CRM Audit: the same methodology, for any platform
Not every company uses Kommo, but almost all have the same problem: a CRM that was set up once, a long time ago, and that nobody has reviewed since. Our CRM audit applies the same rigorous methodology we use with Kommo, adapted to whichever platform you use today: HubSpot, Pipedrive, Salesforce, Zoho, Monday CRM, ActiveCampaign or another.
What is this audit?
It's a comprehensive review of the configuration, processes and data of your current CRM, no matter what software it is. The goal is to identify why your sales team isn't getting the most out of the tool you already pay for every month, and to give you a concrete plan to fix it.
We work with a platform-agnostic approach: first we understand your sales process, and then we assess whether the CRM is configured to support it or, on the contrary, is one more obstacle for your sales team.
What does the audit include?
- Diagnosis of the real sales process, compared against the CRM's current configuration.
- Review of pipelines and stages, to detect unnecessary or missing steps.
- Existing automations, evaluating whether they help or create additional manual work.
- Data quality and structure: duplicates, unused fields, incomplete information.
- User permissions and roles, to ensure correct visibility by job function.
- Reports and dashboards, verifying whether the metrics being tracked are the ones that really matter for the business.
- Active integrations with marketing, customer support, billing or other areas.
Working methodology
The whole process is designed to be completed in about a week, depending on the complexity of the account and the number of active users.
- 01
Assessment
We understand your business, your sales team and how you sell today.
- 02
Access and technical review
We analyze the CRM's current configuration with read-only access.
- 03
Information cross-check
We compare the technical against the commercial to find the real gaps.
- 04
Final report
We deliver a document with findings prioritized by impact and effort to fix, plus a live review session.
Who is this audit for?
For any company that feels its CRM "isn't delivering what it should": messy data, unreliable reports, salespeople who avoid entering information, or simply the feeling of paying for a tool that isn't being used well.
It's especially useful for companies that grew quickly and kept patching the CRM configuration without a unified criterion, or that inherited an account set up by an employee or agency no longer with the company.
Is your CRM Kommo?
If your platform is specifically Kommo, we recommend going straight to our specialized Kommo audit, which includes targeted reviews of exclusive features such as Salesbot and the unified messaging inbox. You can also start with our free Kommo course if you'd rather understand the platform on your own first.
After the diagnosis
If the report shows that the best option is to rebuild the configuration from a solid foundation, we offer a multi-platform CRM implementation service that takes that diagnosis as its starting point.
Find out what's holding your CRM back
Leave your details and we'll schedule the discovery. In about a week you'll have the report with prioritized findings.
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