Before you spend money replatforming, it’s worth knowing whether the platform is actually what’s letting you down.
In our experience it usually isn’t. The common findings are a configuration that drifted years ago, pipeline stages nobody agrees on, duplicate records nobody owns, and a team that’s quietly gone back to spreadsheets because entering data twice was faster. A new CRM inherits every one of those problems.
The audit looks at four things:
- Configuration — objects, fields, stages, permissions and automations against the process you actually run. What’s unused, what’s contradictory, what’s holding the mess together.
- Data quality — duplicates, completeness on the fields that matter, staleness, and whether the reporting can be trusted.
- Adoption — who’s using it, who isn’t, and specifically what makes it annoying enough to avoid.
- Automation and integration — what’s connected, what’s manual, and where the highest-value automation opportunities sit.
You get a written report with findings ranked by impact and effort, and a clear recommendation: optimise what you have, migrate, or in a few cases genuinely start again.
We don’t resell any CRM, so there’s no version of this report that ends with us needing you to buy something.