A CRM Audit is a thorough review of how a company’s CRM is built and used, with a strong focus on data structure, processes, and overall system efficiency. The audit goes deep into data architecture—how properties are used, how information flows between Contacts, Companies, Deals, and Tickets, and how clean and consistent the data is.
It also includes a full mapping of sales, marketing, and service processes to assess whether workflows, lifecycle stages, and pipeline stages reflect actual operations. Common findings include missing or inconsistent data, weak handovers between teams, duplicate records, poor segmentation, and reporting gaps.
The result is a clear, actionable report with recommendations to support better decisions, stronger alignment, and higher CRM performance. Typically, 4–5 hours are invested at no cost to conduct the audit, followed by delivery of a full report and a presentation to internal stakeholders and CRM superusers.
The report includes specific suggestions for improvements that can be carried out by either an internal superuser or an external specialist—such as us.
Below you can choose if you want to start a free audit, look at an audit example or learn how to perform one yourself.
