CRM Health Check
Most customer systems do not fail all at once. They leak: a contact nobody updated, a stage nobody trusts, a report rebuilt by hand every Monday, a license nobody logs into.
Twelve questions, about four minutes, and it works whatever you run today: Salesforce, HubSpot, Zoho, Pipedrive, Dynamics, a spreadsheet, or nothing yet. You see your result straight away, with no email needed.
Free check
Where is your customer data leaking?
We score five areas, show you the one costing you the most, and suggest one next step that fits what you run and how big you are.
Up to 12 questionsAbout 4 minutesNo email needed
What the check looks at
- Data quality. Whether the records are complete, current and entered once.
- Process fit. Whether the system follows how deals actually move, or records them after the fact.
- Adoption. Whether people use it by habit or only when reminded.
- Reporting trust. Whether the pipeline number comes out of the system or gets rebuilt by hand.
- Spend versus use. Whether what you pay matches what the team uses. Skipped if you run on a spreadsheet or nothing yet.
Rather talk it through
Tell us what is not working.
Whichever CRM you run, or none, we will tell you whether it is something we can fix and roughly what it would take.
Talk to us