — duplicates, broken workflows, missing automation, data gaps, integration failures. Each issue categorized by severity and business impact.
Prioritized Action Plan
A step-by-step plan showing what to fix first based on business impact. Quick wins identified separately from larger projects.
Cost and Timeline Estimate
If you choose to work with us, you get a fixed-price quote for the recommended fixes. No obligation — the audit and recommendations are yours to keep regardless.
How the Audit Works
Book a Call
Schedule a free 30-minute strategy call. We will discuss your current CRM situation, your goals, and what is not working. This helps us focus the audit on what matters most to your business.
We Run the Audit
We connect to your CRM (read-only access) and run our AI-powered analysis. This typically takes 24 to 48 hours depending on database size. We do not modify any data.
Review the Report
We walk you through the findings on a follow-up call. Every issue explained, every recommendation justified. You receive the full report in PDF format — it is yours to keep.